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 137 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $611 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
6,722
shares
|
$376,095
0.18% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
6,077
shares
|
$340,008
0.11% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
5,810
shares
|
$325,069
0.2% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,578
shares
|
$312,089
0.08% of portfolio
|
Q2 2025
Reduced 50.58%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
5,490
shares
|
$307,165
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
4,710
shares
|
$263,524
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
4,469
shares
|
$250,040
0.03% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jul 11, 2025 Q2 2025 |
4,359
shares
|
$243,886
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,302
shares
|
$240,696
0.02% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
4,130
shares
|
$231,073
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
3,961
shares
|
$221,617
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,054
shares
|
$170,871
0.0% of portfolio
|
Q2 2025
Reduced 45.35%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,932
shares
|
$164,045
0.0% of portfolio
|
Q2 2025
Added 82.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,464
shares
|
$137,860
0.0% of portfolio
|
Q2 2025
Added 416.56%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,944
shares
|
$108,766
0.01% of portfolio
|
Q2 2024
Added 175.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,867
shares
|
$104,458
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,829
shares
|
$102,332
0.0% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,189
shares
|
$66,524
0.0% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,148
shares
|
$64,230
0.01% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
930
shares
|
$52,033
0.0% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
741
shares
|
$41,458
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
590
shares
|
$33,010
0.0% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
510
shares
|
$28,534
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
424
shares
|
$23,722
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
340
shares
|
$19,023
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|