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 697 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 $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
530,347
shares
|
$40.6 Million
3.18% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
529,303
shares
|
$40.5 Million
0.13% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
520,046
shares
|
$39.8 Million
5.79% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
517,290
shares
|
$39.6 Million
0.3% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
506,234
shares
|
$38.8 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
499,099
shares
|
$38.2 Million
0.71% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
490,585
shares
|
$37.6 Million
0.01% of portfolio
|
Q2 2025
Added 50.59%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
487,821
shares
|
$37.4 Million
2.92% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
484,782
shares
|
$37.1 Million
0.85% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
474,627
shares
|
$36.3 Million
3.82% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
472,232
shares
|
$36.2 Million
0.46% of portfolio
|
Q2 2025
Added 22.14%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
459,692
shares
|
$35.2 Million
9.92% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
458,429
shares
|
$35.1 Million
0.52% of portfolio
|
Q3 2025
Added 47.12%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
439,373
shares
|
$33.6 Million
7.89% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
437,429
shares
|
$33.5 Million
6.1% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
432,813
shares
|
$33.1 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
419,611
shares
|
$32.1 Million
6.16% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
402,837
shares
|
$30.8 Million
6.02% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
401,410
shares
|
$30.7 Million
3.54% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
391,454
shares
|
$30 Million
4.14% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
368,818
shares
|
$28.2 Million
0.75% of portfolio
|
Q2 2025
Added 68.74%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
349,886
shares
|
$26.8 Million
3.76% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
347,829
shares
|
$26.6 Million
2.31% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
347,137
shares
|
$26.6 Million
5.47% of portfolio
|
Q3 2025
Added 152.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
341,454
shares
|
$26.1 Million
0.05% of portfolio
|
Q3 2023
Added 1.47%
|