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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
53
shares
|
$3,207
0.0% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
51
shares
|
$3,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
32
shares
|
$1,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
30
shares
|
$1,815
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
16
shares
|
$968
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
15
shares
|
$907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
14
shares
|
$847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
10
shares
|
$605
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
10
shares
|
$605
0.0% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
9
shares
|
$544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
9
shares
|
$544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
6
shares
|
$363
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|