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Disclosery

AVLC AMERICAN CENTY ETF TR

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AVANTIS US LARG (fund)

81 managers (81 13F filers) reported a position in AVLC shares at 2025-12-31, 11,481,798 shares in all. 17 filers opened a position and 2 filers sold out during the quarter.

Managers
81
13F filers
81
New
17
Added
40
Reduced
14
Sold out
2
Shares held by filers
11,481,798

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC2,437,157$192M23.16%-235,81813F-HRTimeline
Pacific Life Fund Advisors LLC833,244$65.5M6.75%-39,57713F-HRTimeline
Beaird Harris Wealth Management, LLC661,326$52M3.58%+61,10213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC575,818$45.3M0.01%+44,62413F-HRTimelineGroup
Cypress Point Wealth Management, LLC457,783$36M7.86%+39,06513F-HRTimeline
Ridgeline Wealth, LLC444,183$34.9M24.22%+16,42213F-HRTimeline
LPL Financial LLC417,911$32.9M0.01%+84,61913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC390,848$30.7M0.73%+63,79013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC381,331$30M0.25%+32,78313F-HRTimelineGroup
Simplicity Wealth,LLC374,075$29.4M1.75%+17,86713F-HRTimeline
Buttonwood Financial Group, LLC346,612$28M14.89%-88,44613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO344,707$27.1M<0.01%+23,34113F-HRTimelineGroup
Well Done, LLC297,469$23.4M3.5%new13F-HRTimeline
Networth Advisors, LLC239,172$18.8M13.88%13F-HRTimeline
Global Strategic Investment Solutions, …230,892$18.2M1.77%+7,48213F-HRTimeline
OneDigital Investment Advisors LLC225,745$17.7M0.17%-10,75513F-HRTimeline
FAS Wealth Partners, Inc.218,686$17.2M1.11%+4,59513F-HRTimeline
Allworth Financial LP173,696$13.7M0.06%+134,55313F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC141,111$11.1M5.16%+7,89713F-HRTimeline
Strategic Blueprint, LLC140,922$11.1M0.65%new13F-HRTimeline
AE Wealth Management LLC140,086$11M0.06%+50,01213F-HRTimeline
HighTower Advisors, LLC134,419$10.6M0.01%-1213F-HRTimeline
Western Reserve Capital Management, LLC133,190$10.5M9.76%13F-HRTimeline
Prosperity Planning, Inc.130,763$10.3M2.69%+7,15713F-HRTimeline
Visionary Wealth Advisors126,991$9.98M0.45%+2,73313F-HRTimeline
Cresset Asset Management, LLC113,868$8.95M0.04%+11,32713F-HRTimeline
Dogwood Wealth Management LLC113,282$8.91M3.92%-7,88013F-HRTimeline
MML INVESTORS SERVICES, LLC98,792$7.77M0.02%+12,41613F-HRTimeline
Haven Private, LLC94,069$7.4M3.24%+4,60413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV84,665$6.66M0.01%-21,08313F-HRTimeline
ShankerValleau Wealth Advisors, Inc.82,257$6.47M1.75%-21113F-HRTimeline
CoreCap Advisors, LLC78,293$6.16M0.21%+17,23113F-HRTimeline
Herold Advisors, Inc.77,343$6.08M1.36%+12,68813F-HRTimeline
Mendota Financial Group, LLC73,882$5.81M4.23%+38,00213F-HRTimeline
UPTICK PARTNERS, LLC63,148$4.96M1.06%new13F-HRTimeline
Skyview Financial Group LLC49,061$3.86M3.98%13F-HRTimeline
Waterfront Wealth Inc.40,335$3.26M0.62%+34313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,079$2.99M<0.01%+17,43213F-HRTimelineGroup
Plancorp, LLC35,164$2.76M0.08%+513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,687$2.73M<0.01%+24,90213F-HRTimeline
WCG Wealth Advisors LLC34,085$2.68M0.08%-1,84113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.32,694$2.57M0.74%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC30,374$2.39M<0.01%013F-HRTimelineGroup
BFI Wealth Solutions, LLC29,209$2.3M2.19%13F-HRTimeline
Private Wealth Asset Management, LLC28,235$2.22M0.24%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,851$1.95M<0.01%-2,87713F-HR/ATimelineGroup
Chicago Partners Investment Group LLC20,487$1.65M0.04%+84513F-HRTimeline
Armbruster Capital Management, Inc.21,000$1.65M0.28%013F-HRTimeline
SEEDS INVESTOR LLC18,663$1.47M0.28%-6,97513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co14,479$1.14M0.07%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,966$941K0.01%+5,76413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.11,933$938K0.42%013F-HRTimeline
MAI Capital Management11,705$920K0.01%+97513F-HRTimeline
World Investment Advisors11,409$897K0.01%+6,30413F-HR/ATimeline
Vestmark Advisory Solutions, Inc.11,409$897K0.01%+6,30413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.10,646$837K0.22%+1,38513F-HRTimeline
Bison Wealth, LLC8,953$689K0.08%new13F-HRTimeline
Lloyd Advisory Services, LLC.7,703$606K0.23%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,912$525K<0.01%-35013F-HR/ATimelineGroup
Farther Finance Advisors, LLC5,973$470K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…5,613$441K<0.01%new13F-HRTimeline
FineMark National Bank & Trust5,401$425K0.01%+2,17613F-HRTimeline
Allegiance Financial Group Advisory Ser…5,363$422K0.09%+33413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,266$414K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,154$405K<0.01%+1,91113F-HRTimelineGroup
Pacific Asset Management, LLC4,498$354K0.21%+1213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,968$312K0.01%new13F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC3,458$272K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC3,260$256K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,109$244K<0.01%+46613F-HR/ATimelineGroup
Compound Planning, Inc.2,748$216K0.01%+713F-HRTimeline
BLVD Private Wealth, LLC2,596$204K0.18%-9113F-HRTimeline
Kingdom Financial Group LLC.1,074$84.4K0.03%new13F-HRTimeline
Nemes Rush Group LLC823$64.7K0.01%013F-HRTimeline
Arax Advisory Partners736$57.8K<0.01%new13F-HRTimeline
Rossby Financial, LCC394$31K0.01%+12713F-HRTimeline
Asset Dedication, LLC311$24.5K<0.01%+18313F-HRTimeline
Strategic Wealth Partners, Ltd.89$7K<0.01%-5,32913F-HRTimeline
McIlrath & Eck, LLC77$6.05K<0.01%013F-HRTimeline
Activest Wealth Management76$5.99K<0.01%new13F-HRTimeline
REAP Financial Group, LLC36$2.86K<0.01%new13F-HRTimeline