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 624 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
212,553
shares
|
$15.8 Million
4.72% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
210,041
shares
|
$15.6 Million
2.0% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
201,730
shares
|
$15 Million
1.49% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
201,441
shares
|
$15 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
196,322
shares
|
$14.6 Million
1.07% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
195,504
shares
|
$14.5 Million
3.39% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
195,110
shares
|
$14.5 Million
2.36% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,732
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2024
Added 123.11%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
190,484
shares
|
$14.2 Million
1.03% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
189,751
shares
|
$14.1 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
189,687
shares
|
$14.1 Million
3.05% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
187,205
shares
|
$13.9 Million
0.22% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
184,798
shares
|
$13.8 Million
1.29% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
181,867
shares
|
$13.5 Million
0.98% of portfolio
|
Q2 2025
Added 61.25%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
181,118
shares
|
$13.5 Million
2.59% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
181,076
shares
|
$13.5 Million
0.16% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
178,787
shares
|
$13.3 Million
1.77% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
178,329
shares
|
$13.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
178,030
shares
|
$13.2 Million
0.32% of portfolio
|
Q2 2025
Added 4340.76%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
173,239
shares
|
$12.9 Million
2.23% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
173,145
shares
|
$12.9 Million
1.79% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
173,145
shares
|
$12.9 Million
1.76% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
172,901
shares
|
$12.9 Million
2.59% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
171,596
shares
|
$12.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 80.16%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
170,713
shares
|
$12.7 Million
8.0% of portfolio
|
Q2 2025
Added 0.38%
|