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 |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
323
shares
|
$18,071
0.01% of portfolio
|
Q2 2025
Reduced 48.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
319
shares
|
$17,848
0.0% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
305
shares
|
$17,064
0.0% of portfolio
|
Q1 2024
Reduced 70.24%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
182
shares
|
$10,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
90
shares
|
$5,035
0.0% of portfolio
|
Q1 2025
Reduced 72.64%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
69
shares
|
$3,860
0.0% of portfolio
|
Q4 2024
Reduced 93.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
61
shares
|
$3,412
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
60
shares
|
$3,357
0.0% of portfolio
|
Q2 2025
Reduced 65.12%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
50
shares
|
$2,797
0.0% of portfolio
|
Q4 2023
Reduced 86.67%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
25
shares
|
$1,398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
17
shares
|
$951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|