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 708 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
85,214
shares
|
$6.61 Million
1.57% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
84,580
shares
|
$6.56 Million
2.61% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
84,107
shares
|
$6.53 Million
0.86% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
83,929
shares
|
$6.51 Million
4.75% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
83,412
shares
|
$6.47 Million
1.06% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
81,971
shares
|
$6.36 Million
4.6% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
81,702
shares
|
$6.34 Million
3.42% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
81,616
shares
|
$6.33 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
|
$6.31 Million
2.48% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
81,153
shares
|
$6.3 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
|
$6.29 Million
2.56% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
79,920
shares
|
$6.2 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
|
$6.15 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
|
$6.14 Million
3.18% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
78,694
shares
|
$6.11 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
78,311
shares
|
$6.08 Million
1.58% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
77,932
shares
|
$6.05 Million
3.86% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
75,487
shares
|
$5.86 Million
0.99% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
75,014
shares
|
$5.82 Million
4.84% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
74,891
shares
|
$5.81 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
73,487
shares
|
$5.7 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
|
$5.68 Million
0.16% of portfolio
|
Q3 2025
Added 508.1%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
73,106
shares
|
$5.67 Million
0.99% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
71,431
shares
|
$5.54 Million
0.45% of portfolio
|
Q4 2023
Added 6.48%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
70,817
shares
|
$5.49 Million
1.79% of portfolio
|
Q3 2025
Added 2.3%
|