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Disclosery

AVLC AMERICAN CENTY ETF TR

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AVANTIS US LARG (fund)

114 managers (115 13F filers) reported a position in AVLC shares at 2026-06-30, 14,762,447 shares in all. 29 filers opened a position and 4 filers sold out during the quarter.

Managers
114
13F filers
115
New
29
Added
59
Reduced
18
Sold out
4
Shares held by filers
14,762,447

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Oak Root LLC2,008,725$181M19.94%-342,73213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,125,936$101M4.31%-62,84113F-HRTimelineGroup
Beaird Harris Wealth Management, LLC841,598$75.7M4.74%+96,84313F-HRTimeline
Pacific Life Fund Advisors LLC739,705$66.5M7.32%-60,66013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC706,672$63.6M0.02%+77,31713F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC493,444$44.4M0.96%+49,48013F-HRTimeline
Cypress Point Wealth Management, LLC482,866$43.4M8.84%-14,50613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC480,400$43.2M0.27%+55,29113F-HRTimelineGroup
Ridgeline Wealth, LLC450,687$40.5M23.72%+1,06913F-HRTimeline
LPL Financial LLC422,791$38M0.01%-23,53013F-HRTimeline
Global Strategic Investment Solutions, …414,510$37.3M3.34%+195,72313F-HRTimeline
Simplicity Wealth,LLC380,366$34.2M1.15%+8,94513F-HRTimeline
Well Done, LLC363,663$32.7M4.4%+24,23713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO358,552$32M<0.01%-3,23313F-HRTimelineGroup
Allworth Financial LP323,092$29.1M0.12%+70,11613F-HRTimeline
Networth Advisors, LLC259,352$23.3M13.56%+16,68913F-HRTimeline
Vestmark Advisory Solutions, Inc.243,516$21.9M0.21%+224,15613F-HRTimeline
OneDigital Investment Advisors LLC229,862$20.7M0.17%+3,71313F-HRTimeline
FAS Wealth Partners, Inc.228,649$20.6M1.07%+4,82913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC218,405$19.6M0.01%new13F-HRTimelineGroup
UPTICK PARTNERS, LLC216,968$19.5M3.04%+125,65813F-HRTimeline
Financial Insights, Inc.206,355$18.6M4.89%new13F-HRTimeline
AE Wealth Management LLC180,245$16.2M0.08%+29,64613F-HRTimeline
Cresset Asset Management, LLC174,005$15.7M0.06%+33,56213F-HRTimeline
Buttonwood Financial Group, LLC169,783$15.3M8.73%-6,31013F-HRTimeline
Prosperity Planning, Inc.151,352$13.6M3.12%+7,66213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC145,554$13.1M5.52%+3,29313F-HRTimeline
Strategic Blueprint, LLC145,387$13.1M0.65%+3,08713F-HRTimeline
HighTower Advisors, LLC135,800$12.2M0.01%+55713F-HRTimeline
Western Reserve Capital Management, LLC132,044$11.9M8.81%+86613F-HRTimeline
Visionary Wealth Advisors128,084$11.5M0.45%+6,80113F-HRTimeline
B&D White Capital Company, LLC126,616$11.4M1.13%new13F-HRTimeline
Dogwood Wealth Management LLC109,391$9.84M3.88%-6,46213F-HRTimeline
Mendota Financial Group, LLC108,849$9.79M6.07%+16,22413F-HRTimeline
Herold Advisors, Inc.108,644$9.78M1.93%+18,05813F-HRTimeline
Waterfront Wealth Inc.104,343$9.41M1.46%+59,79813F-HRTimeline
Haven Private, LLC102,825$9.25M3.52%+6,78313F-HRTimeline
MML INVESTORS SERVICES, LLC101,271$9.11M0.02%+18,08913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP94,200$8.47M0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC94,083$8.46M0.25%+12,51313F-HRTimeline
Canvas Wealth Advisors, LLC91,889$8.27M1.15%+4,44913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK91,240$8.21M0.04%+73,63613F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.88,673$7.98M2.1%-2,07013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…84,292$7.58M1.45%+72713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV71,391$6.42M0.01%-12,28113F-HR/ATimeline
Private Wealth Asset Management, LLC65,534$5.92M0.57%+9,63113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,028$5.04M0.01%+7,40713F-HRTimeline
BFI Wealth Solutions, LLC46,466$4.18M3.1%+26,21913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…44,649$4.02M0.08%new13F-HRTimelineGroup
Apella Capital, LLC44,087$3.93M0.06%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.37,116$3.34M0.81%+3,34713F-HRTimeline
Plancorp, LLC36,272$3.25M0.08%+513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,175$3.16M<0.01%+18,27013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,681$2.67M<0.01%+29413F-HRTimelineGroup
SEEDS INVESTOR LLC28,819$2.59M0.27%+5,61513F-HRTimeline
WCG Wealth Advisors LLC23,461$2.11M0.05%-7,28613F-HRTimeline
MAI Capital Management21,597$1.94M0.01%+5,82413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.21,058$1.89M0.44%+5,53413F-HRTimeline
Chicago Partners Investment Group LLC21,281$1.89M0.04%+74813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,070$1.81M0.01%+2,00313F-HRTimelineGroup
Fort Vancouver Investment Management, L…18,755$1.69M0.79%new13F-HRTimeline
World Investment Advisors19,360$1.5M0.02%013F-HRTimeline
Armbruster Capital Management, Inc.16,200$1.46M0.22%-4,80013F-HRTimeline
Betterment LLC15,432$1.39M<0.01%+1,45813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,361$1.11M<0.01%+5,44913F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,113$1.09M<0.01%+4,33813F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.11,933$1.07M0.43%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,650$944K+7,850Timeline
Independent Wealth Network Inc.10,444$940K0.24%new13F-HRTimeline
FSA Advisors, Inc.10,430$938K0.43%new13F-HR/ATimeline
Team Financial Group, LLC10,359$932K0.4%+7,33613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,899$891K<0.01%-2,03513F-HRTimeline
Bison Wealth, LLC9,175$824K0.08%+4413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,564$771K<0.01%-6413F-HRTimelineGroup
VAQUERO PRIVATE WEALTH, LTD8,361$752K0.15%13F-HRTimeline
Lloyd Advisory Services, LLC.7,910$712K0.28%+6,85613F-HRTimeline
FLOW TRADERS U.S. LLC7,431$668K0.03%new13F-HRTimeline
Clearwater Capital Advisors, LLC6,454$581K0.04%new13F-HRTimeline
MONTAG A & ASSOCIATES INC6,030$542K0.02%+2,22513F-HRTimeline
Quantinno Capital Management LP5,740$516K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,586$503K<0.01%013F-HR/ATimeline
Allegiance Financial Group Advisory Ser…5,577$502K0.09%+1213F-HRTimeline
Capital Investment Advisors, LLC5,317$478K0.01%new13F-HRTimeline
Compound Planning, Inc.5,035$453K0.01%+2,28713F-HRTimeline
Farther Finance Advisors, LLC4,903$441K<0.01%-1,44113F-HRTimeline
Evanson Financial, LLC4,642$418K0.02%13F-HRTimeline
Pacific Asset Management, LLC4,495$404K0.2%-14013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.3,982$358K0.01%+913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,787$341K0.02%+51113F-HRTimeline
Private Advisor Group, LLC3,715$334K<0.01%+19913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,370$303K<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC3,233$291K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,424$218K<0.01%new13F-HRTimelineGroup
BLVD Private Wealth, LLC2,363$213K0.16%new13F-HRTimeline
Platt Wealth Management LLC2,355$211K0.17%new13F-HRTimeline
Acorn Wealth Advisors, LLC2,273$204K0.05%new13F-HRTimeline
Savvy Advisors, Inc.2,268$204K<0.01%new13F-HRTimeline
Acropolis Investment Management, LLC2,140$193K0.01%013F-HR/ATimeline
Burk Holdings LLC1,918$173K0.06%013F-HRTimeline
Collier Financial1,431$129K0.09%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,186$107K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1,037$93.3K0.02%-1713F-HRTimeline
Nemes Rush Group LLC823$74K0.01%013F-HRTimeline
Kings Path Partners LLC668$60.1K0.02%new13F-HRTimeline
Rossby Financial, LCC655$58.9K0.01%+22913F-HRTimeline
REAP Financial Group, LLC648$58.3K0.01%+61213F-HRTimeline
Asset Dedication, LLC448$40.3K<0.01%+4913F-HRTimeline
Arax Advisory Partners361$32.5K<0.01%new13F-HRTimeline
UMB Bank, n.a.312$28.1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIDUCIARY FINANCIAL ADVISORS196$17.7K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.142$12.8K0.01%new13F-HRTimeline
Activest Wealth Management76$6.88K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC64$5.76K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.47$4.23K<0.01%-4913F-HRTimeline