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 112 institutions that hold shares in the stock, with a total of 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
773,915
shares
|
$35.8 Million
1.71% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
718,536
shares
|
$33.3 Million
0.61% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
656,173
shares
|
$30.4 Million
0.02% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
311,142
shares
|
$14.4 Million
2.93% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
264,057
shares
|
$12.2 Million
0.07% of portfolio
|
Q2 2023
Reduced 55.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
220,514
shares
|
$10.2 Million
0.05% of portfolio
|
Q3 2024
Added 19.51%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
217,581
shares
|
$10.1 Million
5.41% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
217,476
shares
|
$10.1 Million
4.43% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
181,162
shares
|
$8.39 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
154,280
shares
|
$7.14 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
142,069
shares
|
$6.58 Million
0.0% of portfolio
|
Q3 2024
Added 199.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
139,895
shares
|
$6.48 Million
0.16% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
122,648
shares
|
$5.68 Million
1.63% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
115,621
shares
|
$5.35 Million
1.53% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
114,198
shares
|
$5.29 Million
2.07% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
104,827
shares
|
$4.85 Million
3.42% of portfolio
|
Q1 2023
Added 26.34%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
101,990
shares
|
$4.72 Million
0.03% of portfolio
|
Q3 2024
Added 67.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
100,353
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
100,164
shares
|
$4.64 Million
1.15% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
99,996
shares
|
$4.63 Million
1.9% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
96,298
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
92,919
shares
|
$4.3 Million
2.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
85,877
shares
|
$3.98 Million
3.22% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
82,603
shares
|
$3.82 Million
3.21% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
81,840
shares
|
$3.79 Million
2.84% of portfolio
|
Q3 2024
Added 10.73%
|