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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
152,317
shares
|
$9.22 Million
3.04% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
150,423
shares
|
$9.1 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
|
$9.07 Million
0.06% of portfolio
|
Q1 2025
Added 90.08%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
148,543
shares
|
$8.99 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
|
$8.9 Million
1.93% of portfolio
|
Q1 2025
Reduced 27.4%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
145,958
shares
|
$8.83 Million
6.39% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
140,931
shares
|
$8.53 Million
5.01% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
135,877
shares
|
$8.22 Million
1.12% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
134,561
shares
|
$8.14 Million
1.52% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
131,532
shares
|
$7.96 Million
2.58% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
130,536
shares
|
$7.9 Million
6.46% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
130,509
shares
|
$7.9 Million
3.09% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
129,979
shares
|
$7.87 Million
2.48% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
128,878
shares
|
$7.8 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
127,986
shares
|
$7.74 Million
1.09% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
124,259
shares
|
$7.52 Million
5.53% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
120,597
shares
|
$7.3 Million
2.11% of portfolio
|
Q1 2025
Added 34.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
116,913
shares
|
$7.07 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
115,578
shares
|
$6.99 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
114,916
shares
|
$6.95 Million
3.22% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
114,910
shares
|
$6.95 Million
0.04% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
112,861
shares
|
$6.83 Million
1.0% of portfolio
|
Q1 2025
Added 218.24%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
112,800
shares
|
$6.83 Million
2.76% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
112,783
shares
|
$6.82 Million
0.72% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
108,805
shares
|
$6.58 Million
2.11% of portfolio
|
Q1 2025
Reduced 3.85%
|