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 |
---|---|---|---|---|---|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
99,580
shares
|
$5.49 Million
0.08% of portfolio
|
Q1 2025
Added 6.99%
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
98,806
shares
|
$5.45 Million
2.35% of portfolio
|
Q1 2025
Added 6.34%
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
98,624
shares
|
$5.44 Million
3.02% of portfolio
|
Q2 2025
Added 3.22%
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
95,952
shares
|
$5.29 Million
0.66% of portfolio
|
Q1 2025
Added 228.31%
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
93,533
shares
|
$5.16 Million
3.35% of portfolio
|
Q2 2025
Added 2.23%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
91,077
shares
|
$5.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
87,241
shares
|
$4.81 Million
3.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
84,065
shares
|
$4.63 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
81,667
shares
|
$4.5 Million
3.36% of portfolio
|
Q2 2025
Added 2.61%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
76,140
shares
|
$4.2 Million
0.45% of portfolio
|
Q1 2025
Added 34.77%
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
71,531
shares
|
$3.94 Million
0.37% of portfolio
|
Q1 2025
Added 12.92%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
65,672
shares
|
$3.62 Million
0.01% of portfolio
|
Q1 2025
Added 27.6%
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
63,449
shares
|
$3.5 Million
2.3% of portfolio
|
Q2 2025
Added 3.26%
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
59,803
shares
|
$3.3 Million
0.34% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
56,475
shares
|
$3.11 Million
0.03% of portfolio
|
Q2 2025
Added 14.61%
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
56,044
shares
|
$3.09 Million
0.2% of portfolio
|
Q1 2025
Added 7.4%
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
50,426
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.38%
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
50,149
shares
|
$2.76 Million
1.31% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
47,399
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 18.61%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
47,305
shares
|
$2.61 Million
0.13% of portfolio
|
Q1 2025
Added 7.58%
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
46,523
shares
|
$2.56 Million
0.11% of portfolio
|
Q2 2025
Added 8.48%
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
46,425
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
44,404
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
39,316
shares
|
$2.17 Million
0.05% of portfolio
|
Q1 2025
Added 11.06%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,109
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 73.65%
|