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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,040,450
shares
|
$77.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
1,022,529
shares
|
$76.1 Million
1.59% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,017,842
shares
|
$75.7 Million
0.57% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,010,464
shares
|
$75.2 Million
4.14% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
868,539
shares
|
$64.6 Million
5.96% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
852,408
shares
|
$63.4 Million
0.08% of portfolio
|
Q2 2025
Added 102.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
834,991
shares
|
$62.1 Million
0.29% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
826,949
shares
|
$61.5 Million
1.39% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
800,872
shares
|
$59.6 Million
0.01% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
695,622
shares
|
$51.8 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
657,632
shares
|
$48.9 Million
1.28% of portfolio
|
Q2 2025
Added 37.67%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
645,242
shares
|
$48 Million
3.14% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
639,598
shares
|
$47.6 Million
3.61% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
585,741
shares
|
$43.6 Million
3.38% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
576,603
shares
|
$42.9 Million
1.1% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
557,208
shares
|
$41.5 Million
0.36% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
554,256
shares
|
$41.2 Million
2.19% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
552,985
shares
|
$41.2 Million
3.33% of portfolio
|
Q2 2025
Added 41.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
548,182
shares
|
$40.8 Million
0.07% of portfolio
|
Q2 2025
Added 62.4%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
544,776
shares
|
$40.5 Million
1.2% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
538,794
shares
|
$40.1 Million
3.98% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
536,132
shares
|
$39.9 Million
5.37% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
532,093
shares
|
$39.6 Million
0.79% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
506,234
shares
|
$37.7 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
495,052
shares
|
$36.8 Million
0.12% of portfolio
|
Q2 2025
Added 8.5%
|