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 724 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,096,919
shares
|
$85.1 Million
0.06% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,072,575
shares
|
$83.2 Million
0.1% of portfolio
|
Q3 2025
Added 95.66%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
1,070,663
shares
|
$83.1 Million
1.72% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,050,626
shares
|
$81.5 Million
2.29% of portfolio
|
Q3 2025
Added 92.85%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,035,739
shares
|
$80.4 Million
0.54% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,010,464
shares
|
$78.4 Million
4.14% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,003,850
shares
|
$77.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
951,406
shares
|
$73.8 Million
0.01% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
884,473
shares
|
$68.6 Million
0.31% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
861,253
shares
|
$66.8 Million
0.99% of portfolio
|
Q3 2025
Added 9498.27%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
859,984
shares
|
$66.7 Million
6.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
826,781
shares
|
$64.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
809,831
shares
|
$62.8 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
806,401
shares
|
$62.6 Million
0.02% of portfolio
|
Q3 2025
Added 64.38%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
771,152
shares
|
$59.8 Million
1.35% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
757,229
shares
|
$58.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 27.53%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
749,453
shares
|
$58.1 Million
0.73% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
688,269
shares
|
$53.4 Million
1.02% of portfolio
|
Q3 2025
Added 285.46%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
649,487
shares
|
$50.4 Million
3.24% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
623,375
shares
|
$48.4 Million
3.62% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
611,025
shares
|
$47.4 Million
1.15% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
598,077
shares
|
$46.4 Million
6.98% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
588,841
shares
|
$45.7 Million
3.45% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
557,208
shares
|
$43.2 Million
0.36% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
553,961
shares
|
$43 Million
3.58% of portfolio
|
Q3 2025
Added 2.81%
|
|