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 6.68 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 |
|---|---|---|---|---|---|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
17,208
shares
|
$797,590
0.2% of portfolio
|
Q3 2024
Added 51.76%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
16,965
shares
|
$786,327
0.06% of portfolio
|
Q3 2022
Reduced 20.43%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
16,320
shares
|
$756,432
0.37% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
16,176
shares
|
$749,757
0.74% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
16,044
shares
|
$743,639
0.42% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,896
shares
|
$736,779
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15,548
shares
|
$720,649
0.24% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
14,892
shares
|
$690,244
0.07% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
14,656
shares
|
$679,305
0.13% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,203
shares
|
$658,309
0.0% of portfolio
|
Q3 2023
Reduced 4.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
13,403
shares
|
$621,229
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
12,015
shares
|
$556,895
0.45% of portfolio
|
Q4 2024
Reduced 30.37%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
11,675
shares
|
$541,136
0.12% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
11,392
shares
|
$528,019
0.06% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
10,888
shares
|
$504,658
0.17% of portfolio
|
Q3 2024
Added 19.81%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
10,801
shares
|
$500,626
0.03% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
10,498
shares
|
$486,582
0.01% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
9,830
shares
|
$455,620
0.47% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,749
shares
|
$451,866
0.03% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
9,619
shares
|
$445,840
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,566
shares
|
$443,384
0.0% of portfolio
|
Q3 2024
Added 72.39%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
9,150
shares
|
$424,102
0.23% of portfolio
|
Q3 2024
Added 83.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,599
shares
|
$398,563
0.02% of portfolio
|
Q3 2022
Reduced 23.39%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
7,894
shares
|
$365,886
0.03% of portfolio
|
Q3 2024
Added 47.83%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
6,800
shares
|
$315,180
0.25% of portfolio
|
Q4 2024
Added 13.33%
|