Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
1,157,502
-
Shares change
-
+326,124
-
Total reported value, excl. options
-
$58,530,562
-
Value change
-
+$16,490,280
-
Number of buys
-
13
-
Number of sells
-
-6
-
Price
-
$50.57
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q1 2023
28 filings reported holding AVSD - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q1 2023.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,157,502 shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (315,336 shares), Willow Creek Wealth Management Inc. (195,602 shares), CI Private Wealth, LLC (162,937 shares), HighTower Advisors, LLC (84,902 shares), Northland Capital Management LLC (78,340 shares), Silicon Hills Wealth Management, LLC (67,571 shares), Merriman Wealth Management, LLC (55,801 shares), OLD MISSION CAPITAL LLC (35,338 shares), Royal Bank of Canada (29,315 shares), and Wealthstream Advisors, Inc. (21,593 shares).
This table shows the top 28 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.