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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
958,469
shares
|
$58 Million
0.02% of portfolio
|
Q1 2025
Added 27.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
903,142
shares
|
$54.6 Million
0.09% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
867,238
shares
|
$52.5 Million
5.71% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
865,080
shares
|
$52.3 Million
0.81% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
767,723
shares
|
$46.5 Million
0.26% of portfolio
|
Q1 2025
Added 123.35%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
751,872
shares
|
$45.5 Million
1.1% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
750,698
shares
|
$45.4 Million
0.01% of portfolio
|
Q1 2025
Added 23.39%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
654,500
shares
|
$39.6 Million
0.61% of portfolio
|
Q1 2025
Added 368.08%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
623,034
shares
|
$37.7 Million
2.67% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
600,808
shares
|
$36.4 Million
3.19% of portfolio
|
Q1 2025
Added 125.66%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
577,094
shares
|
$34.9 Million
3.16% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
563,268
shares
|
$34.1 Million
2.13% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
557,208
shares
|
$33.7 Million
0.36% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
536,132
shares
|
$32.4 Million
5.37% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
530,367
shares
|
$32.1 Million
4.28% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
519,224
shares
|
$31.4 Million
0.72% of portfolio
|
Q1 2025
Added 39.71%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
517,187
shares
|
$31.3 Million
1.32% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
508,207
shares
|
$30.8 Million
0.95% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
506,495
shares
|
$30.6 Million
8.61% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
477,685
shares
|
$28.9 Million
1.0% of portfolio
|
Q1 2025
Added 129.36%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
459,655
shares
|
$27.8 Million
2.65% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
456,267
shares
|
$27.6 Million
0.11% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
454,338
shares
|
$27.5 Million
7.83% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
453,523
shares
|
$27.4 Million
0.11% of portfolio
|
Q1 2025
Added 101.01%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
452,778
shares
|
$27.4 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.24%
|