Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / AVANTIS SHFXDINC
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Number of holders
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62
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Total 13F shares, excl. options
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10.7M
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Shares change
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+846K
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Total reported value, excl. options
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$504M
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Value change
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+$39.8M
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Number of buys
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39
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Number of sells
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-18
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Price
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$47.03
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) as of Q2 2025
65 filings reported holding AVSF - AMERICAN CENTY ETF TR - AVANTIS SHFXDINC as of Q2 2025.
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC (AVSF) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.7M shares
.
Largest 10 shareholders include PrairieView Partners, LLC (2.66M shares), MASECO LLP (1.57M shares), Verus Financial Partners, Inc. (1.5M shares), Simplicity Wealth,LLC (1.3M shares), Pacific Life Fund Advisors LLC (504K shares), ENVESTNET ASSET MANAGEMENT INC (434K shares), Creative Planning (357K shares), PARK AVENUE SECURITIES LLC (204K shares), Mattern Wealth Management LLC (189K shares), and LPL Financial LLC (145K shares).
This table shows the top 62 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.