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 520 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $6.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
79,214
shares
|
$4.84 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
|
$4.82 Million
0.03% of portfolio
|
Q4 2024
Added 421.71%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
73,391
shares
|
$4.49 Million
1.83% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
71,722
shares
|
$4.39 Million
0.78% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
71,431
shares
|
$4.37 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
|
$4.36 Million
1.4% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
70,337
shares
|
$4.3 Million
0.0% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
69,854
shares
|
$4.27 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
68,967
shares
|
$4.22 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,286
shares
|
$4.12 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
|
$4.11 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
|
$4.09 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
66,683
shares
|
$4.08 Million
0.62% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
66,659
shares
|
$4.08 Million
3.08% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
65,396
shares
|
$4 Million
2.01% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
64,847
shares
|
$3.97 Million
2.58% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
62,393
shares
|
$3.82 Million
1.46% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
62,062
shares
|
$3.8 Million
1.51% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
62,060
shares
|
$3.8 Million
0.77% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
59,059
shares
|
$3.61 Million
1.62% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
58,303
shares
|
$3.57 Million
3.84% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
58,250
shares
|
$3.56 Million
0.03% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
56,286
shares
|
$3.44 Million
1.41% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
55,553
shares
|
$3.4 Million
0.85% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
55,511
shares
|
$3.4 Million
1.63% of portfolio
|
Q4 2024
Added 10.01%
|