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 139 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $630 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
424
shares
|
$24,312
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
340
shares
|
$19,495
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
323
shares
|
$18,520
0.01% of portfolio
|
Q2 2025
Reduced 48.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
319
shares
|
$18,291
0.0% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
305
shares
|
$17,488
0.0% of portfolio
|
Q1 2024
Reduced 70.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
282
shares
|
$16,169
0.0% of portfolio
|
Q3 2025
Added 54.95%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
225
shares
|
$12,901
0.01% of portfolio
|
Q3 2025
Added 800.0%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
90
shares
|
$5,160
0.0% of portfolio
|
Q1 2025
Reduced 72.64%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
69
shares
|
$3,956
0.0% of portfolio
|
Q4 2024
Reduced 93.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
61
shares
|
$3,497
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
60
shares
|
$3,440
0.0% of portfolio
|
Q2 2025
Reduced 65.12%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
50
shares
|
$2,867
0.0% of portfolio
|
Q4 2023
Reduced 86.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
17
shares
|
$974
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
|