Skip to content
Disclosery

AVSF AMERICAN CENTY ETF TR

Follow

AVANTIS SHFXDINC (fund)

77 managers (77 13F filers) reported a position in AVSF shares at 2025-12-31, 9,295,295 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
77
13F filers
77
New
8
Added
33
Reduced
19
Sold out
6
Shares held by filers
9,295,295

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Savant Capital, LLCin group Savant Capital, LLC2,183,371$103M0.58%-554,77313F-HRTimelineGroup
Verus Financial Partners, Inc.1,342,598$63.3M5.82%-206,88413F-HRTimeline
Financial Plan, Inc.740,489$34.9M4%13F-HRTimeline
Simplicity Wealth,LLC666,131$31.4M1.87%+30,98113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC488,863$23M0.01%+34,42913F-HRTimelineGroup
Creative Planningin group Creative Planning416,403$19.6M0.01%+26,29013F-HRTimelineGroup
Pacific Life Fund Advisors LLC361,571$17M1.75%-69,76913F-HRTimeline
Wilkerson Advisory Group LLC229,438$10.8M3.81%13F-HRTimeline
Mattern Wealth Management LLC193,960$9.13M1.76%+16,70213F-HRTimeline
Ferguson Johnson Wealth Management Inc179,102$8.43M7.01%13F-HRTimeline
Strategic Blueprint, LLC159,772$7.52M0.44%+11,40413F-HRTimeline
Fort Vancouver Investment Management, L…150,777$7.1M3.79%+2,68613F-HRTimeline
LPL Financial LLC139,274$6.56M<0.01%-2,20813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC119,115$5.61M<0.01%+28,46513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC111,626$5.26M0.09%+51,49613F-HR/ATimeline
McCartney Wealth Management LLC91,565$4.31M3.72%13F-HRTimeline
Trajan Wealth LLC87,482$4.12M0.17%-5,73013F-HRTimeline
Plancorp, LLC85,675$4.03M0.12%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP81,667$3.85M0.01%+1,81613F-HR/ATimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.80,220$3.78M1.08%+9,66913F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.74,180$3.49M3.25%13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth69,684$3.28M0.04%-43,50413F-HRTimelineGroup
Networth Advisors, LLC65,635$3.09M2.28%13F-HRTimeline
Integrated Advisors Network LLC62,818$2.96M0.13%-2,30613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,784$2.86M<0.01%+6,79013F-HRTimeline
B&D White Capital Company, LLC60,280$2.84M0.33%+3,22013F-HRTimeline
MML INVESTORS SERVICES, LLC53,007$2.5M0.01%+4,27613F-HRTimeline
Allodium Investment Consultants, LLC50,484$2.38M1.2%+15,00613F-HRTimeline
Arcadia Wealth Management, Inc.49,642$2.34M1.34%+8,38313F-HRTimeline
CoreCap Advisors, LLC49,027$2.31M0.08%+10,94113F-HRTimeline
Navigoe, LLC48,982$2.31M1.42%+5,84313F-HRTimeline
Mariner, LLCin group Mariner, LLC48,705$2.29M<0.01%-20213F-HRTimelineGroup
McMill Wealth Management47,396$2.23M0.63%+12,50113F-HRTimeline
Approach Retirement Advisors, LLC45,291$2.13M1.84%13F-HRTimeline
Pacific Asset Management, LLC44,145$2.08M1.25%+34,41713F-HRTimeline
Tillman Hartley LLC40,850$1.92M0.48%+1,17013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,716$1.87M<0.01%+5,70813F-HRTimelineGroup
AE Wealth Management LLC39,701$1.87M0.01%+7,42913F-HRTimeline
Factor Wealth Management LTD39,506$1.86M0.4%+4,48513F-HRTimeline
Cogent Private Wealth, Inc.37,855$1.78M1.36%13F-HRTimeline
Eaton-Cambridge Inc.33,742$1.59M0.52%-3,77313F-HRTimeline
PCG Wealth Advisors, LLC31,564$1.49M0.42%+3,31413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,161$1.33M0.01%+15,89113F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC25,829$1.22M0.1%+10213F-HRTimeline
Clearwater Capital Advisors, LLC24,909$1.17M0.1%-76413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,677$1.02M<0.01%-13,02013F-HRTimelineGroup
SC&H Financial Advisors, Inc.19,513$919K0.14%-52513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,439$774K<0.01%013F-HRTimelineGroup
ATLas Financial Planning LLC12,927$609K0.6%13F-HRTimeline
Valued Wealth Advisors LLC10,036$473K0.21%-1013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,020$472K0.02%+2413F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.9,673$455K0.16%-14413F-HRTimeline
Farther Finance Advisors, LLC8,926$420K<0.01%+12813F-HRTimeline
Apella Capital, LLC8,838$416K0.01%+913F-HRTimeline
NWAM LLC8,572$404K0.02%-55713F-HRTimeline
Investment Advisory Group, LLC8,500$400K0.1%+1,20013F-HRTimeline
Trailhead Planners LLC8,441$397K0.39%13F-HRTimeline
World Investment Advisors7,574$357K0.01%new13F-HR/ATimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC7,087$334K0.1%013F-HRTimeline
marrick wealth, LLC7,058$332K0.27%13F-HRTimeline
NewEdge Advisors, LLC6,827$321K<0.01%-1,43313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,529$307K<0.01%-1,99713F-HRTimelineGroup
Evanson Asset Management, LLC6,215$293K0.02%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,607$264K<0.01%new13F-HRTimelineGroup
Oceanside Advisors LLC4,821$227K0.14%-14313F-HRTimeline
Burk Holdings LLC4,674$220K0.1%+25413F-HRTimeline
JDM Financial Group LLC4,435$209K0.08%new13F-HRTimeline
Beaird Harris Wealth Management, LLC3,627$171K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,419$114K<0.01%+78713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,113$52.4K<0.01%+10613F-HR/ATimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,000$47.1K0.02%013F-HRTimeline
Ares Financial Consulting, LLC594$28K0.03%13F-HRTimeline
Lodestone Wealth Management LLC537$25.3K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.511$24.1K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.112$5.25K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC0$10<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CWM, LLCin group CWM, LLC1$00%-5113F-HRTimelineGroupValue filed as zero, left out of ratios.