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Disclosery

AVSF AMERICAN CENTY ETF TR

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AVANTIS SHFXDINC (fund)

91 managers (92 13F filers) reported a position in AVSF shares at 2026-06-30, 11,685,092 shares in all. 12 filers opened a position and 32 filers sold out during the quarter.

Managers
91
13F filers
92
New
12
Added
46
Reduced
22
Sold out
32
Shares held by filers
11,685,092

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
MASECO LLP2,039,533$95M2.67%+83,60313F-HRTimeline
Verus Financial Partners, Inc.1,358,338$63.3M5.41%+2,43213F-HRTimeline
Financial Plan, Inc.926,710$43.2M4.09%+75,45813F-HRTimeline
Savant Capital, LLC874,275$40.7M0.12%-889,75013F-HRTimeline
Simplicity Wealth,LLC741,461$34.5M1.17%+9,77813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC588,196$27.4M0.01%-70,57113F-HRTimelineGroup
Creative Planningin group Creative Planning415,934$19.4M0.01%+16,50113F-HRTimelineGroup
Pacific Life Fund Advisors LLC335,004$15.6M1.72%+22,59613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC302,623$14.1M0.09%+31,70113F-HRTimelineGroup
Allworth Financial LP231,574$10.8M0.05%+50,65213F-HRTimeline
Werba Rubin Papier Wealth Management221,889$10.3M1.25%+19,65313F-HRTimeline
Fort Vancouver Investment Management, L…208,610$9.71M4.54%+31,09613F-HRTimeline
Ferguson Johnson Wealth Management Inc198,305$9.23M6.73%+6,58513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC195,046$9.08M<0.01%+129,39713F-HRTimelineGroup
Mattern Wealth Management LLC191,929$8.94M1.47%-13,32913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC185,248$8.63M<0.01%+140,24913F-HRTimelineGroup
Strategic Blueprint, LLC168,913$7.87M0.39%+5,33013F-HRTimeline
LPL Financial LLC161,983$7.54M<0.01%-721,29813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC146,090$6.8M<0.01%+16,00813F-HRTimelineGroup
Allodium Investment Consultants, LLC99,663$4.64M1.97%+10,26913F-HRTimeline
McCartney Wealth Management LLC97,038$4.52M3.43%+4,01013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP92,805$4.32M0.01%+9,37613F-HR/ATimelineGroup
MAIMON WEALTH MANAGEMENT LTD.88,580$4.13M3.18%+9,20013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.86,175$4.01M0.98%+12,85013F-HRTimeline
Plancorp, LLC85,675$3.97M0.1%013F-HRTimeline
Trajan Wealth LLC79,569$3.71M0.14%-2,77913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,641$3.62M<0.01%new13F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth73,955$3.44M0.03%-25713F-HRTimelineGroup
Navigoe, LLC71,760$3.34M1.75%+12,06213F-HRTimeline
CoreCap Advisors, LLC71,217$3.32M0.1%-162,17813F-HRTimeline
Cogent Private Wealth, Inc.66,881$3.11M1.95%+7,32213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,437$3.09M<0.01%+4,20813F-HRTimeline
Arcadia Wealth Management, Inc.65,336$3.04M1.45%+4,52613F-HRTimeline
B&D White Capital Company, LLC64,876$3.02M0.3%+1,87313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC63,157$2.94M0.05%new13F-HRTimeline
MML INVESTORS SERVICES, LLC61,935$2.88M0.01%+12,37013F-HRTimeline
Integrated Advisors Network LLC61,543$2.87M0.13%-41013F-HRTimeline
McMill Wealth Management57,867$2.69M0.66%+7,28913F-HR/ATimeline
Tillman Hartley LLC56,430$2.63M0.59%+15,58013F-HRTimeline
Pacific Asset Management, LLC56,334$2.62M1.29%+3,89413F-HRTimeline
Approach Retirement Advisors, LLC46,438$2.16M1.57%+1,03413F-HRTimeline
Valued Wealth Advisors LLC38,403$1.79M0.65%-15,00613F-HRTimeline
Private Advisor Group, LLC37,849$1.76M0.01%+12,44413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,808$1.62M<0.01%+28,93113F-HRTimelineGroup
Eaton-Cambridge Inc.33,742$1.57M0.44%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,285$1.5M<0.01%+4,19113F-HRTimelineGroup
SC&H Financial Advisors, Inc.29,969$1.4M0.19%+1,14613F-HRTimeline
Beacon Pointe Advisors, LLC29,953$1.39M0.01%new13F-HRTimeline
Factor Wealth Management LTD29,879$1.39M0.21%-6,05713F-HRTimeline
IFP Advisors, Inc25,609$1.19M0.02%-56513F-HRTimeline
Smartleaf Asset Management LLC25,405$1.18M0.04%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,289$1.13M<0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding23,586$1.09MnewTimeline
PCG Wealth Advisors, LLC22,813$1.06M0.24%-7,22713F-HRTimeline
Clearwater Capital Advisors, LLC21,963$1.02M0.07%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,398$857K0.07%-1,26713F-HRTimeline
ATLas Financial Planning LLC17,611$820K0.66%+4,68413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,986$512K0.16%+49413F-HRTimeline
Wilkerson Advisory Group LLC9,897$461K0.14%-1,48813F-HRTimeline
marrick wealth, LLC8,986$418K0.3%+1,97713F-HRTimeline
Farther Finance Advisors, LLC8,965$417K<0.01%+213F-HRTimeline
Apella Capital, LLC8,838$410K0.01%013F-HRTimeline
Investment Advisory Group, LLC8,800$410K0.09%+30013F-HRTimeline
Trailhead Planners LLC8,197$382K0.37%-84313F-HRTimeline
NWAM LLC8,187$381K0.02%+8613F-HRTimeline
World Investment Advisors7,221$338K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,143$333K<0.01%-65113F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC7,087$330K0.08%013F-HRTimeline
Foundations Investment Advisors, LLC6,742$314K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,519$257K<0.01%new13F-HRTimelineGroup
Index Fund Advisors, Inc.5,478$255K0.01%+1,09013F-HRTimeline
UBS Group AGin group UBS Group AG4,995$233K<0.01%+4,93213F-HRTimelineGroup
Freedom Day Solutions, LLC4,875$227K0.05%new13F-HRTimeline
Oceanside Advisors LLC4,705$219K0.11%-11613F-HRTimeline
Burk Holdings LLC4,674$218K0.08%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,419$206K<0.01%new13F-HRTimelineGroup
JDM Financial Group LLC3,880$181K0.06%-88813F-HRTimeline
Beaird Harris Wealth Management, LLC3,402$158K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,988$139K<0.01%+29413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,776$129K<0.01%-64413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,100$97.8K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,685$78.5K0.08%013F-HRTimeline
AE Wealth Management LLC1,255$58.5K<0.01%-32,68413F-HRTimeline
Lodestone Wealth Management LLC546$25.4K0.01%+513F-HRTimeline
Ares Financial Consulting, LLC353$16.4K0.01%-12213F-HRTimeline
Lloyd Advisory Services, LLC.234$10.9K<0.01%+12213F-HRTimeline
Networth Advisors, LLC233$10.9K0.01%-68,03813F-HRTimeline
Mosley Wealth Management159$7.4K<0.01%new13F-HRTimeline
Allied Private Wealth LLC142$6.58K<0.01%13F-HRTimeline
LAM GROUP, INC.90$4.19K<0.01%+513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$22<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.