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 149 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $604 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
104,827
shares
|
$6.17 Million
3.42% of portfolio
|
Q1 2023
Added 26.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
102,737
shares
|
$6.05 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
100,210
shares
|
$5.9 Million
3.08% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
92,959
shares
|
$5.47 Million
3.33% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Bayshore Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
91,511
shares
|
$5.39 Million
2.26% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
85,264
shares
|
$5.02 Million
3.52% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
78,763
shares
|
$4.64 Million
0.52% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
72,656
shares
|
$4.28 Million
0.04% of portfolio
|
Q4 2025
Added 12.66%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
70,509
shares
|
$4.15 Million
0.39% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
68,468
shares
|
$4.03 Million
0.25% of portfolio
|
Q3 2025
Reduced 50.26%
|
|
|
Northland Capital Management LLC
|
Jan 20, 2026 Q4 2025 |
67,035
shares
|
$3.95 Million
2.43% of portfolio
|
Q4 2025
Added 6.0%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
66,119
shares
|
$3.89 Million
2.41% of portfolio
|
Q3 2025
Reduced 24.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
65,536
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
64,847
shares
|
$3.82 Million
0.01% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
62,973
shares
|
$3.71 Million
0.39% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
56,113
shares
|
$3.3 Million
1.35% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
56,044
shares
|
$3.3 Million
0.2% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
51,485
shares
|
$3.03 Million
1.2% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
50,728
shares
|
$2.99 Million
0.14% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
50,220
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
47,683
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
46,146
shares
|
$2.72 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
45,675
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.21%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
45,085
shares
|
$2.65 Million
1.33% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
39,462
shares
|
$2.32 Million
0.4% of portfolio
|
Q3 2025
Added 359.66%
|
|