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 |
|---|---|---|---|---|---|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
108,731
shares
|
$6.58 Million
5.83% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,123
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
106,926
shares
|
$6.47 Million
3.01% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
105,910
shares
|
$6.41 Million
0.27% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
104,744
shares
|
$6.34 Million
0.52% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
104,017
shares
|
$6.29 Million
0.69% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
103,684
shares
|
$6.27 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
103,644
shares
|
$6.27 Million
2.76% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
103,560
shares
|
$6.27 Million
2.24% of portfolio
|
Q1 2025
Added 129.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
102,981
shares
|
$6.23 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
102,082
shares
|
$6.18 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
98,820
shares
|
$5.98 Million
2.81% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
98,769
shares
|
$5.98 Million
2.15% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
97,431
shares
|
$5.9 Million
3.09% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
97,099
shares
|
$5.88 Million
0.85% of portfolio
|
Q1 2025
Added 96.36%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
96,806
shares
|
$5.86 Million
1.8% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
94,305
shares
|
$5.71 Million
3.55% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
93,611
shares
|
$5.66 Million
3.19% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
92,379
shares
|
$5.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
92,055
shares
|
$5.57 Million
0.48% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
91,800
shares
|
$5.55 Million
0.01% of portfolio
|
Q1 2025
Added 30.51%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
91,373
shares
|
$5.53 Million
1.51% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
91,335
shares
|
$5.53 Million
1.54% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
90,920
shares
|
$5.5 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
89,912
shares
|
$5.44 Million
3.66% of portfolio
|
Q1 2025
Added 0.61%
|