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 |
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,609
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,429
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,149
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
1,025
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
891
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
792
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 79.08%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
721
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 105.41%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
718
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 50.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
711
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
521
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 297.71%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
516
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
382
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
340
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
340
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
206
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 26.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
202
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
189
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
162
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 440.0%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
155
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 63.93%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
86
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 11.69%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
85
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
70
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
59
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
51
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|