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 594 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 $9.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,560
shares
|
$247,135
0.12% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
3,432
shares
|
$238,249
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,412
shares
|
$236,861
0.05% of portfolio
|
Q4 2024
Reduced 47.6%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,344
shares
|
$232,140
0.02% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
3,337
shares
|
$231,654
0.04% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,228
shares
|
$224,087
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
3,186
shares
|
$221,172
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
3,170
shares
|
$220,061
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,083
shares
|
$214,021
0.0% of portfolio
|
Q1 2025
Reduced 26.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,076
shares
|
$213,535
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,035
shares
|
$210,689
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,896
shares
|
$201,040
0.02% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,864
shares
|
$198,818
0.0% of portfolio
|
Q1 2025
Added 159.19%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,771
shares
|
$192,362
0.0% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
2,411
shares
|
$167,371
0.16% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,409
shares
|
$167,232
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,400
shares
|
$166,608
0.0% of portfolio
|
Q1 2025
Reduced 26.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,361
shares
|
$163,900
0.05% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,265
shares
|
$157,236
0.01% of portfolio
|
Q4 2024
Added 29.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,990
shares
|
$138,145
0.04% of portfolio
|
Q3 2022
Reduced 6.62%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,853
shares
|
$128,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,503
shares
|
$104,338
0.0% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,500
shares
|
$104,130
0.02% of portfolio
|
Q1 2025
Added 78.57%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,473
shares
|
$102,255
0.0% of portfolio
|
Q2 2024
Added 54.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,410
shares
|
$97,882
0.01% of portfolio
|
Q1 2025
Added 5.46%
|