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 105 institutions that hold shares in the stock, with a total of 1.91 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 |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
25,443
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
25,424
shares
|
$0
0.28% of portfolio
|
Q2 2025
Added 58.87%
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
24,659
shares
|
$0
1.56% of portfolio
|
Q2 2025
Added 4.3%
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
22,621
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
21,793
shares
|
$0
1.17% of portfolio
|
Q2 2025
Added 57.7%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
20,611
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
18,504
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.14%
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
16,598
shares
|
$0
0.56% of portfolio
|
Q2 2025
Added 23955.07%
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
15,919
shares
|
$0
0.82% of portfolio
|
Q2 2025
Added 3.34%
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
15,250
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
11,751
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.3%
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
11,137
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
10,991
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,882
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 55.32%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,457
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 75.72%
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,333
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.65%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,019
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.77%
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
9,591
shares
|
$0
0.36% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
9,286
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 30.71%
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
9,192
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.44%
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
9,031
shares
|
$0
0.28% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
8,901
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
8,582
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 12.8%
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
8,398
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,254
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|