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 698 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
250,789
shares
|
$19.6 Million
1.24% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
240,379
shares
|
$18.8 Million
3.73% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
238,525
shares
|
$18.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
229,134
shares
|
$17.9 Million
3.63% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
228,740
shares
|
$17.9 Million
2.42% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
223,528
shares
|
$17.5 Million
1.22% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
220,439
shares
|
$17.2 Million
0.26% of portfolio
|
Q3 2025
Added 17.75%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
220,274
shares
|
$17.2 Million
1.04% of portfolio
|
Q3 2025
Reduced 46.47%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
218,405
shares
|
$17.1 Million
2.98% of portfolio
|
Q3 2025
Added 26.14%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
217,549
shares
|
$17 Million
2.07% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
216,765
shares
|
$16.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
213,173
shares
|
$16.7 Million
1.78% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
205,790
shares
|
$16.1 Million
3.48% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
204,875
shares
|
$16 Million
1.51% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
202,954
shares
|
$15.9 Million
4.67% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
201,613
shares
|
$15.7 Million
7.23% of portfolio
|
Q3 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
200,919
shares
|
$15.7 Million
1.11% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
199,228
shares
|
$15.6 Million
3.25% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
198,988
shares
|
$15.5 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
195,110
shares
|
$15.2 Million
2.36% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,732
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2024
Added 123.11%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
189,659
shares
|
$14.8 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
185,758
shares
|
$14.5 Million
3.13% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
184,092
shares
|
$14.4 Million
1.82% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
182,441
shares
|
$14.3 Million
2.67% of portfolio
|
Q3 2025
Added 0.73%
|