Institutional Ownership
American Centy ETF Tr
CUSIP 025072216AVANTIS ALL EQTAVGVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
27
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 | Meredith Wealth Planning | 534.6K | $41.45M |
| 2 | Paul R. Ried Financial Group, LLC | 105.4K | $8.18M |
| 3 | B&D White Capital Company, LLC | 51.2K | $3.97M |
| 4 | Wealth Enhancement Advisory Services, LLC | 37.7K | $2.94M |
| 5 | Mccartney Wealth Management LLC | 28.5K | $2.21M |
| 6 | Evanson Asset Management, LLC | 27.4K | $2.12M |
| 7 | M Wealth Management, LLC | 26.9K | $2.09M |
| 8 | Raymond James Financial Inc | 24.6K | $1.91M |
| 9 | Lpl Financial LLC | 23.1K | $1.79M |
| 10 | Aqr Capital Management LLC | 23.0K | $1.79M |