CUSIP 02507A507AVANTIS U S QUALAVUQQ4 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 | Cresset Asset Management, LLC | 1.17M | $70.14M |
| 2 | Strategic Blueprint, LLC | 261.1K | $15.71M |
| 3 | Torren Management, LLC | 193.5K | $11.64M |
| 4 | Three Arch Wealth Management LLC | 58.0K | $3.49M |
| 5 | True Wealth Design, LLC | 23.2K | $1.39M |
| 6 | Legacy Financial Group, Inc. | 12.0K | $720.3K |
| 7 | Haven Private, LLC | 11.5K | $694.5K |
| 8 | Herold Advisors, Inc. | 7.9K | $476.2K |
| 9 |
| Enrich Financial Partners LLC |
| 6.6K |
| $396.9K |
| 10 | Citadel Advisors LLC | 5.0K | $303.3K |