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 386 institutions that hold shares in the stock, with a total of 77 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
13,188,846
shares
|
$796 Million
8.85% of portfolio
|
Q1 2024
Added 7.49%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
7,359,644
shares
|
$444 Million
0.16% of portfolio
|
Q1 2024
Added 9.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,613,440
shares
|
$158 Million
0.01% of portfolio
|
Q1 2024
Added 2.73%
|
|
|
Annex Advisory Services, LLC
|
Apr 12, 2024 Q1 2024 |
2,309,443
shares
|
$139 Million
4.87% of portfolio
|
Q1 2024
Added 16.27%
|
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
2,232,347
shares
|
$135 Million
1.35% of portfolio
|
Q1 2024
Added 1.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,129,942
shares
|
$128 Million
6.88% of portfolio
|
Q3 2022
Reduced 7.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,807,286
shares
|
$109 Million
0.17% of portfolio
|
Q1 2024
Added 30.67%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,585,100
shares
|
$95.6 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
1,561,230
shares
|
$94.2 Million
0.06% of portfolio
|
Q1 2024
Added 2.93%
|
|
|
Pure Financial Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
1,519,459
shares
|
$91.7 Million
2.77% of portfolio
|
Q1 2024
Added 0.8%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,355,297
shares
|
$81.8 Million
0.09% of portfolio
|
Q1 2024
Reduced 8.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,328,679
shares
|
$80.1 Million
0.08% of portfolio
|
Q1 2024
Reduced 7.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,280,145
shares
|
$77.2 Million
0.02% of portfolio
|
Q1 2024
Added 28.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
1,141,702
shares
|
$68.9 Million
1.17% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
986,640
shares
|
$59.5 Million
0.03% of portfolio
|
Q1 2024
Added 17.66%
|
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
981,239
shares
|
$59.2 Million
4.07% of portfolio
|
Q1 2024
Added 2.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
908,457
shares
|
$54.8 Million
0.07% of portfolio
|
Q1 2024
Added 90.88%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 29, 2024 Q1 2024 |
825,490
shares
|
$49.8 Million
3.77% of portfolio
|
Q1 2024
Added 9.5%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
757,764
shares
|
$45.7 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
May 09, 2024 Q1 2024 |
745,826
shares
|
$45 Million
6.37% of portfolio
|
Q1 2024
Added 9.1%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2024 Q1 2024 |
688,868
shares
|
$41.6 Million
4.0% of portfolio
|
Q1 2024
Added 5.66%
|
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
603,285
shares
|
$36.4 Million
0.98% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
563,089
shares
|
$34 Million
2.56% of portfolio
|
Q1 2024
Reduced 6.04%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Apr 18, 2024 Q1 2024 |
562,410
shares
|
$33.9 Million
2.24% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Atwood & Palmer Inc
|
Apr 10, 2024 Q1 2024 |
544,248
shares
|
$32.8 Million
2.42% of portfolio
|
Q1 2024
Added 10.95%
|
|