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 |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
397,475
shares
|
$24.5 Million
7.03% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
394,517
shares
|
$24.3 Million
2.5% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
394,179
shares
|
$24.3 Million
0.63% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
390,868
shares
|
$24.1 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
389,751
shares
|
$24 Million
0.03% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
381,762
shares
|
$23.5 Million
7.17% of portfolio
|
Q2 2024
Added 2.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
371,645
shares
|
$22.9 Million
0.52% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
364,767
shares
|
$22.5 Million
0.39% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
362,931
shares
|
$22.3 Million
2.53% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
350,041
shares
|
$21.6 Million
0.21% of portfolio
|
Q4 2024
Added 20.9%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
349,695
shares
|
$21.5 Million
3.52% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
343,733
shares
|
$21.2 Million
0.12% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
341,948
shares
|
$21.1 Million
2.1% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
341,454
shares
|
$21 Million
0.05% of portfolio
|
Q3 2023
Added 1.47%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
321,938
shares
|
$19.8 Million
3.39% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
312,105
shares
|
$19.2 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
306,904
shares
|
$18.9 Million
0.43% of portfolio
|
Q4 2024
Added 29.69%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
295,979
shares
|
$18.2 Million
0.86% of portfolio
|
Q3 2022
New holding
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Feb 03, 2025 Q4 2024 |
293,830
shares
|
$18.1 Million
10.21% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
284,717
shares
|
$17.5 Million
3.63% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
275,941
shares
|
$17 Million
1.91% of portfolio
|
Q4 2024
Added 41.31%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
275,879
shares
|
$17 Million
3.34% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
272,508
shares
|
$16.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
270,637
shares
|
$16.7 Million
1.41% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
270,496
shares
|
$16.7 Million
5.62% of portfolio
|
Q4 2024
Added 6.38%
|