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 |
|---|---|---|---|---|---|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
81,702
shares
|
$6.38 Million
3.42% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
81,616
shares
|
$6.38 Million
0.97% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
81,294
shares
|
$6.35 Million
2.48% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
81,153
shares
|
$6.34 Million
0.35% of portfolio
|
Q4 2024
Added 33.75%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
81,118
shares
|
$6.34 Million
2.56% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
79,920
shares
|
$6.24 Million
3.99% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
79,214
shares
|
$6.19 Million
3.81% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
79,164
shares
|
$6.18 Million
3.18% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
78,694
shares
|
$6.15 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
78,311
shares
|
$6.12 Million
1.58% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
77,932
shares
|
$6.09 Million
3.86% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
77,083
shares
|
$6.02 Million
2.31% of portfolio
|
Q2 2025
Added 49630.97%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
74,891
shares
|
$5.85 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
73,487
shares
|
$5.74 Million
1.65% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
73,234
shares
|
$5.72 Million
0.16% of portfolio
|
Q3 2025
Added 508.1%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
73,106
shares
|
$5.71 Million
0.99% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
71,431
shares
|
$5.58 Million
0.45% of portfolio
|
Q4 2023
Added 6.48%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
70,822
shares
|
$5.53 Million
4.55% of portfolio
|
Q2 2025
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
70,817
shares
|
$5.53 Million
1.79% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
70,602
shares
|
$5.51 Million
2.32% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
70,408
shares
|
$5.5 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
70,063
shares
|
$5.47 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
69,578
shares
|
$5.43 Million
1.11% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
69,267
shares
|
$5.41 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
69,179
shares
|
$5.4 Million
0.7% of portfolio
|
Q3 2025
Added 5.09%
|