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 |
|---|---|---|---|---|---|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
5,559
shares
|
$336,375
0.23% of portfolio
|
Q1 2025
Reduced 88.01%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
5,545
shares
|
$335,527
0.09% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
5,523
shares
|
$334,196
0.29% of portfolio
|
Q1 2025
Added 46.3%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
5,417
shares
|
$327,782
0.0% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,384
shares
|
$325,785
0.02% of portfolio
|
Q1 2025
Reduced 38.64%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,277
shares
|
$319,311
0.04% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
5,160
shares
|
$312,231
0.13% of portfolio
|
Q1 2025
Added 185.4%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,104
shares
|
$308,843
0.04% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
5,072
shares
|
$306,906
0.08% of portfolio
|
Q1 2025
Reduced 35.46%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,069
shares
|
$306,725
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$302,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,985
shares
|
$301,642
0.02% of portfolio
|
Q4 2023
Reduced 5.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
4,973
shares
|
$300,916
0.05% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
4,936
shares
|
$298,677
0.43% of portfolio
|
Q1 2025
Reduced 43.5%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
4,821
shares
|
$291,718
0.18% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
4,678
shares
|
$283,065
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,669
shares
|
$282,521
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
4,339
shares
|
$262,552
0.05% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
4,329
shares
|
$261,947
0.08% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
4,269
shares
|
$258,317
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
4,200
shares
|
$254,142
0.11% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
4,200
shares
|
$254,142
0.04% of portfolio
|
Q2 2022
Added 192.48%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
4,192
shares
|
$253,657
0.23% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
4,104
shares
|
$248,333
0.07% of portfolio
|
Q1 2025
Reduced 65.9%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,083
shares
|
$247,062
0.01% of portfolio
|
Q1 2025
New holding
|