Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / AVANTIS RESPONSI
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
637,204
-
Shares change
-
-76,544
-
Total reported value, excl. options
-
$29,292,296
-
Value change
-
-$3,494,860
-
Number of buys
-
16
-
Number of sells
-
-5
-
Price
-
$45.93
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) as of Q2 2023
26 filings reported holding AVSE - AMERICAN CENTY ETF TR - AVANTIS RESPONSI as of Q2 2023.
AMERICAN CENTY ETF TR - AVANTIS RESPONSI (AVSE) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 637,204 shares
.
Largest 10 shareholders include Corient Private Wealth LLC (144,547 shares), Willow Creek Wealth Management Inc. (109,732 shares), HighTower Advisors, LLC (84,667 shares), JANE STREET GROUP, LLC (83,791 shares), OLD MISSION CAPITAL LLC (72,729 shares), Northland Capital Management LLC (34,358 shares), BANK OF MONTREAL /CAN/ (17,347 shares), Highland Financial Advisors, LLC (14,002 shares), COMMONWEALTH EQUITY SERVICES, LLC (13,636 shares), and Merriman Wealth Management, LLC (12,749 shares).
This table shows the top 24 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.