Security Snapshot

AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) Institutional Ownership

CUSIP: 025072315

13F Institutional Holders and Ownership History from Q1 2022 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

63

Shares (Excl. Options)

1,257,676

Price

$64.97

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Type / Class
Equity / AVANTIS RESPONSI
Symbol
AVSE
Price per share
$66.57
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,257,676
Total reported value
$81,754,778
% of total 13F portfolios
0%
Share change
+77,276
Value change
+$5,080,065
Number of holders
63
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • AVSE - AMERICAN CENTY ETF TR - AVANTIS RESPONSI is tracked under CUSIP 025072315.
  • 63 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 63 to 48 between Q4 2025 and Q1 2026.
  • Reported value moved from $81,754,778 to $67,192,524.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 63 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 025072315?
CUSIP 025072315 identifies AVSE - AMERICAN CENTY ETF TR - AVANTIS RESPONSI in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 63 institutional investors reported holding 1,257,676 shares of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE).

Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,007,253 $67,192,524 +$26,739,391 $66.57 48
2025 Q4 1,257,676 $81,754,778 +$5,080,065 $64.97 63
2025 Q3 1,285,847 $81,761,504 -$21,366,842 $63.57 59
2025 Q2 1,658,956 $97,255,789 +$11,156,134 $58.63 55
2025 Q1 1,061,058 $54,515,273 +$15,368,453 $51.38 47
2024 Q4 780,547 $39,363,688 +$2,595,048 $50.43 42
2024 Q3 680,480 $37,651,103 +$4,147,557 $55.32 35
2024 Q2 607,115 $31,415,142 +$240,020 $51.75 31
2024 Q1 603,590 $29,619,778 -$3,740,673 $49.06 33
2023 Q4 679,977 $32,609,406 +$1,237,714 $47.96 31
2023 Q3 628,808 $28,222,201 -$397,370 $44.87 27
2023 Q2 637,204 $29,292,296 -$3,494,860 $45.93 24
2023 Q1 713,748 $31,964,943 -$2,420,030 $44.78 23
2022 Q4 773,026 $33,007,558 +$17,028,393 $42.70 20
2022 Q3 268,059 $10,385,000 +$5,736,093 $38.73 9
2022 Q2 118,544 $5,193,000 +$3,056,819 $43.77 8
2022 Q1 48,800 $2,426,000 +$2,426,000 $49.71 1
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