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 624 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
92,720
shares
|
$6.9 Million
2.51% of portfolio
|
Q2 2025
Added 31.32%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
92,552
shares
|
$6.89 Million
0.49% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
91,659
shares
|
$6.82 Million
0.9% of portfolio
|
Q2 2025
Added 164.63%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
90,040
shares
|
$6.7 Million
1.71% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
89,640
shares
|
$6.67 Million
2.72% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
89,250
shares
|
$6.64 Million
0.84% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
87,194
shares
|
$6.49 Million
1.44% of portfolio
|
Q2 2025
New holding
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
85,502
shares
|
$6.36 Million
2.67% of portfolio
|
Q2 2025
New holding
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
82,997
shares
|
$6.18 Million
2.48% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
82,314
shares
|
$6.13 Million
0.75% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
81,153
shares
|
$6.04 Million
0.35% of portfolio
|
Q4 2024
Added 33.75%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
81,053
shares
|
$6.03 Million
4.58% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
80,611
shares
|
$6 Million
4.51% of portfolio
|
Q2 2025
Added 81.94%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
80,451
shares
|
$5.99 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
79,869
shares
|
$5.94 Million
3.41% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
79,214
shares
|
$5.9 Million
3.81% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
77,897
shares
|
$5.8 Million
0.92% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
77,747
shares
|
$5.79 Million
3.69% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
77,083
shares
|
$5.74 Million
2.31% of portfolio
|
Q2 2025
Added 49630.97%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
76,113
shares
|
$5.66 Million
1.6% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
75,609
shares
|
$5.63 Million
3.28% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
73,889
shares
|
$5.5 Million
0.92% of portfolio
|
Q2 2025
Reduced 42.27%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
73,487
shares
|
$5.47 Million
1.65% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
72,374
shares
|
$5.39 Million
3.89% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
72,310
shares
|
$5.38 Million
0.86% of portfolio
|
Q2 2025
Reduced 29.16%
|