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 487 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $6.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
63,895
shares
|
$3.78 Million
0.77% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
62,393
shares
|
$3.69 Million
1.46% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
62,060
shares
|
$3.67 Million
0.77% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
62,054
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.97%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
60,676
shares
|
$3.59 Million
0.28% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
59,940
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
58,335
shares
|
$3.45 Million
1.6% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
58,303
shares
|
$3.45 Million
3.84% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
57,442
shares
|
$3.4 Million
0.96% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
56,286
shares
|
$3.33 Million
1.41% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
55,647
shares
|
$3.29 Million
2.51% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
55,553
shares
|
$3.29 Million
0.85% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
55,410
shares
|
$3.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
54,502
shares
|
$3.23 Million
0.08% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
54,440
shares
|
$3.22 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
54,333
shares
|
$3.22 Million
0.33% of portfolio
|
Q4 2024
Reduced 32.37%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
54,302
shares
|
$3.22 Million
1.63% of portfolio
|
Q3 2024
Added 1404.21%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
53,952
shares
|
$3.19 Million
0.67% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
53,577
shares
|
$3.17 Million
0.17% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
53,009
shares
|
$3.14 Million
1.43% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
52,043
shares
|
$3.08 Million
0.84% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
51,428
shares
|
$3.05 Million
0.2% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
50,908
shares
|
$3.01 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
50,861
shares
|
$3.01 Million
2.11% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
50,460
shares
|
$2.99 Million
1.58% of portfolio
|
Q3 2024
Added 12.2%
|