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 425 institutions that hold shares in the stock, with a total of 86.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.67 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
14,181,306
shares
|
$929 Million
8.52% of portfolio
|
Q2 2024
Added 7.52%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
8,162,990
shares
|
$535 Million
0.18% of portfolio
|
Q2 2024
Added 10.92%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,097,915
shares
|
$203 Million
0.01% of portfolio
|
Q1 2024
Added 2.73%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
2,235,330
shares
|
$146 Million
1.44% of portfolio
|
Q2 2024
Added 0.13%
|
|
Annex Advisory Services, LLC
|
Jul 12, 2024 Q2 2024 |
2,232,088
shares
|
$146 Million
5.0% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
2,157,235
shares
|
$141 Million
0.1% of portfolio
|
Q2 2024
Added 7528.94%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,129,942
shares
|
$140 Million
6.88% of portfolio
|
Q3 2022
Reduced 7.1%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,754,594
shares
|
$115 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,627,665
shares
|
$107 Million
0.26% of portfolio
|
Q2 2024
Added 2.69%
|
|
American Century Companies Inc
Kansas City, MO |
Aug 07, 2024 Q2 2024 |
1,551,851
shares
|
$102 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
1,512,089
shares
|
$99 Million
2.63% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,422,177
shares
|
$93.2 Million
0.02% of portfolio
|
Q2 2024
Added 11.09%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,419,688
shares
|
$93 Million
0.09% of portfolio
|
Q2 2024
Added 6.85%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
1,321,769
shares
|
$86.6 Million
1.32% of portfolio
|
Q2 2024
Added 15.77%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
1,305,522
shares
|
$85.5 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Oak Root LLC
Santa Barbara, CA |
Aug 01, 2024 Q2 2024 |
1,187,668
shares
|
$77.8 Million
9.67% of portfolio
|
Q1 2024
Added 0.17%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,086,181
shares
|
$71.1 Million
0.03% of portfolio
|
Q2 2024
Added 10.09%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
990,552
shares
|
$64.9 Million
4.0% of portfolio
|
Q2 2024
Added 0.95%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
892,865
shares
|
$58.5 Million
0.1% of portfolio
|
Q2 2024
Added 138.9%
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
862,635
shares
|
$56.5 Million
3.99% of portfolio
|
Q2 2024
Added 4.5%
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
828,248
shares
|
$54.3 Million
0.04% of portfolio
|
Q2 2024
Added 9.3%
|
|
Summit Financial Strategies, Inc.
|
Jul 19, 2024 Q2 2024 |
777,008
shares
|
$50.9 Million
6.34% of portfolio
|
Q2 2024
Added 4.18%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
554,589
shares
|
$36.3 Million
0.97% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
Atwood & Palmer Inc
|
Jul 10, 2024 Q2 2024 |
553,768
shares
|
$36.3 Million
2.6% of portfolio
|
Q2 2024
Added 1.75%
|
|
Foster & Motley Inc
Cincinnati, OH |
Aug 02, 2024 Q2 2024 |
549,232
shares
|
$36 Million
2.31% of portfolio
|
Q2 2024
Reduced 2.34%
|