Purchases and Sales Made in Q4 2025 in American Centy ETF Tr Avantis (AVES)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVES) during Q4 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107K+ 665.35% |
$5.92M - $6.31M
|
123K
$7.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.16K+ 12.66% |
$452K - $481K
|
72.7K
$4.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.44KNew |
$301K - $321K
|
5.44K
$320K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.77KNew |
$264K - $282K
|
4.77K
$281K
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
4.71KNew |
$261K - $278K
|
4.71K
$277K
|
|
|
Jan 20, 2026
Q4 2025
|
Northland Capital Management LLC
|
BUY
|
- |
3.79K+ 6.0% |
$210K - $224K
|
67K
$3.95M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.25K+ 28.66% |
$180K - $192K
|
14.6K
$859K
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3.22K+ 31.08% |
$178K - $190K
|
13.6K
$798K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.64K+ 1.75% |
$146K - $155K
|
154K
$9.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.8K+ 0.65% |
$99.7K - $106K
|
280K
$16.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.8K+ 31.69% |
$99.6K - $106K
|
7.48K
$440K
|
|
|
Jan 07, 2026
Q4 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
1.72K+ 2.05% |
$94.9K - $101K
|
85.3K
$5.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.21K+ 0.35% |
$67.2K - $71.6K
|
348K
$20.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.2K+ 34.04% |
$66.1K - $70.5K
|
4.71K
$277K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
646+ 5.12% |
$35.7K - $38.1K
|
13.3K
$780K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
500+ 4.51% |
$27.7K - $29.5K
|
11.6K
$682K
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
333+ 3.56% |
$18.4K - $19.6K
|
9.68K
$570K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
311+ 1.63% |
$17.2K - $18.3K
|
19.4K
$1.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
227+ 0.1% |
$12.6K - $13.4K
|
219K
$12.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
181+ 1.5% |
$10K - $10.7K
|
12.2K
$719K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-377- 0.81% |
$20.9K - $22.2K
|
46.1K
$2.72M
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-1.22K- 12.11% |
$67.2K - $71.7K
|
8.81K
$519K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.54K- 8.91% |
$85.1K - $90.8K
|
15.7K
$926K
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.79K- 1.92% |
$99K - $106K
|
91.5K
$5.39M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.21K- 1.41% |
$122K - $130K
|
154K
$9.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.21K- 3.6% |
$399K - $425K
|
193K
$11.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-77.9K- 75.58% |
$4.31M - $4.6M
|
25.2K
$1.48M
|
|