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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
14,949
shares
|
$904,563
0.2% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
14,930
shares
|
$903,414
0.66% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
14,863
shares
|
$899,360
0.05% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
14,720
shares
|
$890,707
0.99% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
14,590
shares
|
$882,840
0.65% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
14,502
shares
|
$877,516
0.86% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,215
shares
|
$860,149
0.0% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
13,986
shares
|
$846,292
0.37% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
13,816
shares
|
$836,006
0.58% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
13,768
shares
|
$833,101
0.18% of portfolio
|
Q1 2024
Reduced 58.64%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
13,642
shares
|
$825,477
0.32% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
13,625
shares
|
$824,448
0.24% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
13,372
shares
|
$809,139
0.19% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
13,226
shares
|
$800,305
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
13,005
shares
|
$786,932
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
12,592
shares
|
$761,941
0.08% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
12,507
shares
|
$756,798
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
12,450
shares
|
$753,349
0.08% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
12,341
shares
|
$746,753
0.27% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
12,303
shares
|
$744,454
0.06% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,285
shares
|
$743,365
0.0% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
12,206
shares
|
$738,585
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,130
shares
|
$733,986
0.08% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
12,054
shares
|
$729,387
0.24% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
12,005
shares
|
$726,422
0.0% of portfolio
|
Q1 2025
Added 82.06%
|