CUSIP 025072323AVANTIS US SMALLAVSCQ4 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 | Mercer Global Advisors Inc /Adv | 14.46M | $849.34M |
| 2 | Mason Investment Advisory Services, Inc. | 3.61M | $211.92M |
| 3 | Wealth Management Nebraska | 1.01M | $103.05M |
| 4 | Northwestern Mutual Wealth Management Co | 1.16M | $68.40M |
| 5 | Cambridge Associates LLC /Ma/ /Adv | 922.7K | $54.20M |
| 6 | Envestnet Asset Management Inc | 675.1K | $39.65M |
| 7 | Elwood & Goetz Wealth Advisory Group, LLC | 636.7K | $37.40M |
| 8 | Creative Planning | 634.8K | $37.29M |
| 9 | Ae Wealth Management LLC | 606.2K | $35.61M |
| 10 | Three Arch Wealth Management LLC | 453.8K | $26.66M |