Institutional Ownership American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 7.19 Million shares, which have been reported (via 13F filing form) to have a value of $334 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
773,915
shares
|
$36 Million
1.71% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
755,782
shares
|
$35.1 Million
0.53% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
656,173
shares
|
$30.5 Million
0.02% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
311,142
shares
|
$14.5 Million
2.93% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
264,057
shares
|
$12.3 Million
0.07% of portfolio
|
Q2 2023
Reduced 55.7%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
229,444
shares
|
$10.7 Million
4.72% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
220,514
shares
|
$10.2 Million
0.05% of portfolio
|
Q3 2024
Added 19.51%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
217,668
shares
|
$10.1 Million
3.98% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
190,806
shares
|
$8.87 Million
0.07% of portfolio
|
Q4 2024
Added 4520.0%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
181,162
shares
|
$8.42 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
161,560
shares
|
$7.51 Million
7.5% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
154,280
shares
|
$7.17 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
142,069
shares
|
$6.6 Million
0.0% of portfolio
|
Q3 2024
Added 199.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
139,895
shares
|
$6.5 Million
0.16% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
128,682
shares
|
$5.98 Million
1.93% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
125,768
shares
|
$5.85 Million
1.46% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
115,621
shares
|
$5.37 Million
1.53% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
110,922
shares
|
$5.16 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
110,878
shares
|
$5.15 Million
1.05% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
104,827
shares
|
$4.87 Million
3.42% of portfolio
|
Q1 2023
Added 26.34%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
99,996
shares
|
$4.65 Million
1.9% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
97,060
shares
|
$4.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
96,298
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
92,919
shares
|
$4.32 Million
2.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
87,025
shares
|
$4.04 Million
2.95% of portfolio
|
Q4 2024
Added 1.34%
|