Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVRE)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVRE) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Financial Plan, Inc.
Bellingham, WA |
BUY
|
- |
601KNew |
$26M - $27.2M
|
601K
$26.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
42.5K+ 28.03% |
$1.84M - $1.92M
|
194K
$8.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
28.9K+ 11.26% |
$1.25M - $1.31M
|
286K
$12.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
25.8K+ 7.2% |
$1.12M - $1.17M
|
384K
$16.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
24.6K+ 6.38% |
$1.06M - $1.11M
|
410K
$18M
|
|
|
Jan 29, 2026
Q4 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
20.3K+ 10.79% |
$879K - $921K
|
209K
$9.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
19.4K+ 19.41% |
$839K - $879K
|
119K
$5.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
BUY
|
- |
14.8K+ 4.69% |
$642K - $672K
|
331K
$14.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
14.7K+ 11.34% |
$637K - $667K
|
144K
$6.36M
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
14.1K+ 10.15% |
$608K - $637K
|
153K
$6.72M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.4K+ 12.22% |
$535K - $560K
|
113K
$5M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 40.99% |
$505K - $528K
|
40.1K
$1.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10.1K+ 68.85% |
$437K - $458K
|
24.8K
$1.09M
|
|
|
Jan 27, 2026
Q4 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.19KNew |
$398K - $416K
|
9.19K
$405K
|
|
|
Jan 26, 2026
Q4 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9.14K+ 5.57% |
$396K - $414K
|
173K
$7.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Invariant Investment Management
Camp Hill, PA |
BUY
|
- |
7.47KNew |
$323K - $339K
|
7.47K
$329K
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.73K+ 5.17% |
$291K - $305K
|
137K
$6.03M
|
|
|
Jan 29, 2026
Q4 2025
|
Ares Financial Consulting, LLC
Calabasas, CA |
BUY
|
- |
6.39KNew |
$276K - $289K
|
6.39K
$281K
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.26K+ 5.93% |
$271K - $284K
|
112K
$4.92M
|
|
|
Jan 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
6.08KNew |
$263K - $275K
|
6.08K
$268K
|
|
|
Jan 30, 2026
Q4 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5.14K+ 5.81% |
$222K - $233K
|
93.5K
$4.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.11K+ 27.07% |
$221K - $231K
|
24K
$1.06M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.28K+ 4.14% |
$185K - $194K
|
108K
$4.74M
|
|
|
Jan 29, 2026
Q4 2025
|
Torren Management, LLC
San Diego, CA |
BUY
|
- |
4.19KNew |
$181K - $190K
|
4.19K
$184K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.87K+ 5.26% |
$168K - $175K
|
77.5K
$3.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
3.79K+ 11.99% |
$164K - $172K
|
35.4K
$1.56M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.77K+ 21.41% |
$120K - $126K
|
15.7K
$693K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.57K+ 7.2% |
$111K - $116K
|
38.3K
$1.69M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.56K+ 2.54% |
$111K - $116K
|
103K
$4.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 749.37% |
$76.9K - $80.5K
|
2.01K
$88.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
622+ 2.17% |
$26.9K - $28.2K
|
29.3K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
603+ 2.54% |
$26.1K - $27.3K
|
24.3K
$1.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
592+ 3.94% |
$25.6K - $26.8K
|
15.6K
$689K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
529+ 4.9% |
$22.9K - $24K
|
11.3K
$498K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
525+ 1.9% |
$22.7K - $23.8K
|
28.2K
$1.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
68+ 1.2% |
$2.94K - $3.08K
|
5.73K
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 0.86% |
$2.16K - $2.27K
|
5.88K
$259K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$43.3 - $45.3
|
1
$44
|
|
|
Jan 28, 2026
Q4 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-49- 0.5% |
$2.12K - $2.22K
|
9.76K
$430K
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-263- 0.43% |
$11.4K - $11.9K
|
61.3K
$2.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-484- 1.36% |
$20.9K - $21.9K
|
35.1K
$1.55M
|
|
|
Jan 27, 2026
Q4 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-598- 1.39% |
$25.9K - $27.1K
|
42.4K
$1.87M
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-711- 0.75% |
$30.8K - $32.2K
|
94.4K
$4.16M
|
|
|
Jan 26, 2026
Q4 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.04K- 1.94% |
$44.9K - $47K
|
52.4K
$2.31M
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.65K- 1.9% |
$115K - $120K
|
137K
$6.02M
|
|
|
Jan 30, 2026
Q4 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.75K- 9.27% |
$162K - $170K
|
36.6K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.18K- 1.41% |
$181K - $189K
|
292K
$12.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.2K- 5.06% |
$182K - $190K
|
78.8K
$3.47M
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4.66K- 12.96% |
$202K - $211K
|
31.3K
$1.38M
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6K- 2.56% |
$260K - $272K
|
228K
$10.1M
|
|