Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / AVANTIS US SMALL
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
2.12M
-
Shares change
-
+790K
-
Total reported value, excl. options
-
$93.5M
-
Value change
-
+$34.9M
-
Number of buys
-
32
-
Number of sells
-
-7
-
Price
-
$44.10
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) as of Q1 2023
41 filings reported holding AVSC - AMERICAN CENTY ETF TR - AVANTIS US SMALL as of Q1 2023.
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.12M shares
.
Largest 10 shareholders include Elwood & Goetz Wealth Advisory Group, LLC (400K shares), ENVESTNET ASSET MANAGEMENT INC (248K shares), FAS Wealth Partners, Inc. (212K shares), Waypoint Capital Advisors, LLC (170K shares), AMERICAN CENTURY COMPANIES INC (165K shares), Beaird Harris Wealth Management, LLC (138K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (129K shares), CI Private Wealth, LLC (116K shares), WEBSTERROGERS FINANCIAL ADVISORS, LLC (110K shares), and Foundations Investment Advisors, LLC (56.4K shares).
This table shows the top 38 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.