Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
238KNew |
$17.4M - $18.6M
|
238K
$18.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
149K+ 98.05% |
$10.9M - $11.7M
|
301K
$23.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
129K+ 99.79% |
$9.4M - $10.1M
|
258K
$20M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
118K+ 34.02% |
$8.63M - $9.25M
|
465K
$36.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
93.7KNew |
$6.85M - $7.34M
|
93.7K
$7.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
71.7KNew |
$5.24M - $5.62M
|
71.7K
$5.56M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
54.9K+ 10.61% |
$4.01M - $4.3M
|
572K
$44.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
50.7K+ 34.25% |
$3.71M - $3.97M
|
199K
$15.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
36.4KNew |
$2.66M - $2.85M
|
36.4K
$2.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
34.7K+ 3.24% |
$2.54M - $2.72M
|
1.11M
$85.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
32.2K+ 15.99% |
$2.36M - $2.53M
|
234K
$18.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29.4K+ 335.7% |
$2.15M - $2.3M
|
38.1K
$2.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23.8K+ 90.02% |
$1.74M - $1.86M
|
50.1K
$3.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.1K+ 79.83% |
$1.61M - $1.73M
|
49.8K
$3.86M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
21.9KNew |
$1.6M - $1.72M
|
21.9K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20K+ 5.91% |
$1.46M - $1.57M
|
359K
$27.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
16.7KNew |
$1.22M - $1.31M
|
16.7K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14K+ 38.81% |
$1.02M - $1.1M
|
50.1K
$3.88M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$927K - $994K
|
12.7K
$984K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
12.2KNew |
$891K - $955K
|
12.2K
$945K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12K+ 1.92% |
$875K - $938K
|
635K
$49.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$790K - $847K
|
10.8K
$839K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.8K+ 29.84% |
$787K - $843K
|
46.8K
$3.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
10.4K+ 21.58% |
$759K - $813K
|
58.5K
$4.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
10.2K+ 3.45% |
$749K - $803K
|
308K
$23.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
8.85KNew |
$646K - $693K
|
8.85K
$686K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.55K+ 100.98% |
$625K - $670K
|
17K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
8.27K+ 188.06% |
$605K - $648K
|
12.7K
$983K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.16K+ 12.67% |
$597K - $640K
|
72.6K
$5.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
8.09K+ 21.01% |
$591K - $634K
|
46.6K
$3.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.85K+ 11.98% |
$574K - $615K
|
73.4K
$5.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.81K+ 6.69% |
$571K - $612K
|
125K
$9.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.79KNew |
$570K - $611K
|
7.79K
$605K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.63KNew |
$558K - $598K
|
7.63K
$592K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.19K+ 3.87% |
$526K - $564K
|
193K
$15M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
7.08K+ 7.68% |
$518K - $555K
|
99.3K
$7.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.77K+ 14.81% |
$495K - $531K
|
52.5K
$4.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 25.04% |
$441K - $473K
|
30.1K
$2.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.02K+ 1.5% |
$440K - $471K
|
407K
$31.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.95K+ 18.41% |
$435K - $466K
|
38.3K
$2.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.92K+ 95.06% |
$433K - $464K
|
12.2K
$943K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.76K+ 27.4% |
$421K - $451K
|
26.8K
$2.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.57K+ 116.74% |
$407K - $437K
|
10.3K
$802K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.38K+ 2.1% |
$393K - $421K
|
262K
$20.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.27K+ 4.26% |
$385K - $413K
|
129K
$10M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
5.27KNew |
$385K - $413K
|
5.27K
$408K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.05K+ 3.01% |
$369K - $395K
|
173K
$13.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.83KNew |
$353K - $378K
|
4.83K
$375K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.81K+ 4.89% |
$351K - $377K
|
103K
$8.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
4.53KNew |
$331K - $355K
|
4.53K
$352K
|
|