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 474 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
47,871
shares
|
$2.85 Million
2.51% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,835
shares
|
$2.84 Million
0.2% of portfolio
|
Q3 2022
Added 2.41%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
47,720
shares
|
$2.84 Million
2.57% of portfolio
|
Q3 2024
Reduced 36.08%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
46,691
shares
|
$2.78 Million
2.13% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
43,232
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
42,695
shares
|
$2.54 Million
1.81% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,625
shares
|
$2.48 Million
0.14% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
41,524
shares
|
$2.47 Million
1.06% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
40,972
shares
|
$2.44 Million
0.27% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
40,909
shares
|
$2.43 Million
0.51% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
40,905
shares
|
$2.43 Million
0.05% of portfolio
|
Q3 2024
Added 170.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
40,887
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.56%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
40,769
shares
|
$2.42 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
40,325
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2024
Added 62.27%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
39,521
shares
|
$2.35 Million
0.81% of portfolio
|
Q3 2024
Reduced 98.17%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
38,890
shares
|
$2.31 Million
0.47% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
38,382
shares
|
$2.28 Million
0.82% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
37,029
shares
|
$2.2 Million
0.42% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
36,279
shares
|
$2.16 Million
0.45% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
35,037
shares
|
$2.08 Million
0.93% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
34,319
shares
|
$2.04 Million
1.66% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
34,126
shares
|
$2.03 Million
0.09% of portfolio
|
Q2 2024
Added 13.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
34,037
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Added 52.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
34,035
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
33,959
shares
|
$2.02 Million
0.19% of portfolio
|
Q4 2023
New holding
|