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 520 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $6.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
101,231
shares
|
$6.19 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
99,195
shares
|
$6.07 Million
2.55% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
98,964
shares
|
$6.05 Million
0.65% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
97,352
shares
|
$5.95 Million
1.98% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
93,818
shares
|
$5.74 Million
0.41% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
93,618
shares
|
$5.73 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
|
$5.65 Million
2.15% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
91,191
shares
|
$5.58 Million
2.84% of portfolio
|
Q4 2024
Added 91.1%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
90,975
shares
|
$5.56 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
90,953
shares
|
$5.56 Million
4.18% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
90,556
shares
|
$5.54 Million
2.97% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
90,211
shares
|
$5.52 Million
1.47% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
89,962
shares
|
$5.5 Million
1.59% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
89,366
shares
|
$5.47 Million
3.53% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
88,630
shares
|
$5.42 Million
2.06% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
88,545
shares
|
$5.42 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
87,969
shares
|
$5.38 Million
0.53% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
87,820
shares
|
$5.37 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
84,123
shares
|
$5.14 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
82,827
shares
|
$5.07 Million
0.17% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
82,448
shares
|
$5.04 Million
2.36% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
82,270
shares
|
$5.03 Million
0.16% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
81,777
shares
|
$5 Million
0.17% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
81,153
shares
|
$4.96 Million
0.35% of portfolio
|
Q4 2024
Added 33.75%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
79,851
shares
|
$4.88 Million
2.36% of portfolio
|
Q4 2024
Added 3.12%
|