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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
6,250
shares
|
$370,062
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
6,191
shares
|
$366,569
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,116
shares
|
$362,128
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,993
shares
|
$354,845
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
5,992
shares
|
$354,786
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,909
shares
|
$349,871
0.03% of portfolio
|
Q3 2024
Added 29.55%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,813
shares
|
$344,187
0.24% of portfolio
|
Q2 2024
Added 36.26%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
5,808
shares
|
$343,891
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,798
shares
|
$343,299
0.17% of portfolio
|
Q4 2024
Reduced 77.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,725
shares
|
$338,977
0.0% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
5,697
shares
|
$337,319
0.23% of portfolio
|
Q4 2024
Added 53.43%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
5,488
shares
|
$324,944
0.07% of portfolio
|
Q4 2024
Reduced 17.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
5,332
shares
|
$315,707
0.12% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,318
shares
|
$314,878
0.05% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
5,129
shares
|
$303,688
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
5,010
shares
|
$296,642
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
5,001
shares
|
$296,109
0.13% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
4,998
shares
|
$295,931
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,985
shares
|
$295,161
0.02% of portfolio
|
Q4 2023
Reduced 5.05%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,689
shares
|
$277,635
0.03% of portfolio
|
Q4 2024
Added 38.93%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
4,605
shares
|
$272,662
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
4,371
shares
|
$258,806
0.07% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
4,279
shares
|
$253,359
0.01% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
4,200
shares
|
$248,682
0.04% of portfolio
|
Q2 2022
Added 192.48%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
4,200
shares
|
$248,682
0.11% of portfolio
|
Q4 2024
Reduced 4.46%
|