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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
22,439
shares
|
$1.75 Million
0.29% of portfolio
|
Q3 2025
Added 241.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
22,405
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
22,340
shares
|
$1.74 Million
0.88% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
22,145
shares
|
$1.73 Million
1.43% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
22,116
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
22,059
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Added 38.26%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
21,774
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,768
shares
|
$1.7 Million
1.23% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,230
shares
|
$1.66 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
21,015
shares
|
$1.64 Million
0.44% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
20,856
shares
|
$1.63 Million
0.11% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
20,807
shares
|
$1.63 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
20,792
shares
|
$1.62 Million
0.25% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
20,726
shares
|
$1.62 Million
0.39% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
20,672
shares
|
$1.61 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
20,467
shares
|
$1.6 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
20,396
shares
|
$1.59 Million
0.97% of portfolio
|
Q3 2025
Added 105.54%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
20,213
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
19,924
shares
|
$1.56 Million
0.8% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
19,704
shares
|
$1.54 Million
1.24% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
19,592
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
19,162
shares
|
$1.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
18,668
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
18,472
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
18,064
shares
|
$1.41 Million
0.27% of portfolio
|
Q2 2025
Added 0.11%
|