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Disclosery

AVSF AMERICAN CENTY ETF TR

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AVANTIS SHFXDINC (fund)

63 managers (63 13F filers) reported a position in AVSF shares at 2024-12-31, 7,165,126 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
63
13F filers
63
New
5
Added
27
Reduced
10
Sold out
4
Shares held by filers
7,165,126

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PrairieView Partners, LLC2,625,381$121M12.66%+2,210,28913F-HRTimeline
Verus Financial Partners, Inc.1,429,467$65.7M7.38%+38,71313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC370,893$17.1M0.01%+17,44813F-HRTimelineGroup
Creative Planningin group Creative Planning342,733$15.8M0.02%+19,34813F-HRTimelineGroup
Pacific Life Fund Advisors LLC288,282$13.3M1.38%new13F-HRTimeline
WR Wealth Planners, LLC185,753$8.57M2.76%+9,30013F-HRTimeline
Mattern Wealth Management LLC182,898$8.44M1.86%+5,89213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC168,901$7.79M0.08%+27,57313F-HRTimelineGroup
Strategic Blueprint, LLC128,404$5.92M0.35%+6,28413F-HRTimeline
LPL Financial LLC119,172$5.5M<0.01%+2,29313F-HRTimeline
Trajan Wealth LLC107,547$4.96M0.27%-13,91413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP97,613$4.5M0.01%-73513F-HRTimelineGroup
Werba Rubin Papier Wealth Management92,998$4.29M1.01%+5,01213F-HRTimeline
Plancorp, LLC85,825$3.96M0.16%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC60,950$2.81M<0.01%+10,95313F-HRTimelineGroup
Integrated Advisors Network LLC60,860$2.81M0.13%-1,42713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC56,274$2.6M0.06%-38413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth55,381$2.56M0.04%-5,86713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,498$2.42M<0.01%+8,97313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.51,842$2.39M2.27%13F-HRTimeline
B&D White Capital Company, LLC45,717$2.11M0.36%+34,75413F-HRTimeline
Allworth Financial LP44,251$2.04M0.01%-91013F-HRTimeline
MML INVESTORS SERVICES, LLC43,671$2.02M0.01%+4,57713F-HRTimeline
Mariner, LLCin group Mariner, LLC39,596$1.83M<0.01%-2,07413F-HRTimelineGroup
Tillman Hartley LLC36,570$1.69M0.48%013F-HRTimeline
Clearwater Capital Advisors, LLC32,669$1.51M0.15%+3,69813F-HRTimeline
Factor Wealth Management LTD30,900$1.43M0.47%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,147$1.21M<0.01%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC24,868$1.15M0.11%-1,80213F-HRTimeline
Arcadia Wealth Management, Inc.24,757$1.14M0.97%13F-HRTimeline
Allodium Investment Consultants, LLC24,056$1.11M0.93%13F-HRTimeline
FLOW TRADERS U.S. LLC20,928$966K0.04%-78,12513F-HRTimeline
SC&H Financial Advisors, Inc.20,003$923K0.19%+77613F-HRTimeline
McMill Wealth Management19,625$905K0.37%13F-HRTimeline
Navigoe, LLC19,615$905K0.88%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,582$581K<0.01%-14,63913F-HRTimelineGroup
Lion Street Advisors, LLC12,431$574K0.18%+90213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,949$459K0.02%new13F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.9,262$427K0.18%+83913F-HRTimeline
Farther Finance Advisors, LLC9,009$416K0.02%+12513F-HRTimeline
NWAM LLC8,856$409K0.03%+12613F-HRTimeline
Apella Capital, LLC8,829$407K0.02%013F-HRTimeline
Good Life Advisors, LLC8,377$387K0.03%+1,56213F-HRTimeline
Valued Wealth Advisors LLC7,899$364K0.23%+1,03713F-HRTimeline
Pacific Asset Management, LLC7,657$353K0.33%13F-HRTimeline
CoreCap Advisors, LLC7,375$340K0.02%+4,78013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC7,154$330K0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…6,174$285K<0.01%013F-HRTimeline
Index Fund Advisors, Inc.5,958$275K0.01%+1,38413F-HRTimeline
Oceanside Advisors LLC5,460$252K0.19%+20513F-HRTimeline
Eaton-Cambridge Inc.5,229$241K0.11%013F-HRTimeline
Burk Holdings LLC4,420$204K0.16%13F-HRTimeline
AE Wealth Management LLC3,602$166K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2,977$137K0.01%013F-HRTimeline
Tortoise Investment Management, LLC2,040$94.1K0.01%013F-HR/ATimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,000$46.1K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG827$38.2K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY684$31.6K<0.01%+2713F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP246$11.3K<0.01%+713F-HRTimelineGroup
LAM GROUP, INC.75$3.46K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9$415<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$22<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.