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 468 institutions that hold shares in the stock, with a total of 99.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
21,831
shares
|
$1.33 Million
0.47% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
21,785
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Added 41.43%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,768
shares
|
$1.32 Million
1.23% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
21,435
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
20,928
shares
|
$1.27 Million
0.97% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
20,885
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
20,857
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
20,601
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
20,473
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
20,426
shares
|
$1.24 Million
0.5% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
20,425
shares
|
$1.24 Million
1.05% of portfolio
|
Q3 2024
Added 47.79%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
20,326
shares
|
$1.24 Million
0.88% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
20,301
shares
|
$1.23 Million
0.26% of portfolio
|
Q3 2024
Added 63.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,505
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,852
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
18,846
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
18,793
shares
|
$1.14 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
18,720
shares
|
$1.14 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
18,697
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
18,377
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2024
Added 42.03%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
18,236
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,095
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 14.48%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
17,098
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 25.67%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
17,086
shares
|
$1.04 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
17,045
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 1337.18%
|