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 |
|---|---|---|---|---|---|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
9,908
shares
|
$768,662
0.34% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,754
shares
|
$756,715
0.22% of portfolio
|
Q3 2023
Reduced 14.98%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
9,643
shares
|
$748,103
0.26% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
9,585
shares
|
$743,604
0.02% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,434
shares
|
$731,889
0.12% of portfolio
|
Q2 2024
Reduced 16.8%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
9,321
shares
|
$723,123
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,306
shares
|
$721,959
0.25% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
9,225
shares
|
$715,675
0.23% of portfolio
|
Q4 2024
Added 47.88%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9,179
shares
|
$712,106
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
9,012
shares
|
$699,150
0.42% of portfolio
|
Q3 2025
Added 720.77%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
8,945
shares
|
$693,953
0.01% of portfolio
|
Q3 2025
Added 20.24%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
8,940
shares
|
$693,565
0.25% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
8,894
shares
|
$689,996
0.53% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
8,855
shares
|
$686,970
0.2% of portfolio
|
Q4 2023
Added 77.1%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
8,844
shares
|
$686,117
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
8,745
shares
|
$678,437
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
8,569
shares
|
$664,783
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
8,464
shares
|
$656,637
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
8,423
shares
|
$653,456
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
8,364
shares
|
$648,879
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
8,285
shares
|
$642,750
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
8,284
shares
|
$642,672
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
8,200
shares
|
$636,156
0.16% of portfolio
|
Q3 2023
Reduced 3.34%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
8,160
shares
|
$633,052
0.42% of portfolio
|
Q2 2025
Added 47.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
8,055
shares
|
$624,906
0.04% of portfolio
|
Q3 2025
Added 90.52%
|
|