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Disclosery

AVNM AMERICAN CENTY ETF TR

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AVANTIS ALL INT (fund)

40 managers (40 13F filers) reported a position in AVNM shares at 2025-12-31, 5,506,113 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
7
Added
24
Reduced
3
Sold out
3
Shares held by filers
5,506,113

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
Merit Financial Group, LLC1,944,852$143M1.15%+162,23013F-HRTimeline
Geometric Wealth Advisors684,435$50.3M6.47%+9,94613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC643,907$47.3M0.06%-10,38413F-HRTimeline
Wealth Management Partners, LLC338,676$24.9M7.11%+8,65413F-HRTimeline
BWM Planning, LLC335,347$24.7M6.59%+75,24913F-HRTimeline
Duncan Williams Asset Management, LLC280,261$22.2M5.52%+271,89913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP204,500$15M0.02%+7,75313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC190,561$14M<0.01%+74113F-HRTimelineGroup
Edge Financial Advisors LLC164,799$12.1M5.1%+121,40313F-HRTimeline
B&D White Capital Company, LLC139,865$10.3M1.19%+35913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC132,605$9.75M3.84%new13F-HRTimeline
Peak Asset Management, LLC118,758$8.73M1.49%+2,28413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC54,235$3.99M0.24%+14,86313F-HRTimeline
Ausdal Financial Partners, Inc.44,783$3.29M0.15%+72513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,908$3.15M<0.01%+12,05213F-HRTimelineGroup
Altus Wealth Group LLC28,847$2.12M0.85%+25813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC24,901$1.83M0.02%+4,61213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS20,780$1.53M<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC17,858$1.31M0.01%new13F-HRTimeline
Oak Wealth Advisors LLC16,292$1.2M0.69%+3,10913F-HRTimeline
Strathmore Capital Advisors, Inc.12,436$914K0.3%-1,77113F-HRTimeline
North Ridge Wealth Advisors, Inc.9,743$716K0.4%+413F-HRTimeline
Orcam Financial Group8,911$655K0.49%+12213F-HRTimeline
Cloud Capital Management, LLC8,566$629K0.3%+23513F-HRTimeline
Hutchens & Kramer Investment Management…6,747$496K0.17%+2,23713F-HRTimeline
FMB WEALTH MANAGEMENT6,048$445K0.18%+1,98313F-HRTimeline
AE Wealth Management LLC5,143$378K<0.01%013F-HRTimeline
BIP Wealth, LLC3,942$290K0.01%-40013F-HRTimeline
XY Planning Network, Inc.3,785$278K0.05%+54113F-HRTimeline
N.E.W. Advisory Services LLC3,427$252K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,925$215K<0.01%+1,83313F-HRTimelineGroup
Frankly Finances, LLC2,742$202K0.19%13F-HR/ATimeline
Global Retirement Partners, LLC1,348$99.1K<0.01%new13F-HRTimeline
Allworth Financial LP494$36.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC335$25K<0.01%+21913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.174$12.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89$6.54K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC57$4.19K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$1.18K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC15$1.08K<0.01%013F-HRTimeline