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 |
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
106,577
shares
|
$6.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
105,910
shares
|
$6.37 Million
0.27% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
104,362
shares
|
$6.28 Million
0.67% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
103,644
shares
|
$6.23 Million
2.76% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
103,460
shares
|
$6.22 Million
1.2% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
103,293
shares
|
$6.21 Million
2.82% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
102,981
shares
|
$6.19 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
101,751
shares
|
$6.12 Million
0.42% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
101,231
shares
|
$6.09 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
98,964
shares
|
$5.95 Million
0.65% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
98,820
shares
|
$5.94 Million
2.81% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
98,769
shares
|
$5.94 Million
2.15% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
97,431
shares
|
$5.86 Million
3.09% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
96,806
shares
|
$5.82 Million
1.8% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
94,305
shares
|
$5.67 Million
3.55% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
93,618
shares
|
$5.63 Million
0.02% of portfolio
|
Q4 2024
Added 56.19%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
91,373
shares
|
$5.5 Million
1.51% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
91,335
shares
|
$5.49 Million
1.54% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
90,556
shares
|
$5.45 Million
2.97% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
89,912
shares
|
$5.41 Million
3.66% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
89,848
shares
|
$5.4 Million
1.97% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
89,197
shares
|
$5.37 Million
2.11% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
88,630
shares
|
$5.33 Million
2.06% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
87,820
shares
|
$5.28 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
87,080
shares
|
$5.24 Million
0.18% of portfolio
|
Q1 2025
Added 5.85%
|