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 119 institutions that hold shares in the stock, with a total of 7.65 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
9,830
shares
|
$464,959
0.47% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,794
shares
|
$463,256
0.03% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
9,150
shares
|
$432,795
0.2% of portfolio
|
Q3 2024
Added 83.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,599
shares
|
$406,732
0.02% of portfolio
|
Q3 2022
Reduced 23.39%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
8,409
shares
|
$397,745
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
7,039
shares
|
$332,944
0.1% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
6,800
shares
|
$321,640
0.25% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,782
shares
|
$320,788
0.0% of portfolio
|
Q4 2024
Reduced 49.4%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
6,719
shares
|
$317,808
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
6,422
shares
|
$303,760
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,217
shares
|
$294,064
0.0% of portfolio
|
Q4 2024
Reduced 81.16%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
5,490
shares
|
$259,676
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,240
shares
|
$247,851
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,989
shares
|
$235,979
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
4,912
shares
|
$232,337
0.15% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
4,635
shares
|
$219,235
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,569
shares
|
$216,113
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
4,355
shares
|
$205,991
0.01% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,713
shares
|
$175,624
0.01% of portfolio
|
Q4 2024
Added 1493.56%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
2,851
shares
|
$134,852
0.05% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,720
shares
|
$128,655
0.0% of portfolio
|
Q3 2023
Added 8.8%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,944
shares
|
$91,951
0.01% of portfolio
|
Q2 2024
Added 175.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,853
shares
|
$87,646
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,611
shares
|
$76,200
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,529
shares
|
$72,321
0.0% of portfolio
|
Q3 2023
New holding
|