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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
656
shares
|
$28,890
0.0% of portfolio
|
Q3 2025
Added 375.36%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
565
shares
|
$24,882
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
527
shares
|
$23,209
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
500
shares
|
$22,020
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
480
shares
|
$21,139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
471
shares
|
$20,742
0.0% of portfolio
|
Q3 2025
Reduced 84.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
432
shares
|
$19,025
0.0% of portfolio
|
Q2 2025
Reduced 82.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
272
shares
|
$11,978
0.0% of portfolio
|
Q3 2025
Added 25.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
237
shares
|
$10,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
208
shares
|
$9,160
0.0% of portfolio
|
Q3 2025
Added 34.19%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
188
shares
|
$8,279
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
141
shares
|
$6,209
0.0% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
69
shares
|
$3,038
0.0% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
52
shares
|
$2,290
0.0% of portfolio
|
Q3 2025
Reduced 46.39%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
49
shares
|
$2,157
0.0% of portfolio
|
Q2 2025
Reduced 99.57%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
36
shares
|
$1,585
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
23
shares
|
$1,012
0.0% of portfolio
|
Q2 2025
Reduced 20.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
22
shares
|
$968
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
16
shares
|
$704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
16
shares
|
$704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
6
shares
|
$264
0.0% of portfolio
|
Q3 2025
Reduced 89.47%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|