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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
103
shares
|
$7,665
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
100
shares
|
$7,442
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
97
shares
|
$7,218
0.0% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
91
shares
|
$6,772
0.0% of portfolio
|
Q2 2025
Reduced 66.3%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
88
shares
|
$6,548
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
86
shares
|
$6,400
0.0% of portfolio
|
Q2 2023
Added 681.82%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
75
shares
|
$5,581
0.0% of portfolio
|
Q2 2025
Reduced 52.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
61
shares
|
$4,539
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
55
shares
|
$4,093
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
51
shares
|
$3,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
39
shares
|
$2,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
32
shares
|
$2,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
30
shares
|
$2,232
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
16
shares
|
$1,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
10
shares
|
$744
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
10
shares
|
$744
0.0% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
9
shares
|
$669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
7
shares
|
$520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$446
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
4
shares
|
$297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3
shares
|
$223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2
shares
|
$148
0.0% of portfolio
|
Q2 2025
Reduced 99.93%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|