Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / AVANTIS SHFXDINC
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
2,616,335
-
Shares change
-
+103,020
-
Total reported value, excl. options
-
$119,924,683
-
Value change
-
+$4,669,034
-
Number of buys
-
18
-
Number of sells
-
-14
-
Price
-
$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 2,616,335 shares
.
Largest 10 shareholders include Verus Financial Partners, Inc. (1,170,817 shares), Pacific Life Fund Advisors LLC (425,869 shares), ENVESTNET ASSET MANAGEMENT INC (180,195 shares), Strategic Blueprint, LLC (118,011 shares), Plancorp, LLC (83,425 shares), PARK AVENUE SECURITIES LLC (79,648 shares), LPL Financial LLC (67,467 shares), Buckingham Strategic Partners (63,907 shares), Integrated Advisors Network LLC (59,398 shares), and Corient Private Wealth LLC (58,061 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.