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 |
|---|---|---|---|---|---|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
170,506
shares
|
$12.7 Million
4.21% of portfolio
|
Q2 2025
Added 52.69%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
169,452
shares
|
$12.6 Million
1.51% of portfolio
|
Q2 2025
Added 24.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
168,995
shares
|
$12.6 Million
0.06% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
167,370
shares
|
$12.5 Million
0.72% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
164,580
shares
|
$12.2 Million
5.88% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
159,192
shares
|
$11.8 Million
0.96% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
158,119
shares
|
$11.8 Million
1.58% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
158,086
shares
|
$11.8 Million
2.1% of portfolio
|
Q2 2025
Added 79.46%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
153,935
shares
|
$11.5 Million
5.86% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
152,317
shares
|
$11.3 Million
3.04% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
151,997
shares
|
$11.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
150,820
shares
|
$11.2 Million
3.43% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
148,982
shares
|
$11.1 Million
1.88% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
147,391
shares
|
$11 Million
6.66% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
145,854
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
138,222
shares
|
$10.3 Million
1.67% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
137,850
shares
|
$10.3 Million
2.86% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
137,729
shares
|
$10.2 Million
2.5% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
130,923
shares
|
$9.74 Million
6.17% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
130,007
shares
|
$9.68 Million
3.16% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
129,979
shares
|
$9.67 Million
2.48% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
129,827
shares
|
$9.66 Million
4.93% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
128,732
shares
|
$9.58 Million
0.05% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
125,185
shares
|
$9.32 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
121,749
shares
|
$9.06 Million
3.52% of portfolio
|
Q2 2025
Added 5.95%
|