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 549 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 $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
35,499
shares
|
$2.07 Million
1.47% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
35,464
shares
|
$2.06 Million
0.36% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
34,876
shares
|
$2.03 Million
0.53% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
34,637
shares
|
$2.02 Million
0.32% of portfolio
|
Q1 2025
Added 39.04%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
34,595
shares
|
$2.01 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
33,959
shares
|
$1.98 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
33,841
shares
|
$1.97 Million
0.05% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
33,271
shares
|
$1.94 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
33,256
shares
|
$1.94 Million
0.36% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
32,896
shares
|
$1.92 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
32,379
shares
|
$1.89 Million
0.23% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
32,120
shares
|
$1.87 Million
0.64% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
31,606
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
31,402
shares
|
$1.83 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
30,857
shares
|
$1.8 Million
1.01% of portfolio
|
Q4 2024
Reduced 23.14%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
30,519
shares
|
$1.78 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
30,010
shares
|
$1.75 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
29,168
shares
|
$1.7 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
28,887
shares
|
$1.68 Million
0.49% of portfolio
|
Q4 2024
Added 109.3%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
28,520
shares
|
$1.66 Million
1.54% of portfolio
|
Q1 2025
Added 51.23%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
28,344
shares
|
$1.65 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
28,188
shares
|
$1.64 Million
0.78% of portfolio
|
Q4 2024
Added 28.35%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
28,180
shares
|
$1.64 Million
1.4% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
27,862
shares
|
$1.62 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
27,312
shares
|
$1.59 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.77%
|