Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / AVANTIS RESPONSI
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Number of holders
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61
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Total 13F shares, excl. options
-
1,413,019
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Shares change
-
+63,377
-
Total reported value, excl. options
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$84,714,106
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Value change
-
+$3,937,691
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Number of buys
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23
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Number of sells
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25
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Price
-
$59.98
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q1 2025
As of 31 Mar 2025 AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) had 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,413,019 shares of stock of the company.
Largest 10 holders included Willow Creek Wealth Management Inc., Clarity Asset Management, Inc., Corient Private Wealth LLC, RAYMOND JAMES FINANCIAL INC, Focus Partners Wealth, LongView Asset Management LLC, COMMONWEALTH EQUITY SERVICES, LLC, Waverly Advisors, LLC, HighTower Advisors, LLC, and Riverwater Partners LLC.
This table shows 61 institutional shareholders of the security as of 31 Mar 2025.
| 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.