CUSIP 025072190AVANTIS INTL SMLAVDSQ4 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 | Freedom Investment Management, Inc. | 227.0K | $15.85M |
| 2 | American Century Companies Inc | 196.5K | $13.72M |
| 3 | Envestnet Asset Management Inc | 156.9K | $10.96M |
| 4 | Simplicity Wealth,LLC | 86.7K | $6.05M |
| 5 | Cornerstone Wealth Partners, LLC | 69.3K | $4.84M |
| 6 | Onedigital Investment Advisors LLC | 54.0K | $3.77M |
| 7 | Mml Investors Services, LLC | 50.2K | $3.51M |
| 8 | Kelman-Lazarov, Inc. | 49.5K | $3.45M |
| 9 |
| Integrated Wealth Concepts LLC |
| 37.0K |
| $2.58M |
| 10 | Gts Securities LLC | 31.4K | $2.19M |