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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
136,557
shares
|
$8.41 Million
0.28% of portfolio
|
Q4 2024
Reduced 18.65%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
135,655
shares
|
$8.35 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
134,406
shares
|
$8.28 Million
5.96% of portfolio
|
Q4 2024
New holding
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jan 13, 2025 Q4 2024 |
129,805
shares
|
$7.99 Million
6.3% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
128,841
shares
|
$7.93 Million
0.4% of portfolio
|
Q4 2024
Reduced 56.56%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
125,729
shares
|
$7.74 Million
2.6% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
124,727
shares
|
$7.68 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
122,308
shares
|
$7.53 Million
2.38% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
121,627
shares
|
$7.49 Million
1.01% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
120,771
shares
|
$7.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
118,933
shares
|
$7.32 Million
1.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
117,572
shares
|
$7.24 Million
2.86% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
113,164
shares
|
$6.97 Million
2.21% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
112,800
shares
|
$6.95 Million
2.76% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
112,347
shares
|
$6.92 Million
0.01% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
111,955
shares
|
$6.89 Million
5.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
110,669
shares
|
$6.81 Million
0.69% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,123
shares
|
$6.6 Million
0.01% of portfolio
|
Q3 2024
Added 16.16%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
106,577
shares
|
$6.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
106,318
shares
|
$6.55 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
105,910
shares
|
$6.52 Million
0.27% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
104,362
shares
|
$6.43 Million
0.67% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
103,460
shares
|
$6.37 Million
1.2% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
103,293
shares
|
$6.36 Million
2.82% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
101,995
shares
|
$6.28 Million
2.54% of portfolio
|
Q4 2024
Reduced 6.28%
|