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 469 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 $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
80,580
shares
|
$4.78 Million
1.6% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
80,339
shares
|
$4.77 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
79,214
shares
|
$4.7 Million
3.81% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
78,883
shares
|
$4.68 Million
3.91% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
78,219
shares
|
$4.64 Million
0.18% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
77,432
shares
|
$4.59 Million
2.5% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
77,372
shares
|
$4.59 Million
2.12% of portfolio
|
Q3 2024
Added 53.55%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
76,165
shares
|
$4.52 Million
0.16% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
73,391
shares
|
$4.36 Million
1.83% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
71,533
shares
|
$4.24 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
71,431
shares
|
$4.24 Million
0.45% of portfolio
|
Q4 2023
Added 6.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
71,034
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2024
Added 525.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
69,473
shares
|
$4.12 Million
0.17% of portfolio
|
Q3 2024
Added 40.88%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
69,278
shares
|
$4.11 Million
1.49% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
67,578
shares
|
$4.01 Million
1.03% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
66,242
shares
|
$3.93 Million
0.6% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
65,221
shares
|
$3.87 Million
2.13% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
64,488
shares
|
$3.83 Million
0.17% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
63,897
shares
|
$3.79 Million
2.94% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
63,895
shares
|
$3.79 Million
0.77% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
63,014
shares
|
$3.74 Million
1.75% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
62,054
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.97%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
61,067
shares
|
$3.62 Million
1.62% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
60,676
shares
|
$3.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
60,157
shares
|
$3.57 Million
0.9% of portfolio
|
Q3 2024
Added 7.5%
|