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 467 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 $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
10,007
shares
|
$610,226
0.32% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
9,995
shares
|
$609,495
0.46% of portfolio
|
Q3 2024
Added 19.77%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
9,780
shares
|
$596,384
0.39% of portfolio
|
Q3 2024
Added 101.44%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,754
shares
|
$594,798
0.22% of portfolio
|
Q3 2023
Reduced 14.98%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
9,436
shares
|
$575,407
0.06% of portfolio
|
Q3 2024
Added 174.86%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
9,314
shares
|
$567,967
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
9,277
shares
|
$565,711
0.21% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
9,222
shares
|
$562,357
0.34% of portfolio
|
Q3 2024
Added 31.67%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
9,221
shares
|
$562,296
0.1% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9,179
shares
|
$559,735
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
8,855
shares
|
$539,977
0.16% of portfolio
|
Q4 2023
Added 77.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
8,753
shares
|
$533,757
0.0% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
8,750
shares
|
$533,575
0.03% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
8,587
shares
|
$523,635
0.04% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
8,569
shares
|
$522,537
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,364
shares
|
$510,036
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
8,302
shares
|
$506,255
0.0% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,200
shares
|
$500,036
0.16% of portfolio
|
Q3 2023
Reduced 3.34%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
8,100
shares
|
$493,938
0.36% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
8,072
shares
|
$492,230
0.14% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,996
shares
|
$487,596
0.18% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,932
shares
|
$483,693
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,593
shares
|
$463,021
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
7,413
shares
|
$452,044
0.04% of portfolio
|
Q2 2024
Added 7.9%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
7,402
shares
|
$451,373
0.09% of portfolio
|
Q2 2024
Reduced 16.8%
|