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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
3,366
shares
|
$250,497
0.01% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,228
shares
|
$240,227
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
3,215
shares
|
$239,260
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
3,186
shares
|
$237,102
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
3,152
shares
|
$234,571
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,035
shares
|
$225,864
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
2,955
shares
|
$219,911
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,862
shares
|
$212,990
0.0% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
2,799
shares
|
$208,301
0.01% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,610
shares
|
$194,236
0.03% of portfolio
|
Q2 2025
Added 74.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,514
shares
|
$187,091
0.0% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,453
shares
|
$182,552
0.06% of portfolio
|
Q2 2025
Reduced 96.88%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
2,411
shares
|
$179,426
0.16% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,400
shares
|
$178,608
0.0% of portfolio
|
Q1 2025
Reduced 26.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,361
shares
|
$175,705
0.05% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,265
shares
|
$168,561
0.02% of portfolio
|
Q4 2024
Added 29.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,990
shares
|
$148,095
0.04% of portfolio
|
Q3 2022
Reduced 6.62%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,801
shares
|
$134,030
0.0% of portfolio
|
Q2 2025
Added 84.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,530
shares
|
$113,862
0.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,473
shares
|
$109,620
0.0% of portfolio
|
Q2 2024
Added 54.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,411
shares
|
$105,006
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,347
shares
|
$100,243
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,327
shares
|
$98,755
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,266
shares
|
$94,215
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,253
shares
|
$93,248
0.05% of portfolio
|
Q2 2025
Added 66.62%
|