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 602 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $9.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
452,778
shares
|
$31.9 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
447,243
shares
|
$31.5 Million
8.14% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
444,194
shares
|
$31.3 Million
0.28% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
443,257
shares
|
$31.2 Million
5.88% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
440,291
shares
|
$31 Million
0.01% of portfolio
|
Q1 2025
Added 63.83%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
439,373
shares
|
$30.9 Million
7.89% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
425,726
shares
|
$30 Million
5.4% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
421,259
shares
|
$29.6 Million
0.04% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
417,685
shares
|
$29.4 Million
3.23% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
411,510
shares
|
$29 Million
1.25% of portfolio
|
Q2 2025
Added 116.59%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
410,589
shares
|
$28.9 Million
0.62% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
400,400
shares
|
$28.2 Million
0.67% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
391,938
shares
|
$27.6 Million
4.21% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
388,158
shares
|
$27.3 Million
5.66% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
386,638
shares
|
$27.2 Million
0.38% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
384,391
shares
|
$27 Million
2.63% of portfolio
|
Q1 2025
Added 39.3%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
378,545
shares
|
$26.6 Million
1.07% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
362,782
shares
|
$25.5 Million
3.75% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
347,829
shares
|
$24.5 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
|
$24 Million
0.05% of portfolio
|
Q3 2023
Added 1.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
337,560
shares
|
$23.8 Million
0.04% of portfolio
|
Q1 2025
Added 59.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
325,781
shares
|
$22.9 Million
0.01% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
320,694
shares
|
$22.6 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
|
$22 Million
4.09% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
312,105
shares
|
$22 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.21%
|