Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / AVANTIS CORE FI
-
Number of holders
-
63
-
Total 13F shares, excl. options
-
9,238,964
-
Shares change
-
+2,161,995
-
Total reported value, excl. options
-
$381,876,869
-
Value change
-
+$89,360,955
-
Number of buys
-
44
-
Number of sells
-
-17
-
Price
-
$41.35
Significant Holders of AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) as of Q2 2023
66 filings reported holding AVIG - AMERICAN CENTY ETF TR - AVANTIS CORE FI as of Q2 2023.
AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9,238,964 shares
.
Largest 10 shareholders include Hill Investment Group Partners, LLC (1,833,947 shares), Pacific Life Fund Advisors LLC (1,305,310 shares), Corient Private Wealth LLC (832,514 shares), Verus Financial Partners, Inc. (781,988 shares), JANE STREET GROUP, LLC (662,177 shares), BCR Wealth Strategies, LLC (478,565 shares), ENVESTNET ASSET MANAGEMENT INC (360,795 shares), Mattern Wealth Management LLC (297,535 shares), Highland Financial Advisors, LLC (269,699 shares), and AE Wealth Management LLC (202,707 shares).
This table shows the top 63 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.