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 112 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
73,909
shares
|
$3.6 Million
2.73% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
67,337
shares
|
$3.28 Million
0.08% of portfolio
|
Q3 2024
Added 226.07%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
65,756
shares
|
$3.2 Million
2.4% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
63,452
shares
|
$3.09 Million
1.84% of portfolio
|
Q3 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
59,803
shares
|
$2.91 Million
0.31% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
57,252
shares
|
$2.79 Million
0.33% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
53,764
shares
|
$2.62 Million
0.34% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
52,101
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
47,132
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
41,073
shares
|
$2 Million
0.14% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
35,305
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
34,071
shares
|
$1.66 Million
0.1% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,994
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
32,843
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
32,357
shares
|
$1.58 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
32,077
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2024
Added 136.94%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
27,024
shares
|
$1.32 Million
0.62% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
25,046
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
24,339
shares
|
$1.19 Million
0.6% of portfolio
|
Q2 2023
Reduced 2.48%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
24,045
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
20,879
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
20,650
shares
|
$1.01 Million
0.68% of portfolio
|
Q2 2024
Added 73.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
18,640
shares
|
$908,327
0.01% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
17,970
shares
|
$875,678
0.18% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,394
shares
|
$847,609
0.0% of portfolio
|
Q3 2024
Added 0.35%
|