AMERICAN CENTY ETF TR AVIG
AVANTIS CORE FI · ETP · CUSIP 025072562
41
institutional holders
3.8m
shares reported held*
$153.0mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $40.47.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Hill Investment Group Partners, LLC 12.29% of their portfolio | 1.1m $42.7m | — |
| Quantum Financial Advisors, LLC 11.64% of their portfolio | 648.1k $26.2m | — |
| BCR Wealth Strategies, LLC 18.42% of their portfolio | 443.7k $18.0m | — |
| AE Wealth Management LLC 0.06% of their portfolio | 202.1k $8.2m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 174.3k $7.1m | — |
| Plancorp, LLC 0.42% of their portfolio | 156.2k $6.3m | — |
| CPWM, LLC 0.52% of their portfolio | 136.5k $5.5m | — |
| Highland Financial Advisors, LLC 2.91% of their portfolio | 103.6k $4.2m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 103.3k $4.2m | — |
| Strategic Blueprint, LLC 0.39% of their portfolio | 75.8k $3.1m | — |
| PARK AVENUE SECURITIES LLC 0.06% of their portfolio | 68.4k $2.8m | — |
| WMG Financial Advisors, LLC 2.00% of their portfolio | 54.9k $2.2m | — |
| EverSource Wealth Advisors, LLC 0.51% of their portfolio | 54.7k $2.2m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 50.8k $2.1m | — |
| Faithward Advisors, LLC 0.49% of their portfolio | 50.8k $2.1m | — |
| MAGNOLIA CAPITAL ADVISORS LLC 1.70% of their portfolio | 49.7k $2.0m | — |
| B&D White Capital Company, LLC 0.64% of their portfolio | 42.1k $1.7m | — |
| SC&H Financial Advisors, Inc. 0.74% of their portfolio | 36.8k $1.5m | — |
| Centennial Wealth Advisory LLC 0.87% of their portfolio | 36.5k $1.5m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 33.5k $1.4m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.05% of their portfolio | 31.5k $1.3m | — |
| NWAM LLC 0.07% of their portfolio | 19.2k $779.0k | — |
| Verus Financial Partners, Inc. 0.11% of their portfolio | 18.2k $730.0k | — |
| Index Fund Advisors, Inc. 0.05% of their portfolio | 16.1k $650.0k | — |
| Silicon Hills Wealth Management, LLC 0.50% of their portfolio | 15.7k $636.0k | — |
| WorthPointe, LLC 0.47% of their portfolio | 13.9k $561.0k | — |
| Tortoise Investment Management, LLC 0.10% of their portfolio | 12.7k $514.0k | — |
| RAYMOND JAMES TRUST N.A. 0.02% of their portfolio | 12.6k $511.0k | — |
| Bridge Advisory, LLC 0.22% of their portfolio | 11.1k $451.0k | — |
| Wealthcare Advisory Partners LLC 0.02% of their portfolio | 9.7k $393.0k | — |
| Kingsview Wealth Management, LLC 0.02% of their portfolio | 9.4k $380.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 9.3k $377.0k | — |
| Mutual Advisors, LLC 0.02% of their portfolio | 7.7k $312.0k | — |
| LPL Financial LLC 0.00% of their portfolio | 6.3k $257.0k | — |
| CARDIFF PARK ADVISORS, LLC 0.03% of their portfolio | 4.6k $186.0k | — |
| CVA Family Office, LLC 0.04% of their portfolio | 3.2k $131.0k | — |
| MORRIS FINANCIAL CONCEPTS, INC. 0.10% of their portfolio | 2.3k $94.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.1k $46.0k | — |
| Larson Financial Group LLC 0.00% of their portfolio | 46 $2.0k | — |
| UBS Group AG 0.00% of their portfolio | 2 $0 | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |