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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
491,387
shares
|
$36.6 Million
5.9% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
490,585
shares
|
$36.5 Million
0.01% of portfolio
|
Q2 2025
Added 50.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
488,796
shares
|
$36.4 Million
0.7% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
487,821
shares
|
$36.3 Million
2.92% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
485,474
shares
|
$36.1 Million
0.12% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
484,782
shares
|
$36.1 Million
0.85% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
474,627
shares
|
$35.3 Million
3.82% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
472,232
shares
|
$35.1 Million
0.46% of portfolio
|
Q2 2025
Added 22.14%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
462,071
shares
|
$34.4 Million
9.64% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
444,194
shares
|
$33.1 Million
0.28% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
440,399
shares
|
$32.8 Million
8.24% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
439,373
shares
|
$32.7 Million
7.89% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
432,813
shares
|
$32.2 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
424,032
shares
|
$31.6 Million
6.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
411,510
shares
|
$30.6 Million
1.25% of portfolio
|
Q2 2025
Added 116.59%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
397,698
shares
|
$29.6 Million
2.77% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
391,938
shares
|
$29.2 Million
4.21% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
388,158
shares
|
$28.9 Million
5.66% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
368,818
shares
|
$27.4 Million
0.75% of portfolio
|
Q2 2025
Added 68.74%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
365,465
shares
|
$27.2 Million
3.96% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
347,829
shares
|
$25.9 Million
2.31% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
341,454
shares
|
$25.4 Million
0.05% of portfolio
|
Q3 2023
Added 1.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
328,429
shares
|
$24.4 Million
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
320,694
shares
|
$23.9 Million
4.73% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
313,052
shares
|
$23.3 Million
4.09% of portfolio
|
Q2 2025
Added 7.41%
|