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 148 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,203
shares
|
$835,988
0.0% of portfolio
|
Q3 2023
Reduced 4.69%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
14,134
shares
|
$831,927
0.05% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
13,741
shares
|
$808,795
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
12,607
shares
|
$742,048
0.11% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
12,028
shares
|
$707,968
0.1% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
11,962
shares
|
$704,083
0.11% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
11,349
shares
|
$668,002
0.02% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,092
shares
|
$652,875
0.0% of portfolio
|
Q3 2025
Reduced 86.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
11,088
shares
|
$652,639
0.01% of portfolio
|
Q3 2025
Added 48.37%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
10,790
shares
|
$635,099
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,417
shares
|
$613,144
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
10,345
shares
|
$608,906
0.42% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
10,280
shares
|
$605,080
0.05% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
10,029
shares
|
$590,306
0.33% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
9,830
shares
|
$578,593
0.49% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,804
shares
|
$577,063
0.0% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,680
shares
|
$569,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
9,347
shares
|
$550,164
0.14% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,150
shares
|
$538,569
0.19% of portfolio
|
Q3 2024
Added 83.0%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,114
shares
|
$536,450
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,599
shares
|
$506,137
0.02% of portfolio
|
Q3 2022
Reduced 23.39%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
8,295
shares
|
$488,243
0.36% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,228
shares
|
$484,300
0.0% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
7,859
shares
|
$462,580
0.24% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
6,722
shares
|
$395,656
0.18% of portfolio
|
Q2 2025
Added 0.04%
|
|