Q1 2024 13F Holders as of 3/31/2024
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Type / Class
-
Equity / AVANTIS SHFXDINC
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Number of holders
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50
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Total 13F shares, excl. options
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3.84M
-
Shares change
-
+208K
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Total reported value, excl. options
-
$178M
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Value change
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+$9.65M
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Number of buys
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27
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Number of sells
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-17
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Price
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$46.28
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q1 2024
53 filings reported holding AVSF - AMERICAN CENTY ETF TR - AVANTIS SHFXDINC as of Q1 2024.
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.84M shares
.
Largest 10 shareholders include Verus Financial Partners, Inc. (1.33M shares), Pacific Life Fund Advisors LLC (323K shares), Creative Planning (304K shares), ENVESTNET ASSET MANAGEMENT INC (289K shares), WR Wealth Planners, LLC (167K shares), Mattern Wealth Management LLC (148K shares), Trajan Wealth LLC (136K shares), Strategic Blueprint, LLC (122K shares), LPL Financial LLC (114K shares), and PARK AVENUE SECURITIES LLC (112K shares).
This table shows the top 50 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.