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 559 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $7.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
881,460
shares
|
$53 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
880,464
shares
|
$53 Million
0.05% of portfolio
|
Q4 2024
Added 129.27%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
865,080
shares
|
$52 Million
0.81% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
844,484
shares
|
$50.8 Million
5.94% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
749,132
shares
|
$45.1 Million
0.01% of portfolio
|
Q4 2024
Added 37.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
681,764
shares
|
$41 Million
0.98% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
623,034
shares
|
$37.5 Million
2.67% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
608,405
shares
|
$36.6 Million
0.01% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
600,808
shares
|
$36.1 Million
3.19% of portfolio
|
Q1 2025
Added 125.66%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
558,885
shares
|
$33.6 Million
3.03% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
557,242
shares
|
$33.5 Million
2.13% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
545,400
shares
|
$32.8 Million
5.29% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
515,289
shares
|
$31 Million
3.11% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
506,300
shares
|
$30.5 Million
1.28% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
477,685
shares
|
$28.7 Million
1.0% of portfolio
|
Q1 2025
Added 129.36%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
469,884
shares
|
$28.3 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
456,267
shares
|
$27.4 Million
0.11% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
453,876
shares
|
$27.3 Million
0.97% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
447,116
shares
|
$26.9 Million
0.81% of portfolio
|
Q4 2024
Added 264465.69%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
443,257
shares
|
$26.7 Million
5.88% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
440,144
shares
|
$26.5 Million
7.31% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
434,232
shares
|
$26.1 Million
2.36% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
426,587
shares
|
$25.7 Million
8.73% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
425,726
shares
|
$25.6 Million
5.4% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
422,886
shares
|
$25.4 Million
0.31% of portfolio
|
Q1 2025
Added 20.81%
|