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 592 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 $8.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
4,200
shares
|
$291,564
0.11% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
4,192
shares
|
$291,008
0.23% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,104
shares
|
$284,899
0.08% of portfolio
|
Q1 2025
Reduced 65.9%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,083
shares
|
$283,441
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
4,082
shares
|
$283,372
0.16% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,029
shares
|
$279,693
0.09% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
4,009
shares
|
$278,304
0.01% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
3,964
shares
|
$275,180
0.0% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
3,957
shares
|
$274,694
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
3,866
shares
|
$268,377
0.01% of portfolio
|
Q1 2025
Reduced 97.0%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
3,826
shares
|
$265,600
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,793
shares
|
$263,310
0.12% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,766
shares
|
$261,435
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
3,766
shares
|
$261,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
3,738
shares
|
$259,491
0.0% of portfolio
|
Q1 2025
Reduced 37.9%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,725
shares
|
$258,589
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
3,699
shares
|
$256,784
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
3,688
shares
|
$256,020
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
3,636
shares
|
$252,411
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
3,629
shares
|
$251,925
0.0% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
3,610
shares
|
$250,606
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
3,574
shares
|
$248,107
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
3,432
shares
|
$238,249
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,412
shares
|
$236,861
0.05% of portfolio
|
Q4 2024
Reduced 47.6%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,344
shares
|
$232,140
0.02% of portfolio
|
Q1 2025
Reduced 20.15%
|