Security key
025072323
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC)
CUSIP: 025072323
Q3 2024 13F Holders as of 30 Sep 2024
- Type / Class
- Equity / AVANTIS US SMALL
- Total 13F shares
- 22,342,760
- Share change
- +3,004,508
- Total reported value
- $1,207,357,593
- Price per share
- $54.02
- Number of holders
- 120
- Value change
- +$162,589,059
- Number of buys
- 85
- Number of sells
- 22
Report period
Q3 2024
Institutions
120
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 2024
As of 30 Sep 2024,
AMERICAN CENTY ETF TR - AVANTIS US SMALL (AVSC) was held by
120 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,342,760 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Mason Investment Advisory Services, Inc., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Elwood & Goetz Wealth Advisory Group, LLC, Atlantic Union Bankshares Corp, AE Wealth Management LLC, AMERICAN CENTURY COMPANIES INC, LPL Financial LLC, Pacific Life Fund Advisors LLC, and WEST PACES ADVISORS INC..
This page lists
120
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
101
Q3 2024 holders
120
Holder diff
19
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 2024 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.