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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
880,464
shares
|
$54.2 Million
0.05% of portfolio
|
Q4 2024
Added 129.27%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
844,484
shares
|
$52 Million
5.94% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
749,132
shares
|
$46.1 Million
0.01% of portfolio
|
Q4 2024
Added 37.24%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
713,524
shares
|
$43.9 Million
0.76% of portfolio
|
Q4 2024
Added 486.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
621,378
shares
|
$38.3 Million
1.05% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
608,405
shares
|
$37.5 Million
0.01% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
604,139
shares
|
$37.2 Million
2.48% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
592,175
shares
|
$36.5 Million
0.92% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
558,885
shares
|
$34.4 Million
3.03% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
557,242
shares
|
$34.3 Million
2.13% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
545,400
shares
|
$33.6 Million
5.29% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
515,289
shares
|
$31.7 Million
3.11% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
506,300
shares
|
$31.2 Million
1.28% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
469,884
shares
|
$28.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
455,093
shares
|
$28 Million
6.53% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
453,876
shares
|
$27.9 Million
0.97% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
447,116
shares
|
$27.5 Million
0.81% of portfolio
|
Q4 2024
Added 264465.69%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
440,144
shares
|
$27.1 Million
7.31% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
434,232
shares
|
$26.7 Million
2.36% of portfolio
|
Q4 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
427,479
shares
|
$26.3 Million
5.0% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
417,018
shares
|
$25.7 Million
1.28% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
412,400
shares
|
$25.4 Million
5.68% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
409,751
shares
|
$25.2 Million
8.4% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
402,540
shares
|
$24.8 Million
0.09% of portfolio
|
Q4 2024
Added 38.34%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
401,731
shares
|
$24.7 Million
5.2% of portfolio
|
Q4 2024
Added 1.91%
|