CUSIP 025072190AVANTIS INTL SMLAVDSQ4 2025
Aggregate 13F value by quarter
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50 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 227.0K | $15.85M | −14.5K | Reduced |
| 2 | American Century Companies Inc | 196.5K | $13.72M | +77.6K | Added |
| 3 | Envestnet Asset Management Inc | 156.9K | $10.96M | +9.5K | Added |
| 4 | Simplicity Wealth,LLC | 86.7K | $6.05M |
| +4.5K |
| Added |
| 5 | Cornerstone Wealth Partners, LLC | 69.3K | $4.84M | +69.3K | New Position |
| 6 | Onedigital Investment Advisors LLC | 54.0K | $3.77M | −2.5K | Reduced |
| 7 | Mml Investors Services, LLC | 50.2K | $3.51M | +6.4K | Added |
| 8 | Kelman-Lazarov, Inc. | 49.5K | $3.45M | +324 | Added |
| 9 | Integrated Wealth Concepts LLC | 37.0K | $2.58M | +1.7K | Added |
| 10 | Gts Securities LLC | 31.4K | $2.19M | +31.4K | New |
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