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 133 institutions that hold shares in the stock, with a total of 9.43 Million shares, which have been reported (via 13F filing form) to have a value of $520 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
956,758
shares
|
$52.7 Million
0.03% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
797,725
shares
|
$44 Million
1.6% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
796,550
shares
|
$43.9 Million
0.56% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
796,318
shares
|
$43.9 Million
3.99% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
320,566
shares
|
$17.7 Million
3.03% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
275,120
shares
|
$15.2 Million
0.06% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
271,441
shares
|
$15 Million
5.28% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
264,057
shares
|
$14.6 Million
0.07% of portfolio
|
Q2 2023
Reduced 55.7%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
215,670
shares
|
$11.9 Million
4.17% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
205,807
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
196,015
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Added 101.95%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
194,087
shares
|
$10.7 Million
1.45% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
160,941
shares
|
$8.87 Million
7.37% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
155,671
shares
|
$8.58 Million
0.81% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
145,785
shares
|
$8.04 Million
0.96% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
142,045
shares
|
$7.83 Million
2.04% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
141,044
shares
|
$7.78 Million
0.85% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
139,653
shares
|
$7.7 Million
0.18% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
137,640
shares
|
$7.59 Million
0.33% of portfolio
|
Q2 2025
Added 113.14%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
129,351
shares
|
$7.13 Million
1.48% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
127,750
shares
|
$7.04 Million
1.22% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
117,922
shares
|
$6.5 Million
1.82% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
107,503
shares
|
$5.93 Million
3.34% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
104,827
shares
|
$5.78 Million
3.42% of portfolio
|
Q1 2023
Added 26.34%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
102,792
shares
|
$5.67 Million
2.13% of portfolio
|
Q2 2025
Reduced 1.18%
|