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 467 institutions that hold shares in the stock, with a total of 99.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
119,202
shares
|
$7.19 Million
2.49% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
112,800
shares
|
$6.8 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
112,018
shares
|
$6.75 Million
2.43% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
110,072
shares
|
$6.64 Million
1.35% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
107,847
shares
|
$6.5 Million
2.61% of portfolio
|
Q1 2024
Added 10.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,123
shares
|
$6.46 Million
0.01% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
106,497
shares
|
$6.42 Million
0.01% of portfolio
|
Q3 2024
Added 31.49%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
102,624
shares
|
$6.19 Million
0.69% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
101,976
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2024
Added 77.97%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
101,602
shares
|
$6.13 Million
0.71% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
99,235
shares
|
$5.98 Million
0.65% of portfolio
|
Q3 2024
Reduced 32.87%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
99,098
shares
|
$5.97 Million
3.01% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
97,714
shares
|
$5.89 Million
3.06% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
95,333
shares
|
$5.75 Million
0.7% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
94,773
shares
|
$5.71 Million
2.05% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
94,442
shares
|
$5.69 Million
2.17% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
93,818
shares
|
$5.66 Million
0.41% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
92,277
shares
|
$5.56 Million
2.33% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
91,505
shares
|
$5.52 Million
2.59% of portfolio
|
Q3 2024
Added 38.67%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
91,356
shares
|
$5.51 Million
0.65% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
90,203
shares
|
$5.44 Million
3.6% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
90,099
shares
|
$5.43 Million
1.6% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
90,052
shares
|
$5.43 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
89,584
shares
|
$5.4 Million
2.88% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
89,324
shares
|
$5.39 Million
4.53% of portfolio
|
Q3 2024
Reduced 2.16%
|