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 698 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
69,267
shares
|
$5.3 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
69,179
shares
|
$5.3 Million
0.7% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
68,793
shares
|
$5.27 Million
0.89% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
67,881
shares
|
$5.2 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
67,503
shares
|
$5.17 Million
0.84% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
67,337
shares
|
$5.16 Million
0.04% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
67,225
shares
|
$5.15 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
66,939
shares
|
$5.13 Million
1.85% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
66,433
shares
|
$5.09 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
65,649
shares
|
$5.03 Million
0.07% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
65,510
shares
|
$5.02 Million
2.19% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
65,375
shares
|
$5.01 Million
0.58% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
64,896
shares
|
$4.97 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
64,553
shares
|
$4.94 Million
0.62% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
64,436
shares
|
$4.93 Million
2.42% of portfolio
|
Q3 2025
Added 20.43%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
63,823
shares
|
$4.89 Million
2.26% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
62,724
shares
|
$4.8 Million
0.63% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
62,637
shares
|
$4.8 Million
0.43% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
61,619
shares
|
$4.72 Million
0.23% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
61,049
shares
|
$4.68 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
60,944
shares
|
$4.67 Million
0.13% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
60,641
shares
|
$4.64 Million
2.45% of portfolio
|
Q2 2025
Reduced 41.49%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
60,144
shares
|
$4.61 Million
1.73% of portfolio
|
Q3 2025
Added 26.61%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
58,061
shares
|
$4.45 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
57,934
shares
|
$4.44 Million
1.68% of portfolio
|
Q3 2025
Added 2.35%
|