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 467 institutions that hold shares in the stock, with a total of 99.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
159,572
shares
|
$9.73 Million
0.99% of portfolio
|
Q3 2024
Added 892.18%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
159,468
shares
|
$9.72 Million
2.42% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
158,556
shares
|
$9.67 Million
1.94% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
152,317
shares
|
$9.29 Million
3.04% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
150,269
shares
|
$9.16 Million
2.3% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
144,177
shares
|
$8.79 Million
1.48% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
143,684
shares
|
$8.76 Million
3.21% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
140,831
shares
|
$8.59 Million
5.9% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
140,451
shares
|
$8.56 Million
6.07% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
138,959
shares
|
$8.47 Million
0.38% of portfolio
|
Q3 2024
Added 26.17%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
136,438
shares
|
$8.32 Million
1.13% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
136,176
shares
|
$8.3 Million
5.15% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
133,716
shares
|
$8.15 Million
0.31% of portfolio
|
Q3 2024
Added 40.18%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
130,027
shares
|
$7.93 Million
1.13% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
129,774
shares
|
$7.91 Million
0.68% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
129,745
shares
|
$7.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.18%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
127,861
shares
|
$7.8 Million
3.32% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
127,332
shares
|
$7.76 Million
0.06% of portfolio
|
Q3 2024
Added 58.68%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
127,102
shares
|
$7.75 Million
6.87% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
125,657
shares
|
$7.66 Million
1.52% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
125,446
shares
|
$7.65 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
124,306
shares
|
$7.58 Million
2.8% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
122,569
shares
|
$7.47 Million
1.31% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
121,724
shares
|
$7.42 Million
0.17% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
119,485
shares
|
$7.29 Million
3.12% of portfolio
|
Q3 2024
Reduced 1.08%
|