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 124 institutions that hold shares in the stock, with a total of 9.73 Million shares, which have been reported (via 13F filing form) to have a value of $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,591
shares
|
$199,570
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
4,500
shares
|
$195,615
0.17% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,925
shares
|
$170,619
0.02% of portfolio
|
Q3 2023
Reduced 11.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,528
shares
|
$109,892
0.0% of portfolio
|
Q4 2024
Added 276.75%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
2,218
shares
|
$96,416
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,878
shares
|
$81,636
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,291
shares
|
$56,119
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,087
shares
|
$47,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
850
shares
|
$36,949
0.02% of portfolio
|
Q2 2024
Added 23.01%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
756
shares
|
$32,863
0.02% of portfolio
|
Q4 2024
Added 152.0%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
713
shares
|
$30,994
0.0% of portfolio
|
Q4 2024
Reduced 81.27%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
681
shares
|
$29,603
0.0% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
625
shares
|
$27,168
0.01% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
565
shares
|
$24,560
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
468
shares
|
$20,343
0.0% of portfolio
|
Q4 2024
Reduced 79.84%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
278
shares
|
$12,084
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
167
shares
|
$7,259
0.0% of portfolio
|
Q2 2024
Added 7.05%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
138
shares
|
$5,998
0.0% of portfolio
|
Q3 2024
Added 13700.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
46
shares
|
$1,999
0.0% of portfolio
|
Q4 2024
Reduced 98.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
36
shares
|
$1,564
0.0% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
36
shares
|
$1,564
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21
shares
|
$912
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|