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 467 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 $5.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,775
shares
|
$1.01 Million
0.6% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
16,581
shares
|
$999,668
0.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,477
shares
|
$933,108
0.25% of portfolio
|
Q1 2023
Added 53.31%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
15,438
shares
|
$930,757
0.47% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
15,357
shares
|
$925,873
0.61% of portfolio
|
Q4 2023
New holding
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
15,293
shares
|
$922,014
0.45% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,112
shares
|
$911,102
0.01% of portfolio
|
Q3 2024
Reduced 49.13%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
14,762
shares
|
$890,000
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
14,762
shares
|
$890,000
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,634
shares
|
$882,283
0.0% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
14,590
shares
|
$879,631
0.69% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
14,408
shares
|
$868,658
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,215
shares
|
$857,022
0.0% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
14,000
shares
|
$844,060
0.07% of portfolio
|
Q2 2024
Added 9.59%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,972
shares
|
$842,371
0.27% of portfolio
|
Q3 2024
Reduced 33.21%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
13,833
shares
|
$833,991
0.35% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
13,802
shares
|
$832,122
0.26% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
13,768
shares
|
$830,072
0.18% of portfolio
|
Q1 2024
Reduced 58.64%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
13,764
shares
|
$829,831
0.5% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
13,677
shares
|
$824,586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
13,593
shares
|
$819,521
0.22% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
13,506
shares
|
$814,276
0.27% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
13,305
shares
|
$802,158
0.04% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
13,226
shares
|
$797,395
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
12,943
shares
|
$780,333
0.01% of portfolio
|
Q2 2024
New holding
|