AVLC AMERICAN CENTY ETF TR
FollowAVANTIS US LARG (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in AVLC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Oak Root LLC | 2,008,725 | $181M | 19.99% | 0 | 13F-HRTimeline |
| Apella Capital, LLC | 220,308 | $20.2M | 0.26% | +176,221 | 13F-HRTimeline |
| Prosperity Planning, Inc. | 162,333 | $14.7M | 3.25% | +10,981 | 13F-HRTimeline |
| Mendota Financial Group, LLC | 135,835 | $12.3M | 7.6% | +26,986 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 99,937 | $9.02M | 0.26% | +5,854 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 4,449 | $402K | <0.01% | -454 | 13F-HRTimeline |
| Acropolis Investment Management, LLC | 2,140 | $193K | 0.01% | 0 | 13F-HRTimeline |