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 425 institutions that hold shares in the stock, with a total of 86.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.67 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
543,628
shares
|
$35.6 Million
3.29% of portfolio
|
Q2 2024
Reduced 21.08%
|
|
Tarbox Family Office, Inc.
|
Jul 16, 2024 Q2 2024 |
531,395
shares
|
$34.8 Million
5.73% of portfolio
|
Q2 2024
Added 1.07%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
525,867
shares
|
$34.4 Million
0.36% of portfolio
|
Q2 2024
Added 56.82%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
524,111
shares
|
$34.3 Million
0.93% of portfolio
|
Q2 2024
Added 11.31%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
522,417
shares
|
$34.2 Million
2.2% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
511,262
shares
|
$33.5 Million
1.56% of portfolio
|
Q2 2024
Added 6.94%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
504,839
shares
|
$33.1 Million
0.0% of portfolio
|
Q2 2024
Added 63.48%
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
478,917
shares
|
$31.4 Million
3.88% of portfolio
|
Q2 2024
Added 2.43%
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
441,969
shares
|
$28.9 Million
8.15% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 16, 2024 Q2 2024 |
439,913
shares
|
$28.8 Million
7.01% of portfolio
|
Q2 2024
Added 4.6%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
416,604
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2024
Added 116.61%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 26, 2024 Q2 2024 |
407,977
shares
|
$26.7 Million
3.03% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
Arlington Financial Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
405,016
shares
|
$26.5 Million
6.7% of portfolio
|
Q2 2024
Added 0.22%
|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
394,881
shares
|
$25.9 Million
0.7% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
381,762
shares
|
$25 Million
7.17% of portfolio
|
Q2 2024
Added 2.36%
|
|
Greenup Street Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
381,550
shares
|
$25 Million
5.49% of portfolio
|
Q2 2024
Reduced 22.63%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
374,744
shares
|
$24.5 Million
1.18% of portfolio
|
Q2 2024
Reduced 9.79%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
372,525
shares
|
$24.4 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
370,157
shares
|
$24.2 Million
8.69% of portfolio
|
Q2 2024
Added 3.54%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
353,510
shares
|
$23.2 Million
5.5% of portfolio
|
Q2 2024
Added 0.66%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
349,276
shares
|
$22.9 Million
6.81% of portfolio
|
Q2 2024
Added 0.31%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
344,634
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2024
Added 0.67%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
344,353
shares
|
$22.6 Million
0.65% of portfolio
|
Q2 2024
Added 6.84%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
341,454
shares
|
$22.4 Million
0.05% of portfolio
|
Q3 2023
Added 1.47%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Sep 10, 2024 Q2 2024 |
332,080
shares
|
$21.8 Million
3.87% of portfolio
|
Q2 2024
New holding
|