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 602 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 $9.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,010,464
shares
|
$71.1 Million
4.14% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
958,469
shares
|
$67.4 Million
0.02% of portfolio
|
Q1 2025
Added 27.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
903,142
shares
|
$63.6 Million
0.09% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
868,539
shares
|
$61.1 Million
5.96% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
767,723
shares
|
$54 Million
0.26% of portfolio
|
Q1 2025
Added 123.35%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
751,872
shares
|
$52.9 Million
1.1% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
750,698
shares
|
$52.8 Million
0.01% of portfolio
|
Q1 2025
Added 23.39%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
657,632
shares
|
$46.3 Million
1.28% of portfolio
|
Q2 2025
Added 37.67%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
654,500
shares
|
$46.1 Million
0.61% of portfolio
|
Q1 2025
Added 368.08%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
645,242
shares
|
$45.4 Million
3.14% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
639,598
shares
|
$45 Million
3.61% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
577,094
shares
|
$40.6 Million
3.16% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
563,268
shares
|
$39.6 Million
2.13% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
557,208
shares
|
$39.2 Million
0.36% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
552,985
shares
|
$38.9 Million
3.33% of portfolio
|
Q2 2025
Added 41.2%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
536,132
shares
|
$37.7 Million
5.37% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
530,367
shares
|
$37.3 Million
4.28% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
517,187
shares
|
$36.4 Million
1.32% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
508,207
shares
|
$35.8 Million
0.95% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
506,495
shares
|
$35.6 Million
8.61% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
495,052
shares
|
$34.8 Million
0.12% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
488,796
shares
|
$34.4 Million
0.7% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
462,071
shares
|
$32.5 Million
9.64% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
459,655
shares
|
$32.3 Million
2.65% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
453,523
shares
|
$31.9 Million
0.11% of portfolio
|
Q1 2025
Added 101.01%
|