Avantis US LG Cap Eq ETFAVLCETF
13F holders, Q1 2024 (March 31)11holders
1famous investor
$61.79avg. 13F price*
At the end of Q1 2024, 11 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings. The largest holders were Oak Root LLC ($183.4M), Cypress Point Wealth Management, LLC ($10.3M) and AlphaQ Advisors LLC ($9.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis US LG Cap Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $16.4M |
| Exits | 2 | $1.3M |
Ownership 11 holders
| Oak Root LLC | 24.58% | No change | 2,967,500 | $183.4M |
| Cypress Point Wealth Management, LLC | 5.25% | New | 165,882 | $10.3M |
| AlphaQ Advisors LLC | 5.64% | Add +7.7% | 151,469 | $9.4M |
| LPL Financial LLC | 0.00% | New | 57,271 | $3.5M |
| Plancorp, LLC | 0.07% | Add +25.0% | 24,495 | $1.5M |
| Citadel Advisors | 0.00% | Add +327.4% | 21,500 | $1.3M |
| Waterfront Wealth Inc. | 0.26% | New | 15,715 | $930K |
| Commonwealth Equity Services, LLC | 0.00% | New | 15,015 | $928K |
| Dixon Fnancial Services, Inc. | 0.41% | New | 11,933 | $738K |
| Chicago Partners Investment Group LLC | 0.03% | Add +90.8% | 12,372 | $737K |
| FAS Wealth Partners, Inc. | 0.00% | New | 292 | $18K |
"% 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.