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 |
|---|---|---|---|---|---|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
126,408
shares
|
$7.25 Million
0.04% of portfolio
|
Q2 2025
Added 50.37%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
119,266
shares
|
$6.84 Million
3.91% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
104,827
shares
|
$6.01 Million
3.42% of portfolio
|
Q1 2023
Added 26.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
103,790
shares
|
$5.95 Million
0.22% of portfolio
|
Q2 2025
Added 381.0%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
103,107
shares
|
$5.91 Million
2.16% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
100,210
shares
|
$5.75 Million
3.08% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
93,723
shares
|
$5.37 Million
2.32% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
93,533
shares
|
$5.36 Million
3.35% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
87,241
shares
|
$5 Million
3.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
83,548
shares
|
$4.79 Million
3.53% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
82,772
shares
|
$4.75 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
78,104
shares
|
$4.48 Million
0.5% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
69,919
shares
|
$4.01 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
68,007
shares
|
$3.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
63,449
shares
|
$3.64 Million
2.3% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
62,973
shares
|
$3.61 Million
0.35% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
60,184
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
56,475
shares
|
$3.24 Million
0.03% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
56,044
shares
|
$3.21 Million
0.2% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
54,514
shares
|
$3.13 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
53,881
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
51,980
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
50,542
shares
|
$2.9 Million
0.15% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
50,149
shares
|
$2.88 Million
1.31% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
46,523
shares
|
$2.67 Million
0.1% of portfolio
|
Q2 2025
Added 8.48%
|