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 |
|---|---|---|---|---|---|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
16,025
shares
|
$1.24 Million
0.68% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,477
shares
|
$1.2 Million
0.25% of portfolio
|
Q1 2023
Added 53.31%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
15,357
shares
|
$1.19 Million
0.65% of portfolio
|
Q4 2023
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
15,152
shares
|
$1.18 Million
0.89% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
14,787
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Added 120.21%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 21, 2025 Q3 2025 |
14,590
shares
|
$1.13 Million
0.72% of portfolio
|
Q4 2023
New holding
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
14,503
shares
|
$1.13 Million
0.47% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,502
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 45.02%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Nov 12, 2025 Q3 2025 |
14,308
shares
|
$1.11 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
14,248
shares
|
$1.11 Million
0.93% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
14,246
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,215
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2023
Added 2.24%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
13,975
shares
|
$1.08 Million
0.74% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
13,955
shares
|
$1.08 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
13,843
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Added 24.34%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
13,768
shares
|
$1.07 Million
0.18% of portfolio
|
Q1 2024
Reduced 58.64%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
13,641
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
13,613
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
13,578
shares
|
$1.05 Million
0.55% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
13,226
shares
|
$1.03 Million
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
13,182
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
13,051
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2025
Added 223.93%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
12,893
shares
|
$1 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
12,815
shares
|
$994,187
0.1% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,786
shares
|
$991,937
0.17% of portfolio
|
Q3 2025
Added 274.74%
|
|