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 112 institutions that hold shares in the stock, with a total of 2.03 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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,799
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
24,598
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
23,334
shares
|
$0
1.44% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
20,742
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
20,475
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 34603.39%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
16,978
shares
|
$0
0.89% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
16,653
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
16,142
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
15,250
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,606
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
12,579
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
12,371
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,969
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
11,912
shares
|
$0
0.41% of portfolio
|
Q3 2025
Reduced 28.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,329
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,457
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 75.72%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
10,366
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.63%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
9,917
shares
|
$0
0.37% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
9,917
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,777
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
9,402
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
9,334
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,232
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,149
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
8,901
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.82%
|
|