AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU)

CUSIP: 025072281

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / AVANTIS RESPON U
Total 13F shares
910,550
Share change
-430,886
Total reported value
$43,981,052
Price per share
$48.30
Number of holders
31
Value change
-$19,233,050
Number of buys
18
Number of sells
8

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 Q1 2023

As of 31 Mar 2023, AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) was held by 31 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 910,550 shares. The largest 10 holders included Silicon Hills Wealth Management, LLC, CI Private Wealth, LLC, Northland Capital Management LLC, HighTower Advisors, LLC, Highland Financial Advisors, LLC, Willow Creek Wealth Management Inc., Merriman Wealth Management, LLC, AWM CAPITAL, LLC, VISTA CAPITAL PARTNERS, INC., and Diversified Portfolios, Inc.. This page lists 31 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
28
Q1 2023 holders
31
Holder diff
3
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 2023 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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