Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
238KNew |
$17.4M - $18.6M
|
238K
$18.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
149K+ 98.05% |
$10.9M - $11.7M
|
301K
$23.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138K+ 30.0% |
$10.1M - $10.8M
|
596K
$46.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
129K+ 99.79% |
$9.4M - $10.1M
|
258K
$20M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
118K+ 34.02% |
$8.63M - $9.25M
|
465K
$36.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
99.5KNew |
$7.27M - $7.79M
|
99.5K
$7.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
93.7KNew |
$6.85M - $7.34M
|
93.7K
$7.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
83.4K+ 10.82% |
$6.1M - $6.54M
|
855K
$66.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
71.7KNew |
$5.24M - $5.62M
|
71.7K
$5.56M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
54.9K+ 10.61% |
$4.01M - $4.3M
|
572K
$44.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
52.9K+ 172.85% |
$3.86M - $4.14M
|
83.4K
$6.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
50.7K+ 34.25% |
$3.71M - $3.97M
|
199K
$15.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
43.5K+ 7.27% |
$3.18M - $3.41M
|
642K
$49.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
37.2K+ 35.32% |
$2.72M - $2.91M
|
143K
$11.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
36.4KNew |
$2.66M - $2.85M
|
36.4K
$2.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
34.7K+ 3.24% |
$2.54M - $2.72M
|
1.11M
$85.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
32.2K+ 15.99% |
$2.36M - $2.53M
|
234K
$18.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29.4K+ 335.7% |
$2.15M - $2.3M
|
38.1K
$2.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23.8K+ 90.02% |
$1.74M - $1.86M
|
50.1K
$3.89M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.5K+ 30.71% |
$1.64M - $1.76M
|
95.7K
$7.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.1K+ 79.83% |
$1.61M - $1.73M
|
49.8K
$3.86M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
21.9KNew |
$1.6M - $1.72M
|
21.9K
$1.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
20.6K+ 10.01% |
$1.51M - $1.61M
|
226K
$17.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20K+ 5.91% |
$1.46M - $1.57M
|
359K
$27.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
16.7KNew |
$1.22M - $1.31M
|
16.7K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14K+ 38.81% |
$1.02M - $1.1M
|
50.1K
$3.88M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12.8K+ 8.59% |
$938K - $1.01M
|
162K
$12.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$927K - $994K
|
12.7K
$984K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
12.2KNew |
$891K - $955K
|
12.2K
$945K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12K+ 1.92% |
$875K - $938K
|
635K
$49.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$790K - $847K
|
10.8K
$839K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.8K+ 29.84% |
$787K - $843K
|
46.8K
$3.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
10.4K+ 21.58% |
$759K - $813K
|
58.5K
$4.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
10.2K+ 3.45% |
$749K - $803K
|
308K
$23.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9K+ 8.17% |
$658K - $705K
|
119K
$9.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
8.85KNew |
$646K - $693K
|
8.85K
$686K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.55K+ 100.98% |
$625K - $670K
|
17K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
8.27K+ 188.06% |
$605K - $648K
|
12.7K
$983K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.16K+ 12.67% |
$597K - $640K
|
72.6K
$5.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
8.09K+ 21.01% |
$591K - $634K
|
46.6K
$3.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8.04K+ 57.5% |
$587K - $630K
|
22K
$1.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.85K+ 11.98% |
$574K - $615K
|
73.4K
$5.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.81K+ 6.69% |
$571K - $612K
|
125K
$9.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.79KNew |
$570K - $611K
|
7.79K
$605K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.63KNew |
$558K - $598K
|
7.63K
$592K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.19K+ 3.87% |
$526K - $564K
|
193K
$15M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7.18K+ 81.2% |
$525K - $563K
|
16K
$1.24M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
7.08K+ 7.68% |
$518K - $555K
|
99.3K
$7.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.77K+ 14.81% |
$495K - $531K
|
52.5K
$4.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 25.04% |
$441K - $473K
|
30.1K
$2.34M
|
|