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 550 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $7.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
16,567,391
shares
|
$962 Million
7.93% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,915,520
shares
|
$866 Million
0.29% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,028,007
shares
|
$466 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,994,135
shares
|
$290 Million
0.02% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
2,894,202
shares
|
$168 Million
0.55% of portfolio
|
Q4 2024
Reduced 98.22%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,194,942
shares
|
$127 Million
0.28% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,193,753
shares
|
$127 Million
1.33% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,129,942
shares
|
$124 Million
6.88% of portfolio
|
Q3 2022
Reduced 7.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,071,910
shares
|
$120 Million
0.1% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,061,263
shares
|
$120 Million
0.03% of portfolio
|
Q4 2024
Added 40.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,846,124
shares
|
$107 Million
0.15% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,807,879
shares
|
$105 Million
3.79% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
1,777,291
shares
|
$103 Million
0.06% of portfolio
|
Q4 2024
Added 27.72%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,482,570
shares
|
$86.1 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,337,721
shares
|
$77.7 Million
0.03% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,319,743
shares
|
$76.7 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
1,174,021
shares
|
$68.2 Million
9.47% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,158,990
shares
|
$67.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,081,391
shares
|
$62.8 Million
3.66% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,069,210
shares
|
$62.1 Million
0.22% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,065,598
shares
|
$61.9 Million
0.03% of portfolio
|
Q4 2024
Added 103.7%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,061,267
shares
|
$61.6 Million
0.05% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
1,014,627
shares
|
$58.9 Million
1.54% of portfolio
|
Q1 2025
Added 71.34%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,010,464
shares
|
$58.7 Million
4.14% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
974,714
shares
|
$56.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.3%
|