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 520 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $6.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
269,597
shares
|
$16.5 Million
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
269,186
shares
|
$16.5 Million
7.41% of portfolio
|
Q4 2024
Added 327.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
268,756
shares
|
$16.4 Million
0.01% of portfolio
|
Q4 2024
Added 278.35%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
266,249
shares
|
$16.3 Million
1.25% of portfolio
|
Q4 2024
Added 105.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
261,271
shares
|
$16 Million
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
258,183
shares
|
$15.8 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
244,858
shares
|
$15 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
240,379
shares
|
$14.7 Million
3.73% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
229,750
shares
|
$14.1 Million
0.45% of portfolio
|
Q4 2024
Added 364.59%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
229,134
shares
|
$14 Million
3.63% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
225,625
shares
|
$13.8 Million
0.06% of portfolio
|
Q4 2024
Added 38.59%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
218,552
shares
|
$13.4 Million
4.57% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
218,082
shares
|
$13.3 Million
3.78% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
214,941
shares
|
$13.1 Million
2.09% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
213,782
shares
|
$13.1 Million
1.34% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
212,051
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
Added 107.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
210,234
shares
|
$12.9 Million
0.15% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
208,348
shares
|
$12.7 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
208,268
shares
|
$12.7 Million
0.48% of portfolio
|
Q4 2024
Added 222.96%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
208,090
shares
|
$12.7 Million
0.53% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
203,865
shares
|
$12.5 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
202,647
shares
|
$12.4 Million
2.62% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
197,570
shares
|
$12.1 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
195,820
shares
|
$12 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
195,556
shares
|
$12 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.93%
|