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 $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
32,051
shares
|
$2.5 Million
0.06% of portfolio
|
Q3 2025
Added 68.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
31,736
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
31,562
shares
|
$2.47 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
30,999
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 39.61%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
30,876
shares
|
$2.41 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
30,870
shares
|
$2.41 Million
1.28% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
30,706
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 6016.73%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
30,579
shares
|
$2.39 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
30,289
shares
|
$2.37 Million
0.2% of portfolio
|
Q3 2025
Added 20.76%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
30,064
shares
|
$2.35 Million
0.91% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
29,550
shares
|
$2.31 Million
1.25% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
29,469
shares
|
$2.3 Million
1.5% of portfolio
|
Q3 2025
New holding
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
28,221
shares
|
$2.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
28,042
shares
|
$2.19 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
28,007
shares
|
$2.19 Million
0.58% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
27,772
shares
|
$2.17 Million
0.51% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
27,675
shares
|
$2.16 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
27,572
shares
|
$2.15 Million
0.62% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
27,247
shares
|
$2.13 Million
2.0% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
27,198
shares
|
$2.12 Million
0.25% of portfolio
|
Q3 2025
Added 31.45%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
26,940
shares
|
$2.1 Million
0.63% of portfolio
|
Q3 2025
Added 18.43%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
26,747
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
26,705
shares
|
$2.09 Million
0.62% of portfolio
|
Q3 2025
Added 48.38%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
26,541
shares
|
$2.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 40.12%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
26,389
shares
|
$2.06 Million
0.2% of portfolio
|
Q3 2025
New holding
|