Q1 2023 13F Holders as of 3/31/2023
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Type / Class
-
Equity / AVANTIS RESPONSI
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Number of holders
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23
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Total 13F shares, excl. options
-
714K
-
Shares change
-
-59.7K
-
Total reported value, excl. options
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$32M
-
Value change
-
-$2.42M
-
Number of buys
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12
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Number of sells
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-6
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Price
-
$44.78
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) as of Q1 2023
24 filings reported holding AVSE - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q1 2023.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 714K shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (153K shares), CI Private Wealth, LLC (141K shares), Willow Creek Wealth Management Inc. (109K shares), HighTower Advisors, LLC (74.3K shares), Northland Capital Management LLC (56.4K shares), OLD MISSION CAPITAL LLC (44.9K shares), CITADEL ADVISORS LLC (34.3K shares), BANK OF MONTREAL /CAN/ (28.7K shares), Merriman Wealth Management, LLC (12.4K shares), and Wealthstream Advisors, Inc. (12K shares).
This table shows the top 23 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.