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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9,179
shares
|
$561,387
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
8,855
shares
|
$541,571
0.17% of portfolio
|
Q4 2023
Added 77.1%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,774
shares
|
$536,617
0.04% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
8,738
shares
|
$534,416
0.38% of portfolio
|
Q4 2024
Reduced 12.58%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
8,736
shares
|
$534,293
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
8,569
shares
|
$524,080
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
8,532
shares
|
$521,817
0.0% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,531
shares
|
$521,755
0.01% of portfolio
|
Q4 2024
Reduced 31.01%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,396
shares
|
$513,499
0.16% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,364
shares
|
$511,542
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
8,332
shares
|
$509,585
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
8,247
shares
|
$504,386
0.12% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,200
shares
|
$501,512
0.16% of portfolio
|
Q3 2023
Reduced 3.34%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
8,100
shares
|
$495,396
0.36% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,987
shares
|
$488,484
0.04% of portfolio
|
Q4 2024
Added 76.35%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,932
shares
|
$485,121
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
7,859
shares
|
$480,656
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
7,718
shares
|
$472,032
0.02% of portfolio
|
Q4 2024
Reduced 41.99%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,413
shares
|
$453,379
0.03% of portfolio
|
Q2 2024
Added 7.9%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
7,365
shares
|
$450,443
0.14% of portfolio
|
Q4 2024
Added 38.13%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
7,261
shares
|
$444,082
0.08% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
7,164
shares
|
$438,150
0.12% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,049
shares
|
$431,116
0.0% of portfolio
|
Q4 2024
Added 103.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,867
shares
|
$419,985
0.02% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
6,749
shares
|
$412,768
0.11% of portfolio
|
Q4 2024
Reduced 3.56%
|