Q3 2022 13F Holders as of 9/30/2022
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Type / Class
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Equity / AVANTIS RESPON U
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Number of holders
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11
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Total 13F shares, excl. options
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449K
-
Shares change
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+324K
-
Total reported value, excl. options
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$19.1M
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Value change
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+$13.7M
-
Number of buys
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10
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Number of sells
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-3
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Price
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$42.48
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) as of Q3 2022
13 filings reported holding AVSU - AMERICAN CENTY ETF TR - AVANTIS RESPON U as of Q3 2022.
AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 449K shares
.
Largest 10 shareholders include Northland Capital Management LLC (154K shares), Willow Creek Wealth Management Inc. (92.3K shares), Highland Financial Advisors, LLC (54.5K shares), HighTower Advisors, LLC (53.6K shares), Diversified Portfolios, Inc. (24K shares), Merriman Wealth Management, LLC (19K shares), CPWM, LLC (18.7K shares), NWAM LLC (10.8K shares), CITADEL ADVISORS LLC (9.67K shares), and PrairieView Partners, LLC (8.19K shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.