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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
151,997
shares
|
$10.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 21.86%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
150,423
shares
|
$10.4 Million
1.51% of portfolio
|
Q1 2025
Reduced 30.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
149,863
shares
|
$10.4 Million
0.06% of portfolio
|
Q1 2025
Added 90.08%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
148,543
shares
|
$10.3 Million
1.81% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
147,114
shares
|
$10.2 Million
1.93% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
145,958
shares
|
$10.1 Million
6.39% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
137,850
shares
|
$9.57 Million
2.86% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
137,729
shares
|
$9.56 Million
2.5% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
135,877
shares
|
$9.43 Million
1.12% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
134,561
shares
|
$9.34 Million
1.52% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
130,923
shares
|
$9.09 Million
6.17% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
130,007
shares
|
$9.03 Million
3.16% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
129,979
shares
|
$9.02 Million
2.48% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
129,827
shares
|
$9.01 Million
4.93% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
128,878
shares
|
$8.95 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
127,986
shares
|
$8.88 Million
1.09% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
124,259
shares
|
$8.63 Million
5.53% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
116,913
shares
|
$8.12 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
116,799
shares
|
$8.11 Million
2.09% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
115,578
shares
|
$8.02 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
114,916
shares
|
$7.98 Million
3.22% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
114,910
shares
|
$7.98 Million
0.04% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
112,861
shares
|
$7.83 Million
1.0% of portfolio
|
Q1 2025
Added 218.24%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
112,783
shares
|
$7.83 Million
0.72% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
111,671
shares
|
$7.75 Million
2.61% of portfolio
|
Q1 2025
Added 1.78%
|