Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / AVANTIS SHFXDINC
-
Total 13F shares
-
8,306,466
-
Share change
-
+1,327,093
-
Total reported value
-
$387,858,337
-
Price per share
-
$46.74
-
Number of holders
-
63
-
Value change
-
+$62,027,836
-
Number of buys
-
48
-
Number of sells
-
13
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q1 2025
As of 31 Mar 2025,
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) was held by
63 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,306,466 shares.
The largest 10 holders included
PrairieView Partners, LLC, Verus Financial Partners, Inc., Simplicity Wealth,LLC, ENVESTNET ASSET MANAGEMENT INC, Creative Planning, Pacific Life Fund Advisors LLC, Mattern Wealth Management LLC, PARK AVENUE SECURITIES LLC, Fort Vancouver Investment Management, LLC, and LPL Financial LLC.
This page lists
63
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.