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AVNM AMERICAN CENTY ETF TR

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AVANTIS ALL INT (fund)

20 managers (20 13F filers) reported a position in AVNM shares at 2024-12-31, 909,929 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
20
13F filers
20
New
7
Added
10
Reduced
1
Sold out
1
Shares held by filers
909,929

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Geometric Wealth Advisors217,247$11.9M2.16%+16,87613F-HRTimeline
BWM Planning, LLC175,867$9.63M4.19%+20,62413F-HRTimeline
B&D White Capital Company, LLC121,930$6.68M1.13%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC105,024$5.75M0.01%new13F-HRTimelineGroup
Peak Asset Management, LLC95,393$5.22M0.97%+5,09913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,076$2.8M<0.01%+27,62913F-HRTimelineGroup
Ausdal Financial Partners, Inc.37,545$2.06M0.18%+13,06713F-HRTimeline
Altus Wealth Group LLC26,289$1.44M0.64%+3,93613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,982$1.2M<0.01%+56513F-HR/ATimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/20,375$1.12M0.06%+12,55513F-HRTimeline
Paragon Advisors, LLC11,173$612K0.21%-8,16213F-HRTimeline
Orcam Financial Group8,654$474K0.46%+2,20413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,790$371K0.02%new13F-HRTimeline
Oak Wealth Advisors LLC5,583$306K0.24%13F-HRTimeline
BIP Wealth, LLC3,735$205K0.01%new13F-HRTimeline
Morling Financial Advisors, LLC712$39K0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.483$26.5K0.02%new13F-HRTimeline
Orion Capital Management LLC57$3.12K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC14$784<0.01%+1013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.