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 |
|---|---|---|---|---|---|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
6,103
shares
|
$423,670
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
6,063
shares
|
$420,893
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
6,057
shares
|
$420,476
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
6,023
shares
|
$418,116
0.1% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,992
shares
|
$415,964
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
5,978
shares
|
$414,992
0.15% of portfolio
|
Q2 2025
Added 42.33%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,808
shares
|
$403,191
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
5,793
shares
|
$402,150
0.15% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,769
shares
|
$400,483
0.23% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
5,764
shares
|
$400,136
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
5,559
shares
|
$385,905
0.23% of portfolio
|
Q1 2025
Reduced 88.01%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
5,466
shares
|
$379,449
0.09% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,441
shares
|
$377,714
0.03% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,277
shares
|
$366,329
0.04% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
5,160
shares
|
$358,207
0.13% of portfolio
|
Q1 2025
Added 185.4%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
5,156
shares
|
$357,929
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,104
shares
|
$354,319
0.04% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,098
shares
|
$353,903
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
5,072
shares
|
$352,098
0.08% of portfolio
|
Q1 2025
Reduced 35.46%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,069
shares
|
$351,889
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$347,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,985
shares
|
$346,058
0.02% of portfolio
|
Q4 2023
Reduced 5.05%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
4,936
shares
|
$342,657
0.43% of portfolio
|
Q1 2025
Reduced 43.5%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
4,821
shares
|
$334,673
0.18% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,717
shares
|
$327,454
0.17% of portfolio
|
Q2 2025
Reduced 1.15%
|