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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
23,921
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
23,719
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
23,706
shares
|
$1.84 Million
0.53% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
23,698
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
23,606
shares
|
$1.83 Million
0.34% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
23,512
shares
|
$1.82 Million
0.37% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
22,698
shares
|
$1.76 Million
0.78% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
22,624
shares
|
$1.76 Million
0.93% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
22,521
shares
|
$1.75 Million
0.62% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
22,439
shares
|
$1.74 Million
0.29% of portfolio
|
Q3 2025
Added 241.43%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
22,340
shares
|
$1.73 Million
0.88% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
22,145
shares
|
$1.72 Million
1.43% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
22,116
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
22,059
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Added 38.26%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
21,774
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,768
shares
|
$1.69 Million
1.23% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,230
shares
|
$1.65 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
21,015
shares
|
$1.63 Million
0.44% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
20,856
shares
|
$1.62 Million
0.11% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
20,807
shares
|
$1.61 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
20,792
shares
|
$1.61 Million
0.25% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
20,726
shares
|
$1.61 Million
0.39% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
20,672
shares
|
$1.6 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
20,467
shares
|
$1.59 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
20,396
shares
|
$1.58 Million
0.97% of portfolio
|
Q3 2025
Added 105.54%
|
|