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Disclosery

AVNM AMERICAN CENTY ETF TR

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AVANTIS ALL INT (fund)

56 managers (56 13F filers) reported a position in AVNM shares at 2026-06-30, 6,804,378 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
56
13F filers
56
New
10
Added
28
Reduced
12
Sold out
7
Shares held by filers
6,804,378

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Merit Financial Group, LLC2,155,582$178M1.1%+129,23713F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC822,604$67.8M0.09%+51,27813F-HRTimeline
Geometric Wealth Advisors736,769$60.7M6.57%+23,21513F-HRTimeline
BWM Planning, LLC406,514$33.5M7.77%+27,50713F-HRTimeline
Wealth Management Partners, LLC384,167$31.6M7.45%+3,20713F-HRTimeline
Duncan Williams Asset Management, LLC361,184$29.8M6.71%+47,29013F-HRTimeline
LPL Financial LLC224,409$18.5M<0.01%+27,65113F-HRTimeline
Acumen Wealth Advisors, LLC197,134$16.2M3.44%+177,43813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP192,423$15.9M0.02%-23,27513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC160,512$13.2M<0.01%-29,07213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC156,822$12.9M0.02%+11,43913F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC154,349$12.7M4.77%+5,34113F-HRTimeline
Peak Asset Management, LLC129,890$10.7M1.57%+4,93513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC135,801$6.94M0.33%+74,89713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,585$5.73M0.01%+1,66513F-HRTimelineGroup
TrustWell Financial Advisors, LLC66,661$5.49M4.66%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC64,155$5.29M<0.01%+43,16513F-HRTimelineGroup
B&D White Capital Company, LLC51,999$4.28M0.43%-3,74413F-HRTimeline
Ausdal Financial Partners, Inc.46,834$3.86M0.15%-47213F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC33,300$2.74M0.03%-2,10113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,500$2.1M0.01%+14,45013F-HRTimelineGroup
Waterfront Wealth Inc.24,722$2.04M0.32%new13F-HRTimeline
Altus Wealth Group LLC20,041$1.65M0.6%-10,50413F-HRTimeline
Oak Wealth Advisors LLC19,240$1.58M0.76%+1,48413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,192$1.42M<0.01%-3,68813F-HRTimeline
Strathmore Capital Advisors, Inc.16,498$1.35M0.36%-12013F-HRTimeline
N.E.W. Advisory Services LLC12,553$1.03M0.07%+1,54913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,445$1.02M<0.01%+5,49813F-HRTimelineGroup
AE Wealth Management LLC11,584$954K<0.01%+6,44113F-HRTimeline
Orcam Financial Group9,010$742K0.36%+8913F-HRTimeline
Cloud Capital Management, LLC8,132$669K0.24%+4913F-HRTimeline
Hutchens & Kramer Investment Management…7,717$636K0.17%+15013F-HRTimeline
Savant Capital, LLC7,666$632K<0.01%new13F-HRTimeline
FMB WEALTH MANAGEMENT6,967$574K0.21%013F-HRTimeline
GWN SECURITIES INC.6,400$527K0.09%+12313F-HRTimeline
Farther Finance Advisors, LLC6,182$509K<0.01%-14,20413F-HRTimeline
Capital Investment Advisors, LLC5,858$483K0.01%new13F-HRTimeline
BIP Wealth, LLC4,491$370K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,483$369K<0.01%-14,14413F-HRTimelineGroup
Allworth Financial LP4,436$365K<0.01%+3,80013F-HRTimeline
XY Planning Network, Inc.3,928$324K0.04%+14313F-HRTimeline
SFG Wealth Management, LLC.3,912$322K0.12%-6,60213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,755$309K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC3,593$296K<0.01%13F-HRTimeline
EHRLICH FINANCIAL GROUP2,848$235K0.12%+1513F-HRTimeline
Frankly Finances, LLC2,742$226K0.18%013F-HR/ATimeline
Orion Capital Management LLC523$43.1K0.01%+46613F-HRTimeline
UBS Group AGin group UBS Group AG390$32.1K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.218$18K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.198$16.3K<0.01%+2413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…173$14.3K<0.01%-813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY110$9.06K<0.01%013F-HRTimelineGroup
New England Capital Financial Advisors …97$7.99K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC49$4.04K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$1.32K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC15$1.23K<0.01%013F-HRTimeline