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 475 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 $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
10,695
shares
|
$638,063
0.07% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
10,473
shares
|
$624,819
0.37% of portfolio
|
Q3 2024
Added 34.68%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
10,415
shares
|
$621,358
0.24% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
10,380
shares
|
$619,270
0.49% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
10,365
shares
|
$618,375
0.16% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
10,308
shares
|
$614,975
0.62% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
10,192
shares
|
$608,054
0.28% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
10,081
shares
|
$601,432
0.06% of portfolio
|
Q3 2024
Added 190.85%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
10,062
shares
|
$600,298
0.28% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
10,007
shares
|
$597,017
0.32% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
9,995
shares
|
$596,301
0.46% of portfolio
|
Q3 2024
Added 19.77%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,754
shares
|
$581,923
0.22% of portfolio
|
Q3 2023
Reduced 14.98%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
9,436
shares
|
$562,951
0.06% of portfolio
|
Q3 2024
Added 174.86%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,377
shares
|
$559,431
0.02% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
9,314
shares
|
$555,673
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
9,277
shares
|
$553,465
0.21% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
9,222
shares
|
$550,184
0.34% of portfolio
|
Q3 2024
Added 31.67%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
9,221
shares
|
$550,124
0.1% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9,179
shares
|
$547,619
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
8,855
shares
|
$528,289
0.16% of portfolio
|
Q4 2023
Added 77.1%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,774
shares
|
$523,456
0.04% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,753
shares
|
$522,203
0.02% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
8,750
shares
|
$522,024
0.03% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
8,569
shares
|
$511,226
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,364
shares
|
$498,996
0.03% of portfolio
|
Q4 2021
New holding
|