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 |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
89,848
shares
|
$5.44 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
89,197
shares
|
$5.4 Million
2.11% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
88,091
shares
|
$5.33 Million
1.15% of portfolio
|
Q1 2025
Added 575.29%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
87,080
shares
|
$5.27 Million
0.18% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
82,232
shares
|
$4.98 Million
0.78% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
81,528
shares
|
$4.93 Million
2.38% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
81,153
shares
|
$4.91 Million
0.35% of portfolio
|
Q4 2024
Added 33.75%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
79,214
shares
|
$4.79 Million
3.81% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
78,621
shares
|
$4.76 Million
1.8% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
76,453
shares
|
$4.63 Million
3.5% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
76,449
shares
|
$4.63 Million
3.24% of portfolio
|
Q1 2025
Reduced 47.67%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
75,614
shares
|
$4.58 Million
4.13% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
75,395
shares
|
$4.56 Million
3.31% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
73,834
shares
|
$4.47 Million
0.78% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
73,487
shares
|
$4.45 Million
1.68% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
73,398
shares
|
$4.44 Million
0.46% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
73,196
shares
|
$4.43 Million
2.22% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
72,368
shares
|
$4.38 Million
4.0% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
71,776
shares
|
$4.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
71,600
shares
|
$4.33 Million
1.45% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
71,431
shares
|
$4.32 Million
0.45% of portfolio
|
Q4 2023
Added 6.48%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
70,607
shares
|
$4.27 Million
1.84% of portfolio
|
Q1 2025
Reduced 73.77%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
69,684
shares
|
$4.22 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
68,193
shares
|
$4.13 Million
0.99% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
68,139
shares
|
$4.12 Million
0.83% of portfolio
|
Q1 2025
Added 9.8%
|