CUSIP 025072174AVANTIS ALL INTAVNMQ4 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 | Merit Financial Group, LLC | 1.94M | $142.99M |
| 2 | Geometric Wealth Advisors | 684.4K | $50.32M |
| 3 | Commonwealth Equity Services, LLC | 643.9K | $47.34M |
| 4 | Wealth Management Partners, LLC | 338.7K | $24.90M |
| 5 | Bwm Planning, LLC | 335.3K | $24.65M |
| 6 | Duncan Williams Asset Management, LLC | 280.3K | $22.21M |
| 7 | Truist Financial Corp | 204.5K | $15.03M |
| 8 | Envestnet Asset Management Inc | 190.6K | $14.01M |
| 9 |
| Edge Financial Advisors LLC |
| 164.8K |
| $12.12M |
| 10 | B&D White Capital Company, LLC | 139.9K | $10.28M |