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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
14,602
shares
|
$859,473
0.03% of portfolio
|
Q4 2025
Added 28.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,203
shares
|
$835,988
0.0% of portfolio
|
Q3 2023
Reduced 4.69%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
14,134
shares
|
$831,927
0.05% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
13,741
shares
|
$808,795
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 23, 2026 Q4 2025 |
13,560
shares
|
$798,141
0.54% of portfolio
|
Q4 2025
Added 31.08%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
13,253
shares
|
$780,071
0.11% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
12,209
shares
|
$718,621
0.1% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
11,962
shares
|
$704,083
0.11% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
11,588
shares
|
$682,069
0.01% of portfolio
|
Q4 2025
Added 4.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,092
shares
|
$652,875
0.0% of portfolio
|
Q3 2025
Reduced 86.6%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
10,790
shares
|
$635,099
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,417
shares
|
$613,144
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
10,280
shares
|
$605,080
0.05% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
9,830
shares
|
$578,593
0.49% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,804
shares
|
$577,063
0.0% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,680
shares
|
$569,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 23, 2026 Q4 2025 |
9,680
shares
|
$569,764
0.15% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,150
shares
|
$538,569
0.19% of portfolio
|
Q3 2024
Added 83.0%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,114
shares
|
$536,450
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
8,814
shares
|
$518,792
0.27% of portfolio
|
Q4 2025
Reduced 12.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,599
shares
|
$506,137
0.02% of portfolio
|
Q3 2022
Reduced 23.39%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
8,295
shares
|
$488,243
0.36% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,228
shares
|
$484,300
0.0% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
7,859
shares
|
$462,580
0.24% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 20, 2026 Q4 2025 |
7,480
shares
|
$440,272
0.3% of portfolio
|
Q4 2025
Added 31.69%
|
|