Institutional Ownership American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM). We have compiled data on the 601 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $9.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
17,746,750
shares
|
$1.25 Billion
8.1% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
15,030,769
shares
|
$1.06 Billion
0.3% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,891,846
shares
|
$626 Million
1.24% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,181,659
shares
|
$294 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,391,347
shares
|
$168 Million
0.12% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,295,240
shares
|
$162 Million
0.28% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,233,115
shares
|
$157 Million
0.03% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,129,942
shares
|
$150 Million
6.88% of portfolio
|
Q3 2022
Reduced 7.1%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
2,084,745
shares
|
$147 Million
1.31% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
1,930,233
shares
|
$136 Million
0.07% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,835,387
shares
|
$129 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,767,726
shares
|
$124 Million
3.99% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,471,607
shares
|
$104 Million
0.04% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,421,426
shares
|
$100 Million
0.08% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,381,984
shares
|
$97.3 Million
1.72% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,362,854
shares
|
$95.9 Million
0.04% of portfolio
|
Q1 2025
Added 27.9%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,303,911
shares
|
$91.8 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,290,497
shares
|
$90.8 Million
0.26% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,279,474
shares
|
$90 Million
0.01% of portfolio
|
Q1 2025
Added 31.27%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Jul 15, 2025 Q2 2025 |
1,167,215
shares
|
$82.1 Million
9.91% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,125,742
shares
|
$79.2 Million
0.06% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,109,189
shares
|
$78.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,082,299
shares
|
$76.2 Million
2.82% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,022,529
shares
|
$72 Million
1.59% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,017,842
shares
|
$71.6 Million
0.57% of portfolio
|
Q2 2025
Reduced 6.51%
|