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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
4,569
shares
|
$233,521
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
4,355
shares
|
$222,584
0.01% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
4,244
shares
|
$216,910
0.02% of portfolio
|
Q1 2025
Reduced 33.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
2,851
shares
|
$145,714
0.05% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,720
shares
|
$139,019
0.0% of portfolio
|
Q3 2023
Added 8.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,720
shares
|
$139,019
0.0% of portfolio
|
Q1 2025
Added 77.89%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,944
shares
|
$99,357
0.01% of portfolio
|
Q2 2024
Added 175.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,867
shares
|
$95,422
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,732
shares
|
$88,522
0.0% of portfolio
|
Q1 2025
Added 188.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,611
shares
|
$82,338
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,209
shares
|
$61,791
0.0% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,148
shares
|
$58,674
0.01% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
930
shares
|
$47,532
0.0% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
624
shares
|
$31,892
0.01% of portfolio
|
Q1 2025
Added 84.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
581
shares
|
$29,694
0.0% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
477
shares
|
$24,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
340
shares
|
$17,377
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
318
shares
|
$16,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
305
shares
|
$15,588
0.0% of portfolio
|
Q1 2024
Reduced 70.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
254
shares
|
$12,981
0.0% of portfolio
|
Q1 2025
Reduced 32.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
182
shares
|
$9,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
172
shares
|
$8,790
0.01% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
146
shares
|
$7,462
0.0% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
90
shares
|
$4,599
0.0% of portfolio
|
Q1 2025
Reduced 72.64%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
69
shares
|
$3,526
0.0% of portfolio
|
Q4 2024
Reduced 93.13%
|