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 |
|---|---|---|---|---|---|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,808
shares
|
$432,231
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
5,769
shares
|
$429,328
0.23% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
5,764
shares
|
$428,956
0.04% of portfolio
|
Q3 2024
Added 19.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,707
shares
|
$424,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
5,599
shares
|
$416,677
0.24% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
5,559
shares
|
$413,700
0.23% of portfolio
|
Q1 2025
Reduced 88.01%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
5,466
shares
|
$406,779
0.09% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,441
shares
|
$404,919
0.03% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,312
shares
|
$395,319
0.05% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
5,156
shares
|
$383,709
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,104
shares
|
$379,839
0.04% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,098
shares
|
$379,393
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
5,014
shares
|
$373,141
0.43% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,985
shares
|
$370,983
0.02% of portfolio
|
Q4 2023
Reduced 5.05%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,871
shares
|
$362,499
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
4,847
shares
|
$360,713
0.19% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
4,834
shares
|
$359,746
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
4,808
shares
|
$357,811
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
4,741
shares
|
$352,825
0.24% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,717
shares
|
$351,039
0.17% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
4,657
shares
|
$346,573
0.14% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,645
shares
|
$345,680
0.0% of portfolio
|
Q2 2025
Added 62.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,228
shares
|
$314,647
0.02% of portfolio
|
Q2 2025
Reduced 57.69%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
4,200
shares
|
$312,564
0.04% of portfolio
|
Q2 2022
Added 192.48%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,183
shares
|
$311,298
0.0% of portfolio
|
Q2 2025
New holding
|