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 589 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
17,746,750
shares
|
$1.07 Billion
8.1% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
15,030,769
shares
|
$910 Million
0.3% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,891,846
shares
|
$538 Million
1.24% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,181,659
shares
|
$253 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,391,347
shares
|
$145 Million
0.12% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,295,240
shares
|
$139 Million
0.28% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,233,115
shares
|
$135 Million
0.03% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,129,942
shares
|
$129 Million
6.88% of portfolio
|
Q3 2022
Reduced 7.1%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
2,084,745
shares
|
$126 Million
1.31% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
1,930,233
shares
|
$117 Million
0.07% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,835,387
shares
|
$111 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,807,879
shares
|
$109 Million
3.79% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,471,607
shares
|
$89 Million
0.04% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,404,527
shares
|
$85 Million
1.82% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
1,383,297
shares
|
$83.7 Million
0.03% of portfolio
|
Q1 2025
Added 57.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,362,854
shares
|
$82.5 Million
0.04% of portfolio
|
Q1 2025
Added 27.9%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,303,911
shares
|
$78.9 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,290,497
shares
|
$78.1 Million
0.26% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,279,474
shares
|
$77.4 Million
0.01% of portfolio
|
Q1 2025
Added 31.27%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
1,174,021
shares
|
$71 Million
9.47% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,125,742
shares
|
$68.1 Million
0.06% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,109,189
shares
|
$67.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,088,701
shares
|
$65.9 Million
0.55% of portfolio
|
Q1 2025
Added 5089.97%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
1,014,627
shares
|
$61.4 Million
1.54% of portfolio
|
Q1 2025
Added 71.34%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,010,464
shares
|
$61.1 Million
4.14% of portfolio
|
Q1 2025
Added 5.2%
|