Q4 2022 13F Holders as of 12/31/2022
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Type / Class
-
Equity / AVANTIS SHFXDINC
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Number of holders
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37
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Total 13F shares, excl. options
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3M
-
Shares change
-
+1.19M
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Total reported value, excl. options
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$138M
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Value change
-
+$54.8M
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Number of buys
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22
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Number of sells
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-7
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Price
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$45.88
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q4 2022
39 filings reported holding AVSF - AMERICAN CENTY ETF TR - AVANTIS SHFXDINC as of Q4 2022.
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3M shares
.
Largest 10 shareholders include Verus Financial Partners, Inc. (1.01M shares), Kestra Advisory Services, LLC (621K shares), Pacific Life Fund Advisors LLC (395K shares), JANE STREET GROUP, LLC (190K shares), ENVESTNET ASSET MANAGEMENT INC (127K shares), Strategic Blueprint, LLC (119K shares), Plancorp, LLC (63.4K shares), PARK AVENUE SECURITIES LLC (55.6K shares), Integrated Advisors Network LLC (53.9K shares), and CI Private Wealth, LLC (45.9K shares).
This table shows the top 37 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.