Q2 2023 13F Holders as of 6/30/2023
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Type / Class
-
Equity / AVANTIS SHFXDINC
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Number of holders
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33
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Total 13F shares, excl. options
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2.62M
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Shares change
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+103K
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Total reported value, excl. options
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$120M
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Value change
-
+$4.67M
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Number of buys
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18
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Number of sells
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-14
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Price
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$45.85
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q2 2023
40 filings reported holding AVSF - AMERICAN CENTY ETF TR - AVANTIS SHFXDINC as of Q2 2023.
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.62M shares
.
Largest 10 shareholders include Verus Financial Partners, Inc. (1.17M shares), Pacific Life Fund Advisors LLC (426K shares), ENVESTNET ASSET MANAGEMENT INC (180K shares), Strategic Blueprint, LLC (118K shares), Plancorp, LLC (83.4K shares), PARK AVENUE SECURITIES LLC (79.6K shares), LPL Financial LLC (67.5K shares), Buckingham Strategic Partners (63.9K shares), Integrated Advisors Network LLC (59.4K shares), and Corient Private Wealth LLC (58.1K shares).
This table shows the top 33 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.