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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 2025-09-30, 8,863,142 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
63
13F filers
63
New
9
Added
34
Reduced
15
Sold out
7
Shares held by filers
8,863,142

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Savant Capital, LLCin group Savant Capital, LLC2,738,144$129M0.78%new13F-HR/ATimelineGroup
Verus Financial Partners, Inc.1,549,482$73.2M7.04%+46,50513F-HRTimeline
Simplicity Wealth,LLC635,150$30M1.74%-664,21613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC454,434$21.5M0.01%+20,91313F-HRTimelineGroup
Pacific Life Fund Advisors LLC431,340$20.4M2.09%-72,53813F-HRTimeline
Creative Planningin group Creative Planning390,113$18.4M0.01%+33,51913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC221,229$10.4M0.08%+17,13513F-HRTimelineGroup
Mattern Wealth Management LLC177,258$8.37M1.67%-11,43613F-HRTimeline
Strategic Blueprint, LLC148,368$7.01M0.31%+5,36813F-HRTimeline
Fort Vancouver Investment Management, L…148,091$6.99M3.88%+9,28313F-HRTimeline
LPL Financial LLC141,482$6.68M<0.01%-3,46113F-HRTimeline
Werba Rubin Papier Wealth Management132,111$6.24M1.01%+18,64813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth113,188$5.33M0.06%+43,21713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC96,947$4.58M0.01%new13F-HRTimelineGroup
Trajan Wealth LLC93,212$4.4M0.19%-27,39213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC90,650$4.28M<0.01%+13,00013F-HRTimelineGroup
Plancorp, LLC85,675$4.05M0.13%013F-HRTimeline
Allworth Financial LP81,130$3.83M0.02%+37,97013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP79,851$3.77M0.01%+1,12413F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.70,551$3.33M1.03%+83713F-HRTimeline
Integrated Advisors Network LLC65,124$3.07M0.13%+3,67313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC60,130$2.84M0.06%+3,63213F-HRTimeline
B&D White Capital Company, LLC57,060$2.69M0.35%+1,65613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,994$2.55M<0.01%-11,19713F-HRTimeline
Mariner, LLCin group Mariner, LLC48,907$2.31M<0.01%+5,29813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC48,731$2.3M0.01%+27313F-HRTimeline
Navigoe, LLC43,139$2.04M1.3%+6,68613F-HRTimeline
Arcadia Wealth Management, Inc.41,259$1.95M1.18%+8,54813F-HRTimeline
Tillman Hartley LLC39,680$1.87M0.48%+14813F-HRTimeline
CoreCap Advisors, LLC38,086$1.8M0.07%+1,76513F-HRTimeline
Eaton-Cambridge Inc.37,515$1.77M0.62%-7213F-HRTimeline
Allodium Investment Consultants, LLC35,478$1.68M0.95%+2,90013F-HRTimeline
Factor Wealth Management LTD35,021$1.65M0.41%+2,14213F-HRTimeline
McMill Wealth Management34,895$1.65M0.47%+3,81913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,697$1.64M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,008$1.61M<0.01%-1,45913F-HRTimelineGroup
AE Wealth Management LLC32,272$1.52M0.01%+12,15213F-HRTimeline
PCG Wealth Advisors, LLC28,250$1.33M0.39%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC25,727$1.21M0.09%+7313F-HRTimeline
Clearwater Capital Advisors, LLC25,673$1.21M0.1%+1,50513F-HRTimeline
SC&H Financial Advisors, Inc.20,038$946K0.15%-23313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,439$776K<0.01%+16,43913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,270$579K<0.01%new13F-HRTimelineGroup
Valued Wealth Advisors LLC10,046$474K0.22%-12813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,996$472K0.03%new13F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.9,817$464K0.17%+84513F-HRTimeline
Pacific Asset Management, LLC9,728$459K0.31%-24013F-HRTimeline
NWAM LLC9,129$432K0.02%+8713F-HR/ATimeline
Apella Capital, LLC8,829$418K0.01%013F-HRTimeline
Farther Finance Advisors, LLC8,798$415K0.01%-11413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,526$403K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC8,260$390K<0.01%-5,87413F-HRTimeline
Investment Advisory Group, LLC7,300$345K0.09%+3,00013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC7,087$335K0.1%-6713F-HRTimeline
Oceanside Advisors LLC4,964$234K0.15%+19713F-HRTimeline
Burk Holdings LLC4,420$209K0.11%013F-HRTimeline
Beaird Harris Wealth Management, LLC3,627$171K0.01%+22513F-HRTimeline
Tortoise Investment Management, LLC2,040$96.3K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,632$77K<0.01%+1,32213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,007$47.5K<0.01%-213F-HR/ATimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,000$47.2K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG85$4.01K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC52$2K<0.01%new13F-HRTimelineGroup