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Disclosery

AVNM AMERICAN CENTY ETF TR

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AVANTIS ALL INT (fund)

54 managers (54 13F filers) reported a position in AVNM shares at 2026-03-31, 6,181,248 shares in all. 17 filers opened a position and 1 filer sold out during the quarter.

Managers
54
13F filers
54
New
17
Added
25
Reduced
4
Sold out
1
Shares held by filers
6,181,248

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
Merit Financial Group, LLC2,026,345$154M1.15%+81,49313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC771,326$58.8M0.08%+127,41913F-HRTimeline
Geometric Wealth Advisors713,554$54.4M6.81%+29,11913F-HRTimeline
Wealth Management Partners, LLC380,960$29M8.29%+42,28413F-HRTimeline
BWM Planning, LLC379,007$28.9M7.61%+43,66013F-HRTimeline
Duncan Williams Asset Management, LLC313,894$23.9M6.63%+33,63313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP215,698$16.4M0.02%+11,19813F-HRTimelineGroup
LPL Financial LLC196,758$15M<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC189,584$14.4M<0.01%-97713F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC149,008$11.3M4.67%+16,40313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC145,383$11.1M0.02%new13F-HRTimelineGroup
Peak Asset Management, LLC124,955$9.52M1.68%+6,19713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,920$5.17M0.01%+25,01213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC60,904$4.64M0.28%+6,66913F-HRTimeline
B&D White Capital Company, LLC55,743$4.25M0.52%-84,12213F-HRTimeline
Ausdal Financial Partners, Inc.47,306$3.6M0.16%+2,52313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC35,401$2.7M0.03%+10,50013F-HRTimelineGroup
Altus Wealth Group LLC30,545$2.33M0.95%+1,69813F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV21,447$1.63M1.02%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,990$1.6M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS20,880$1.59M<0.01%+10013F-HRTimeline
Farther Finance Advisors, LLC20,386$1.58M0.01%+2,52813F-HRTimeline
Acumen Wealth Advisors, LLC19,696$1.5M0.4%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,627$1.42M<0.01%new13F-HRTimelineGroup
Oak Wealth Advisors LLC17,756$1.35M0.74%+1,46413F-HRTimeline
Strathmore Capital Advisors, Inc.16,618$1.35M0.38%+4,18213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,050$842K0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC11,004$838K0.06%+7,57713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,669$813K<0.01%new13F-HRTimelineGroup
SFG Wealth Management, LLC.10,514$801K0.33%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.9,629$733K0.41%-11413F-HRTimeline
Orcam Financial Group8,921$679K0.48%+1013F-HRTimeline
Cloud Capital Management, LLC8,083$615K0.27%-48313F-HRTimeline
Hutchens & Kramer Investment Management…7,567$576K0.18%+82013F-HRTimeline
FMB WEALTH MANAGEMENT6,967$531K0.22%+91913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,947$529K<0.01%+4,02213F-HRTimelineGroup
GWN SECURITIES INC.6,277$478K0.09%new13F-HRTimeline
AE Wealth Management LLC5,143$392K<0.01%013F-HRTimeline
XY Planning Network, Inc.3,785$293K0.05%013F-HRTimeline
HRT FINANCIAL LP3,278$249K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,992$228K<0.01%new13F-HRTimelineGroup
EHRLICH FINANCIAL GROUP2,833$216K0.12%new13F-HRTimeline
Frankly Finances, LLC2,742$209K0.19%013F-HRTimeline
Allworth Financial LP636$48.5K<0.01%+14213F-HRTimeline
CWM, LLCin group CWM, LLC477$36.3K<0.01%+14213F-HRTimelineGroup
Team Financial Group, LLC400$30.5K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…181$13.8K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.174$13.3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY110$8.38K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89$6.78K<0.01%013F-HR/ATimelineGroup
Orion Capital Management LLC57$4.34K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$1.22K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC15$1.12K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$44<0.01%new13F-HRTimeline