Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / AVANTIS US SMALL
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Number of holders
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16
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Total 13F shares, excl. options
-
348,128
-
Shares change
-
+320,984
-
Total reported value, excl. options
-
$14,277,000
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Value change
-
+$12,549,291
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Number of buys
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15
-
Number of sells
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-2
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Price
-
$41.01
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) as of Q2 2022
18 filings reported holding AVSC - AMERICAN CENTY ETF TR - AVANTIS US SMALL as of Q2 2022.
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 348,128 shares
.
Largest 10 shareholders include Waypoint Capital Advisors, LLC (165,312 shares), Beaird Harris Wealth Management, LLC (47,509 shares), ML & R WEALTH MANAGEMENT LLC (34,404 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (27,742 shares), CPWM, LLC (16,562 shares), Plancorp, LLC (15,315 shares), COLLECTIVE FAMILY OFFICE LLC (11,724 shares), Moisand Fitzgerald Tamayo, LLC (11,054 shares), Bridgewater Advisors Inc. (9,467 shares), and Tortoise Investment Management, LLC (2,350 shares).
This table shows the top 16 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.