CUSIP 025072125AVANTIS US MID CAVMCQ4 2025
Aggregate 13F value by quarter
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52 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mcilrath & Eck, LLC | 744.6K | $52.60M | +33.4K | Added |
| 2 | Elwood & Goetz Wealth Advisory Group, LLC | 394.0K | $27.83M | +48.6K | Added |
| 3 | Berger Financial Group, Inc | 230.2K | $16.26M | +9.4K | Added |
| 4 | Wealth Management Partners, LLC | 202.6K | $14.31M |
| +192.6K |
| Added |
| 5 | Networth Advisors, LLC | 172.2K | $12.16M | +172.2K | New Position |
| 6 | Cgn Advisors LLC | 167.8K | $11.85M | −7.5K | Reduced |
| 7 | American Century Companies Inc | 141.1K | $9.97M | +14.6K | Added |
| 8 | Envision Financial Planning, LLC | 137.9K | $9.74M | +5.7K | Added |
| 9 | Tiller Private Wealth, Inc. | 101.4K | $7.16M | +101.4K | New |
| 10 | Ae Wealth Management LLC | 99.9K | $7.06M | +26.1K | Added |
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