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 520 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $6.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
11,525
shares
|
$704,869
0.06% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
11,465
shares
|
$701,199
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,188
shares
|
$684,258
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
10,960
shares
|
$670,313
0.07% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,911
shares
|
$667,316
0.02% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
10,875
shares
|
$665,115
0.41% of portfolio
|
Q4 2024
Added 136.16%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
10,860
shares
|
$664,197
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
10,831
shares
|
$662,423
0.4% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
10,545
shares
|
$644,932
0.06% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
10,380
shares
|
$634,840
0.49% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
10,337
shares
|
$632,210
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
10,315
shares
|
$630,865
0.37% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
10,308
shares
|
$630,437
0.62% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
10,202
shares
|
$623,954
0.1% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
10,192
shares
|
$623,342
0.34% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
10,170
shares
|
$621,997
0.21% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
10,081
shares
|
$616,553
0.06% of portfolio
|
Q3 2024
Added 190.85%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
10,064
shares
|
$615,514
0.26% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
10,007
shares
|
$612,028
0.32% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
9,833
shares
|
$601,386
0.25% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,754
shares
|
$596,554
0.22% of portfolio
|
Q3 2023
Reduced 14.98%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
9,510
shares
|
$581,631
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,434
shares
|
$576,983
0.12% of portfolio
|
Q4 2024
Added 27.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,377
shares
|
$573,497
0.02% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
9,314
shares
|
$569,644
0.3% of portfolio
|
Q1 2024
New holding
|