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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
82,448
shares
|
$4.8 Million
2.36% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
81,153
shares
|
$4.72 Million
0.35% of portfolio
|
Q4 2024
Added 33.75%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
80,959
shares
|
$4.71 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
79,851
shares
|
$4.65 Million
2.36% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
79,214
shares
|
$4.61 Million
3.81% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
78,841
shares
|
$4.59 Million
0.03% of portfolio
|
Q4 2024
Added 421.71%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
76,449
shares
|
$4.45 Million
3.24% of portfolio
|
Q1 2025
Reduced 47.67%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
75,395
shares
|
$4.39 Million
3.31% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
74,996
shares
|
$4.37 Million
1.73% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
73,834
shares
|
$4.3 Million
0.78% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
73,196
shares
|
$4.26 Million
2.22% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
72,368
shares
|
$4.21 Million
4.0% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
71,431
shares
|
$4.16 Million
0.45% of portfolio
|
Q4 2023
Added 6.48%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
71,274
shares
|
$4.15 Million
1.4% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
70,607
shares
|
$4.11 Million
1.84% of portfolio
|
Q1 2025
Reduced 73.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
70,337
shares
|
$4.1 Million
0.0% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
70,260
shares
|
$4.09 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
69,854
shares
|
$4.07 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
68,139
shares
|
$3.97 Million
0.83% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,286
shares
|
$3.92 Million
0.12% of portfolio
|
Q4 2024
Added 462.03%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
67,193
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Added 55.42%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
66,932
shares
|
$3.9 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
66,683
shares
|
$3.88 Million
0.62% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
66,551
shares
|
$3.87 Million
1.48% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
64,847
shares
|
$3.78 Million
2.58% of portfolio
|
Q4 2024
Added 16.53%
|