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 |
|---|---|---|---|---|---|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
67,458
shares
|
$4.08 Million
2.04% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,286
shares
|
$4.07 Million
0.12% of portfolio
|
Q4 2024
Added 462.03%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
66,983
shares
|
$4.05 Million
0.25% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
66,551
shares
|
$4.03 Million
1.48% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
66,331
shares
|
$4.01 Million
2.34% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
63,390
shares
|
$3.84 Million
1.75% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
62,575
shares
|
$3.79 Million
1.82% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
62,019
shares
|
$3.75 Million
2.29% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
61,724
shares
|
$3.73 Million
0.04% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
60,783
shares
|
$3.68 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
60,491
shares
|
$3.66 Million
0.68% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
59,754
shares
|
$3.62 Million
3.94% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
59,743
shares
|
$3.62 Million
1.48% of portfolio
|
Q1 2025
Added 72.69%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
59,368
shares
|
$3.59 Million
1.75% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
58,588
shares
|
$3.55 Million
0.79% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
57,443
shares
|
$3.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
57,310
shares
|
$3.47 Million
3.61% of portfolio
|
Q1 2025
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
56,840
shares
|
$3.44 Million
1.43% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
56,694
shares
|
$3.43 Million
0.69% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
54,460
shares
|
$3.3 Million
0.63% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
54,112
shares
|
$3.27 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
54,071
shares
|
$3.27 Million
0.8% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
54,062
shares
|
$3.27 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
53,870
shares
|
$3.26 Million
0.19% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
53,103
shares
|
$3.21 Million
2.55% of portfolio
|
Q1 2025
Reduced 0.16%
|