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Disclosery

AVSF AMERICAN CENTY ETF TR

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AVANTIS SHFXDINC (fund)

64 managers (64 13F filers) reported a position in AVSF shares at 2025-06-30, 10,718,301 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
64
13F filers
64
New
1
Added
38
Reduced
15
Sold out
4
Shares held by filers
10,718,301

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PrairieView Partners, LLC2,663,499$125M12.11%+39,46513F-HRTimeline
MASECO LLP1,566,243$73.7M2.8%13F-HRTimeline
Verus Financial Partners, Inc.1,502,977$70.3M7.17%+42,66113F-HRTimeline
Simplicity Wealth,LLC1,299,366$61.1M2.54%+681,83813F-HRTimeline
Pacific Life Fund Advisors LLC503,878$23.7M2.54%+241,67113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC433,521$20.4M0.01%+25,31313F-HRTimelineGroup
Creative Planningin group Creative Planning356,594$16.8M0.01%+4,04813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC204,094$9.6M0.09%+10,86113F-HRTimelineGroup
Mattern Wealth Management LLC188,694$8.87M1.85%-10,46213F-HRTimeline
LPL Financial LLC144,943$6.82M<0.01%+7,69613F-HRTimeline
Strategic Blueprint, LLC143,000$6.73M0.33%+11,44713F-HRTimeline
Fort Vancouver Investment Management, L…138,808$6.53M4.46%-1,41813F-HRTimeline
Trajan Wealth LLC120,604$5.67M0.28%-10,44813F-HRTimeline
Werba Rubin Papier Wealth Management113,463$5.34M1%-27513F-HRTimeline
Plancorp, LLC85,675$4.03M0.14%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP78,727$3.7M<0.01%-19,63613F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC77,650$3.65M<0.01%+6,86113F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth69,971$3.29M0.04%+2,47813F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.69,714$3.28M1.55%+14,34713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC65,191$3.07M<0.01%+3,85013F-HRTimeline
Integrated Advisors Network LLC61,451$2.89M0.13%+29313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC56,498$2.66M0.06%+17313F-HRTimeline
B&D White Capital Company, LLC55,404$2.61M0.4%+82713F-HRTimeline
MML INVESTORS SERVICES, LLC48,458$2.28M0.01%-2,69413F-HRTimeline
Mariner, LLCin group Mariner, LLC43,609$2.05M<0.01%+3,31513F-HRTimelineGroup
Allworth Financial LP43,160$2.03M0.01%-49913F-HRTimeline
Tillman Hartley LLC39,532$1.86M0.53%+2,80413F-HRTimeline
Eaton-Cambridge Inc.37,587$1.77M0.67%+10713F-HRTimeline
Navigoe, LLC36,453$1.71M1.29%+10,26213F-HRTimeline
CoreCap Advisors, LLC36,321$1.71M0.07%+6,24613F-HRTimeline
FLOW TRADERS U.S. LLC36,268$1.71M0.06%-40,30513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,467$1.67M<0.01%+6,22413F-HR/ATimelineGroup
Factor Wealth Management LTD32,879$1.55M0.42%+1,42113F-HRTimeline
Arcadia Wealth Management, Inc.32,711$1.54M1.05%+3,15013F-HRTimeline
Allodium Investment Consultants, LLC32,578$1.53M0.97%+2,16313F-HRTimeline
McMill Wealth Management31,076$1.46M0.48%+7,48513F-HRTimeline
CARDIFF PARK ADVISORS, LLC25,654$1.21M0.1%+9613F-HRTimeline
Clearwater Capital Advisors, LLC24,168$1.14M0.1%+53813F-HRTimeline
SC&H Financial Advisors, Inc.20,271$953K0.16%+42913F-HRTimeline
AE Wealth Management LLC20,120$946K0.01%+5,49313F-HRTimeline
Lion Street Advisors, LLC14,909$701K0.21%+1,66113F-HRTimeline
NewEdge Advisors, LLC14,134$665K<0.01%-8,56613F-HRTimeline
Good Life Advisors, LLC13,690$644K0.04%+1,41313F-HRTimeline
Valued Wealth Advisors LLC10,174$478K0.25%-20,69913F-HRTimeline
Pacific Asset Management, LLC9,968$469K0.38%-2,16513F-HRTimeline
NWAM LLC9,042$424K0.02%+14413F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.8,972$422K0.17%-32413F-HRTimeline
Farther Finance Advisors, LLC8,912$419K0.01%+2613F-HRTimeline
Apella Capital, LLC8,829$413K0.01%013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC7,154$336K0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…6,648$313K<0.01%-75313F-HRTimeline
Index Fund Advisors, Inc.5,276$248K0.01%+5713F-HRTimeline
Oceanside Advisors LLC4,767$224K0.15%-31313F-HRTimeline
Burk Holdings LLC4,420$208K0.13%013F-HRTimeline
Investment Advisory Group, LLC4,300$202K0.06%new13F-HRTimeline
Beaird Harris Wealth Management, LLC3,402$160K0.01%013F-HRTimeline
Park Square Financial Group, LLC2,602$122K0.09%+2,39513F-HRTimeline
Tortoise Investment Management, LLC2,040$95.9K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,009$47.5K<0.01%+213F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,000$47K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC466$21.9K<0.01%-92,07613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP310$14.6K<0.01%+6413F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.