AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG)

CUSIP: 025072562

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / AVANTIS CORE FI
Total 13F shares
13,750,454
Share change
+1,141,750
Total reported value
$561,255,002
Price per share
$40.78
Number of holders
93
Value change
+$46,477,106
Number of buys
58
Number of sells
33

Quarterly Holders Quick Answers

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

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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 Q2 2024

As of 30 Jun 2024, AMERICAN CENTY ETF TR - AVANTIS CORE FI (AVIG) was held by 93 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 13,750,454 shares. The largest 10 holders included Corient Private Wealth LLC, Hill Investment Group Partners, LLC, Pacific Life Fund Advisors LLC, Verus Financial Partners, Inc., AE Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, BCR Wealth Strategies, LLC, Highland Financial Advisors, LLC, Creative Planning, and REGATTA CAPITAL GROUP, LLC. This page lists 93 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
84
Q2 2024 holders
93
Holder diff
9
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 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.
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