Institutional Ownership
American Centy ETF Tr
CUSIP 025072687AVANTIS SHFXDINCAVSFQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
25.3%
Max % of class reported
Institutional Holders
110
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Jun 21, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Maseco LLP | 1.96M | $91.56M |
| 2 | Savant Capital, LLC | 1.76M | $82.56M |
| 3 | Verus Financial Partners, Inc. | 1.36M | $63.44M |
| 4 | Lpl Financial LLC | 883.3K | $41.34M |
| 5 | Financial Plan, Inc. | 851.3K | $39.84M |
| 6 | Simplicity Wealth,LLC | 731.7K | $34.24M |
| 7 | Envestnet Asset Management Inc | 658.8K | $30.83M |
| 8 | Creative Planning | 399.4K | $18.69M |
| 9 | Pacific Life Fund Advisors LLC | 312.4K | $14.62M |
| 10 | Corecap Advisors, LLC | 233.4K | $10.92M |