Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / AVANTIS RESPONSI
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Number of holders
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31
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Total 13F shares, excl. options
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680K
-
Shares change
-
+24.7K
-
Total reported value, excl. options
-
$32.6M
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Value change
-
+$1.24M
-
Number of buys
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20
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Number of sells
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-6
-
Price
-
$47.96
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) as of Q4 2023
34 filings reported holding AVSE - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q4 2023.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 680K shares
.
Largest 10 shareholders include Corient Private Wealth LLC (147K shares), Willow Creek Wealth Management Inc. (96K shares), JANE STREET GROUP, LLC (83.3K shares), OLD MISSION CAPITAL LLC (70.5K shares), HighTower Advisors, LLC (61.7K shares), Mariner, LLC (30.1K shares), COMMONWEALTH EQUITY SERVICES, LLC (29.5K shares), Trademark Financial Management, LLC (23.8K shares), Northland Capital Management LLC (19.8K shares), and Highland Financial Advisors, LLC (15.9K shares).
This table shows the top 31 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.