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 549 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
764
shares
|
$44,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
572
shares
|
$33,301
0.02% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
571
shares
|
$33,243
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
569
shares
|
$33,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
551
shares
|
$32,079
0.0% of portfolio
|
Q4 2024
Reduced 35.25%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
477
shares
|
$27,770
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
437
shares
|
$25,442
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
430
shares
|
$25,034
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
410
shares
|
$23,870
0.0% of portfolio
|
Q3 2024
Reduced 64.5%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
384
shares
|
$22,356
0.0% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
369
shares
|
$21,483
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
351
shares
|
$20,435
0.0% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
312
shares
|
$18,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
300
shares
|
$17,466
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
293
shares
|
$17,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
291
shares
|
$16,942
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
270
shares
|
$15,719
0.0% of portfolio
|
Q1 2025
Added 50.84%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
247
shares
|
$14,380
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
200
shares
|
$11,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
194
shares
|
$11,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
194
shares
|
$11,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
174
shares
|
$10,130
0.0% of portfolio
|
Q4 2024
Reduced 75.04%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
171
shares
|
$9,955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
167
shares
|
$9,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
157
shares
|
$9,140
0.0% of portfolio
|
Q1 2025
New holding
|