Institutional Ownership
American Centy ETF Tr
CUSIP 025072562AVANTIS CORE FIAVIGQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
6.7%
Max % of class reported
Institutional Holders
176
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Jun 21, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jun 21, 2024 | Verus Financial Partners, Inc. | 13G | 6.7% | 1.16M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ae Wealth Management LLC | 6.54M | $271.46M |
| 2 | Morgan Stanley | 2.30M | $95.41M |
| 3 | Envestnet Asset Management Inc | 1.88M | $78.08M |
| 4 | Verus Financial Partners, Inc. | 1.53M | $63.85M |
| 5 | Simplicity Wealth,LLC | 1.21M | $50.37M |
| 6 | Lpl Financial LLC | 996.6K | $41.40M |
| 7 | Great Valley Advisor Group, Inc. | 973.0K | $40.42M |
| 8 | Regatta Capital Group, LLC | 799.6K | $33.22M |
| 9 | American Century Companies Inc | 781.3K | $32.46M |
| 10 | Echo Wealth Management, LLC | 775.1K | $32.20M |