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 |
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
417,685
shares
|
$25.1 Million
3.23% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
417,018
shares
|
$25.1 Million
1.28% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
410,589
shares
|
$24.7 Million
0.62% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
404,228
shares
|
$24.3 Million
5.54% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
401,522
shares
|
$24.2 Million
4.19% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
397,475
shares
|
$23.9 Million
7.03% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
394,179
shares
|
$23.7 Million
0.63% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
391,646
shares
|
$23.6 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
390,868
shares
|
$23.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 98.3%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
389,751
shares
|
$23.4 Million
0.03% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
384,391
shares
|
$23.1 Million
2.63% of portfolio
|
Q1 2025
Added 39.3%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
381,762
shares
|
$23 Million
7.17% of portfolio
|
Q2 2024
Added 2.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
371,645
shares
|
$22.4 Million
0.52% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
364,767
shares
|
$21.9 Million
0.39% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
349,695
shares
|
$21 Million
3.52% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
343,733
shares
|
$20.7 Million
0.12% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
341,948
shares
|
$20.6 Million
2.1% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
341,454
shares
|
$20.5 Million
0.05% of portfolio
|
Q3 2023
Added 1.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
312,105
shares
|
$18.8 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
307,890
shares
|
$18.5 Million
4.46% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
295,979
shares
|
$17.8 Million
0.86% of portfolio
|
Q3 2022
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
293,442
shares
|
$17.7 Million
2.94% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
293,247
shares
|
$17.6 Million
10.48% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
291,468
shares
|
$17.5 Million
3.75% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
272,508
shares
|
$16.4 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|