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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
121,625
shares
|
$9.05 Million
0.85% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
120,701
shares
|
$8.98 Million
5.31% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
119,990
shares
|
$8.93 Million
1.11% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
116,799
shares
|
$8.69 Million
2.09% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
115,120
shares
|
$8.57 Million
1.49% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
114,360
shares
|
$8.51 Million
1.25% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
112,609
shares
|
$8.38 Million
0.54% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
110,627
shares
|
$8.23 Million
3.08% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
108,254
shares
|
$8.06 Million
1.3% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,123
shares
|
$7.97 Million
0.01% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
106,141
shares
|
$7.9 Million
1.76% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
105,910
shares
|
$7.88 Million
0.27% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
105,298
shares
|
$7.84 Million
0.76% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
103,956
shares
|
$7.74 Million
2.0% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
102,917
shares
|
$7.66 Million
2.02% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
101,752
shares
|
$7.57 Million
0.01% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
101,429
shares
|
$7.55 Million
0.02% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
101,278
shares
|
$7.54 Million
2.37% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
100,852
shares
|
$7.51 Million
4.98% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
98,593
shares
|
$7.34 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
98,162
shares
|
$7.31 Million
0.85% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
97,049
shares
|
$7.22 Million
3.12% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
95,798
shares
|
$7.13 Million
3.78% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
93,632
shares
|
$6.97 Million
3.83% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
92,924
shares
|
$6.92 Million
2.43% of portfolio
|
Q2 2025
Added 4.18%
|