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 |
|---|---|---|---|---|---|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
34,213
shares
|
$2.41 Million
1.73% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
33,971
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
33,959
shares
|
$2.39 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
32,810
shares
|
$2.31 Million
1.47% of portfolio
|
Q2 2025
Added 202.26%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
32,551
shares
|
$2.29 Million
0.28% of portfolio
|
Q2 2025
Reduced 33.67%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
30,806
shares
|
$2.17 Million
1.07% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
30,598
shares
|
$2.15 Million
1.34% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
30,198
shares
|
$2.13 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
30,123
shares
|
$2.12 Million
0.67% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
29,823
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 27.25%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
29,200
shares
|
$2.05 Million
1.56% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
29,034
shares
|
$2.04 Million
0.84% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
28,550
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
28,543
shares
|
$2.01 Million
0.25% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
28,525
shares
|
$2.01 Million
0.93% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
27,951
shares
|
$1.97 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
27,751
shares
|
$1.95 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
27,699
shares
|
$1.95 Million
0.52% of portfolio
|
Q2 2025
Added 61.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
27,437
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.82%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
27,214
shares
|
$1.92 Million
0.39% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
27,166
shares
|
$1.91 Million
0.59% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
27,042
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2025
Added 104.4%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
26,756
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
26,541
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2025
Reduced 40.12%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
26,155
shares
|
$1.84 Million
1.36% of portfolio
|
Q1 2025
Added 31.16%
|