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 487 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $6.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
18,846
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
18,793
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
18,730
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
18,377
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2024
Added 42.03%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
18,236
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
17,801
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
17,098
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 25.67%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
17,086
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
17,045
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 1337.18%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
16,775
shares
|
$993,247
0.6% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
16,581
shares
|
$981,761
0.21% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
16,563
shares
|
$980,695
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,769
shares
|
$933,682
0.43% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
15,571
shares
|
$921,958
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,477
shares
|
$916,393
0.25% of portfolio
|
Q1 2023
Added 53.31%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
15,416
shares
|
$912,781
0.47% of portfolio
|
Q4 2024
Added 47.2%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
15,357
shares
|
$909,287
0.59% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,112
shares
|
$894,781
0.01% of portfolio
|
Q3 2024
Reduced 49.13%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
14,973
shares
|
$886,551
0.41% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
14,762
shares
|
$874,058
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
14,762
shares
|
$874,058
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
14,713
shares
|
$871,156
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,634
shares
|
$866,479
0.0% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
14,590
shares
|
$863,873
0.64% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
14,309
shares
|
$847,235
0.05% of portfolio
|
Q4 2024
Reduced 0.69%
|