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 698 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
293
shares
|
$22,886
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
284
shares
|
$22,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
260
shares
|
$20,308
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
247
shares
|
$19,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
227
shares
|
$17,730
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
220
shares
|
$17,184
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
213
shares
|
$16,637
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
196
shares
|
$15,309
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
194
shares
|
$15,153
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
187
shares
|
$14,606
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
171
shares
|
$13,356
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
170
shares
|
$13,278
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
165
shares
|
$12,888
0.0% of portfolio
|
Q2 2025
Reduced 79.98%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
155
shares
|
$12,107
0.0% of portfolio
|
Q1 2025
Reduced 88.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
150
shares
|
$11,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
148
shares
|
$11,560
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
148
shares
|
$11,560
0.0% of portfolio
|
Q3 2025
Added 68.18%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
139
shares
|
$10,857
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
121
shares
|
$9,451
0.0% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
103
shares
|
$8,045
0.0% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
103
shares
|
$8,045
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
100
shares
|
$7,811
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
97
shares
|
$7,576
0.0% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
86
shares
|
$6,717
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
86
shares
|
$6,717
0.0% of portfolio
|
Q2 2023
Added 681.82%
|