Institutional Ownership American Centy ETF Tr Avantis (AVGE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVGE). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 2.1 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meredith Wealth Planning
Maryville, IL |
Jan 16, 2026 Q4 2025 |
232,703
shares
|
$0
5.95% of portfolio
|
Q4 2025
Added 44.93%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
169,428
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
99,899
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 2.13%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
93,322
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
75,676
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
74,620
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
70,703
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
65,300
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
63,026
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Paragon Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
62,817
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 22.83%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
62,575
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
55,876
shares
|
$0
2.44% of portfolio
|
Q4 2025
Added 0.94%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
45,161
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 100.31%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
42,648
shares
|
$0
0.56% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
40,589
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 13.38%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
37,229
shares
|
$0
2.28% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
37,014
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
35,775
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
33,395
shares
|
$0
0.45% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
32,261
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 10.44%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
28,660
shares
|
$0
1.23% of portfolio
|
Q3 2025
Added 31.51%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
28,459
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 6.51%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
27,879
shares
|
$0
1.66% of portfolio
|
Q4 2025
Added 19.48%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
27,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
27,260
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|