Avantis US LG Cap Eq ETFAVLCETF
13F holders, Q1 2025 (March 31)42holders +10
14new positions
4sold out
$64.20avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings, up 10 from Q4 2024. 14 opened new positions and 4 sold out. The largest holders were Oak Root LLC ($185.7M), Pacific Life Fund Advisors LLC ($63.9M) and Mercer Global Advisors Inc. ($51.3M).
- Company
- Avantis US LG Cap Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $41.9M |
| Exits | 4 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,872,900 shares bought and 235,453 shares sold, net +1,637,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Oak Root LLC | 24.89% | Reduce -0.6% | 2,892,770 | $185.7M |
| Pacific Life Fund Advisors LLC | 7.17% | Reduce -15.1% | 994,927 | $63.9M |
| Mercer Global Advisors Inc. | 0.12% | Add +95.1% | 798,398 | $51.3M |
| Cypress Point Wealth Management, LLC | 9.33% | Add +40.4% | 458,063 | $29.4M |
| Beaird Harris Wealth Management, LLC | 2.49% | Add +6.3% | 456,265 | $29.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +3200.4% | 444,137 | $28.5M |
| Simplicity Wealth,LLC | 1.69% | New | 338,512 | $21.7M |
| FAS Wealth Partners, Inc. | 1.11% | Add +1.1% | 211,717 | $13.6M |
| LPL Financial LLC | 0.01% | Add +65.1% | 198,440 | $12.7M |
| Haven Private, LLC | 5.97% | Reduce -4.8% | 164,368 | $10.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.29% | Add +111.5% | 143,814 | $9.2M |
| Dogwood Wealth Management LLC | 4.49% | Reduce -4.6% | 132,936 | $8.5M |
| HighTower Advisors, LLC | 0.01% | New | 123,691 | $7.9M |
| Arcadia Investment Advisors LLC | 4.40% | Add +4.8% | 122,688 | $7.9M |
| Prosperity Planning, Inc. | 2.67% | Add +29.5% | 92,353 | $5.9M |
| MML Investors Services, LLC | 0.02% | New | 80,060 | $5.1M |
| Herold Advisors, Inc. | 0.71% | Add +47.4% | 50,117 | $3.2M |
| Visionary Wealth Advisors | 0.19% | Add +27.1% | 48,967 | $3.1M |
| CoreCap Advisors, LLC | 0.13% | New | 45,365 | $2.9M |
| WCG Wealth Advisors LLC | 0.18% | Reduce -4.5% | 36,326 | $2.3M |
| Plancorp, LLC | 0.08% | Add +11.9% | 32,650 | $2.1M |
| AE Wealth Management LLC | 0.02% | Add +126.8% | 32,435 | $2.1M |
| Waterfront Wealth Inc. | 0.41% | Add +15.6% | 25,940 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 24,311 | $1.6M |
| Corient Private Wealth LP | 0.00% | No change | 22,665 | $1.5M |
| Flow Traders U.S. LLC | 0.05% | New | 17,629 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +17.1% | 17,193 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | No change | 16,913 | $1.1M |
| Lion Street Advisors, LLC | 0.28% | New | 13,762 | $884K |
| Susquehanna International Group, LLP | 0.00% | New | 12,862 | $826K |
| Armbruster Capital Management, Inc. | 0.15% | Add +60.5% | 12,075 | $775K |
| Dixon Fnancial Services, Inc. | 0.41% | No change | 11,933 | $766K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.9% | 8,441 | $542K |
| Legacy Financial Group, Inc. | 0.13% | New | 6,212 | $399K |
| Farther Finance Advisors, LLC | 0.01% | Add +3.8% | 5,973 | $385K |
| Kestra Investment Management, LLC | 0.01% | New | 4,883 | $313K |
| Full Sail Capital, LLC | 0.01% | New | 3,521 | $226K |
| Park Square Financial Group, LLC | 0.14% | New | 2,796 | $180K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,950 | $125K |
| Nemes Rush Group LLC | 0.01% | New | 657 | $42K |
| McIlrath & Eck, LLC | 0.00% | New | 77 | $5K |
| UBS Group AG | 0.00% | Reduce -89.0% | 20 | $1K |
"% 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.