CUSIP 025072182AVANTIS MODERATAVMAQ4 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 | Cogent Private Wealth, Inc. | 96.5K | $6.40M |
| 2 | Great Point Wealth Advisors, LLC | 90.9K | $6.03M |
| 3 | Lpl Financial LLC | 38.1K | $2.53M |
| 4 | Crosspoint Financial, LLC | 18.9K | $1.25M |
| 5 | Versant Capital Management, Inc | 15.2K | $1.01M |
| 6 | Vawter Financial, Ltd. | 14.8K | $978.5K |
| 7 | Osaic Holdings, Inc. | 11.3K | $752.6K |
| 8 | Integrity Wealth Solutions LLC | 9.6K | $635.1K |
| 9 |
| Diversify Wealth Management, LLC |
| 6.6K |
| $445.0K |
| 10 | Plancorp, LLC | 3.8K | $248.7K |