CUSIP 025072281AVANTIS RESPON UAVSUQ4 2025
Aggregate 13F value by quarter
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76 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Clarity Asset Management, Inc. | 419.2K | $31.99M | −3.1K | Reduced |
| 2 | Focus Partners Wealth | 351.2K | $26.80M | −7.0K | Reduced |
| 3 | Wealth Enhancement Advisory Services, LLC | 153.6K | $12.03M | +8.8K | Added |
| 4 | Mercer Global Advisors Inc /Adv | 153.2K | $11.69M |
| +27.2K |
| Added |
| 5 | Highland Financial Advisors, LLC | 136.7K | $10.43M | +1.3K | Added |
| 6 | Lpl Financial LLC | 134.9K | $10.29M | +1.9K | Added |
| 7 | Waverly Advisors, LLC | 133.2K | $10.17M | −176 | Reduced |
| 8 | Commonwealth Equity Services, LLC | 115.1K | $8.78M | −130 | Reduced |
| 9 | Trailhead Planners LLC | 107.7K | $8.22M | +107.7K | New Position |
| 10 | Corient Private Wealth LLC | 95.8K | $7.31M | +473 | Added |
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