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 549 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
270,637
shares
|
$15.8 Million
1.41% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
270,496
shares
|
$15.7 Million
5.62% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
269,597
shares
|
$15.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
268,756
shares
|
$15.6 Million
0.01% of portfolio
|
Q4 2024
Added 278.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
263,288
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
258,183
shares
|
$15 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
250,620
shares
|
$14.6 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
244,858
shares
|
$14.3 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
240,379
shares
|
$14 Million
3.73% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
239,914
shares
|
$14 Million
1.56% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
229,750
shares
|
$13.4 Million
0.45% of portfolio
|
Q4 2024
Added 364.59%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
229,134
shares
|
$13.3 Million
3.63% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
225,625
shares
|
$13.1 Million
0.06% of portfolio
|
Q4 2024
Added 38.59%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
218,082
shares
|
$12.7 Million
3.78% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
214,941
shares
|
$12.5 Million
2.09% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
212,051
shares
|
$12.3 Million
0.03% of portfolio
|
Q4 2024
Added 107.94%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
211,429
shares
|
$12.3 Million
4.44% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
210,234
shares
|
$12.2 Million
0.15% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
203,865
shares
|
$11.9 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
|
$11.8 Million
2.62% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
197,570
shares
|
$11.5 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
195,820
shares
|
$11.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
195,556
shares
|
$11.4 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
194,529
shares
|
$11.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
193,412
shares
|
$11.3 Million
1.09% of portfolio
|
Q4 2024
Added 6.83%
|