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 |
|---|---|---|---|---|---|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
9,314
shares
|
$563,590
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
9,267
shares
|
$560,746
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9,179
shares
|
$555,421
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
9,176
shares
|
$555,239
0.24% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,153
shares
|
$553,848
0.03% of portfolio
|
Q1 2025
Added 33.29%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
9,109
shares
|
$551,185
0.44% of portfolio
|
Q1 2025
Added 37.0%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
8,855
shares
|
$535,816
0.17% of portfolio
|
Q4 2023
Added 77.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
8,664
shares
|
$524,258
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,649
shares
|
$523,350
0.17% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
8,569
shares
|
$518,510
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
8,544
shares
|
$516,997
0.16% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
8,505
shares
|
$514,637
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
8,464
shares
|
$512,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
8,413
shares
|
$509,070
0.06% of portfolio
|
Q1 2025
Added 40.38%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,364
shares
|
$506,105
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
8,343
shares
|
$504,834
0.34% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
8,332
shares
|
$504,169
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
8,322
shares
|
$503,564
0.13% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,295
shares
|
$501,930
0.22% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
8,276
shares
|
$500,780
0.01% of portfolio
|
Q1 2025
Reduced 36.06%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,200
shares
|
$496,182
0.16% of portfolio
|
Q3 2023
Reduced 3.34%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
8,187
shares
|
$495,395
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,932
shares
|
$479,965
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
7,929
shares
|
$479,783
0.02% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
7,591
shares
|
$459,331
0.01% of portfolio
|
Q1 2025
Reduced 11.02%
|