Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / AVANTIS SHFXDINC
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Number of holders
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61
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Total 13F shares, excl. options
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7.16M
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Shares change
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+1.99M
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Total reported value, excl. options
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$330M
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Value change
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+$91M
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Number of buys
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32
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Number of sells
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-13
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Price
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$46.14
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q4 2024
64 filings reported holding AVSF - AMERICAN CENTY ETF TR - AVANTIS SHFXDINC as of Q4 2024.
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.16M shares
.
Largest 10 shareholders include PrairieView Partners, LLC (2.63M shares), Verus Financial Partners, Inc. (1.43M shares), ENVESTNET ASSET MANAGEMENT INC (371K shares), Creative Planning (343K shares), Pacific Life Fund Advisors LLC (288K shares), WR Wealth Planners, LLC (186K shares), Mattern Wealth Management LLC (183K shares), PARK AVENUE SECURITIES LLC (169K shares), Strategic Blueprint, LLC (128K shares), and LPL Financial LLC (119K shares).
This table shows the top 61 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.