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 724 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
60,144
shares
|
$4.67 Million
1.73% of portfolio
|
Q3 2025
Added 26.61%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
59,594
shares
|
$4.62 Million
2.83% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
59,591
shares
|
$4.62 Million
1.4% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
58,820
shares
|
$4.56 Million
1.63% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
57,934
shares
|
$4.49 Million
1.68% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
57,263
shares
|
$4.44 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,064
shares
|
$4.43 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
56,974
shares
|
$4.42 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
56,843
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2025
Added 83.37%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
56,518
shares
|
$4.38 Million
0.76% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
56,411
shares
|
$4.38 Million
0.92% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
56,109
shares
|
$4.35 Million
1.25% of portfolio
|
Q3 2025
Added 30.05%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
54,519
shares
|
$4.23 Million
2.7% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
53,856
shares
|
$4.18 Million
1.03% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
53,253
shares
|
$4.13 Million
2.19% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
52,314
shares
|
$4.06 Million
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
52,269
shares
|
$4.06 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
52,091
shares
|
$4.04 Million
0.02% of portfolio
|
Q3 2025
Added 94.75%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
52,044
shares
|
$4.04 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
51,981
shares
|
$4.03 Million
1.87% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
51,569
shares
|
$4 Million
0.66% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
51,062
shares
|
$3.96 Million
0.39% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
50,793
shares
|
$3.94 Million
1.41% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
50,367
shares
|
$3.91 Million
1.74% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
50,309
shares
|
$3.9 Million
3.19% of portfolio
|
Q3 2025
Reduced 4.18%
|
|