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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
4,118
shares
|
$243,826
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
3,898
shares
|
$230,800
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
3,857
shares
|
$228,372
0.08% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
3,828
shares
|
$226,655
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,738
shares
|
$221,326
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
3,699
shares
|
$219,017
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,671
shares
|
$217,359
0.02% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,648
shares
|
$215,998
0.02% of portfolio
|
Q3 2024
Added 1479.22%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
3,636
shares
|
$215,287
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
3,610
shares
|
$213,748
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
3,500
shares
|
$207,235
0.09% of portfolio
|
Q3 2024
Reduced 39.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,463
shares
|
$205,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,462
shares
|
$204,985
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,412
shares
|
$202,024
0.04% of portfolio
|
Q4 2024
Reduced 47.6%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
3,259
shares
|
$192,965
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
3,250
shares
|
$192,432
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,076
shares
|
$182,129
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,058
shares
|
$181,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,944
shares
|
$174,314
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,917
shares
|
$172,715
0.05% of portfolio
|
Q2 2022
Reduced 10.24%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,703
shares
|
$160,044
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,518
shares
|
$149,090
0.0% of portfolio
|
Q2 2024
Reduced 11.28%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,311
shares
|
$136,834
0.05% of portfolio
|
Q2 2020
Added 4.52%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,231
shares
|
$132,097
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,082
shares
|
$123,275
0.0% of portfolio
|
Q3 2024
Added 21.05%
|