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Disclosery

AVSF AMERICAN CENTY ETF TR

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AVANTIS SHFXDINC (fund)

112 managers (112 13F filers) reported a position in AVSF shares at 2026-03-31, 13,376,020 shares in all. 41 filers opened a position and 6 filers sold out during the quarter.

Managers
112
13F filers
112
New
41
Added
36
Reduced
24
Sold out
6
Shares held by filers
13,376,020

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MASECO LLP1,955,930$91.6M2.87%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,764,025$82.6M0.4%-419,34613F-HRTimelineGroup
Verus Financial Partners, Inc.1,355,906$63.4M5.69%+13,30813F-HRTimeline
LPL Financial LLC883,281$41.3M0.01%+744,00713F-HRTimeline
Financial Plan, Inc.851,252$39.8M4.27%+110,76313F-HRTimeline
Simplicity Wealth,LLC731,683$34.2M1.94%+65,55213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC658,767$30.8M0.01%+169,90413F-HRTimelineGroup
Creative Planningin group Creative Planning399,433$18.7M0.01%-16,97013F-HRTimelineGroup
Pacific Life Fund Advisors LLC312,408$14.6M1.68%-49,16313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC270,922$12.7M0.1%new13F-HRTimelineGroup
CoreCap Advisors, LLC233,395$10.9M0.37%+184,36813F-HRTimeline
Mattern Wealth Management LLC205,258$9.61M1.87%+11,29813F-HRTimeline
Werba Rubin Papier Wealth Management202,236$9.46M1.32%new13F-HRTimeline
Ferguson Johnson Wealth Management Inc191,720$8.97M7.28%+12,61813F-HRTimeline
Allworth Financial LP180,922$8.47M0.03%new13F-HRTimeline
Fort Vancouver Investment Management, L…177,514$8.31M4.22%+26,73713F-HRTimeline
Strategic Blueprint, LLC163,583$7.66M0.45%+3,81113F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC154,877$7.25M2.3%new13F-HRTimeline
Atria Investments, Inc138,863$6.5M0.07%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC130,082$6.09M<0.01%+10,96713F-HRTimelineGroup
McCartney Wealth Management LLC93,028$4.35M3.67%+1,46313F-HRTimeline
Allodium Investment Consultants, LLC89,394$4.18M2%+38,91013F-HRTimeline
Plancorp, LLC85,675$4M0.11%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP83,429$3.9M0.01%+1,76213F-HRTimelineGroup
Trajan Wealth LLC82,348$3.85M0.16%-5,13413F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.79,380$3.71M3.25%+5,20013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth74,212$3.47M0.03%+4,52813F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.73,325$3.43M0.98%-6,89513F-HRTimeline
Networth Advisors, LLC68,271$3.2M2.26%+2,63613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,649$3.07M<0.01%new13F-HRTimelineGroup
B&D White Capital Company, LLC63,003$2.95M0.36%+2,72313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,229$2.91M<0.01%+1,44513F-HRTimeline
Integrated Advisors Network LLC61,953$2.9M0.15%-86513F-HRTimeline
Arcadia Wealth Management, Inc.60,810$2.85M1.54%+11,16813F-HRTimeline
Navigoe, LLC59,698$2.79M1.65%+10,71613F-HRTimeline
Cogent Private Wealth, Inc.59,559$2.79M2.01%+21,70413F-HRTimeline
Global View Capital Management LLC55,409$2.59M0.69%new13F-HRTimeline
Valued Wealth Advisors LLC53,409$2.5M1.01%+43,37313F-HRTimeline
Pacific Asset Management, LLC52,440$2.45M1.37%+8,29513F-HRTimeline
McMill Wealth Management50,578$2.37M0.63%+3,18213F-HRTimeline
MML INVESTORS SERVICES, LLC49,565$2.32M0.01%-3,44213F-HRTimeline
Mariner, LLCin group Mariner, LLC46,634$2.18M<0.01%-2,07113F-HRTimelineGroup
Approach Retirement Advisors, LLC45,404$2.12M1.77%+11313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,999$2.11M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,587$2.04M0.02%new13F-HRTimelineGroup
Tillman Hartley LLC40,850$1.91M0.48%013F-HRTimeline
Factor Wealth Management LTD35,936$1.68M0.32%-3,57013F-HRTimeline
AE Wealth Management LLC33,939$1.59M0.01%-5,76213F-HRTimeline
Eaton-Cambridge Inc.33,742$1.58M0.49%013F-HRTimeline
United Advisor Group, LLC33,632$1.57M0.19%new13F-HRTimeline
PCG Wealth Advisors, LLC30,040$1.41M0.36%-1,52413F-HRTimeline
Balefire, LLC29,211$1.37M0.26%new13F-HRTimeline
SC&H Financial Advisors, Inc.28,823$1.35M0.2%+9,31013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,094$1.31M<0.01%-6713F-HRTimelineGroup
Virtue Capital Management, LLC27,157$1.27M0.19%new13F-HRTimeline
IFP Advisors, Inc26,174$1.22M0.03%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,495$1.19M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC25,405$1.19M0.01%new13F-HRTimeline
Smartleaf Asset Management LLC25,405$1.19M0.04%new13F-HRTimeline
Clearwater Capital Advisors, LLC21,963$1.03M0.08%-2,94613F-HRTimeline
Orion Porfolio Solutions, LLC21,462$1M0.01%new13F-HRTimeline
Hutchens & Kramer Investment Management…21,125$989K0.31%new13F-HRTimeline
SWMG, LLC19,907$932K0.27%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,665$920K0.07%-6,16413F-HRTimeline
Legacy Wealth Partners, LLC19,437$910K0.23%new13F-HRTimeline
Fulcrum Equity Management17,107$801K0.78%new13F-HRTimeline
GeoWealth Management, LLC14,973$701K0.03%new13F-HRTimeline
ATLas Financial Planning LLC12,927$605K0.54%013F-HRTimeline
RFG Advisory, LLC12,340$578K0.01%new13F-HRTimeline
WORLD EQUITY GROUP, INC.12,061$564K0.15%new13F-HRTimeline
Wilkerson Advisory Group LLC11,385$533K0.18%-218,05313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,039$517K0.02%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,492$491K0.17%+81913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,032$469K0.02%+1213F-HRTimelineGroup
Trailhead Planners LLC9,040$423K0.41%+59913F-HRTimeline
Farther Finance Advisors, LLC8,963$420K<0.01%+3713F-HRTimeline
Apella Capital, LLC8,838$415K0.01%013F-HRTimeline
Investment Advisory Group, LLC8,500$398K0.1%013F-HRTimeline
NWAM LLC8,101$379K0.02%-47113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,794$365K<0.01%-31,92213F-HRTimelineGroup
Ausdal Financial Partners, Inc.7,378$345K0.02%new13F-HRTimeline
World Investment Advisors7,221$338K0.01%-35313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC7,087$332K0.09%013F-HRTimeline
marrick wealth, LLC7,009$328K0.28%-4913F-HRTimeline
Arkadios Wealth Advisors6,903$323K0.01%new13F-HRTimeline
NewEdge Advisors, LLC6,527$305K<0.01%-30013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,877$275K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,744$269K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC5,633$264K0.01%new13F-HRTimeline
Encompass More Asset Management5,394$252K0.04%new13F-HRTimeline
Oceanside Advisors LLC4,821$226K0.13%013F-HRTimeline
JDM Financial Group LLC4,768$223K0.09%+33313F-HRTimeline
Burk Holdings LLC4,674$219K0.09%013F-HRTimeline
Index Fund Advisors, Inc.4,388$205K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,420$159K<0.01%+1,00113F-HRTimelineGroup
Beaird Harris Wealth Management, LLC3,402$159K0.01%-22513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,694$126K<0.01%+1,58113F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,685$78.9K0.08%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,649$77.2K<0.01%new13F-HRTimeline
Advisory Services Network, LLC779$36.5K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC541$25.3K0.01%+413F-HR/ATimeline
Ares Financial Consulting, LLC475$22.3K0.02%-11913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…247$11.6K<0.01%new13F-HRTimelineGroup
Lloyd Advisory Services, LLC.112$5.26K<0.01%-39913F-HRTimeline
Kingdom Financial Group LLC.112$5.26K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC99$4.63K<0.01%+9813F-HRTimelineGroup
WealthShield Partners, LLC88$4.12K<0.01%new13F-HRTimeline
LAM GROUP, INC.85$3.98K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG63$2.95K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46$2.15K<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$22<0.01%-16,43913F-HR/ATimelineGroupAmount filed as zero, left out of ratios.
SIGNATUREFD, LLC0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.