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 549 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
105,910
shares
|
$6.17 Million
0.27% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
104,362
shares
|
$6.08 Million
0.67% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
103,460
shares
|
$6.02 Million
1.2% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
103,293
shares
|
$6.01 Million
2.82% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
101,995
shares
|
$5.94 Million
2.54% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
101,751
shares
|
$5.92 Million
0.42% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
101,231
shares
|
$5.89 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
98,964
shares
|
$5.76 Million
0.65% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
98,820
shares
|
$5.75 Million
2.81% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
98,769
shares
|
$5.75 Million
2.15% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
93,618
shares
|
$5.45 Million
0.02% of portfolio
|
Q4 2024
Added 56.19%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
92,385
shares
|
$5.38 Million
2.15% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
91,373
shares
|
$5.32 Million
1.51% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
91,191
shares
|
$5.31 Million
2.84% of portfolio
|
Q4 2024
Added 91.1%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
90,953
shares
|
$5.3 Million
4.18% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
90,556
shares
|
$5.27 Million
2.97% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
89,848
shares
|
$5.23 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
89,366
shares
|
$5.2 Million
3.53% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
88,630
shares
|
$5.16 Million
2.06% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
88,545
shares
|
$5.16 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
87,969
shares
|
$5.12 Million
0.53% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
87,820
shares
|
$5.11 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
87,080
shares
|
$5.07 Million
0.18% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
84,123
shares
|
$4.9 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
82,827
shares
|
$4.82 Million
0.17% of portfolio
|
Q4 2024
Added 5.89%
|