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 |
|---|---|---|---|---|---|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
8,855
shares
|
$524,304
0.16% of portfolio
|
Q4 2023
Added 77.1%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,774
shares
|
$519,508
0.04% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,753
shares
|
$518,265
0.02% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
8,750
shares
|
$518,087
0.03% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
8,736
shares
|
$517,258
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
8,569
shares
|
$507,370
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,531
shares
|
$505,120
0.01% of portfolio
|
Q4 2024
Reduced 31.01%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,396
shares
|
$497,127
0.16% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,364
shares
|
$495,232
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
8,302
shares
|
$491,561
0.0% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,200
shares
|
$485,522
0.16% of portfolio
|
Q3 2023
Reduced 3.34%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
8,100
shares
|
$479,601
0.36% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
8,072
shares
|
$477,943
0.14% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,987
shares
|
$472,910
0.04% of portfolio
|
Q4 2024
Added 76.35%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,932
shares
|
$469,653
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
7,859
shares
|
$465,331
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,413
shares
|
$438,923
0.03% of portfolio
|
Q2 2024
Added 7.9%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
7,402
shares
|
$438,272
0.09% of portfolio
|
Q2 2024
Reduced 16.8%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
7,261
shares
|
$429,923
0.09% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
7,164
shares
|
$424,180
0.12% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,949
shares
|
$411,450
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
6,844
shares
|
$405,233
0.0% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
6,749
shares
|
$399,608
0.11% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,381
shares
|
$377,819
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,266
shares
|
$371,009
0.05% of portfolio
|
Q3 2024
New holding
|