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 624 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
9,575
shares
|
$712,571
0.19% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,434
shares
|
$702,078
0.12% of portfolio
|
Q2 2024
Reduced 16.8%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
9,322
shares
|
$693,743
0.2% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
9,306
shares
|
$692,552
0.25% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
9,225
shares
|
$686,524
0.22% of portfolio
|
Q4 2024
Added 47.88%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9,179
shares
|
$683,101
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
9,151
shares
|
$681,017
0.05% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
9,063
shares
|
$674,468
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
9,011
shares
|
$670,598
0.25% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,973
shares
|
$667,770
0.01% of portfolio
|
Q2 2025
Added 2143.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
8,932
shares
|
$664,719
0.03% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
8,855
shares
|
$658,989
0.17% of portfolio
|
Q4 2023
Added 77.1%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
8,606
shares
|
$640,458
0.51% of portfolio
|
Q2 2025
Reduced 82.1%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
8,569
shares
|
$637,704
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
8,402
shares
|
$625,276
0.06% of portfolio
|
Q2 2025
Added 79.95%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,364
shares
|
$622,448
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,316
shares
|
$618,876
0.43% of portfolio
|
Q2 2025
Added 36.26%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
8,301
shares
|
$617,760
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,200
shares
|
$610,244
0.16% of portfolio
|
Q3 2023
Reduced 3.34%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
8,160
shares
|
$607,267
0.43% of portfolio
|
Q2 2025
Added 47.75%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
8,147
shares
|
$606,299
0.15% of portfolio
|
Q2 2025
Added 88.2%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,932
shares
|
$590,299
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
7,845
shares
|
$583,824
0.0% of portfolio
|
Q2 2025
Added 44.82%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
7,745
shares
|
$576,382
0.18% of portfolio
|
Q2 2025
Added 89.74%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
7,595
shares
|
$565,219
0.04% of portfolio
|
Q2 2025
Added 2.93%
|