Security key
025072323
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC)
CUSIP: 025072323
Q3 2023 13F Holders as of 30 Sep 2023
- Type / Class
- Equity / AVANTIS US SMALL
- Total 13F shares
- 15,232,336
- Share change
- +5,548,954
- Total reported value
- $674,258,594
- Price per share
- $44.27
- Number of holders
- 59
- Value change
- +$245,618,707
- Number of buys
- 39
- Number of sells
- 14
Report period
Q3 2023
Institutions
59
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 025072323
Recent filing periods:
Top shareholders of AVSC - AMERICAN CENTY ETF TR - AVANTIS US SMALL (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) as of Q3 2023
As of 30 Sep 2023,
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) was held by
59 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,232,336 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, Elwood & Goetz Wealth Advisory Group, LLC, AMERICAN CENTURY COMPANIES INC, FAS Wealth Partners, Inc., Waypoint Capital Advisors, LLC, OneDigital Investment Advisors LLC, Corient Private Wealth LLC, Beaird Harris Wealth Management, LLC, and J.P. Morgan Private Wealth Advisors LLC.
This page lists
59
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
52
Q3 2023 holders
59
Holder diff
7
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.