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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,932
shares
|
$550,639
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
7,929
shares
|
$550,431
0.02% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
7,845
shares
|
$544,599
0.0% of portfolio
|
Q2 2025
Added 44.82%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
7,745
shares
|
$537,657
0.18% of portfolio
|
Q2 2025
Added 89.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
7,591
shares
|
$526,967
0.01% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
7,452
shares
|
$517,317
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
7,448
shares
|
$517,040
0.39% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
7,379
shares
|
$512,250
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,373
shares
|
$511,833
0.02% of portfolio
|
Q1 2025
Reduced 53.28%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
7,339
shares
|
$509,473
0.41% of portfolio
|
Q2 2025
Added 99.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
7,200
shares
|
$499,824
0.0% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
7,193
shares
|
$499,338
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
7,082
shares
|
$491,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
6,572
shares
|
$456,228
0.2% of portfolio
|
Q1 2025
Added 81.75%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
6,534
shares
|
$453,590
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
6,487
shares
|
$450,327
0.09% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,485
shares
|
$450,188
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,403
shares
|
$444,496
0.05% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,394
shares
|
$443,871
0.0% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
6,359
shares
|
$441,441
0.21% of portfolio
|
Q1 2025
Reduced 79.16%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
6,330
shares
|
$439,428
0.01% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
6,298
shares
|
$437,207
0.04% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
6,191
shares
|
$429,779
0.13% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,116
shares
|
$424,572
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,115
shares
|
$424,503
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|