Q1 2024 13F Holders as of 3/31/2024
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Type / Class
-
Equity / AVANTIS RESPONSI
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Number of holders
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32
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Total 13F shares, excl. options
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507K
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Shares change
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-77.1K
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Total reported value, excl. options
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$24.9M
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Value change
-
-$3.78M
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Number of buys
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17
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Number of sells
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-9
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Price
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$49.06
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) as of Q1 2024
33 filings reported holding AVSE - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q1 2024.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 507K shares
.
Largest 10 shareholders include Willow Creek Wealth Management Inc. (96.7K shares), Corient Private Wealth LLC (79.8K shares), HighTower Advisors, LLC (70.4K shares), JANE STREET GROUP, LLC (62.6K shares), Mariner, LLC (32.5K shares), OLD MISSION CAPITAL LLC (29.3K shares), COMMONWEALTH EQUITY SERVICES, LLC (28K shares), Trademark Financial Management, LLC (25.4K shares), Opes Wealth Management LLC (20.5K shares), and Northland Capital Management LLC (19.7K shares).
This table shows the top 32 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.