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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
41,114
shares
|
$2.85 Million
0.03% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
40,126
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
40,092
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 52.22%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
38,832
shares
|
$2.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
38,018
shares
|
$2.64 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
37,654
shares
|
$2.61 Million
0.57% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
36,922
shares
|
$2.56 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
35,894
shares
|
$2.49 Million
0.65% of portfolio
|
Q1 2025
Added 96.49%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
35,346
shares
|
$2.45 Million
1.66% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
35,249
shares
|
$2.45 Million
1.14% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
34,875
shares
|
$2.42 Million
0.06% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
34,868
shares
|
$2.42 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
34,841
shares
|
$2.42 Million
0.09% of portfolio
|
Q1 2025
Added 55.93%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
34,752
shares
|
$2.41 Million
1.18% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
34,738
shares
|
$2.41 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
34,697
shares
|
$2.41 Million
0.14% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
34,664
shares
|
$2.41 Million
0.25% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
34,637
shares
|
$2.4 Million
0.32% of portfolio
|
Q1 2025
Added 39.04%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
34,636
shares
|
$2.4 Million
0.39% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
34,255
shares
|
$2.38 Million
1.43% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
34,213
shares
|
$2.38 Million
1.73% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
33,971
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
33,959
shares
|
$2.36 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
33,436
shares
|
$2.32 Million
0.69% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
30,948
shares
|
$2.15 Million
0.21% of portfolio
|
Q1 2025
Reduced 24.47%
|