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 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
56.9K+ 13.63% |
$3.02M - $3.9M
|
475K
$36.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
50.2K+ 6.68% |
$2.66M - $3.44M
|
801K
$61.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.6K+ 23.95% |
$2.63M - $3.4M
|
257K
$19.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
48.8KNew |
$2.59M - $3.34M
|
48.8K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
48.1K+ 10.86% |
$2.55M - $3.3M
|
491K
$37.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
44.8K+ 17.6% |
$2.38M - $3.07M
|
299K
$22.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
43.6K+ 273.71% |
$2.32M - $2.99M
|
59.6K
$4.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
40.1K+ 9411.74% |
$2.13M - $2.75M
|
40.5K
$3.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38.8K+ 6.46% |
$2.06M - $2.66M
|
640K
$49M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
38.8K+ 8.5% |
$2.06M - $2.66M
|
495K
$37.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 13.02% |
$2.01M - $2.59M
|
328K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
37.7KNew |
$2M - $2.58M
|
37.7K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.3K+ 81.94% |
$1.93M - $2.49M
|
80.6K
$6.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.2K+ 169.26% |
$1.92M - $2.48M
|
57.5K
$4.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.5K+ 8.32% |
$1.88M - $2.43M
|
462K
$35.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34.9K+ 187.14% |
$1.85M - $2.39M
|
53.5K
$4.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
33.6K+ 474.22% |
$1.78M - $2.3M
|
40.7K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
33.6K+ 24.71% |
$1.78M - $2.3M
|
169K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
32K+ 7.05% |
$1.7M - $2.19M
|
485K
$37.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
28.2K+ 6.13% |
$1.5M - $1.93M
|
488K
$37.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.8K+ 386.11% |
$1.48M - $1.91M
|
35K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
26.6K+ 94.25% |
$1.41M - $1.82M
|
54.7K
$4.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
26K+ 17.69% |
$1.38M - $1.78M
|
173K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
25.9KNew |
$1.38M - $1.78M
|
25.9K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
25.5K+ 14.45% |
$1.35M - $1.75M
|
202K
$15.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
25.4K+ 27.83% |
$1.35M - $1.74M
|
117K
$8.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.1KNew |
$1.33M - $1.72M
|
25.1K
$1.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
23.6K+ 75.03% |
$1.25M - $1.61M
|
55K
$4.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
23.4K+ 25.78% |
$1.24M - $1.61M
|
114K
$8.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
23.4K+ 131.22% |
$1.24M - $1.6M
|
41.2K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
22.7K+ 15.11% |
$1.21M - $1.56M
|
173K
$13.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
22.2K+ 3.56% |
$1.18M - $1.52M
|
645K
$49.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
22.1K+ 31.32% |
$1.17M - $1.52M
|
92.7K
$7.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
22K+ 202.26% |
$1.17M - $1.5M
|
32.8K
$2.51M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
21.6KNew |
$1.15M - $1.48M
|
21.6K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.6K+ 7.41% |
$1.15M - $1.48M
|
313K
$24M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.3K+ 5.04% |
$1.13M - $1.46M
|
444K
$34M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.2K+ 39.25% |
$1.13M - $1.45M
|
75.3K
$5.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
20.7KNew |
$1.1M - $1.42M
|
20.7K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
20.7K+ 11.83% |
$1.1M - $1.42M
|
196K
$15M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
20.5KNew |
$1.09M - $1.4M
|
20.5K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20K+ 0.96% |
$1.06M - $1.37M
|
2.1M
$161M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.1K+ 12.77% |
$1.02M - $1.31M
|
169K
$12.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
18.7KNew |
$994K - $1.28M
|
18.7K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
18.7K+ 103.12% |
$994K - $1.28M
|
36.9K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.6K+ 16.93% |
$935K - $1.21M
|
122K
$9.31M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17.1K+ 14.21% |
$909K - $1.17M
|
138K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.7K+ 1.2% |
$832K - $1.07M
|
1.32M
$101M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.5K+ 60.92% |
$824K - $1.06M
|
41K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 5.73% |
$820K - $1.06M
|
285K
$21.8M
|