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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
16,180
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
16,172
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 498.3%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
16,132
shares
|
$1.14 Million
0.42% of portfolio
|
Q1 2025
Added 222.58%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
15,939
shares
|
$1.12 Million
0.48% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
15,891
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Added 21.7%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
15,660
shares
|
$1.1 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,477
shares
|
$1.09 Million
0.25% of portfolio
|
Q1 2023
Added 53.31%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
15,357
shares
|
$1.08 Million
0.59% of portfolio
|
Q4 2023
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
15,178
shares
|
$1.07 Million
0.21% of portfolio
|
Q1 2025
Added 24.81%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
14,949
shares
|
$1.05 Million
0.2% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
14,930
shares
|
$1.05 Million
0.66% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
14,863
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
14,805
shares
|
$1.04 Million
0.76% of portfolio
|
Q2 2025
Added 26.27%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
14,720
shares
|
$1.04 Million
0.99% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
14,590
shares
|
$1.03 Million
0.69% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
14,502
shares
|
$1.02 Million
0.86% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,215
shares
|
$1 Million
0.0% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
13,986
shares
|
$984,194
0.37% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
13,768
shares
|
$968,854
0.18% of portfolio
|
Q1 2024
Reduced 58.64%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
13,642
shares
|
$959,987
0.32% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
13,625
shares
|
$958,791
0.24% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
13,372
shares
|
$940,987
0.19% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
13,303
shares
|
$936,132
0.54% of portfolio
|
Q2 2025
Added 26.21%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
13,226
shares
|
$930,713
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
13,005
shares
|
$915,161
0.71% of portfolio
|
Q1 2025
New holding
|