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 6.92 Million shares, which have been reported (via 13F filing form) to have a value of $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
81,840
shares
|
$3.78 Million
2.84% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
78,499
shares
|
$3.62 Million
2.05% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,381
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.75%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
67,337
shares
|
$3.11 Million
0.08% of portfolio
|
Q3 2024
Added 226.07%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
60,913
shares
|
$2.81 Million
2.33% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
59,803
shares
|
$2.76 Million
0.31% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
57,252
shares
|
$2.64 Million
0.33% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
53,764
shares
|
$2.48 Million
0.34% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
52,101
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
47,132
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
43,973
shares
|
$2.03 Million
0.13% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
35,305
shares
|
$1.63 Million
0.13% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
34,272
shares
|
$1.58 Million
0.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,994
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
32,843
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
32,357
shares
|
$1.49 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
32,077
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 136.94%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
28,976
shares
|
$1.34 Million
0.46% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
25,041
shares
|
$1.16 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
|
$1.12 Million
0.6% of portfolio
|
Q2 2023
Reduced 2.48%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
23,921
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
20,879
shares
|
$963,148
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
20,650
shares
|
$952,584
0.68% of portfolio
|
Q2 2024
Added 73.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
18,640
shares
|
$859,863
0.01% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,363
shares
|
$847,085
0.19% of portfolio
|
Q4 2024
Added 6.71%
|