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 469 institutions that hold shares in the stock, with a total of 99.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
15,394,830
shares
|
$914 Million
8.48% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,800,033
shares
|
$819 Million
0.3% of portfolio
|
Q3 2024
Added 69.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,355,970
shares
|
$258 Million
0.02% of portfolio
|
Q3 2024
Added 40.61%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,539,099
shares
|
$151 Million
5.95% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,248,631
shares
|
$133 Million
1.43% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,134,443
shares
|
$127 Million
0.31% of portfolio
|
Q3 2024
Added 31.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,129,942
shares
|
$126 Million
6.88% of portfolio
|
Q3 2022
Reduced 7.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,878,117
shares
|
$111 Million
0.11% of portfolio
|
Q3 2024
Added 32.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,759,332
shares
|
$104 Million
0.17% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,496,240
shares
|
$88.8 Million
2.4% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,471,960
shares
|
$87.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,421,298
shares
|
$84.3 Million
0.02% of portfolio
|
Q3 2024
Added 380.17%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
1,391,511
shares
|
$82.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,321,633
shares
|
$78.4 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,254,058
shares
|
$74.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,217,799
shares
|
$72.3 Million
0.04% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Oct 30, 2024 Q3 2024 |
1,168,841
shares
|
$69.4 Million
9.53% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,044,766
shares
|
$62 Million
3.97% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
972,249
shares
|
$57.7 Million
0.05% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
941,220
shares
|
$55.9 Million
0.22% of portfolio
|
Q3 2024
Added 270.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
890,673
shares
|
$52.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
889,348
shares
|
$52.8 Million
3.97% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
806,659
shares
|
$47.9 Million
6.35% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
621,378
shares
|
$36.9 Million
1.05% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
577,708
shares
|
$34.3 Million
2.57% of portfolio
|
Q3 2024
Added 4.32%
|