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 527 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $7.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
45,142
shares
|
$2.78 Million
0.54% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
45,112
shares
|
$2.78 Million
0.89% of portfolio
|
Q4 2024
Reduced 52.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
43,424
shares
|
$2.67 Million
0.01% of portfolio
|
Q4 2024
Added 27.58%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
42,009
shares
|
$2.59 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
41,941
shares
|
$2.58 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
41,771
shares
|
$2.57 Million
0.46% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
41,524
shares
|
$2.56 Million
1.06% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
40,972
shares
|
$2.52 Million
0.27% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
40,128
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Added 60.06%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
40,089
shares
|
$2.47 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
38,890
shares
|
$2.39 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
|
$2.36 Million
0.82% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
38,036
shares
|
$2.34 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
37,029
shares
|
$2.28 Million
0.42% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
37,022
shares
|
$2.28 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
35,660
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
35,499
shares
|
$2.19 Million
1.47% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
35,464
shares
|
$2.18 Million
0.36% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
34,876
shares
|
$2.15 Million
0.53% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
34,595
shares
|
$2.13 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
33,959
shares
|
$2.09 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
33,841
shares
|
$2.08 Million
0.05% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
33,271
shares
|
$2.05 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
32,379
shares
|
$1.99 Million
0.23% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
32,120
shares
|
$1.98 Million
0.64% of portfolio
|
Q4 2024
Added 3.34%
|