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 527 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $7.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,867
shares
|
$422,869
0.02% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
6,749
shares
|
$415,603
0.11% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,403
shares
|
$394,296
0.04% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,381
shares
|
$392,941
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
6,250
shares
|
$384,875
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
6,191
shares
|
$381,241
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,116
shares
|
$376,623
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
6,019
shares
|
$370,650
0.01% of portfolio
|
Q4 2024
Added 61.02%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,993
shares
|
$369,048
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
5,992
shares
|
$368,987
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,855
shares
|
$360,550
0.22% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,808
shares
|
$357,656
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,798
shares
|
$357,040
0.17% of portfolio
|
Q4 2024
Reduced 77.57%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
5,746
shares
|
$353,838
0.04% of portfolio
|
Q4 2024
Added 39.53%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,725
shares
|
$352,545
0.0% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
5,697
shares
|
$350,821
0.23% of portfolio
|
Q4 2024
Added 53.43%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
5,488
shares
|
$337,951
0.07% of portfolio
|
Q4 2024
Reduced 17.17%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,318
shares
|
$327,482
0.05% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
5,010
shares
|
$308,515
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
5,001
shares
|
$307,961
0.13% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
4,998
shares
|
$307,776
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,985
shares
|
$306,976
0.02% of portfolio
|
Q4 2023
Reduced 5.05%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
4,764
shares
|
$293,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,689
shares
|
$288,748
0.03% of portfolio
|
Q4 2024
Added 38.93%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,662
shares
|
$287,085
0.04% of portfolio
|
Q4 2024
New holding
|