Institutional Ownership American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $540 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
27,491
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
26,637
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
25,393
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
24,305
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 20.98%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
23,694
shares
|
$1.04 Million
0.46% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
23,685
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
23,542
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
21,900
shares
|
$964,476
0.19% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
21,266
shares
|
$936,554
0.42% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
20,887
shares
|
$919,863
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
20,808
shares
|
$916,384
0.59% of portfolio
|
Q3 2025
Added 125.83%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
20,386
shares
|
$897,799
0.65% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
19,478
shares
|
$857,811
0.1% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
19,418
shares
|
$855,168
0.06% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
18,868
shares
|
$830,946
0.03% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
16,574
shares
|
$729,918
0.11% of portfolio
|
Q3 2025
Added 55.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
16,087
shares
|
$708,471
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
15,044
shares
|
$662,537
0.5% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
14,672
shares
|
$646,154
0.21% of portfolio
|
Q1 2025
Added 29.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
14,570
shares
|
$641,662
0.0% of portfolio
|
Q3 2025
Added 16.0%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
14,313
shares
|
$630,344
0.54% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,503
shares
|
$594,672
0.0% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
12,952
shares
|
$570,406
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
11,335
shares
|
$499,193
0.16% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
10,952
shares
|
$482,326
0.36% of portfolio
|
Q3 2025
Added 10.72%
|
|