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 769 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
116,217
shares
|
$9.02 Million
0.02% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
115,857
shares
|
$8.99 Million
0.59% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jan 26, 2026 Q4 2025 |
115,383
shares
|
$8.95 Million
1.34% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
114,135
shares
|
$8.85 Million
0.04% of portfolio
|
Q3 2025
Added 207.17%
|
|
|
Activest Wealth Management
|
Jan 30, 2026 Q4 2025 |
113,939
shares
|
$8.84 Million
1.75% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
113,512
shares
|
$8.81 Million
0.08% of portfolio
|
Q4 2025
Reduced 22.72%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
112,051
shares
|
$8.69 Million
1.04% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
110,094
shares
|
$8.54 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jan 28, 2026 Q4 2025 |
109,465
shares
|
$8.49 Million
3.99% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
109,033
shares
|
$8.46 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Better Wealth, LLC
|
Jan 15, 2026 Q4 2025 |
108,672
shares
|
$8.43 Million
2.15% of portfolio
|
Q4 2025
Added 3.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,123
shares
|
$8.31 Million
0.01% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
106,654
shares
|
$8.27 Million
0.98% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
106,413
shares
|
$8.26 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
105,910
shares
|
$8.22 Million
0.27% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
105,665
shares
|
$8.2 Million
1.9% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
103,201
shares
|
$8.01 Million
2.81% of portfolio
|
Q4 2025
Added 4.89%
|
|
|
Highland Financial Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
101,419
shares
|
$7.87 Million
2.23% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jan 29, 2026 Q4 2025 |
101,306
shares
|
$7.86 Million
5.03% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Integrated Wealthcare, LLC
Durham, NC |
Jan 23, 2026 Q4 2025 |
99,459
shares
|
$7.72 Million
6.44% of portfolio
|
Q4 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Jan 30, 2026 Q4 2025 |
99,387
shares
|
$7.71 Million
1.29% of portfolio
|
Q4 2025
New holding
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
99,311
shares
|
$7.7 Million
1.06% of portfolio
|
Q4 2025
Added 7.68%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
98,393
shares
|
$7.63 Million
2.35% of portfolio
|
Q4 2025
Reduced 7.77%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
96,273
shares
|
$7.47 Million
1.91% of portfolio
|
Q3 2025
Reduced 6.46%
|
|