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 697 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 $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
1,070,663
shares
|
$82 Million
1.72% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
1,067,638
shares
|
$81.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,050,626
shares
|
$80.5 Million
2.29% of portfolio
|
Q3 2025
Added 92.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
1,044,887
shares
|
$80 Million
0.11% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,040,450
shares
|
$79.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,035,739
shares
|
$79.3 Million
0.54% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,010,464
shares
|
$77.4 Million
4.14% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
859,984
shares
|
$65.9 Million
6.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
834,991
shares
|
$63.9 Million
0.29% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
826,949
shares
|
$63.3 Million
1.39% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
826,781
shares
|
$63.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
800,872
shares
|
$61.3 Million
0.01% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
771,152
shares
|
$59.1 Million
1.35% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
749,453
shares
|
$57.4 Million
0.73% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
649,487
shares
|
$49.7 Million
3.24% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
623,375
shares
|
$47.7 Million
3.62% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
598,077
shares
|
$45.8 Million
6.98% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
585,741
shares
|
$44.9 Million
3.38% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
576,603
shares
|
$44.2 Million
1.1% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
557,208
shares
|
$42.7 Million
0.36% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
548,182
shares
|
$42 Million
0.07% of portfolio
|
Q2 2025
Added 62.4%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
543,505
shares
|
$41.6 Million
0.12% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
539,720
shares
|
$41.3 Million
0.82% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
538,794
shares
|
$41.3 Million
3.98% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
538,462
shares
|
$41.2 Million
2.18% of portfolio
|
Q3 2025
Reduced 2.85%
|