CUSIP 025072216AVANTIS ALL EQTAVGVQ4 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 | Meredith Wealth Planning | 460.3K | $33.68M |
| 2 | Paul R. Ried Financial Group, LLC | 85.2K | $6.24M |
| 3 | Wealth Enhancement Advisory Services, LLC | 68.8K | $5.20M |
| 4 | B&D White Capital Company, LLC | 51.2K | $3.75M |
| 5 | M Wealth Management, LLC | 30.1K | $2.20M |
| 6 | Evanson Asset Management, LLC | 27.3K | $2.00M |
| 7 | Mccartney Wealth Management LLC | 26.3K | $1.92M |
| 8 | Lpl Financial LLC | 12.5K | $913.7K |
| 9 |
| Austin Wealth Management, LLC |
| 11.8K |
| $888.9K |
| 10 | Ridgeline Wealth, LLC | 8.4K | $614.1K |