Avantis US LG Cap Eq ETFAVLCETF
13F holders, Q4 2024 (December 31)32holders +4
6new positions
2sold out
1famous investor
$67.55avg. 13F price*
At the end of Q4 2024, 32 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings, up 4 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Oak Root LLC ($196.5M), Pacific Life Fund Advisors LLC ($79.2M) and Beaird Harris Wealth Management, LLC ($29.0M). 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 (Q4 2024)
- CUSIP
- 025072158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $29.4M |
| Exits | 2 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 874,977 shares bought and 55,554 shares sold, net +819,423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Oak Root LLC | 25.58% | No change | 2,908,670 | $196.5M |
| Pacific Life Fund Advisors LLC | 8.21% | Add +18.0% | 1,172,118 | $79.2M |
| Beaird Harris Wealth Management, LLC | 2.50% | Add +6.8% | 429,240 | $29.0M |
| Mercer Global Advisors Inc. | 0.07% | New | 409,202 | $27.6M |
| Cypress Point Wealth Management, LLC | 6.86% | Add +31.2% | 326,175 | $22.0M |
| FAS Wealth Partners, Inc. | 1.19% | Reduce -4.5% | 209,465 | $14.1M |
| Haven Private, LLC | 6.52% | — | 172,733 | $11.7M |
| Dogwood Wealth Management LLC | 4.98% | Reduce -5.8% | 139,379 | $9.4M |
| LPL Financial LLC | 0.00% | Add +10.1% | 120,167 | $8.1M |
| Arcadia Investment Advisors LLC | 4.31% | Reduce -0.3% | 117,041 | $7.9M |
| Prosperity Planning, Inc. | 2.19% | Add +48.8% | 71,298 | $4.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.13% | Add +610.4% | 68,012 | $4.6M |
| Visionary Wealth Advisors | 0.15% | Add +246.9% | 38,525 | $2.6M |
| WCG Wealth Advisors LLC | 0.17% | Add +1.8% | 38,038 | $2.6M |
| Herold Advisors, Inc. | 0.50% | Add +116.3% | 34,009 | $2.3M |
| Plancorp, LLC | 0.08% | No change | 29,165 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +67.5% | 24,311 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +0.9% | 22,665 | $1.5M |
| Waterfront Wealth Inc. | 0.37% | Add +17.0% | 22,444 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | No change | 16,913 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +3.9% | 14,687 | $1.0M |
| AE Wealth Management LLC | 0.01% | New | 14,298 | $966K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.6% | 13,457 | $909K |
| Kestra Advisory Services, LLC | 0.01% | Add +9.6% | 13,457 | $909K |
| Dixon Fnancial Services, Inc. | 0.44% | No change | 11,933 | $806K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 8,280 | $559K |
| Armbruster Capital Management, Inc. | 0.10% | No change | 7,525 | $508K |
| Clearwater Capital Advisors, LLC | 0.04% | New | 6,124 | $414K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.1% | 5,753 | $389K |
| Allegiance Financial Group Advisory Services LLC | 0.07% | New | 3,073 | $208K |
| Citadel Advisors | 0.00% | New | 3,027 | $204K |
| UBS Group AG | 0.00% | New | 181 | $12K |
"% 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.