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AVLC AMERICAN CENTY ETF TR

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AVANTIS US LARG (fund)

33 managers (33 13F filers) reported a position in AVLC shares at 2024-12-31, 6,471,365 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
33
13F filers
33
New
6
Added
16
Reduced
4
Sold out
2
Shares held by filers
6,471,365

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
Oak Root LLC2,908,670$196M25.58%013F-HRTimeline
Pacific Life Fund Advisors LLC1,172,118$79.2M8.21%+178,70813F-HRTimeline
Beaird Harris Wealth Management, LLC429,240$29M2.5%+27,16713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV409,202$27.6M0.07%new13F-HRTimeline
Cypress Point Wealth Management, LLC326,175$22M6.86%+77,58113F-HRTimeline
FAS Wealth Partners, Inc.209,465$14.1M1.19%-9,85813F-HRTimeline
Haven Private, LLC172,733$11.7M6.52%13F-HRTimeline
Dogwood Wealth Management LLC139,379$9.42M4.98%-8,58713F-HRTimeline
LPL Financial LLC120,167$8.12M<0.01%+11,00413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC117,041$7.91M4.31%-31813F-HRTimeline
Prosperity Planning, Inc.71,298$4.82M1.54%+23,36713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC68,012$4.59M0.13%+58,43813F-HRTimeline
Visionary Wealth Advisors38,525$2.6M0.15%+27,41913F-HRTimeline
WCG Wealth Advisors LLC38,038$2.57M0.17%+68013F-HRTimeline
Herold Advisors, Inc.34,009$2.3M0.5%+18,28513F-HRTimeline
Plancorp, LLC29,165$1.97M0.08%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,311$1.64M<0.01%+9,79713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP22,665$1.53M<0.01%+21313F-HRTimelineGroup
Waterfront Wealth Inc.22,444$1.52M0.37%+3,25713F-HRTimeline
Cresset Asset Management, LLC16,913$1.14M0.01%013F-HRTimeline
Chicago Partners Investment Group LLC14,687$1M0.03%+55313F-HRTimeline
AE Wealth Management LLC14,298$966K0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,457$909K<0.01%+1,18013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,457$909K<0.01%+1,18013F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.11,933$806K0.44%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,280$559K<0.01%+24313F-HRTimeline
Armbruster Capital Management, Inc.7,525$508K0.1%013F-HRTimeline
Clearwater Capital Advisors, LLC6,124$414K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC5,753$389K0.01%-613F-HRTimeline
Allegiance Financial Group Advisory Ser…3,073$208K0.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,027$204K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG181$12.2K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.