Ticker: AVEE CUSIP: 025072141 Class: AVANTIS EMERGING
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| B&D White Capital Company, LLC | 4,932 | $308 |
| OLD MISSION CAPITAL LLC | 12,052 | $752 |
| Plancorp, LLC | 4,110 | $257 |
| JANE STREET GROUP, LLC | 4,142 | $259 |
| Farther Finance Advisors, LLC | 208 | $13 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Timonier Family Office, LTD. | 73,604 | 78,632 | +5,028 (+6.8%) |
| ARK & TLK INVESTMENTS, LLC | 3,764 | 11,259 | +7,495 (+199.1%) |
| Index Fund Advisors, Inc. | 88,131 | 107,357 | +19,226 (+21.8%) |
| Cypress Point Wealth Management, LLC | 9,113 | 13,465 | +4,352 (+47.8%) |
| Tortoise Investment Management, LLC | 8,906 | 13,015 | +4,109 (+46.1%) |
| LAM GROUP, INC. | 8,410 | 8,840 | +430 (+5.1%) |
| CAP Partners, LLC | 13,522 | 13,771 | +249 (+1.8%) |
| ERn Financial, LLC | 9,139 | 10,189 | +1,050 (+11.5%) |
| AMERICAN CENTURY COMPANIES INC | 111,646 | 223,160 | +111,514 (+99.9%) |
| Cloud Capital Management, LLC | 6,804 | 7,791 | +987 (+14.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ariadne Wealth Management, LP | 27,128 | 26,397 | -731 (-2.7%) |
| Mills Wealth Advisors LLC | 16,035 | 15,337 | -698 (-4.4%) |
| VISTA CAPITAL PARTNERS, INC. | 24,752 | 22,944 | -1,808 (-7.3%) |
| GOLDMAN SACHS GROUP INC | 15,023 | 7,586 | -7,437 (-49.5%) |
| Avior Wealth Management, LLC | 19,139 | 18,378 | -761 (-4.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 12,138 | $778 |