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Institutions Holding AVEM (910 holders)

910 institutions currently hold AVEM, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
BANK OF AMERICA CORP /DE/$2.3B0.17%
Savant Capital, LLC$1.5B7.33%
ENVESTNET ASSET MANAGEMENT INC$1.3B0.35%
MERCER GLOBAL ADVISORS INC /ADV$796.9M1.18%
MORGAN STANLEY$643.7M0.04%
WELLS FARGO & COMPANY/MN$585.5M0.11%
AMERIPRISE FINANCIAL INC$421.4M0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$399.5M0.25%
LPL Financial LLC$380.0M0.10%
JONES FINANCIAL COMPANIES LLLP$335.1M0.16%
Cerity Partners LLC$271.6M0.38%
AMERICAN CENTURY COMPANIES INC$246.3M0.13%
Kestra Investment Management, LLC$245.9M4.24%
VANTAGEPOINT INVESTMENT ADVISERS LLC$192.0M1.63%
PNC FINANCIAL SERVICES GROUP, INC.$187.7M0.11%
Haverford Trust Co$173.9M1.59%
RAYMOND JAMES FINANCIAL INC$167.2M0.05%
OSAIC HOLDINGS, INC.$156.0M0.23%
OneDigital Investment Advisors LLC$152.2M1.49%
HighTower Advisors, LLC$151.3M0.16%
Cetera Investment Advisers$150.5M0.16%
MML INVESTORS SERVICES, LLC$147.7M0.41%
Focus Partners Wealth$147.0M0.16%
Annex Advisory Services, LLC$123.5M2.31%
BOKF, NA$123.1M1.88%
NEUBERGER BERMAN GROUP LLC$119.3M0.09%
JPMORGAN CHASE & CO$110.0M0.01%
Pure Financial Advisors, LLC$98.4M1.41%
MASECO LLP$93.5M2.93%
HARBOUR INVESTMENTS, INC.$92.5M1.43%
Gradient Investments LLC$92.1M1.43%
Modern Wealth Management, LLC$90.3M1.55%
UBS Group AG$89.6M0.01%
Avantax Planning Partners, Inc.$86.8M2.38%
Oak Root LLC$86.7M10.57%
NICOLET BANKSHARES INC$86.4M3.19%
Apella Capital, LLC$86.3M1.28%
BANK OF MONTREAL /CAN/$85.6M0.03%
HB Wealth Management, LLC$85.5M0.55%
Corient Private Wealth LLC$82.6M0.12%
COMMONWEALTH EQUITY SERVICES, LLC$77.4M0.11%
Creative Planning$74.1M0.05%
GREAT VALLEY ADVISOR GROUP, INC.$71.3M1.29%
FIFTH THIRD BANCORP$70.9M0.13%
Cresset Asset Management, LLC$69.5M0.30%
Summit Financial Strategies, Inc.$66.8M5.27%
Midwest Trust Co$61.9M0.77%
Parallel Advisors, LLC$61.3M1.10%
Prime Capital Investment Advisors, LLC$60.9M0.70%
Farther Finance Advisors, LLC$60.8M0.57%
CWM, LLC$59.1M0.16%
TRUIST FINANCIAL CORP$58.2M0.08%
ATWOOD & PALMER INC$54.1M3.05%
FMR LLC$53.6M0.00%
Fragasso Financial Advisors Inc$50.4M3.04%
GREENUP STREET WEALTH MANAGEMENT LLC$50.0M7.03%
PARK AVENUE SECURITIES LLC$48.9M0.38%
Falcon Wealth Planning$48.4M3.30%
Diversified Portfolios, Inc.$46.5M3.82%
Beaird Harris Wealth Management, LLC$46.2M3.14%
WADDELL & ASSOCIATES, LLC$46.0M2.59%
MISSION WEALTH MANAGEMENT, LP$45.5M0.93%
Rockwood Wealth Management, LLC$44.0M3.15%
Focus Partners Advisor Solutions, LLC$43.7M0.44%
ROYAL BANK OF CANADA$43.6M0.01%
Bank of New York Mellon Corp$42.6M0.01%
FOSTER & MOTLEY INC$42.0M2.17%
Tarbox Family Office, Inc.$41.6M6.76%
Apollon Wealth Management, LLC$41.3M0.67%
Financial Plan, Inc.$40.8M4.37%
Private Advisor Group, LLC$40.2M0.19%
McLean Asset Management Corp$39.6M6.93%
HighPoint Advisor Group LLC$39.6M1.66%
Orion Porfolio Solutions, LLC$39.5M0.34%
Morton Brown Family Wealth, LLC$37.5M9.91%
IHT Wealth Management, LLC$37.3M0.87%
Truepoint, Inc.$36.7M0.82%
Beacon Pointe Advisors, LLC$36.6M0.19%
Bogart Wealth, LLC$34.9M1.34%
Arlington Financial Advisors, LLC$33.1M4.72%
WEST PACES ADVISORS INC.$33.1M6.41%
Ritter Daniher Financial Advisory LLC / DE$32.2M5.46%
Amplius Wealth Advisors, LLC$31.2M2.60%
Versant Capital Management, Inc$30.7M3.03%
Compound Planning, Inc.$29.7M0.91%
Robertson Stephens Wealth Management, LLC$28.6M0.80%
Quantum Financial Advisors, LLC$28.4M3.19%
CreativeOne Wealth, LLC$28.3M0.66%
Mariner, LLC$28.3M0.03%
GW HENSSLER & ASSOCIATES LTD$27.9M1.31%
JRM Investment Counsel, LLC$27.1M7.23%
Cannon Financial Strategists, Inc.$27.1M3.56%
Summit Financial, LLC$25.9M0.33%
SC&H Financial Advisors, Inc.$25.8M3.89%
Thrivent Financial for Lutherans$25.5M0.05%
JACKSON THORNTON WEALTH MANAGEMENT, LLC$24.9M2.24%
ACT Advisors, LLC.$24.8M10.55%
OLD MISSION CAPITAL LLC$24.4M0.39%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.4M0.05%
Simplicity Wealth,LLC$22.9M1.30%
Rockefeller Capital Management L.P.$22.4M0.04%
CORRECT CAPITAL WEALTH MANAGEMENT$22.4M4.18%
High Probability Advisors, LLC$22.2M2.84%
VeraBank, N.A.$22.1M4.05%
Armstrong, Fleming & Moore, Inc$21.2M9.00%
B&D White Capital Company, LLC$20.8M2.58%
WJ Interests, LLC$20.8M7.99%
WCG Wealth Advisors LLC$20.7M0.58%
MassMutual Private Wealth & Trust, FSB$20.5M0.56%
CGN Advisors LLC$20.5M1.62%
HUB Investment Partners, LLC$20.4M0.49%
Kestra Advisory Services, LLC$20.3M0.08%
Buttonwood Financial Group, LLC$20.1M12.35%
Concord Wealth Partners$20.0M2.59%
Aptus Capital Advisors, LLC$20.0M0.16%
Marietta Wealth Management, LLC$19.4M2.30%
Concord Asset Management, LLC/VA$19.2M3.25%
Fonville Wealth Management LLC$19.1M3.64%
Alpha Financial Advisors, LLC$18.9M5.79%
TCI Wealth Advisors, Inc.$18.9M1.00%
REAP Financial Group, LLC$18.5M3.66%
Pasadena Private Wealth, LLC$18.4M2.54%
Walkner Condon Financial Advisors LLC$18.3M2.41%
Sunburst Financial Group, LLC$18.3M3.36%
CITADEL ADVISORS LLC$18.1M0.00%
Allen Capital Group, LLC$17.8M1.59%
Foundations Investment Advisors, LLC$17.6M0.22%
Caliber Wealth Management, LLC / KS$17.6M1.92%
Plancorp, LLC$17.1M0.49%
WealthPlan Investment Management, LLC$17.1M0.95%
Ullmann Wealth Partners Group, LLC$17.1M1.77%
MFA WEALTH ADVISORS, LLC$16.7M3.28%
BSW Wealth Partners$16.6M2.03%
Venturi Wealth Management, LLC$16.4M0.74%
Stewardship Advisors, LLC$16.2M3.71%
Strategic Financial Planning, Inc.$16.1M9.43%
Waverly Advisors, LLC$16.0M0.12%
Concurrent Investment Advisors, LLC$16.0M0.17%
WEBSTERROGERS FINANCIAL ADVISORS, LLC$16.0M4.57%
Werba Rubin Papier Wealth Management$15.9M2.22%
&PARTNERS$15.5M0.08%
LIBRA WEALTH LLC$15.5M4.35%
Opus Capital Group, LLC$15.4M1.65%
Syntegra Private Wealth Group, LLC$15.3M1.45%
Capital Analysts, LLC$15.3M0.40%
AIRE ADVISORS, LLC$15.0M2.75%
Valued Wealth Advisors LLC$14.9M6.02%
Burton Enright Welch$14.8M2.02%
Scarborough Advisors, LLC$14.5M1.59%
Berger Financial Group, Inc$14.5M0.81%