CUSIP 02507A101AVANTIS EMERGINGAVXCQ4 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 | Ae Wealth Management LLC | 1.05M | $66.70M |
| 2 | Clearwater Capital Advisors, LLC | 408.2K | $26.03M |
| 3 | Mercer Global Advisors Inc /Adv | 334.1K | $21.31M |
| 4 | Vestment Financial LLC | 224.4K | $14.83M |
| 5 | Trajan Wealth LLC | 209.3K | $13.35M |
| 6 | Pacific Sage Partners, LLC | 148.8K | $9.49M |
| 7 | Wealthcare Advisory Partners LLC | 108.6K | $6.93M |
| 8 | Tounjian Advisory Partners, LLC | 79.9K | $5.10M |
| 9 |
| Avior Wealth Management, LLC |
| 72.8K |
| $4.65M |
| 10 | Ridgeline Wealth, LLC | 59.6K | $3.80M |