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Disclosery

AVLC AMERICAN CENTY ETF TR

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AVANTIS US LARG (fund)

43 managers (43 13F filers) reported a position in AVLC shares at 2025-03-31, 8,108,812 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
43
13F filers
43
New
14
Added
18
Reduced
6
Sold out
4
Shares held by filers
8,108,812

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC2,892,770$186M24.89%-15,90013F-HRTimeline
Pacific Life Fund Advisors LLC994,927$63.9M7.17%-177,19113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV798,398$51.3M0.12%+389,19613F-HRTimeline
Cypress Point Wealth Management, LLC458,063$29.4M9.33%+131,88813F-HRTimeline
Beaird Harris Wealth Management, LLC456,265$29.3M2.49%+27,02513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC444,137$28.5M0.01%+430,68013F-HRTimelineGroup
Simplicity Wealth,LLC338,512$21.7M1.69%new13F-HRTimeline
FAS Wealth Partners, Inc.211,717$13.6M1.11%+2,25213F-HRTimeline
LPL Financial LLC198,440$12.7M<0.01%+78,27313F-HRTimeline
Haven Private, LLC164,368$10.6M5.97%-8,36513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC143,814$9.23M0.29%+75,80213F-HRTimeline
Dogwood Wealth Management LLC132,936$8.53M4.49%-6,44313F-HRTimeline
HighTower Advisors, LLC123,691$7.94M0.01%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC122,688$7.88M4.4%+5,64713F-HRTimeline
Prosperity Planning, Inc.92,353$5.93M1.86%+21,05513F-HRTimeline
MML INVESTORS SERVICES, LLC80,060$5.14M0.02%new13F-HRTimeline
Herold Advisors, Inc.50,117$3.22M0.71%+16,10813F-HRTimeline
Visionary Wealth Advisors48,967$3.14M0.19%+10,44213F-HRTimeline
CoreCap Advisors, LLC45,365$2.91M0.13%new13F-HRTimeline
WCG Wealth Advisors LLC36,326$2.33M0.18%-1,71213F-HR/ATimeline
Plancorp, LLC32,650$2.1M0.08%+3,48513F-HRTimeline
AE Wealth Management LLC32,435$2.08M0.02%+18,13713F-HRTimeline
Waterfront Wealth Inc.25,940$1.67M0.41%+3,49613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,311$1.56M<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP22,665$1.46M<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC17,629$1.13M0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC17,193$1.11M0.04%+2,50613F-HRTimeline
Cresset Asset Management, LLC16,913$1.09M0.01%013F-HRTimeline
Lion Street Advisors, LLC13,762$884K0.28%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,862$826K<0.01%new13F-HRTimelineGroup
Armbruster Capital Management, Inc.12,075$775K0.15%+4,55013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.11,933$766K0.41%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,441$542K<0.01%+16113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.6,212$399K0.13%new13F-HRTimeline
Farther Finance Advisors, LLC5,973$385K0.01%+22013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding4,883$313K-8,574Timeline
Full Sail Capital, LLC3,521$226K0.01%new13F-HRTimeline
Park Square Financial Group, LLC2,796$180K0.14%new13F-HRTimeline
Acropolis Investment Management, LLC1,950$125K0.01%new13F-HRTimeline
Nemes Rush Group LLC657$42.2K0.01%new13F-HRTimeline
McIlrath & Eck, LLC77$4.94K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG20$1.28K<0.01%-16113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.