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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
291
shares
|
$17,608
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
284
shares
|
$17,184
0.0% of portfolio
|
Q1 2025
Added 1793.33%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
270
shares
|
$16,337
0.0% of portfolio
|
Q1 2025
Added 50.84%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
247
shares
|
$14,945
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
227
shares
|
$13,735
0.0% of portfolio
|
Q1 2025
Reduced 79.68%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
200
shares
|
$12,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
194
shares
|
$11,738
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
174
shares
|
$10,528
0.0% of portfolio
|
Q4 2024
Reduced 75.04%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
157
shares
|
$9,500
0.0% of portfolio
|
Q1 2025
Reduced 97.46%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
157
shares
|
$9,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
155
shares
|
$9,379
0.0% of portfolio
|
Q1 2025
Reduced 88.35%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
155
shares
|
$9,379
1.61% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
148
shares
|
$8,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
139
shares
|
$8,410
0.0% of portfolio
|
Q1 2025
Added 43.3%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
138
shares
|
$8,350
0.0% of portfolio
|
Q1 2025
Reduced 66.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
125
shares
|
$7,563
0.0% of portfolio
|
Q3 2024
Reduced 87.39%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
103
shares
|
$6,232
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
100
shares
|
$6,051
0.0% of portfolio
|
Q1 2025
Reduced 95.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
96
shares
|
$5,808
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
86
shares
|
$5,203
0.0% of portfolio
|
Q2 2023
Added 681.82%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
77
shares
|
$4,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
75
shares
|
$4,538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
70
shares
|
$4,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
64
shares
|
$3,872
0.0% of portfolio
|
Q1 2023
Reduced 20.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
61
shares
|
$3,691
0.0% of portfolio
|
Q2 2024
New holding
|