Institutional Ownership
American Centy ETF Tr
CUSIP 025072182AVANTIS MODERATAVMAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
19
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
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.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cogent Private Wealth, Inc. | 110.7K | $7.44M |
| 2 | Great Point Wealth Advisors, LLC | 90.9K | $6.11M |
| 3 | Lpl Financial LLC | 35.8K | $2.41M |
| 4 | Crosspoint Financial, LLC | 21.2K | $1.42M |
| 5 | Diversify Wealth Management, LLC | 15.0K | $1.06M |
| 6 | Vawter Financial, Ltd. | 15.4K | $1.04M |
| 7 | Versant Capital Management, Inc | 14.3K | $961.7K |
| 8 | Integrity Wealth Solutions LLC | 13.4K | $900.7K |
| 9 | Osaic Holdings, Inc. | 10.2K | $685.7K |
| 10 | Plancorp, LLC | 3.8K | $260.5K |