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 148 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $600 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,171
shares
|
$68,925
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,135
shares
|
$66,806
0.01% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
993
shares
|
$58,447
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
930
shares
|
$54,739
0.0% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
590
shares
|
$34,727
0.0% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
424
shares
|
$24,956
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
340
shares
|
$20,012
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
323
shares
|
$19,011
0.01% of portfolio
|
Q2 2025
Reduced 48.24%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
309
shares
|
$18,187
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
305
shares
|
$17,952
0.0% of portfolio
|
Q1 2024
Reduced 70.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
282
shares
|
$16,598
0.0% of portfolio
|
Q3 2025
Added 54.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
226
shares
|
$13,302
0.0% of portfolio
|
Q3 2025
Reduced 69.5%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
225
shares
|
$13,243
0.01% of portfolio
|
Q3 2025
Added 800.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
168
shares
|
$9,888
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
142
shares
|
$8,358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
90
shares
|
$5,297
0.0% of portfolio
|
Q1 2025
Reduced 72.64%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
69
shares
|
$4,061
0.0% of portfolio
|
Q4 2024
Reduced 93.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
61
shares
|
$3,590
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
60
shares
|
$3,531
0.0% of portfolio
|
Q2 2025
Reduced 65.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
55
shares
|
$3,237
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
50
shares
|
$2,943
0.0% of portfolio
|
Q4 2023
Reduced 86.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
12
shares
|
$706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|