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 761 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
572,169
shares
|
$44.4 Million
0.37% of portfolio
|
Q4 2025
Added 10.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
557,208
shares
|
$43.2 Million
0.36% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
553,961
shares
|
$43 Million
3.58% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
539,720
shares
|
$41.9 Million
0.82% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
533,244
shares
|
$41.4 Million
2.19% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 29, 2026 Q4 2025 |
530,658
shares
|
$41.2 Million
3.05% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
529,303
shares
|
$41.1 Million
0.13% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Tarbox Family Office, Inc.
|
Jan 20, 2026 Q4 2025 |
523,415
shares
|
$40.6 Million
6.67% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
M&T Bank Corp
|
Jan 28, 2026 Q4 2025 |
512,499
shares
|
$39.8 Million
0.08% of portfolio
|
Q4 2025
Added 12151.95%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
502,835
shares
|
$39 Million
4.17% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
499,099
shares
|
$38.7 Million
0.71% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
488,607
shares
|
$37.9 Million
2.93% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
485,263
shares
|
$37.6 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Financial Plan, Inc.
Bellingham, WA |
Jan 27, 2026 Q4 2025 |
473,111
shares
|
$36.7 Million
4.18% of portfolio
|
Q4 2025
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
468,537
shares
|
$36.3 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Mc Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
465,220
shares
|
$36.1 Million
6.75% of portfolio
|
Q4 2025
Added 34.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
464,357
shares
|
$36 Million
0.99% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 28, 2026 Q4 2025 |
454,605
shares
|
$35.3 Million
9.72% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
439,373
shares
|
$34.1 Million
7.89% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
435,341
shares
|
$33.8 Million
0.29% of portfolio
|
Q3 2025
Added 7528.19%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
435,321
shares
|
$33.8 Million
6.56% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
419,611
shares
|
$32.6 Million
6.16% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
414,549
shares
|
$32.2 Million
0.17% of portfolio
|
Q3 2025
Added 73.8%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
407,425
shares
|
$31.6 Million
3.69% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
405,298
shares
|
$31.4 Million
6.04% of portfolio
|
Q4 2025
Added 0.61%
|
|