Avantis US LG Cap Eq ETFAVLCETF
13F holders, Q2 2024 (June 30)19holders +8
10new positions
2sold out
$62.77avg. 13F price*
At the end of Q2 2024, 19 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings, up 8 from Q1 2024. 10 opened new positions and 2 sold out. The largest holders were Oak Root LLC ($182.6M), Pacific Life Fund Advisors LLC ($39.3M) and Beaird Harris Wealth Management, LLC ($20.9M).
- Company
- Avantis US LG Cap Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2024)
- CUSIP
- 025072158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $83.3M |
| Exits | 2 | $10.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,385,498 shares bought and 233,281 shares sold, net +1,152,217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Oak Root LLC | 24.33% | Reduce -2.0% | 2,908,670 | $182.6M |
| Pacific Life Fund Advisors LLC | 3.92% | New | 626,266 | $39.3M |
| Beaird Harris Wealth Management, LLC | 1.97% | New | 333,250 | $20.9M |
| Cypress Point Wealth Management, LLC | 6.16% | Add +24.9% | 207,241 | $13.0M |
| Dogwood Wealth Management LLC | 5.79% | New | 149,832 | $9.4M |
| Waypoint Capital Advisors, LLC | 1.38% | New | 88,122 | $5.5M |
| Arcadia Investment Advisors LLC | 2.85% | New | 80,106 | $5.0M |
| LPL Financial LLC | 0.00% | Add +25.9% | 72,112 | $4.5M |
| Plancorp, LLC | 0.07% | No change | 24,495 | $1.5M |
| Corient Private Wealth LP | 0.00% | New | 22,452 | $1.4M |
| Prosperity Planning, Inc. | 0.42% | New | 19,457 | $1.2M |
| Waterfront Wealth Inc. | 0.28% | Add +4.3% | 16,391 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.9% | 13,533 | $850K |
| Chicago Partners Investment Group LLC | 0.03% | Add +7.2% | 13,258 | $834K |
| Dixon Fnancial Services, Inc. | 0.42% | No change | 11,933 | $749K |
| My Personal CFO, LLC | 0.13% | New | 3,760 | $236K |
| Herold Advisors, Inc. | 0.05% | New | 3,204 | $201K |
| UBS Group AG | 0.00% | New | 826 | $52K |
| FAS Wealth Partners, Inc. | 0.00% | Add +157.9% | 753 | $47K |
"% 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.