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 594 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 $9.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,285
shares
|
$852,824
0.0% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
12,206
shares
|
$847,340
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,130
shares
|
$842,064
0.08% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
12,054
shares
|
$836,788
0.24% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
12,043
shares
|
$836,025
0.03% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
12,005
shares
|
$833,387
0.0% of portfolio
|
Q1 2025
Added 82.06%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
11,852
shares
|
$822,765
0.32% of portfolio
|
Q2 2024
Added 6.28%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
11,591
shares
|
$804,647
0.72% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
11,580
shares
|
$803,883
0.59% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
11,242
shares
|
$780,419
0.24% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
11,036
shares
|
$766,119
0.05% of portfolio
|
Q1 2025
Added 38.17%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
11,034
shares
|
$765,980
0.32% of portfolio
|
Q1 2025
Reduced 86.62%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
10,873
shares
|
$754,803
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
10,855
shares
|
$753,554
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
10,565
shares
|
$733,422
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
10,529
shares
|
$730,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,481
shares
|
$727,591
0.08% of portfolio
|
Q2 2025
Added 24.58%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
10,477
shares
|
$727,313
0.02% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
10,423
shares
|
$723,564
0.54% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
10,292
shares
|
$714,470
0.05% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
10,192
shares
|
$707,528
0.36% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
10,064
shares
|
$698,642
0.26% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
10,000
shares
|
$694,200
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
9,994
shares
|
$693,783
0.03% of portfolio
|
Q1 2025
Reduced 22.84%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
9,923
shares
|
$688,854
0.45% of portfolio
|
Q1 2025
Added 13.56%
|