Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / AVANTIS US LARG
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Total 13F shares
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8,108,812
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Share change
-
+1,637,447
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Total reported value
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$520,592,602
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Price per share
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$64.20
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Number of holders
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42
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Value change
-
+$105,039,149
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Number of buys
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32
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Number of sells
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10
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) as of Q1 2025
As of 31 Mar 2025 AMERICAN CENTY ETF TR - AVANTIS US LARG (AVLC) had 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 8,108,812 shares of stock of the company.
Largest 10 holders included Oak Root LLC, Pacific Life Fund Advisors LLC, MERCER GLOBAL ADVISORS INC /ADV, Cypress Point Wealth Management, LLC, Beaird Harris Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Simplicity Wealth,LLC, FAS Wealth Partners, Inc., LPL Financial LLC, and Haven Private, LLC.
This table shows 42 institutional shareholders of the security as of 31 Mar 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.