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Disclosery

AVLC AMERICAN CENTY ETF TR

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AVANTIS US LARG (fund)

55 managers (55 13F filers) reported a position in AVLC shares at 2025-06-30, 9,428,968 shares in all. 16 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
55
New
16
Added
26
Reduced
8
Sold out
5
Shares held by filers
9,428,968

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC2,720,620$193M23.94%-172,15013F-HRTimeline
Pacific Life Fund Advisors LLC961,300$68.3M7.32%-33,62713F-HRTimeline
Simplicity Wealth,LLC717,174$50.9M2.12%+378,66213F-HRTimeline
Beaird Harris Wealth Management, LLC521,868$37.1M2.87%+65,60313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC479,854$34.1M0.01%+35,71713F-HRTimelineGroup
Ridgeline Wealth, LLC411,475$29.2M23.84%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO402,927$28.6M<0.01%new13F-HRTimelineGroup
Cypress Point Wealth Management, LLC371,291$26.4M6.42%-86,77213F-HRTimeline
LPL Financial LLC307,839$21.9M0.01%+109,39913F-HRTimeline
OneDigital Investment Advisors LLC279,647$19.9M0.22%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC228,760$16.3M0.44%+84,94613F-HRTimeline
FAS Wealth Partners, Inc.213,031$15.1M1.12%+1,31413F-HRTimeline
Global Strategic Investment Solutions, …187,766$13.3M1.43%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV147,890$10.5M0.02%-650,50813F-HRTimeline
HighTower Advisors, LLC132,723$9.43M0.01%+9,03213F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC130,757$9.29M4.81%+8,06913F-HRTimeline
Dogwood Wealth Management LLC119,665$8.56M4.18%-13,27113F-HRTimeline
Visionary Wealth Advisors117,783$8.37M0.43%+68,81613F-HRTimeline
Prosperity Planning, Inc.111,024$7.89M2.28%+18,67113F-HRTimeline
MML INVESTORS SERVICES, LLC82,995$5.9M0.02%+2,93513F-HRTimeline
Haven Private, LLC82,338$5.85M2.59%-82,03013F-HRTimeline
ShankerValleau Wealth Advisors, Inc.81,735$5.81M1.66%new13F-HRTimeline
Cresset Asset Management, LLC71,860$5.1M0.03%+54,94713F-HR/ATimeline
AE Wealth Management LLC62,100$4.41M0.03%+29,66513F-HRTimeline
Herold Advisors, Inc.57,833$4.11M0.86%+7,71613F-HRTimeline
CoreCap Advisors, LLC54,949$3.9M0.16%+9,58413F-HRTimeline
Full Sail Capital, LLC40,557$2.88M0.17%+37,03613F-HRTimeline
Waterfront Wealth Inc.38,872$2.76M0.62%+12,93213F-HRTimeline
WCG Wealth Advisors LLC37,325$2.65M0.17%+99913F-HRTimeline
Plancorp, LLC34,155$2.43M0.08%+1,50513F-HRTimeline
SEEDS INVESTOR LLC28,636$2.03M0.48%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,765$1.76M<0.01%+45413F-HR/ATimelineGroup
Mendota Financial Group, LLC21,138$1.5M1.42%new13F-HRTimeline
Armbruster Capital Management, Inc.21,000$1.49M0.27%+8,92513F-HRTimeline
Chicago Partners Investment Group LLC17,676$1.29M0.04%+48313F-HRTimeline
Lion Street Advisors, LLC15,357$1.09M0.33%+1,59513F-HRTimeline
DIXON FNANCIAL SERVICES, INC.11,933$848K0.43%013F-HRTimeline
MAI Capital Management9,385$667K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC9,229$656K0.47%+6,43313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,424$598K<0.01%-1713F-HRTimeline
LEGACY FINANCIAL GROUP, INC.7,358$523K0.15%+1,14613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,229$514K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,085$483K<0.01%-15,58013F-HR/ATimelineGroup
Farther Finance Advisors, LLC5,973$424K0.01%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,750$337K<0.01%new13F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…4,750$337K0.09%new13F-HRTimeline
WealthPlan Investment Management, LLC4,543$323K0.02%new13F-HRTimeline
Pacific Asset Management, LLC4,480$318K0.26%new13F-HRTimeline
BLVD Private Wealth, LLC3,280$233K0.22%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,857$132K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,046$74.3K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC823$58.5K0.01%+16613F-HRTimeline
McIlrath & Eck, LLC77$5.47K<0.01%013F-HRTimeline
Asset Dedication, LLC61$4.33K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.