AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU)

CUSIP: 025072281

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / AVANTIS RESPON U
Total 13F shares
1,340,885
Share change
+783,607
Total reported value
$61,331,704
Price per share
$45.74
Number of holders
28
Value change
+$35,877,633
Number of buys
20
Number of sells
4

Quarterly Holders Quick Answers

What is CUSIP 025072281?
CUSIP 025072281 identifies AVSU - AMERICAN CENTY ETF TR - AVANTIS RESPON U in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of AVSU - AMERICAN CENTY ETF TR - AVANTIS RESPON U (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) as of Q4 2022

As of 31 Dec 2022, AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) was held by 28 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,340,885 shares. The largest 10 holders included Kestra Advisory Services, LLC, Northland Capital Management LLC, CI Private Wealth, LLC, HighTower Advisors, LLC, VISTA CAPITAL PARTNERS, INC., Highland Financial Advisors, LLC, Willow Creek Wealth Management Inc., Merriman Wealth Management, LLC, AWM CAPITAL, LLC, and Diversified Portfolios, Inc.. This page lists 28 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
11
Q4 2022 holders
28
Holder diff
17
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 Value $ Q4 2022 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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