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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,853
shares
|
$88,462
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,611
shares
|
$76,909
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,529
shares
|
$72,994
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,322
shares
|
$63,112
0.01% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,209
shares
|
$57,717
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,028
shares
|
$49,076
0.0% of portfolio
|
Q4 2023
Added 10.54%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
689
shares
|
$32,892
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
600
shares
|
$28,644
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
374
shares
|
$17,854
0.0% of portfolio
|
Q4 2024
Added 263.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
361
shares
|
$17,234
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
341
shares
|
$16,279
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
339
shares
|
$16,183
0.01% of portfolio
|
Q3 2024
Added 27.44%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
329
shares
|
$15,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
305
shares
|
$14,560
0.0% of portfolio
|
Q1 2024
Reduced 70.24%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
182
shares
|
$8,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
172
shares
|
$8,211
0.01% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
69
shares
|
$3,294
0.0% of portfolio
|
Q4 2024
Reduced 93.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60
shares
|
$2,864
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
53
shares
|
$2,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50
shares
|
$2,387
0.0% of portfolio
|
Q4 2023
Reduced 86.67%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
25
shares
|
$1,193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|