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 624 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
58,202
shares
|
$4.33 Million
0.1% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
58,061
shares
|
$4.32 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
57,621
shares
|
$4.29 Million
2.07% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
57,594
shares
|
$4.29 Million
0.22% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
57,514
shares
|
$4.28 Million
0.06% of portfolio
|
Q2 2025
Added 169.26%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
57,310
shares
|
$4.27 Million
3.61% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,064
shares
|
$4.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
56,602
shares
|
$4.21 Million
1.67% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
56,400
shares
|
$4.2 Million
0.72% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
54,964
shares
|
$4.09 Million
0.48% of portfolio
|
Q2 2025
Added 75.03%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
54,856
shares
|
$4.08 Million
0.9% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
54,740
shares
|
$4.07 Million
2.91% of portfolio
|
Q2 2025
Added 94.25%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
54,519
shares
|
$4.06 Million
2.7% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
53,503
shares
|
$3.98 Million
2.09% of portfolio
|
Q2 2025
Added 187.14%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
53,437
shares
|
$3.98 Million
0.62% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
52,502
shares
|
$3.91 Million
3.24% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
52,437
shares
|
$3.9 Million
0.01% of portfolio
|
Q2 2025
Added 30.79%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
52,293
shares
|
$3.89 Million
0.16% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
50,498
shares
|
$3.76 Million
1.98% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
50,383
shares
|
$3.75 Million
3.47% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
50,311
shares
|
$3.74 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
50,031
shares
|
$3.72 Million
2.08% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
49,589
shares
|
$3.69 Million
0.62% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
48,801
shares
|
$3.63 Million
2.09% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
48,623
shares
|
$3.62 Million
1.86% of portfolio
|
Q2 2025
Added 0.83%
|