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 468 institutions that hold shares in the stock, with a total of 99.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
354,496
shares
|
$21.6 Million
6.75% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
341,454
shares
|
$20.8 Million
0.05% of portfolio
|
Q3 2023
Added 1.47%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
337,157
shares
|
$20.5 Million
3.81% of portfolio
|
Q3 2024
Added 17.68%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
336,543
shares
|
$20.5 Million
2.26% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
332,676
shares
|
$20.2 Million
0.08% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
324,236
shares
|
$19.7 Million
3.57% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
316,120
shares
|
$19.2 Million
2.44% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
312,105
shares
|
$19 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
302,941
shares
|
$18.4 Million
0.45% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
296,572
shares
|
$18 Million
1.09% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
295,979
shares
|
$18 Million
0.86% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
290,983
shares
|
$17.7 Million
0.07% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
289,526
shares
|
$17.6 Million
0.21% of portfolio
|
Q3 2024
Added 27.06%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
284,553
shares
|
$17.3 Million
4.47% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
283,199
shares
|
$17.2 Million
9.91% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
267,806
shares
|
$16.3 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
265,430
shares
|
$16.1 Million
3.84% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
264,777
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
261,125
shares
|
$15.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
258,732
shares
|
$15.7 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
255,722
shares
|
$15.6 Million
0.39% of portfolio
|
Q3 2024
Added 100.27%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
254,273
shares
|
$15.5 Million
5.66% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
245,658
shares
|
$14.9 Million
0.82% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
240,379
shares
|
$14.6 Million
3.73% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
236,643
shares
|
$14.4 Million
0.37% of portfolio
|
Q3 2024
Added 47.04%
|