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Disclosery

AVSF AMERICAN CENTY ETF TR

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AVANTIS SHFXDINC (fund)

66 managers (66 13F filers) reported a position in AVSF shares at 2025-03-31, 8,313,224 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
66
13F filers
66
New
8
Added
41
Reduced
9
Sold out
4
Shares held by filers
8,313,224

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PrairieView Partners, LLC2,624,034$123M12.8%-1,34713F-HRTimeline
Verus Financial Partners, Inc.1,460,316$67.9M7.74%+30,84913F-HRTimeline
Simplicity Wealth,LLC617,528$28.9M2.24%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC408,208$19.1M0.01%+37,31513F-HRTimelineGroup
Creative Planningin group Creative Planning352,546$16.5M0.02%+9,81313F-HRTimelineGroup
Pacific Life Fund Advisors LLC262,207$12.3M1.37%-26,07513F-HRTimeline
Mattern Wealth Management LLC199,156$9.31M2.06%+16,25813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC193,233$9.03M0.11%+24,33213F-HRTimelineGroup
Fort Vancouver Investment Management, L…140,226$6.55M5.03%new13F-HRTimeline
LPL Financial LLC137,247$6.41M<0.01%+18,07513F-HRTimeline
Strategic Blueprint, LLC131,553$6.15M0.34%+3,14913F-HRTimeline
Trajan Wealth LLC131,052$6.13M0.33%+23,50513F-HRTimeline
Werba Rubin Papier Wealth Management113,738$5.32M1.16%+20,74013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP98,363$4.6M0.01%+75013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,542$4.33M<0.01%new13F-HRTimelineGroup
Plancorp, LLC85,675$4M0.16%-15013F-HRTimeline
FLOW TRADERS U.S. LLC76,573$3.58M0.15%+55,64513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC70,789$3.31M<0.01%+9,83913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC68,206$3.19M<0.01%+55,62413F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth67,493$3.15M0.05%+12,11213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,341$2.87M<0.01%+8,84313F-HRTimeline
Integrated Advisors Network LLC61,158$2.86M0.14%+29813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC56,325$2.63M0.07%+5113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.55,367$2.59M1.41%+3,52513F-HRTimeline
B&D White Capital Company, LLC54,577$2.56M0.38%+8,86013F-HRTimeline
MML INVESTORS SERVICES, LLC51,152$2.39M0.01%+7,48113F-HRTimeline
Allworth Financial LP43,659$2.04M0.01%-59213F-HRTimeline
Mariner, LLCin group Mariner, LLC40,294$1.88M<0.01%+69813F-HRTimelineGroup
Eaton-Cambridge Inc.37,480$1.75M0.75%+32,25113F-HRTimeline
Tillman Hartley LLC36,728$1.72M0.5%+15813F-HRTimeline
Factor Wealth Management LTD31,458$1.47M0.45%+55813F-HRTimeline
Valued Wealth Advisors LLC30,873$1.44M0.87%+22,97413F-HRTimeline
Allodium Investment Consultants, LLC30,415$1.42M1.05%+6,35913F-HRTimeline
CoreCap Advisors, LLC30,075$1.41M0.06%+22,70013F-HRTimeline
Arcadia Wealth Management, Inc.29,561$1.38M1.08%+4,80413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,243$1.37M<0.01%+3,09613F-HR/ATimelineGroup
Navigoe, LLC26,191$1.22M1.06%+6,57613F-HRTimeline
CARDIFF PARK ADVISORS, LLC25,558$1.19M0.12%+69013F-HRTimeline
Clearwater Capital Advisors, LLC23,630$1.1M0.11%-9,03913F-HRTimeline
McMill Wealth Management23,591$1.1M0.4%+3,96613F-HRTimeline
NewEdge Advisors, LLC22,700$1.06M0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.19,842$927K0.18%-16113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,258$900K<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC14,627$684K0.01%+11,02513F-HRTimeline
Lion Street Advisors, LLC13,248$619K0.2%+81713F-HRTimeline
Good Life Advisors, LLC12,277$574K0.04%+3,90013F-HRTimeline
Pacific Asset Management, LLC12,133$567K0.51%+4,47613F-HRTimeline
OLD MISSION CAPITAL LLC9,935$464K0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,296$434K0.18%+3413F-HRTimeline
NWAM LLC8,898$416K0.04%+4213F-HRTimeline
Farther Finance Advisors, LLC8,886$414K0.01%-12313F-HRTimeline
Apella Capital, LLC8,829$410K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…7,401$346K<0.01%+1,22713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC7,154$334K0.11%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,758$316K<0.01%new13F-HR/ATimelineGroup
Index Fund Advisors, Inc.5,219$244K0.02%-73913F-HRTimeline
Oceanside Advisors LLC5,080$237K0.17%-38013F-HRTimeline
Burk Holdings LLC4,420$207K0.16%013F-HRTimeline
Beaird Harris Wealth Management, LLC3,402$159K0.01%+42513F-HRTimeline
Tortoise Investment Management, LLC2,040$95.3K0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY1,007$47.1K<0.01%+32313F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,000$46.3K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP246$11.5K<0.01%013F-HR/ATimelineGroup
Park Square Financial Group, LLC207$9.68K0.01%new13F-HRTimeline
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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.