AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG)

CUSIP: 025072562

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / AVANTIS CORE FI
Total 13F shares
11,586,729
Share change
+903,240
Total reported value
$483,941,730
Price per share
$41.83
Number of holders
89
Value change
+$37,705,264
Number of buys
56
Number of sells
24

Quarterly Holders Quick Answers

What is CUSIP 025072562?
CUSIP 025072562 identifies AVIG - AMERICAN CENTY ETF TR - AVANTIS CORE FI in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of AVIG - AMERICAN CENTY ETF TR - AVANTIS CORE FI (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 CORE FI (AVIG) as of Q4 2023

As of 31 Dec 2023, AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) was held by 89 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 11,586,729 shares. The largest 10 holders included Hill Investment Group Partners, LLC, Pacific Life Fund Advisors LLC, Verus Financial Partners, Inc., ENVESTNET ASSET MANAGEMENT INC, BCR Wealth Strategies, LLC, Financial Partners Group, Inc, Highland Financial Advisors, LLC, Creative Planning, LPL Financial LLC, and REGATTA CAPITAL GROUP, LLC. This page lists 89 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
66
Q4 2023 holders
89
Holder diff
23
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 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.
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