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 122 institutions that hold shares in the stock, with a total of 7.74 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
92,919
shares
|
$4.44 Million
2.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
91,543
shares
|
$4.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
87,025
shares
|
$4.15 Million
2.95% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
85,254
shares
|
$4.07 Million
2.94% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
78,499
shares
|
$3.75 Million
2.05% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Mar 07, 2025 Q4 2024 |
73,073
shares
|
$3.49 Million
2.79% of portfolio
|
Q4 2024
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
71,318
shares
|
$3.4 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
63,346
shares
|
$3.02 Million
0.33% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
60,913
shares
|
$2.91 Million
2.33% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
59,803
shares
|
$2.85 Million
0.27% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
56,498
shares
|
$2.7 Million
0.34% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
52,181
shares
|
$2.49 Million
0.18% of portfolio
|
Q4 2024
Added 47.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
51,467
shares
|
$2.46 Million
0.01% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
49,388
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
44,671
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 56.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
43,973
shares
|
$2.1 Million
0.13% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
41,350
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
39,963
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
35,401
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
34,272
shares
|
$1.64 Million
0.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
29,226
shares
|
$1.4 Million
0.23% of portfolio
|
Q4 2024
Added 39.98%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
28,976
shares
|
$1.38 Million
0.46% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
28,685
shares
|
$1.37 Million
0.8% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
25,041
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
24,339
shares
|
$1.16 Million
0.6% of portfolio
|
Q2 2023
Reduced 2.48%
|