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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
6,077
shares
|
$357,692
0.11% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
6,009
shares
|
$353,689
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
5,810
shares
|
$341,976
0.2% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
5,680
shares
|
$334,324
0.23% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,578
shares
|
$328,321
0.1% of portfolio
|
Q2 2025
Reduced 50.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,504
shares
|
$323,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
5,490
shares
|
$323,141
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
4,737
shares
|
$278,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
4,722
shares
|
$277,936
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
4,710
shares
|
$277,230
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,319
shares
|
$254,216
0.03% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
4,130
shares
|
$243,091
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 14, 2025 Q3 2025 |
3,977
shares
|
$234,086
0.1% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
3,961
shares
|
$233,144
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,557
shares
|
$209,365
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,533
shares
|
$207,952
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,511
shares
|
$206,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,303
shares
|
$194,414
0.0% of portfolio
|
Q3 2025
Added 34.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,932
shares
|
$172,577
0.0% of portfolio
|
Q2 2025
Added 82.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
2,673
shares
|
$157,332
0.01% of portfolio
|
Q3 2025
Reduced 37.87%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,660
shares
|
$156,567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,218
shares
|
$130,551
0.0% of portfolio
|
Q3 2025
Reduced 27.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,199
shares
|
$129,433
0.0% of portfolio
|
Q3 2025
Added 20.23%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,944
shares
|
$114,423
0.01% of portfolio
|
Q2 2024
Added 175.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,390
shares
|
$81,815
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|