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Disclosery

AVLC AMERICAN CENTY ETF TR

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AVANTIS US LARG (fund)

64 managers (64 13F filers) reported a position in AVLC shares at 2025-09-30, 10,128,688 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
64
13F filers
64
New
15
Added
34
Reduced
10
Sold out
5
Shares held by filers
10,128,688

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC2,672,975$205M23.68%-47,64513F-HRTimeline
Pacific Life Fund Advisors LLC872,821$66.8M6.85%-88,47913F-HRTimeline
Beaird Harris Wealth Management, LLC600,224$45.9M3.26%+78,35613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC531,194$40.6M0.01%+51,34013F-HRTimelineGroup
Buttonwood Financial Group, LLC435,058$33.4M14.41%new13F-HRTimeline
Ridgeline Wealth, LLC427,761$32.7M24.16%+16,28613F-HRTimeline
Cypress Point Wealth Management, LLC418,718$32M6.48%+47,42713F-HRTimeline
Simplicity Wealth,LLC356,208$27.3M1.58%-360,96613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC348,548$26.7M0.21%new13F-HRTimelineGroup
LPL Financial LLC333,292$25.5M0.01%+25,45313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC327,058$25M0.62%+98,29813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO321,366$24.6M<0.01%-81,56113F-HR/ATimelineGroup
OneDigital Investment Advisors LLC236,500$18.1M0.19%-43,14713F-HRTimeline
Global Strategic Investment Solutions, …223,410$17.1M1.71%+35,64413F-HRTimeline
FAS Wealth Partners, Inc.214,091$16.4M1.11%+1,06013F-HRTimeline
HighTower Advisors, LLC134,431$10.3M0.01%+1,70813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC133,214$10.2M4.95%+2,45713F-HRTimeline
Visionary Wealth Advisors124,258$9.51M0.44%+6,47513F-HRTimeline
Prosperity Planning, Inc.123,606$9.46M2.55%+12,58213F-HRTimeline
Dogwood Wealth Management LLC121,162$9.27M4.21%+1,49713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV105,748$8.09M0.01%-42,14213F-HRTimeline
Cresset Asset Management, LLC102,541$7.85M0.03%+30,68113F-HR/ATimeline
AE Wealth Management LLC90,074$6.89M0.04%+27,97413F-HRTimeline
Haven Private, LLC89,465$6.84M3.02%+7,12713F-HRTimeline
MML INVESTORS SERVICES, LLC86,376$6.61M0.02%+3,38113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.82,468$6.31M1.62%+73313F-HRTimeline
Herold Advisors, Inc.64,655$4.95M1.15%+6,82213F-HRTimeline
CoreCap Advisors, LLC61,062$4.67M0.17%+6,11313F-HRTimeline
Waterfront Wealth Inc.39,992$3.05M0.62%+1,12013F-HRTimeline
Allworth Financial LP39,143$2.99M0.01%new13F-HRTimeline
Full Sail Capital, LLC37,847$2.9M0.16%-2,71013F-HRTimeline
WCG Wealth Advisors LLC35,926$2.75M0.17%-1,39913F-HRTimeline
Mendota Financial Group, LLC35,880$2.75M2.05%+14,74213F-HRTimeline
Plancorp, LLC35,159$2.69M0.08%+1,00413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC30,374$2.32M<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,728$2.12M<0.01%+2,96313F-HRTimelineGroup
SEEDS INVESTOR LLC25,638$1.96M0.41%-2,99813F-HRTimeline
Armbruster Capital Management, Inc.21,000$1.61M0.27%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,647$1.58M<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC19,642$1.54M0.04%+1,96613F-HRTimeline
DIXON FNANCIAL SERVICES, INC.11,933$913K0.42%013F-HRTimeline
MAI Capital Management10,730$821K0.01%+1,34513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth10,158$793K0.01%+5,40813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,785$749K<0.01%+1,36113F-HRTimeline
LEGACY FINANCIAL GROUP, INC.9,261$709K0.19%+1,90313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,262$527K<0.01%+17713F-HRTimelineGroup
PALO ALTO WEALTH ADVISORS, LLC6,525$510K0.15%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,202$475K<0.01%+4,34513F-HRTimeline
Farther Finance Advisors, LLC5,973$457K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.5,418$415K0.03%new13F-HRTimeline
World Investment Advisors5,105$391K0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.5,105$391K0.01%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…5,029$385K0.09%+27913F-HRTimeline
Pacific Asset Management, LLC4,486$343K0.23%+613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,243$248K<0.01%new13F-HRTimelineGroup
FineMark National Bank & Trust3,225$247K0.01%new13F-HRTimeline
Compound Planning, Inc.2,741$210K0.01%new13F-HRTimeline
BLVD Private Wealth, LLC2,687$206K0.18%-59313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,643$202K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC2,622$201K0.01%new13F-HRTimeline
Nemes Rush Group LLC823$63K0.01%013F-HRTimeline
Rossby Financial, LCC267$20.5K0.01%new13F-HRTimeline
Asset Dedication, LLC128$9.79K<0.01%+6713F-HRTimeline
McIlrath & Eck, LLC77$5.89K<0.01%013F-HRTimeline