Avantis US LG Cap Eq ETFAVLCETF
13F holders, Q2 2026 (June 30)115holders +26
29new positions
4sold out
1famous investor
$89.93avg. 13F price*
At the end of Q2 2026, 115 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings, up 26 from Q1 2026. 29 opened new positions and 4 sold out. The largest holders were Oak Root LLC ($180.7M), Hills Bank & Trust Co ($101.3M) and Beaird Harris Wealth Management, LLC ($75.7M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Avantis US LG Cap Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $74.3M |
| Exits | 4 | $3.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,195,707 shares bought and 601,087 shares sold, net +1,594,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Oak Root LLC | 19.94% | Reduce -14.6% | 2,008,725 | $180.7M |
| Hills Bank & Trust Co | 4.31% | Reduce -5.3% | 1,125,936 | $101.3M |
| Beaird Harris Wealth Management, LLC | 4.74% | Add +13.0% | 841,598 | $75.7M |
| Pacific Life Fund Advisors LLC | 7.32% | Reduce -7.6% | 739,705 | $66.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.3% | 706,672 | $63.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.96% | Add +11.2% | 493,444 | $44.4M |
| Cypress Point Wealth Management, LLC | 8.84% | Reduce -2.9% | 482,866 | $43.4M |
| Park Avenue Securities LLC | 0.27% | Add +13.0% | 480,400 | $43.2M |
| Ridgeline Wealth, LLC | 23.72% | Add +0.2% | 450,687 | $40.5M |
| LPL Financial LLC | 0.01% | Reduce -5.3% | 422,791 | $38.0M |
| Global Strategic Investment Solutions, LLC | 3.34% | Add +89.5% | 414,510 | $37.3M |
| Simplicity Wealth,LLC | 1.16% | Add +2.4% | 380,366 | $34.2M |
| Well Done, LLC | 4.40% | Add +7.1% | 363,663 | $32.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 358,552 | $32.0M |
| Allworth Financial LP | 0.12% | Add +27.7% | 323,092 | $29.1M |
| Networth Advisors, LLC | 13.56% | Add +6.9% | 259,352 | $23.3M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Add +1157.8% | 243,516 | $21.9M |
| OneDigital Investment Advisors LLC | 0.17% | Add +1.6% | 229,862 | $20.7M |
| FAS Wealth Partners, Inc. | 1.07% | Add +2.2% | 228,649 | $20.6M |
| American Century Companies Inc. | 0.01% | New | 218,405 | $19.6M |
| Uptick Partners, LLC | 3.04% | Add +137.6% | 216,968 | $19.5M |
| Financial Insights, Inc. | 5.03% | New | 206,355 | $18.6M |
| AE Wealth Management LLC | 0.08% | Add +19.7% | 180,245 | $16.2M |
| Cresset Asset Management, LLC | 0.06% | Add +23.9% | 174,005 | $15.7M |
| Buttonwood Financial Group, LLC | 8.73% | Reduce -3.6% | 169,783 | $15.3M |
| Prosperity Planning, Inc. | 4.37% | Add +5.3% | 151,352 | $13.6M |
| Arcadia Investment Advisors LLC | 5.52% | Add +2.3% | 145,554 | $13.1M |
| Strategic Blueprint, LLC | 0.65% | Add +2.2% | 145,387 | $13.1M |
| HighTower Advisors, LLC | 0.01% | Add +0.4% | 135,800 | $12.2M |
| Western Reserve Capital Management, LLC | 8.81% | Add +0.7% | 132,044 | $11.9M |
| Visionary Wealth Advisors | 0.45% | Add +5.6% | 128,084 | $11.5M |
| B&D White Capital Company, LLC | 1.13% | New | 126,616 | $11.4M |
| Dogwood Wealth Management LLC | 3.88% | Reduce -5.6% | 109,391 | $9.8M |
| Mendota Financial Group, LLC | 6.07% | Add +17.5% | 108,849 | $9.8M |
| Herold Advisors, Inc. | 1.93% | Add +19.9% | 108,644 | $9.8M |
| Waterfront Wealth Inc. | 1.46% | Add +134.2% | 104,343 | $9.4M |
| Haven Private, LLC | 3.52% | Add +7.1% | 102,825 | $9.3M |
| MML Investors Services, LLC | 0.02% | Add +21.8% | 101,271 | $9.1M |
| Two Sigma Investments, LP | 0.01% | New | 94,200 | $8.5M |
| CoreCap Advisors, LLC | 0.25% | Add +15.3% | 94,083 | $8.5M |
| Canvas Wealth Advisors, LLC | 1.15% | Add +5.1% | 91,889 | $8.3M |
| Commerce Bank | 0.04% | Add +418.3% | 91,240 | $8.2M |
| ShankerValleau Wealth Advisors, Inc. | 2.10% | Reduce -2.3% | 88,673 | $8.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.45% | Add +0.9% | 84,292 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.7% | 71,391 | $6.4M |
| Private Wealth Asset Management, LLC | 0.57% | Add +17.2% | 65,534 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.2% | 56,028 | $5.0M |
| BFI Wealth Solutions, LLC | 3.10% | Add +129.5% | 46,466 | $4.2M |
| Ameritas Advisory Services, LLC | 0.08% | New | 44,649 | $4.0M |
| Apella Capital, LLC | 0.06% | New | 44,087 | $3.9M |
| Endeavor Private Wealth, Inc. | 0.81% | Add +9.9% | 37,116 | $3.3M |
| Plancorp, LLC | 0.08% | Add +0.0% | 36,272 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +108.1% | 35,175 | $3.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 29,681 | $2.7M |
| Seeds Investor LLC | 0.27% | Add +24.2% | 28,819 | $2.6M |
| WCG Wealth Advisors LLC | 0.05% | Reduce -23.7% | 23,461 | $2.1M |
| MAI Capital Management | 0.01% | Add +36.9% | 21,597 | $1.9M |
| Legacy Financial Group, Inc. | 0.44% | Add +35.6% | 21,058 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Add +3.6% | 21,281 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.1% | 20,070 | $1.8M |
| Fort Vancouver Investment Management, LLC | 0.79% | New | 18,755 | $1.7M |
| World Investment Advisors | 0.02% | No change | 19,360 | $1.5M |
| Armbruster Capital Management, Inc. | 0.22% | Reduce -22.9% | 16,200 | $1.5M |
| Betterment LLC | 0.00% | Add +10.4% | 15,432 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +78.8% | 12,361 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +55.8% | 12,113 | $1.1M |
| Dixon Fnancial Services, Inc. | 0.43% | No change | 11,933 | $1.1M |
| Independent Wealth Network Inc. | 0.24% | New | 10,444 | $940K |
| FSA Advisors, Inc. | 0.43% | New | 10,430 | $938K |
| Team Financial Group, LLC | 0.40% | Add +242.7% | 10,359 | $932K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -17.1% | 9,899 | $891K |
| Bison Wealth, LLC | 0.08% | Add +0.5% | 9,175 | $824K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.7% | 8,564 | $771K |
| Vaquero Private Wealth, Ltd. | 0.15% | — | 8,361 | $752K |
| Lloyd Advisory Services, LLC. | 0.28% | Add +650.5% | 7,910 | $712K |
| Flow Traders U.S. LLC | 0.03% | New | 7,431 | $668K |
| Clearwater Capital Advisors, LLC | 0.04% | New | 6,454 | $581K |
| Montag A & Associates Inc. | 0.02% | Add +58.5% | 6,030 | $542K |
| Quantinno Capital Management LP | 0.00% | New | 5,740 | $516K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 5,586 | $503K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | Add +0.2% | 5,577 | $502K |
| Capital Investment Advisors, LLC | 0.01% | New | 5,317 | $478K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,325 | $472K |
| Diversify Wealth Management, LLC | 0.01% | Add +90.2% | 5,325 | $472K |
| Compound Planning, Inc. | 0.01% | Add +83.2% | 5,035 | $453K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.7% | 4,903 | $441K |
| Evanson Financial, LLC | 0.02% | — | 4,642 | $418K |
| Pacific Asset Management, LLC | 0.20% | Reduce -3.0% | 4,495 | $404K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 3,982 | $358K |
| Mosaic Family Wealth Partners, LLC | 0.02% | Add +15.6% | 3,787 | $341K |
| Private Advisor Group, LLC | 0.00% | Add +5.7% | 3,715 | $334K |
| D. E. Shaw & Co. | 0.00% | New | 3,370 | $303K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,233 | $291K |
| Truist Financial Corp. | 0.00% | New | 2,424 | $218K |
| BLVD Private Wealth, LLC | 0.16% | New | 2,363 | $213K |
| Platt Wealth Management LLC | 0.17% | New | 2,355 | $211K |
| Acorn Wealth Advisors, LLC | 0.05% | New | 2,273 | $204K |
| Savvy Advisors, Inc. | 0.00% | New | 2,268 | $204K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,140 | $193K |
| Burk Holdings LLC | 0.06% | No change | 1,918 | $173K |
"% of holder's portfolio" is AVLC's weight in each manager's 13F, not the share of Avantis US LG Cap Eq ETF the manager owns.