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 474 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
13,593
shares
|
$810,958
0.22% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
13,506
shares
|
$805,767
0.27% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
13,325
shares
|
$794,969
0.64% of portfolio
|
Q4 2024
Reduced 34.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
13,305
shares
|
$793,776
0.04% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
13,238
shares
|
$789,779
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
13,226
shares
|
$789,063
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
12,952
shares
|
$772,716
0.03% of portfolio
|
Q4 2024
Added 78.11%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
12,943
shares
|
$772,179
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
12,837
shares
|
$765,855
0.0% of portfolio
|
Q3 2024
Added 153.65%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
12,468
shares
|
$743,840
0.35% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,409
shares
|
$740,320
0.0% of portfolio
|
Q3 2024
Added 95.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,365
shares
|
$737,695
0.01% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,281
shares
|
$732,684
0.0% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
12,144
shares
|
$724,511
0.09% of portfolio
|
Q3 2024
Reduced 74.81%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,034
shares
|
$717,948
0.21% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,985
shares
|
$715,025
0.27% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,972
shares
|
$714,249
0.02% of portfolio
|
Q3 2024
Added 124.19%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
11,901
shares
|
$710,013
0.57% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
11,852
shares
|
$707,090
0.35% of portfolio
|
Q2 2024
Added 6.28%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
11,507
shares
|
$686,507
0.17% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
11,431
shares
|
$681,973
0.03% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,188
shares
|
$667,476
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
11,070
shares
|
$660,436
0.07% of portfolio
|
Q3 2024
Added 49.8%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
10,860
shares
|
$647,907
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
10,831
shares
|
$646,177
0.4% of portfolio
|
Q4 2024
Added 10.75%
|