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 129 institutions that hold shares in the stock, with a total of 9.26 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
98,806
shares
|
$5.05 Million
2.35% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
95,952
shares
|
$4.9 Million
0.66% of portfolio
|
Q1 2025
Added 228.31%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
95,545
shares
|
$4.88 Million
2.75% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
91,493
shares
|
$4.68 Million
3.12% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
91,077
shares
|
$4.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
87,241
shares
|
$4.46 Million
3.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
84,065
shares
|
$4.3 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
79,587
shares
|
$4.07 Million
3.06% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
76,140
shares
|
$3.89 Million
0.45% of portfolio
|
Q1 2025
Added 34.77%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
71,531
shares
|
$3.66 Million
0.37% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
71,318
shares
|
$3.65 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
65,672
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
Added 27.6%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
64,578
shares
|
$3.3 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
61,448
shares
|
$3.14 Million
2.17% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
59,803
shares
|
$3.06 Million
0.34% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
56,044
shares
|
$2.86 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
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.38%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
49,275
shares
|
$2.52 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
47,399
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Added 18.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
47,305
shares
|
$2.42 Million
0.13% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
46,425
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
44,404
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
42,885
shares
|
$2.19 Million
0.1% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
39,316
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,109
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 73.65%
|