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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
145,150
shares
|
$11.3 Million
1.83% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
138,376
shares
|
$10.7 Million
2.2% of portfolio
|
Q3 2025
Added 58.7%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
138,088
shares
|
$10.7 Million
2.95% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
133,520
shares
|
$10.4 Million
4.67% of portfolio
|
Q3 2025
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
133,381
shares
|
$10.3 Million
5.06% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
131,986
shares
|
$10.2 Million
4.18% of portfolio
|
Q3 2025
Added 102.16%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 17, 2025 Q3 2025 |
128,914
shares
|
$10 Million
3.14% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
128,732
shares
|
$9.99 Million
0.05% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
128,616
shares
|
$9.98 Million
0.06% of portfolio
|
Q3 2025
Added 91.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
128,023
shares
|
$9.93 Million
0.01% of portfolio
|
Q3 2025
Added 25.82%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 09, 2025 Q3 2025 |
127,491
shares
|
$9.89 Million
6.29% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
127,302
shares
|
$9.88 Million
1.17% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
126,622
shares
|
$9.82 Million
5.53% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
125,570
shares
|
$9.74 Million
1.76% of portfolio
|
Q3 2025
Added 1073.11%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
123,653
shares
|
$9.59 Million
3.54% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
121,955
shares
|
$9.46 Million
0.88% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
120,882
shares
|
$9.38 Million
2.96% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
119,508
shares
|
$9.27 Million
1.33% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
116,721
shares
|
$9.06 Million
0.85% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
116,217
shares
|
$9.02 Million
0.02% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
115,857
shares
|
$8.99 Million
0.59% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
114,135
shares
|
$8.85 Million
0.04% of portfolio
|
Q3 2025
Added 207.17%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
112,051
shares
|
$8.69 Million
1.04% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
111,947
shares
|
$8.68 Million
1.76% of portfolio
|
Q3 2025
Added 683.17%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
110,240
shares
|
$8.55 Million
1.94% of portfolio
|
Q3 2025
Added 3.86%
|
|