Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
2,065,829
-
Shares change
-
+13,237
-
Total reported value, excl. options
-
$139,542,439
-
Value change
-
+$1,813,919
-
Number of buys
-
34
-
Number of sells
-
-24
-
Price
-
$67.55
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) as of Q2 2025
73 filings reported holding AVSD - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q2 2025.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSD) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,065,829 shares
.
Largest 10 shareholders include MASECO LLP (660,004 shares), Willow Creek Wealth Management Inc. (216,488 shares), Clarity Asset Management, Inc. (207,501 shares), Corient Private Wealth LLC (141,570 shares), Focus Partners Wealth (66,718 shares), LongView Asset Management LLC (64,593 shares), COMMONWEALTH EQUITY SERVICES, LLC (58,689 shares), Waverly Advisors, LLC (55,170 shares), Riverwater Partners LLC (52,288 shares), and HighTower Advisors, LLC (47,127 shares).
This table shows the top 68 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.