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 601 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $9.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,985
shares
|
$350,794
0.02% of portfolio
|
Q4 2023
Reduced 5.05%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
4,936
shares
|
$347,346
0.43% of portfolio
|
Q1 2025
Reduced 43.5%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
4,821
shares
|
$339,253
0.18% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
4,808
shares
|
$338,338
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,717
shares
|
$331,935
0.17% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
4,657
shares
|
$327,713
0.14% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
4,339
shares
|
$305,335
0.05% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
4,329
shares
|
$304,631
0.08% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,228
shares
|
$297,524
0.02% of portfolio
|
Q2 2025
Reduced 57.69%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
4,200
shares
|
$295,554
0.04% of portfolio
|
Q2 2022
Added 192.48%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
4,192
shares
|
$294,991
0.23% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
4,154
shares
|
$292,316
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,104
shares
|
$288,798
0.08% of portfolio
|
Q1 2025
Reduced 65.9%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,083
shares
|
$287,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,029
shares
|
$283,520
0.09% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
4,009
shares
|
$282,113
0.01% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
3,964
shares
|
$278,946
0.0% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
3,957
shares
|
$278,454
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,881
shares
|
$273,105
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
3,766
shares
|
$265,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,766
shares
|
$265,013
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
3,738
shares
|
$263,043
0.0% of portfolio
|
Q1 2025
Reduced 37.9%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,725
shares
|
$262,128
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
3,699
shares
|
$260,298
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
3,688
shares
|
$259,524
0.14% of portfolio
|
Q1 2025
New holding
|