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 592 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 $8.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
53,103
shares
|
$3.69 Million
2.55% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
53,006
shares
|
$3.68 Million
1.79% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
52,293
shares
|
$3.63 Million
0.16% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
50,365
shares
|
$3.5 Million
0.31% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
50,232
shares
|
$3.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
50,011
shares
|
$3.47 Million
3.12% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
49,673
shares
|
$3.45 Million
1.93% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
49,429
shares
|
$3.43 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
49,076
shares
|
$3.41 Million
0.41% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
48,405
shares
|
$3.36 Million
0.16% of portfolio
|
Q1 2025
Reduced 80.23%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
48,223
shares
|
$3.35 Million
1.79% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
48,080
shares
|
$3.34 Million
2.69% of portfolio
|
Q1 2025
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,835
shares
|
$3.32 Million
0.2% of portfolio
|
Q3 2022
Added 2.41%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
47,799
shares
|
$3.32 Million
2.47% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
47,728
shares
|
$3.31 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
46,835
shares
|
$3.25 Million
0.12% of portfolio
|
Q1 2025
Reduced 65.7%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
46,740
shares
|
$3.24 Million
0.56% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
45,467
shares
|
$3.16 Million
1.02% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
45,208
shares
|
$3.14 Million
0.49% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
44,322
shares
|
$3.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
44,306
shares
|
$3.08 Million
2.38% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
43,248
shares
|
$3 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
43,143
shares
|
$2.99 Million
1.1% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
41,869
shares
|
$2.91 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
41,191
shares
|
$2.86 Million
0.55% of portfolio
|
Q2 2025
Added 131.22%
|