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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
543,505
shares
|
$42.2 Million
0.12% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
539,720
shares
|
$41.9 Million
0.82% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
538,462
shares
|
$41.8 Million
2.18% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
530,347
shares
|
$41.1 Million
3.18% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
529,303
shares
|
$41.1 Million
0.13% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
520,046
shares
|
$40.3 Million
5.79% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
517,290
shares
|
$40.1 Million
0.3% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
502,835
shares
|
$39 Million
4.17% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
499,099
shares
|
$38.7 Million
0.71% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
488,607
shares
|
$37.9 Million
2.93% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
485,263
shares
|
$37.6 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
468,537
shares
|
$36.3 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
464,357
shares
|
$36 Million
0.99% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
459,692
shares
|
$35.7 Million
9.92% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
458,429
shares
|
$35.6 Million
0.52% of portfolio
|
Q3 2025
Added 47.12%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
439,373
shares
|
$34.1 Million
7.89% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
437,429
shares
|
$33.9 Million
6.1% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
435,341
shares
|
$33.8 Million
0.29% of portfolio
|
Q3 2025
Added 7528.19%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
419,611
shares
|
$32.6 Million
6.16% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
414,549
shares
|
$32.2 Million
0.17% of portfolio
|
Q3 2025
Added 73.8%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
402,837
shares
|
$31.3 Million
6.02% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
401,410
shares
|
$31.1 Million
3.54% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
391,454
shares
|
$30.4 Million
4.14% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
384,842
shares
|
$29.9 Million
0.79% of portfolio
|
Q3 2025
Added 35.0%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
349,886
shares
|
$27.1 Million
3.76% of portfolio
|
Q3 2025
Reduced 4.26%
|
|