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 |
|---|---|---|---|---|---|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
10,790
shares
|
$475,191
0.12% of portfolio
|
Q2 2025
Added 66.64%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,928
shares
|
$437,229
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
9,805
shares
|
$431,812
0.13% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,419
shares
|
$370,772
0.02% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
8,367
shares
|
$368,482
0.11% of portfolio
|
Q3 2025
Reduced 34.1%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
8,332
shares
|
$366,941
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
7,664
shares
|
$337,522
0.14% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
7,345
shares
|
$323,473
0.03% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
6,015
shares
|
$264,900
0.07% of portfolio
|
Q3 2025
Added 20.66%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
5,985
shares
|
$263,579
0.03% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,825
shares
|
$256,533
0.02% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
5,800
shares
|
$255,432
0.13% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
5,659
shares
|
$249,222
0.04% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
5,550
shares
|
$244,422
0.1% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
5,240
shares
|
$230,769
0.05% of portfolio
|
Q3 2025
Reduced 28.88%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
5,197
shares
|
$228,875
0.01% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
5,003
shares
|
$220,332
0.02% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,825
shares
|
$212,493
0.02% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
4,518
shares
|
$198,972
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
2,218
shares
|
$97,680
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,973
shares
|
$86,890
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,843
shares
|
$81,165
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,291
shares
|
$56,855
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,039
shares
|
$45,757
0.0% of portfolio
|
Q1 2025
Added 122.01%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
859
shares
|
$37,830
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|