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 133 institutions that hold shares in the stock, with a total of 9.65 Million shares, which have been reported (via 13F filing form) to have a value of $526 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
12,621
shares
|
$690,494
0.11% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12,285
shares
|
$672,112
0.1% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
12,069
shares
|
$660,294
0.12% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
11,605
shares
|
$634,909
0.04% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
10,509
shares
|
$574,947
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
10,280
shares
|
$562,418
0.05% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
10,171
shares
|
$556,455
0.35% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
10,045
shares
|
$549,561
0.4% of portfolio
|
Q2 2025
Added 44.32%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
9,830
shares
|
$537,799
0.49% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,710
shares
|
$531,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,482
shares
|
$518,760
0.0% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
9,150
shares
|
$500,596
0.2% of portfolio
|
Q3 2024
Added 83.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,599
shares
|
$470,451
0.02% of portfolio
|
Q3 2022
Reduced 23.39%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
8,440
shares
|
$461,752
0.34% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
8,395
shares
|
$459,290
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
7,881
shares
|
$431,169
0.12% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,535
shares
|
$412,239
0.01% of portfolio
|
Q2 2025
Added 39.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,473
shares
|
$408,847
0.01% of portfolio
|
Q2 2025
Added 32.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
7,316
shares
|
$400,258
0.0% of portfolio
|
Q1 2025
Reduced 55.24%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
7,237
shares
|
$395,936
0.25% of portfolio
|
Q2 2025
Added 21.34%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
7,130
shares
|
$390,082
0.28% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
6,719
shares
|
$367,596
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
6,077
shares
|
$332,472
0.11% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
5,810
shares
|
$317,865
0.2% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,588
shares
|
$305,719
0.0% of portfolio
|
Q1 2025
New holding
|