AVTA - Avantax, Inc.

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
Insider Roster
Insider Transactions

Major Holders

Currency in USD
Breakdown
1.74%% of Shares Held by All Insider
115.04%% of Shares Held by Institutions
117.07%% of Float Held by Institutions
243Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Blackrock Inc.6,821,761Mar 30, 202317.68%152,671,005
Vanguard Group, Inc. (The)4,564,307Mar 30, 202311.83%102,149,186
P2 Capital Partners, LLC2,300,000Mar 30, 20235.96%51,473,998
Invesco Ltd.2,134,088Mar 30, 20235.53%47,760,887
Van Berkom & Associates Inc.1,787,997Mar 30, 20234.63%40,015,371
Dimensional Fund Advisors LP1,776,898Mar 30, 20234.60%39,766,975
Simcoe Capital Management, LLC1,711,575Mar 30, 20234.44%38,305,047
State Street Corporation1,565,234Mar 30, 20234.06%35,029,935
No Street GP LP1,135,000Mar 30, 20232.94%25,401,299
Renaissance Technologies, LLC1,049,000Mar 30, 20232.72%23,476,619

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
iShares Core S&P Smallcap ETF2,992,725Feb 27, 20237.57%66,977,182
Vanguard Total Stock Market Index Fund1,352,300Dec 30, 20223.42%30,264,472
Vanguard Small-Cap Index Fund1,171,938Dec 30, 20222.96%26,227,971
iShares Russell 2000 ETF1,047,457Feb 27, 20232.65%23,442,086
Vanguard Small Cap Value Index Fund821,240Dec 30, 20222.08%18,379,350
Vanguard Extended Market Index Fund664,886Dec 30, 20221.68%14,880,148
Invesco Small Cap Equity Fund537,312Dec 30, 20221.36%12,025,042
iShares S&P Small-Cap 600 Growth ETF441,689Feb 27, 20231.12%9,884,999
Vanguard Tax Managed Fund-Small Cap Fund401,033Dec 30, 20221.01%8,975,118
Fidelity Small Cap Index Fund390,811Jan 30, 20230.99%8,746,349