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Disclosery

AVLC AMERICAN CENTY ETF TR

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AVANTIS US LARG (fund)

89 managers (89 13F filers) reported a position in AVLC shares at 2026-03-31, 13,154,901 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
89
13F filers
89
New
14
Added
50
Reduced
17
Sold out
4
Shares held by filers
13,154,901

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC2,351,457$182M22.24%-85,70013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,188,777$92.2M4.46%+1,174,29813F-HRTimelineGroup
Pacific Life Fund Advisors LLC800,365$62.1M7.13%-32,87913F-HRTimeline
Beaird Harris Wealth Management, LLC744,755$57.8M3.93%+83,42913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC629,355$48.8M0.01%+53,53713F-HRTimelineGroup
Cypress Point Wealth Management, LLC497,372$38.6M8.31%+39,58913F-HRTimeline
Ridgeline Wealth, LLC449,618$34.9M24.98%+5,43513F-HRTimeline
LPL Financial LLC446,321$34.6M0.01%+28,41013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC443,964$34.4M0.95%+53,11613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC425,109$33M0.26%+43,77813F-HRTimelineGroup
Simplicity Wealth,LLC371,421$28.8M1.63%-2,65413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO361,785$27.3M<0.01%+17,07813F-HR/ATimelineGroup
Well Done, LLC339,426$26.3M3.87%+41,95713F-HRTimeline
Allworth Financial LP252,976$19.6M0.08%+79,28013F-HRTimeline
Networth Advisors, LLC242,663$18.8M13.3%+3,49113F-HRTimeline
OneDigital Investment Advisors LLC226,149$17.5M0.17%+40413F-HRTimeline
FAS Wealth Partners, Inc.223,820$17.4M1.08%+5,13413F-HRTimeline
Global Strategic Investment Solutions, …218,787$17M1.67%-12,10513F-HRTimeline
Buttonwood Financial Group, LLC176,093$13.7M8.4%-170,51913F-HRTimeline
AE Wealth Management LLC150,599$11.7M0.06%+10,51313F-HRTimeline
Prosperity Planning, Inc.143,690$11.1M2.82%+12,92713F-HRTimeline
Strategic Blueprint, LLC142,300$11M0.64%+1,37813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC142,261$11M5.21%+1,15013F-HRTimeline
Cresset Asset Management, LLC140,443$10.9M0.05%+26,57513F-HRTimeline
HighTower Advisors, LLC135,243$10.5M0.01%+82413F-HRTimeline
Western Reserve Capital Management, LLC131,178$10.2M8.35%-2,01213F-HRTimeline
Visionary Wealth Advisors121,283$9.41M0.42%-5,70813F-HRTimeline
Dogwood Wealth Management LLC115,853$8.98M3.9%+2,57113F-HRTimeline
Haven Private, LLC96,042$7.45M3.24%+1,97313F-HRTimeline
Mendota Financial Group, LLC92,625$7.18M5.32%+18,74313F-HRTimeline
UPTICK PARTNERS, LLC91,310$7.08M1.41%+28,16213F-HRTimeline
ShankerValleau Wealth Advisors, Inc.90,743$7.04M1.98%+8,48613F-HRTimeline
Herold Advisors, Inc.90,586$7.02M1.54%+13,24313F-HRTimeline
Canvas Wealth Advisors, LLC87,440$6.78M1.15%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV83,672$6.49M0.01%-99313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…83,565$6.48M1.35%new13F-HRTimeline
MML INVESTORS SERVICES, LLC83,182$6.45M0.02%-15,61013F-HRTimeline
CoreCap Advisors, LLC81,570$6.33M0.22%+3,27713F-HRTimeline
Private Wealth Asset Management, LLC55,903$4.34M0.46%+27,66813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,621$3.77M0.01%+13,93413F-HRTimeline
Waterfront Wealth Inc.44,545$3.45M0.63%+4,21013F-HRTimeline
Plancorp, LLC36,267$2.94M0.08%+1,10313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.33,769$2.62M0.75%+1,07513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,221$2.5M<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC30,747$2.38M0.07%-3,33813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,387$2.28M<0.01%+4,53613F-HRTimelineGroup
SEEDS INVESTOR LLC23,204$1.92M0.26%+4,54113F-HRTimeline
Chicago Partners Investment Group LLC20,533$1.74M0.04%+4613F-HRTimeline
Armbruster Capital Management, Inc.21,000$1.63M0.27%013F-HRTimeline
BFI Wealth Solutions, LLC20,247$1.59M1.52%-8,96213F-HRTimeline
World Investment Advisors19,360$1.5M0.02%+7,95113F-HRTimeline
Vestmark Advisory Solutions, Inc.19,360$1.5M0.02%+7,95113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,067$1.4M0.01%+12,80113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK17,604$1.37M0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,905$1.31M<0.01%-21,17413F-HRTimelineGroup
MAI Capital Management15,773$1.22M0.01%+4,06813F-HRTimeline
LEGACY FINANCIAL GROUP, INC.15,524$1.2M0.32%+4,87813F-HRTimeline
Betterment LLC13,974$1.08M<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,934$925K<0.01%-3213F-HRTimeline
DIXON FNANCIAL SERVICES, INC.11,933$925K0.42%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,435$809K<0.01%new13F-HRTimelineGroup
Bison Wealth, LLC9,131$801K0.08%+17813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,628$669K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,775$603K<0.01%+4,66613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,912$556K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC6,344$497K<0.01%+37113F-HRTimeline
Cambridge Investment Research Advisors,…5,586$433K<0.01%-2713F-HRTimeline
Allegiance Financial Group Advisory Ser…5,565$432K0.09%+20213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,921$382K<0.01%-23313F-HRTimelineGroup
Pacific Asset Management, LLC4,635$359K0.2%+13713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,973$308K0.01%+513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC3,805$295K0.01%+54513F-HRTimeline
Private Advisor Group, LLC3,516$273K<0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,276$254K0.03%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,053$237K0.02%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,800$236K<0.01%new13F-HRTimelineGroup
Team Financial Group, LLC3,023$234K0.11%new13F-HRTimeline
Compound Planning, Inc.2,748$213K0.01%013F-HRTimeline
Acropolis Investment Management, LLC2,140$166K0.01%new13F-HRTimeline
Burk Holdings LLC1,918$149K0.06%new13F-HRTimeline
Lloyd Advisory Services, LLC.1,054$81.7K0.02%-6,64913F-HRTimeline
Kingdom Financial Group LLC.1,054$81.7K0.02%-2013F-HRTimeline
Nemes Rush Group LLC823$63.8K0.01%013F-HRTimeline
Rossby Financial, LCC426$33.4K0.01%+3213F-HRTimeline
Asset Dedication, LLC399$30.9K<0.01%+8813F-HRTimeline
Strategic Wealth Partners, Ltd.96$7.45K<0.01%+713F-HRTimeline
McIlrath & Eck, LLC77$5.97K<0.01%013F-HRTimeline
Activest Wealth Management76$5.92K<0.01%013F-HRTimeline
REAP Financial Group, LLC36$2.83K<0.01%013F-HRTimeline