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 698 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
106,654
shares
|
$8.17 Million
0.98% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
106,413
shares
|
$8.15 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
105,910
shares
|
$8.11 Million
0.27% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
105,487
shares
|
$8.08 Million
2.08% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
105,324
shares
|
$8.07 Million
0.02% of portfolio
|
Q3 2025
Added 28061.5%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
105,298
shares
|
$8.06 Million
0.76% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
103,719
shares
|
$7.94 Million
5.13% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
101,752
shares
|
$7.79 Million
0.01% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
101,660
shares
|
$7.79 Million
2.21% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
101,429
shares
|
$7.77 Million
0.02% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
98,392
shares
|
$7.53 Million
2.66% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
96,829
shares
|
$7.42 Million
3.89% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
96,273
shares
|
$7.37 Million
1.91% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
95,634
shares
|
$7.32 Million
3.86% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
94,060
shares
|
$7.2 Million
2.47% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
92,438
shares
|
$7.08 Million
3.06% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
92,230
shares
|
$7.06 Million
0.9% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
91,761
shares
|
$7.03 Million
3.04% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
91,605
shares
|
$7.02 Million
1.57% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
90,472
shares
|
$6.93 Million
3.52% of portfolio
|
Q3 2025
Added 65.28%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
88,528
shares
|
$6.78 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
86,618
shares
|
$6.63 Million
3.65% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
85,214
shares
|
$6.53 Million
1.57% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
84,107
shares
|
$6.44 Million
0.86% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
83,929
shares
|
$6.43 Million
4.75% of portfolio
|
Q3 2025
Added 3.55%
|