Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q2 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.3M+ 1271.24% |
$863M - $1.11B
|
17.5M
$1.34B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.48M+ 16.52% |
$132M - $170M
|
17.5M
$1.34B
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36M+ 307.9% |
$72M - $92.9M
|
1.8M
$138M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.08MNew |
$57.4M - $74.2M
|
1.08M
$82.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
696KNew |
$36.9M - $47.7M
|
696K
$53.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
671K+ 28.05% |
$35.6M - $46M
|
3.06M
$235M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
580K+ 60.5% |
$30.8M - $39.7M
|
1.54M
$118M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
532K+ 36.17% |
$28.3M - $36.5M
|
2M
$153M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
506KNew |
$26.9M - $34.7M
|
506K
$38.8M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
500K+ 25.9% |
$26.5M - $34.3M
|
2.43M
$186M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
442K+ 34.21% |
$23.4M - $30.3M
|
1.73M
$133M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
433KNew |
$23M - $29.7M
|
433K
$33.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
431K+ 102.35% |
$22.9M - $29.6M
|
852K
$65.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
341K+ 8.16% |
$18.1M - $23.4M
|
4.52M
$346M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
320K+ 13.94% |
$17M - $21.9M
|
2.62M
$200M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
301K+ 16.42% |
$16M - $20.7M
|
2.14M
$164M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
282KNew |
$15M - $19.3M
|
282K
$21.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
235K+ 544.5% |
$12.5M - $16.1M
|
279K
$21.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
222K+ 116.59% |
$11.8M - $15.2M
|
412K
$31.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
211K+ 62.4% |
$11.2M - $14.4M
|
548K
$42M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
180K+ 37.67% |
$9.55M - $12.3M
|
658K
$50.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
174K+ 4340.76% |
$9.24M - $11.9M
|
178K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
165K+ 50.59% |
$8.75M - $11.3M
|
491K
$37.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
161K+ 41.2% |
$8.56M - $11.1M
|
553K
$42.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
158K+ 0.89% |
$8.38M - $10.8M
|
17.9M
$1.37B
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156K+ 100.25% |
$8.28M - $10.7M
|
312K
$23.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
150K+ 68.74% |
$7.98M - $10.3M
|
369K
$28.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
146KNew |
$7.74M - $10M
|
146K
$11.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
142K+ 15.69% |
$7.52M - $9.72M
|
1.04M
$80M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
122K+ 29.59% |
$6.45M - $8.33M
|
532K
$40.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
92K+ 20.32% |
$4.88M - $6.31M
|
545K
$41.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
87.7K+ 6.17% |
$4.66M - $6.01M
|
1.51M
$116M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
87.2KNew |
$4.63M - $5.98M
|
87.2K
$6.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
85.6K+ 22.14% |
$4.54M - $5.87M
|
472K
$36.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
85.5KNew |
$4.54M - $5.86M
|
85.5K
$6.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
84.4K+ 21.07% |
$4.48M - $5.78M
|
485K
$37.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
80.5KNew |
$4.27M - $5.51M
|
80.5K
$6.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
76.9K+ 49630.97% |
$4.08M - $5.27M
|
77.1K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
75.1K+ 9.99% |
$3.99M - $5.15M
|
827K
$63.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
72K+ 5.28% |
$3.82M - $4.93M
|
1.43M
$110M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
71.1KNew |
$3.77M - $4.87M
|
71.1K
$5.45M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
70.8KNew |
$3.76M - $4.85M
|
70.8K
$5.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
70K+ 79.46% |
$3.72M - $4.8M
|
158K
$12.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
69.1K+ 61.25% |
$3.67M - $4.74M
|
182K
$13.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
68.4K+ 13.46% |
$3.63M - $4.69M
|
577K
$44.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
68.1KNew |
$3.61M - $4.67M
|
68.1K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
67.3K+ 8.76% |
$3.57M - $4.61M
|
835K
$63.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
65.3KNew |
$3.47M - $4.47M
|
65.3K
$5M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
58.8K+ 52.69% |
$3.12M - $4.03M
|
171K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
57K+ 164.63% |
$3.03M - $3.91M
|
91.7K
$7.02M
|