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 |
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
82,827
shares
|
$4.98 Million
0.17% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
82,448
shares
|
$4.96 Million
2.36% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
81,528
shares
|
$4.9 Million
2.38% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
81,153
shares
|
$4.88 Million
0.35% of portfolio
|
Q4 2024
Added 33.75%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
79,214
shares
|
$4.76 Million
3.81% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
78,841
shares
|
$4.74 Million
0.03% of portfolio
|
Q4 2024
Added 421.71%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
76,453
shares
|
$4.6 Million
3.5% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
76,449
shares
|
$4.6 Million
3.24% of portfolio
|
Q1 2025
Reduced 47.67%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
75,395
shares
|
$4.54 Million
3.31% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
74,996
shares
|
$4.51 Million
1.73% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
73,834
shares
|
$4.44 Million
0.78% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
73,398
shares
|
$4.41 Million
0.46% of portfolio
|
Q1 2025
Reduced 16.56%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
73,196
shares
|
$4.4 Million
2.22% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
72,368
shares
|
$4.35 Million
4.0% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
71,600
shares
|
$4.31 Million
1.45% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
71,431
shares
|
$4.3 Million
0.45% of portfolio
|
Q4 2023
Added 6.48%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
70,607
shares
|
$4.25 Million
1.84% of portfolio
|
Q1 2025
Reduced 73.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
70,337
shares
|
$4.23 Million
0.0% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
70,260
shares
|
$4.23 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
69,684
shares
|
$4.19 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
68,193
shares
|
$4.1 Million
0.99% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
68,139
shares
|
$4.1 Million
0.83% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,286
shares
|
$4.05 Million
0.12% of portfolio
|
Q4 2024
Added 462.03%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
67,193
shares
|
$4.04 Million
0.01% of portfolio
|
Q4 2024
Added 55.42%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
66,683
shares
|
$4.01 Million
0.62% of portfolio
|
Q4 2024
Added 0.67%
|