Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / AVANTIS RESPON U
-
Number of holders
-
69
-
Total 13F shares, excl. options
-
2,414,913
-
Shares change
-
+606,530
-
Total reported value, excl. options
-
$150,590,357
-
Value change
-
+$37,628,598
-
Number of buys
-
43
-
Number of sells
-
-21
-
Price
-
$62.36
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) as of Q1 2025
72 filings reported holding AVSU - AMERICAN CENTY ETF TR - AVANTIS RESPON U as of Q1 2025.
AMERICAN CENTY ETF TR - AVANTIS RESPON U (AVSU) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,414,913 shares
.
Largest 10 shareholders include Clarity Asset Management, Inc. (452,668 shares), Focus Partners Wealth (326,840 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (137,887 shares), Waverly Advisors, LLC (137,857 shares), COMMONWEALTH EQUITY SERVICES, LLC (113,589 shares), Corient Private Wealth LLC (112,493 shares), RAYMOND JAMES FINANCIAL INC (104,070 shares), Mariner, LLC (102,401 shares), Highland Financial Advisors, LLC (101,435 shares), and Willow Creek Wealth Management Inc. (68,092 shares).
This table shows the top 69 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.