Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
773K
-
Shares change
-
+394K
-
Total reported value, excl. options
-
$33M
-
Value change
-
+$17M
-
Number of buys
-
15
-
Number of sells
-
-3
-
Price
-
$42.70
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) as of Q4 2022
21 filings reported holding AVSE - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q4 2022.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 773K shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (209K shares), Kestra Advisory Services, LLC (122K shares), CI Private Wealth, LLC (116K shares), Willow Creek Wealth Management Inc. (107K shares), Northland Capital Management LLC (62.8K shares), HighTower Advisors, LLC (60.7K shares), OLD MISSION CAPITAL LLC (29.7K shares), Merriman Wealth Management, LLC (15.6K shares), Highland Financial Advisors, LLC (11.7K shares), and Wealthstream Advisors, Inc. (7.91K shares).
This table shows the top 20 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.