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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,312
shares
|
$412,104
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
5,302
shares
|
$411,329
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
5,279
shares
|
$409,544
0.05% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
5,145
shares
|
$399,149
0.42% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,105
shares
|
$396,045
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,985
shares
|
$386,736
0.02% of portfolio
|
Q4 2023
Reduced 5.05%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
4,952
shares
|
$384,176
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
4,772
shares
|
$370,211
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
4,686
shares
|
$363,539
0.22% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,668
shares
|
$362,143
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
4,657
shares
|
$361,290
0.14% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
4,634
shares
|
$359,505
0.19% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
4,631
shares
|
$359,272
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
4,531
shares
|
$351,514
0.34% of portfolio
|
Q4 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
4,501
shares
|
$349,187
0.15% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
4,500
shares
|
$349,110
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,470
shares
|
$346,782
0.01% of portfolio
|
Q3 2025
Added 32.64%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
4,398
shares
|
$341,196
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,383
shares
|
$340,033
0.0% of portfolio
|
Q3 2025
Added 53.14%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
4,362
shares
|
$338,403
0.0% of portfolio
|
Q3 2025
Added 142.2%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
4,199
shares
|
$325,758
0.08% of portfolio
|
Q4 2025
Added 0.89%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
4,195
shares
|
$325,448
0.09% of portfolio
|
Q3 2025
Reduced 44.77%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,188
shares
|
$324,905
0.02% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
4,183
shares
|
$324,517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,172
shares
|
$323,663
0.08% of portfolio
|
Q3 2025
Added 1.66%
|
|