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 546 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $7.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
62,060
shares
|
$3.75 Million
0.77% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
59,368
shares
|
$3.58 Million
1.75% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
59,059
shares
|
$3.56 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
|
$3.52 Million
3.84% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
58,250
shares
|
$3.52 Million
0.03% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
55,553
shares
|
$3.35 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
|
$3.35 Million
1.63% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
54,502
shares
|
$3.29 Million
0.08% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
54,333
shares
|
$3.28 Million
0.33% of portfolio
|
Q4 2024
Reduced 32.37%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
53,650
shares
|
$3.24 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
53,577
shares
|
$3.23 Million
0.17% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
53,228
shares
|
$3.21 Million
0.04% of portfolio
|
Q4 2024
Added 30.13%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
53,192
shares
|
$3.21 Million
0.8% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
53,189
shares
|
$3.21 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
53,009
shares
|
$3.2 Million
1.43% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
53,006
shares
|
$3.2 Million
1.79% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
51,428
shares
|
$3.1 Million
0.2% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
50,990
shares
|
$3.08 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
50,634
shares
|
$3.06 Million
1.79% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
50,024
shares
|
$3.02 Million
0.29% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
49,618
shares
|
$2.99 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
49,478
shares
|
$2.99 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
49,449
shares
|
$2.98 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
47,972
shares
|
$2.9 Million
0.81% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
47,934
shares
|
$2.89 Million
0.4% of portfolio
|
Q4 2024
New holding
|