CUSIP 025072158AVANTIS US LARGAVLCQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Oak Root LLC | 2.44M | $191.61M |
| 2 | Pacific Life Fund Advisors LLC | 833.2K | $65.51M |
| 3 | Beaird Harris Wealth Management, LLC | 661.3K | $51.99M |
| 4 | Envestnet Asset Management Inc | 575.8K | $45.27M |
| 5 | Cypress Point Wealth Management, LLC | 457.8K | $35.99M |
| 6 | Ridgeline Wealth, LLC | 444.2K | $34.92M |
| 7 | Lpl Financial LLC | 417.9K | $32.86M |
| 8 | Grimes & Co Wealth Management, LLC | 390.8K | $30.73M |
| 9 |
| Simplicity Wealth,LLC |
| 374.1K |
| $29.41M |
| 10 | Buttonwood Financial Group, LLC | 346.6K | $28.01M |