CUSIP 025072687AVANTIS SHFXDINCAVSFQ4 2025
Aggregate 13F value by quarter
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75 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 2.18M | $102.80M | −478.1K | Reduced |
| 2 | Verus Financial Partners, Inc. | 1.34M | $63.28M | −206.9K | Reduced |
| 3 | Financial Plan, Inc. | 740.5K | $34.87M | +740.5K | New Position |
| 4 | Simplicity Wealth,LLC | 666.1K | $31.36M |
| +31.0K |
| Added |
| 5 | Envestnet Asset Management Inc | 488.9K | $23.02M | +34.4K | Added |
| 6 | Creative Planning | 416.4K | $19.61M | +26.3K | Added |
| 7 | Pacific Life Fund Advisors LLC | 361.6K | $17.02M | −69.8K | Reduced |
| 8 | Wilkerson Advisory Group LLC | 229.4K | $10.80M | +229.4K | New Position |
| 9 | Mattern Wealth Management LLC | 194.0K | $9.13M | +16.7K | Added |
| 10 | Strategic Blueprint, LLC | 159.8K | $7.52M | +11.4K | Added |
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