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 702 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,668
shares
|
$364,617
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
4,657
shares
|
$363,758
0.14% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
4,634
shares
|
$361,961
0.19% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
4,631
shares
|
$361,727
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
4,501
shares
|
$351,573
0.15% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
4,500
shares
|
$351,495
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,470
shares
|
$349,151
0.01% of portfolio
|
Q3 2025
Added 32.64%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
4,398
shares
|
$343,527
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,383
shares
|
$342,356
0.0% of portfolio
|
Q3 2025
Added 53.14%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
4,362
shares
|
$340,715
0.0% of portfolio
|
Q3 2025
Added 142.2%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,188
shares
|
$327,124
0.02% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,183
shares
|
$326,734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,172
shares
|
$325,874
0.08% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
4,162
shares
|
$325,093
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
4,140
shares
|
$323,375
0.04% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
4,123
shares
|
$322,047
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,114
shares
|
$321,344
0.01% of portfolio
|
Q3 2025
Reduced 68.95%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
4,083
shares
|
$318,923
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
4,019
shares
|
$313,924
0.14% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
3,887
shares
|
$303,613
0.05% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
3,815
shares
|
$297,989
0.03% of portfolio
|
Q2 2025
Reduced 39.43%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,766
shares
|
$294,162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,766
shares
|
$294,162
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
3,757
shares
|
$293,459
0.01% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,742
shares
|
$292,287
0.02% of portfolio
|
Q3 2025
Reduced 1.45%
|