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 |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
17,255
shares
|
$840,836
0.71% of portfolio
|
Q3 2024
Added 54.68%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
17,208
shares
|
$838,545
0.2% of portfolio
|
Q3 2024
Added 51.76%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
16,965
shares
|
$826,704
0.06% of portfolio
|
Q3 2022
Reduced 20.43%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
16,320
shares
|
$795,273
0.37% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
16,176
shares
|
$788,256
0.74% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
16,044
shares
|
$781,824
0.42% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,896
shares
|
$774,612
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15,548
shares
|
$757,654
0.24% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
15,247
shares
|
$742,986
0.16% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,203
shares
|
$692,112
0.0% of portfolio
|
Q3 2023
Reduced 4.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
14,134
shares
|
$688,749
0.07% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
13,403
shares
|
$653,128
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
11,392
shares
|
$555,132
0.06% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
11,370
shares
|
$554,060
0.14% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
10,888
shares
|
$530,572
0.17% of portfolio
|
Q3 2024
Added 19.81%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
10,801
shares
|
$526,332
0.03% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
10,498
shares
|
$511,567
0.01% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
9,830
shares
|
$479,015
0.53% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,749
shares
|
$475,068
0.03% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
9,619
shares
|
$468,733
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,566
shares
|
$466,151
0.0% of portfolio
|
Q3 2024
Added 72.39%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,150
shares
|
$445,879
0.23% of portfolio
|
Q3 2024
Added 83.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,599
shares
|
$419,029
0.02% of portfolio
|
Q3 2022
Reduced 23.39%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
7,894
shares
|
$384,674
0.03% of portfolio
|
Q3 2024
Added 47.83%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
6,285
shares
|
$306,268
0.02% of portfolio
|
Q3 2024
Added 15.58%
|