AMERICAN CENTY ETF TR AVSF
AVANTIS SHFXDINC · ETP · CUSIP 025072687
26
institutional holders
1.4m
shares reported held*
$63.1mreported 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 ≈ $45.51.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Verus Financial Partners, Inc. 4.87% of their portfolio | 708.3k $32.2m | — |
| Strategic Blueprint, LLC 0.65% of their portfolio | 113.1k $5.2m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 89.7k $4.1m | — |
| Plancorp, LLC 0.19% of their portfolio | 63.4k $2.9m | — |
| Integrated Advisors Network LLC 0.17% of their portfolio | 53.4k $2.4m | — |
| Allworth Financial LP 0.03% of their portfolio | 51.2k $2.3m | — |
| INNEALTA CAPITAL, LLC 1.13% of their portfolio | 46.0k $2.1m | — |
| CPWM, LLC 0.16% of their portfolio | 38.3k $1.7m | — |
| PARK AVENUE SECURITIES LLC 0.03% of their portfolio | 36.9k $1.7m | — |
| EverSource Wealth Advisors, LLC 0.36% of their portfolio | 34.5k $1.6m | — |
| WMG Financial Advisors, LLC 1.00% of their portfolio | 24.3k $1.1m | — |
| SC&H Financial Advisors, Inc. 0.44% of their portfolio | 19.5k $888.0k | — |
| B&D White Capital Company, LLC 0.30% of their portfolio | 17.6k $802.0k | — |
| WorthPointe, LLC 0.50% of their portfolio | 13.0k $593.0k | — |
| Index Fund Advisors, Inc. 0.05% of their portfolio | 12.8k $585.0k | — |
| CARDIFF PARK ADVISORS, LLC 0.08% of their portfolio | 11.7k $534.0k | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 7.9k $359.0k | — |
| NWAM LLC 0.03% of their portfolio | 7.2k $328.0k | — |
| Tortoise Investment Management, LLC 0.06% of their portfolio | 6.8k $308.0k | — |
| Equius Partners, Inc. 0.11% of their portfolio | 6.7k $306.0k | — |
| Austin Asset Management Co Inc 0.10% of their portfolio | 6.3k $287.0k | — |
| ML & R WEALTH MANAGEMENT LLC 0.09% of their portfolio | 5.8k $264.0k | — |
| OneDigital Investment Advisors LLC 0.01% of their portfolio | 4.5k $205.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.2k $192.0k | — |
| MORRIS FINANCIAL CONCEPTS, INC. 0.15% of their portfolio | 3.2k $146.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |