Q3 2022 13F Holders as of 9/30/2022
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Type / Class
-
Equity / AVANTIS US SMALL
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Number of holders
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17
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Total 13F shares, excl. options
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496K
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Shares change
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+148K
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Total reported value, excl. options
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$19.6M
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Value change
-
+$5.83M
-
Number of buys
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13
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Number of sells
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-3
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Price
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$39.56
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) as of Q3 2022
19 filings reported holding AVSC - AMERICAN CENTY ETF TR - AVANTIS US SMALL as of Q3 2022.
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 496K shares
.
Largest 10 shareholders include Waypoint Capital Advisors, LLC (175K shares), Beaird Harris Wealth Management, LLC (112K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (45.9K shares), ML & R WEALTH MANAGEMENT LLC (42.2K shares), CPWM, LLC (30.6K shares), Moisand Fitzgerald Tamayo, LLC (15.4K shares), Plancorp, LLC (15.3K shares), COLLECTIVE FAMILY OFFICE LLC (15.2K shares), JANE STREET GROUP, LLC (14K shares), and TRUIST FINANCIAL CORP (6.46K shares).
This table shows the top 17 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.