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 139 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $630 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
1,468,649
shares
|
$84.2 Million
0.04% of portfolio
|
Q2 2025
Added 53.5%
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
797,725
shares
|
$45.7 Million
1.6% of portfolio
|
Q4 2024
Added 3.08%
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
796,318
shares
|
$45.7 Million
3.99% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
785,886
shares
|
$45.1 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
339,604
shares
|
$19.5 Million
3.31% of portfolio
|
Q2 2025
Added 5.94%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
301,100
shares
|
$17.3 Million
0.0% of portfolio
|
Q2 2025
Added 497.11%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
292,432
shares
|
$16.8 Million
0.06% of portfolio
|
Q2 2025
Added 6.29%
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
271,441
shares
|
$15.6 Million
5.28% of portfolio
|
Q2 2025
Added 14.89%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
264,057
shares
|
$15.1 Million
0.07% of portfolio
|
Q2 2023
Reduced 55.7%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
249,449
shares
|
$14.3 Million
0.19% of portfolio
|
Q2 2025
Added 150.5%
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
220,831
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Added 7.3%
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
217,778
shares
|
$12.5 Million
4.46% of portfolio
|
Q2 2025
Added 0.98%
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
200,377
shares
|
$11.5 Million
1.46% of portfolio
|
Q3 2025
Added 3.24%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
200,262
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2025
Added 2.17%
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
192,264
shares
|
$11 Million
1.8% of portfolio
|
Q2 2025
Added 100.38%
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
179,015
shares
|
$10.3 Million
1.72% of portfolio
|
Q2 2025
Added 40.13%
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
159,082
shares
|
$9.12 Million
1.0% of portfolio
|
Q3 2025
Added 9.12%
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
156,124
shares
|
$8.95 Million
0.82% of portfolio
|
Q3 2025
Added 0.29%
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
154,670
shares
|
$8.87 Million
2.19% of portfolio
|
Q2 2025
Added 8.89%
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
154,150
shares
|
$8.84 Million
7.77% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
151,015
shares
|
$8.66 Million
0.18% of portfolio
|
Q3 2025
Added 8.14%
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
142,954
shares
|
$8.2 Million
2.09% of portfolio
|
Q3 2025
Added 9.39%
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
141,044
shares
|
$8.09 Million
0.85% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
137,640
shares
|
$7.89 Million
0.33% of portfolio
|
Q2 2025
Added 113.14%
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
135,443
shares
|
$7.77 Million
1.69% of portfolio
|
Q2 2025
Added 4.71%
|