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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
72,244
shares
|
$5.38 Million
2.23% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
71,431
shares
|
$5.32 Million
0.45% of portfolio
|
Q4 2023
Added 6.48%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
71,111
shares
|
$5.29 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
70,822
shares
|
$5.27 Million
4.55% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
70,539
shares
|
$5.25 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
70,307
shares
|
$5.23 Million
0.92% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
70,164
shares
|
$5.22 Million
2.23% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
69,684
shares
|
$5.19 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
69,578
shares
|
$5.18 Million
1.11% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
69,452
shares
|
$5.17 Million
2.77% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
69,228
shares
|
$5.15 Million
1.76% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
68,793
shares
|
$5.12 Million
0.89% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
68,721
shares
|
$5.11 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
68,066
shares
|
$5.07 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
67,756
shares
|
$5.04 Million
1.56% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
67,337
shares
|
$5.01 Million
0.04% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
66,939
shares
|
$4.98 Million
1.85% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
66,433
shares
|
$4.94 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
65,829
shares
|
$4.9 Million
0.86% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
65,288
shares
|
$4.86 Million
2.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
64,553
shares
|
$4.8 Million
0.62% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
63,823
shares
|
$4.75 Million
2.26% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
62,724
shares
|
$4.67 Million
0.63% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
60,641
shares
|
$4.51 Million
2.45% of portfolio
|
Q2 2025
Reduced 41.49%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
59,566
shares
|
$4.43 Million
1.88% of portfolio
|
Q2 2025
Added 273.71%
|