Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
1,063,480
-
Shares change
-
-94,022
-
Total reported value, excl. options
-
$54,490,490
-
Value change
-
-$4,761,818
-
Number of buys
-
19
-
Number of sells
-
-9
-
Price
-
$51.21
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q2 2023
33 filings reported holding AVSD - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q2 2023.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,063,480 shares
.
Largest 10 shareholders include Willow Creek Wealth Management Inc. (196,004 shares), Corient Private Wealth LLC (170,901 shares), HighTower Advisors, LLC (86,497 shares), JANE STREET GROUP, LLC (71,687 shares), OLD MISSION CAPITAL LLC (68,597 shares), Silicon Hills Wealth Management, LLC (66,858 shares), Waverly Advisors, LLC (66,858 shares), Merriman Wealth Management, LLC (62,344 shares), Northland Capital Management LLC (49,028 shares), and CITADEL ADVISORS LLC (35,354 shares).
This table shows the top 30 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.