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 765 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
152,279
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.73%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
149,455
shares
|
$11.6 Million
1.6% of portfolio
|
Q3 2025
New holding
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 12, 2026 Q4 2025 |
149,306
shares
|
$11.6 Million
6.52% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
142,523
shares
|
$11.1 Million
0.02% of portfolio
|
Q4 2025
Added 35.32%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jan 29, 2026 Q4 2025 |
142,203
shares
|
$11 Million
5.19% of portfolio
|
Q4 2025
Added 6.61%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
138,376
shares
|
$10.7 Million
2.2% of portfolio
|
Q3 2025
Added 58.7%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
137,998
shares
|
$10.7 Million
3.0% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 08, 2026 Q4 2025 |
136,779
shares
|
$10.6 Million
4.57% of portfolio
|
Q4 2025
Added 2.44%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
135,744
shares
|
$10.5 Million
1.71% of portfolio
|
Q4 2025
Reduced 6.48%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
131,986
shares
|
$10.2 Million
4.18% of portfolio
|
Q3 2025
Added 102.16%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
131,786
shares
|
$10.2 Million
1.22% of portfolio
|
Q4 2025
Added 3.52%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 12, 2026 Q4 2025 |
128,995
shares
|
$10 Million
6.16% of portfolio
|
Q4 2025
Added 1.18%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
128,924
shares
|
$10 Million
3.61% of portfolio
|
Q4 2025
Added 4.26%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
128,732
shares
|
$9.99 Million
0.05% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
128,616
shares
|
$9.98 Million
0.06% of portfolio
|
Q3 2025
Added 91.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
128,023
shares
|
$9.93 Million
0.01% of portfolio
|
Q3 2025
Added 25.82%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
126,622
shares
|
$9.82 Million
5.53% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
125,570
shares
|
$9.74 Million
1.76% of portfolio
|
Q3 2025
Added 1073.11%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
124,530
shares
|
$9.66 Million
0.9% of portfolio
|
Q4 2025
Added 6.69%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 27, 2026 Q4 2025 |
123,350
shares
|
$9.57 Million
1.66% of portfolio
|
Q4 2025
Added 90.07%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
121,955
shares
|
$9.46 Million
0.88% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 26, 2026 Q4 2025 |
120,920
shares
|
$9.38 Million
0.96% of portfolio
|
Q4 2025
Added 188.45%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
120,882
shares
|
$9.38 Million
2.96% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
119,242
shares
|
$9.25 Million
2.05% of portfolio
|
Q4 2025
Added 8.17%
|
|
|
Invariant Investment Management
Camp Hill, PA |
Jan 23, 2026 Q4 2025 |
118,209
shares
|
$9.17 Million
6.05% of portfolio
|
Q4 2025
New holding
|
|