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 |
|---|---|---|---|---|---|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
1,200,779
shares
|
$52.9 Million
5.44% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
741,459
shares
|
$32.7 Million
4.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
634,648
shares
|
$27.9 Million
0.34% of portfolio
|
Q3 2025
Added 96.75%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
478,625
shares
|
$21.1 Million
1.7% of portfolio
|
Q3 2025
Added 46.65%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
384,991
shares
|
$17 Million
3.27% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
372,599
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
358,277
shares
|
$15.8 Million
4.31% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
316,649
shares
|
$13.9 Million
3.7% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
304,321
shares
|
$13.4 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
301,308
shares
|
$13.3 Million
0.55% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
296,184
shares
|
$13 Million
5.75% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
284,787
shares
|
$12.5 Million
2.91% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
256,630
shares
|
$11.3 Million
3.8% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
237,754
shares
|
$10.5 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
236,768
shares
|
$10.4 Million
3.13% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
234,322
shares
|
$10.3 Million
4.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
221,538
shares
|
$9.76 Million
1.56% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
217,903
shares
|
$9.6 Million
0.0% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
210,300
shares
|
$9.26 Million
0.0% of portfolio
|
Q3 2025
Added 17.34%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
188,285
shares
|
$8.29 Million
3.2% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
184,695
shares
|
$8.13 Million
1.35% of portfolio
|
Q3 2025
Added 25.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
182,278
shares
|
$8.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
164,072
shares
|
$7.23 Million
2.23% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
161,949
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
151,479
shares
|
$6.67 Million
1.69% of portfolio
|
Q3 2025
Added 20.2%
|
|