Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / AVANTIS SHFXDINC
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
2.51M
-
Shares change
-
-482K
-
Total reported value, excl. options
-
$117M
-
Value change
-
-$22M
-
Number of buys
-
22
-
Number of sells
-
-15
-
Price
-
$46.34
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q1 2023
41 filings reported holding AVSF - AMERICAN CENTY ETF TR - AVANTIS SHFXDINC as of Q1 2023.
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.51M shares
.
Largest 10 shareholders include Verus Financial Partners, Inc. (1.08M shares), Pacific Life Fund Advisors LLC (423K shares), ENVESTNET ASSET MANAGEMENT INC (153K shares), Strategic Blueprint, LLC (120K shares), Plancorp, LLC (83.4K shares), JANE STREET GROUP, LLC (72K shares), PARK AVENUE SECURITIES LLC (67K shares), Buckingham Strategic Partners (59.7K shares), CI Private Wealth, LLC (55.8K shares), and Integrated Advisors Network LLC (53.4K 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.