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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
435
shares
|
$30,610
0.01% of portfolio
|
Q1 2025
Reduced 71.1%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
426
shares
|
$29,977
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
400
shares
|
$28,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
399
shares
|
$28,077
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
384
shares
|
$27,022
0.0% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
369
shares
|
$25,966
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
355
shares
|
$24,981
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
348
shares
|
$24,488
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
327
shares
|
$23,010
0.0% of portfolio
|
Q1 2025
Reduced 74.39%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
312
shares
|
$21,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
307
shares
|
$21,603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
305
shares
|
$21,462
0.0% of portfolio
|
Q1 2025
Reduced 91.64%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
299
shares
|
$21,040
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
293
shares
|
$20,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
291
shares
|
$20,477
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
284
shares
|
$19,985
0.0% of portfolio
|
Q1 2025
Added 1793.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
247
shares
|
$17,381
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
196
shares
|
$13,792
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
194
shares
|
$13,651
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
187
shares
|
$13,159
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
174
shares
|
$12,244
0.0% of portfolio
|
Q4 2024
Reduced 75.04%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
162
shares
|
$11,399
0.0% of portfolio
|
Q2 2025
Reduced 28.63%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
155
shares
|
$10,907
0.0% of portfolio
|
Q1 2025
Reduced 88.35%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
155
shares
|
$10,907
1.61% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
150
shares
|
$10,555
0.0% of portfolio
|
Q2 2025
New holding
|