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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
37,695
shares
|
$2.89 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
37,316
shares
|
$2.86 Million
1.73% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
37,259
shares
|
$2.85 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
37,157
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Added 67.45%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
36,142
shares
|
$2.77 Million
0.02% of portfolio
|
Q3 2025
Added 678.08%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
36,070
shares
|
$2.76 Million
0.47% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
36,067
shares
|
$2.76 Million
0.1% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
35,341
shares
|
$2.71 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
35,299
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
35,109
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2025
Added 17.72%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
35,020
shares
|
$2.68 Million
1.47% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
35,000
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Added 386.11%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
34,409
shares
|
$2.64 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
34,322
shares
|
$2.63 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
34,172
shares
|
$2.62 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
33,959
shares
|
$2.6 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
33,776
shares
|
$2.59 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
33,423
shares
|
$2.56 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
33,350
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
33,320
shares
|
$2.55 Million
0.12% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
33,016
shares
|
$2.53 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
32,351
shares
|
$2.48 Million
1.55% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
32,318
shares
|
$2.47 Million
1.76% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
32,238
shares
|
$2.47 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
32,051
shares
|
$2.45 Million
0.06% of portfolio
|
Q3 2025
Added 68.13%
|