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 |
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
148,543
shares
|
$8.93 Million
1.81% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
145,958
shares
|
$8.78 Million
6.39% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
140,931
shares
|
$8.48 Million
5.01% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
140,368
shares
|
$8.44 Million
1.11% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
139,827
shares
|
$8.41 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
136,557
shares
|
$8.21 Million
0.28% of portfolio
|
Q4 2024
Reduced 18.65%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
134,561
shares
|
$8.09 Million
1.52% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
131,532
shares
|
$7.91 Million
2.58% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
130,536
shares
|
$7.85 Million
6.46% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
130,509
shares
|
$7.85 Million
3.09% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
128,878
shares
|
$7.75 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
128,841
shares
|
$7.75 Million
0.4% of portfolio
|
Q4 2024
Reduced 56.56%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
125,729
shares
|
$7.56 Million
2.6% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
124,259
shares
|
$7.47 Million
5.53% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
121,627
shares
|
$7.32 Million
1.01% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
120,771
shares
|
$7.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
120,597
shares
|
$7.25 Million
2.11% of portfolio
|
Q1 2025
Added 34.05%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
115,578
shares
|
$6.95 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
114,916
shares
|
$6.91 Million
3.22% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
112,800
shares
|
$6.78 Million
2.76% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
112,347
shares
|
$6.76 Million
0.01% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
110,669
shares
|
$6.66 Million
0.69% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Mar 13, 2025 Q4 2024 |
110,241
shares
|
$6.63 Million
5.61% of portfolio
|
Q4 2024
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
108,805
shares
|
$6.54 Million
2.11% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,123
shares
|
$6.44 Million
0.01% of portfolio
|
Q3 2024
Added 16.16%
|