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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
54,502
shares
|
$3.36 Million
0.08% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
54,333
shares
|
$3.35 Million
0.33% of portfolio
|
Q4 2024
Reduced 32.37%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
53,650
shares
|
$3.3 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
53,577
shares
|
$3.3 Million
0.17% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
53,228
shares
|
$3.28 Million
0.04% of portfolio
|
Q4 2024
Added 30.13%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
53,192
shares
|
$3.28 Million
0.8% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
53,189
shares
|
$3.28 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
53,009
shares
|
$3.26 Million
1.43% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
51,428
shares
|
$3.17 Million
0.2% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
50,990
shares
|
$3.14 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
50,908
shares
|
$3.13 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
50,634
shares
|
$3.12 Million
1.79% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
50,024
shares
|
$3.08 Million
0.29% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
49,618
shares
|
$3.06 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
49,478
shares
|
$3.05 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
49,449
shares
|
$3.05 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
47,972
shares
|
$2.95 Million
0.81% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
47,934
shares
|
$2.95 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
47,871
shares
|
$2.95 Million
2.51% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,835
shares
|
$2.95 Million
0.2% of portfolio
|
Q3 2022
Added 2.41%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
47,721
shares
|
$2.94 Million
0.98% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
47,264
shares
|
$2.91 Million
0.1% of portfolio
|
Q4 2024
Added 23.96%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
46,376
shares
|
$2.86 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
46,157
shares
|
$2.84 Million
1.73% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
45,259
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Added 10.69%
|