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 602 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $9.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
54,740
shares
|
$3.85 Million
2.91% of portfolio
|
Q2 2025
Added 94.25%
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
54,460
shares
|
$3.83 Million
0.63% of portfolio
|
Q1 2025
Added 1.51%
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
54,071
shares
|
$3.8 Million
0.8% of portfolio
|
Q1 2025
Added 1.65%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
53,870
shares
|
$3.79 Million
0.19% of portfolio
|
Q1 2025
Added 4.75%
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
53,503
shares
|
$3.77 Million
2.09% of portfolio
|
Q2 2025
Added 187.14%
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
53,437
shares
|
$3.76 Million
0.62% of portfolio
|
Q1 2025
Added 8.23%
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
53,103
shares
|
$3.74 Million
2.55% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
52,502
shares
|
$3.69 Million
3.24% of portfolio
|
Q2 2025
Added 4.98%
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
52,293
shares
|
$3.68 Million
0.16% of portfolio
|
Q2 2025
Added 12.79%
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
50,383
shares
|
$3.55 Million
3.47% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
50,365
shares
|
$3.54 Million
0.31% of portfolio
|
Q1 2025
Added 0.68%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
50,232
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
50,031
shares
|
$3.52 Million
2.08% of portfolio
|
Q2 2025
Added 4.67%
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
49,673
shares
|
$3.5 Million
1.93% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
49,589
shares
|
$3.49 Million
0.62% of portfolio
|
Q2 2025
Added 6.1%
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
49,429
shares
|
$3.48 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
48,223
shares
|
$3.39 Million
1.79% of portfolio
|
Q1 2025
Added 4.48%
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
48,080
shares
|
$3.38 Million
2.69% of portfolio
|
Q1 2025
New holding
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,835
shares
|
$3.37 Million
0.2% of portfolio
|
Q3 2022
Added 2.41%
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
47,728
shares
|
$3.36 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
46,835
shares
|
$3.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 65.7%
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
45,467
shares
|
$3.2 Million
1.02% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
44,306
shares
|
$3.12 Million
2.38% of portfolio
|
Q1 2025
Added 5.64%
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
43,248
shares
|
$3.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
43,143
shares
|
$3.04 Million
1.1% of portfolio
|
Q1 2025
Added 3.9%
|