Avantis US LG Cap Eq ETFAVLCETF
13F holders, Q2 2025 (June 30)54holders +12
16new positions
5sold out
$71.05avg. 13F price*
At the end of Q2 2025, 54 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings, up 12 from Q1 2025. 16 opened new positions and 5 sold out. The largest holders were Oak Root LLC ($193.3M), Pacific Life Fund Advisors LLC ($68.3M) and Simplicity Wealth,LLC ($50.9M).
- Company
- Avantis US LG Cap Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2025)
- CUSIP
- 025072158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $103.1M |
| Exits | 5 | $2.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,408,175 shares bought and 1,091,299 shares sold, net +1,316,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Oak Root LLC | 23.94% | Reduce -6.0% | 2,720,620 | $193.3M |
| Pacific Life Fund Advisors LLC | 7.32% | Reduce -3.4% | 961,300 | $68.3M |
| Simplicity Wealth,LLC | 2.12% | Add +111.9% | 717,174 | $50.9M |
| Beaird Harris Wealth Management, LLC | 2.87% | Add +14.4% | 521,868 | $37.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.0% | 479,854 | $34.1M |
| Ridgeline Wealth, LLC | 23.84% | New | 411,475 | $29.2M |
| JPMorgan Chase & Co. | 0.00% | New | 402,927 | $28.6M |
| Cypress Point Wealth Management, LLC | 6.42% | Reduce -18.9% | 371,291 | $26.4M |
| LPL Financial LLC | 0.01% | Add +55.1% | 307,839 | $21.9M |
| OneDigital Investment Advisors LLC | 0.22% | New | 279,647 | $19.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.44% | Add +59.1% | 228,760 | $16.3M |
| FAS Wealth Partners, Inc. | 1.12% | Add +0.6% | 213,031 | $15.1M |
| Global Strategic Investment Solutions, LLC | 1.43% | New | 187,766 | $13.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -81.5% | 147,890 | $10.5M |
| HighTower Advisors, LLC | 0.01% | Add +7.3% | 132,723 | $9.4M |
| Arcadia Investment Advisors LLC | 4.81% | Add +6.6% | 130,757 | $9.3M |
| Dogwood Wealth Management LLC | 4.18% | Reduce -10.0% | 119,665 | $8.6M |
| Visionary Wealth Advisors | 0.43% | Add +140.5% | 117,783 | $8.4M |
| Prosperity Planning, Inc. | 3.19% | Add +20.2% | 111,024 | $7.9M |
| MML Investors Services, LLC | 0.02% | Add +3.7% | 82,995 | $5.9M |
| Haven Private, LLC | 2.59% | Reduce -49.9% | 82,338 | $5.8M |
| ShankerValleau Wealth Advisors, Inc. | 1.66% | New | 81,735 | $5.8M |
| Cresset Asset Management, LLC | 0.03% | Add +324.9% | 71,860 | $5.1M |
| AE Wealth Management LLC | 0.03% | Add +91.5% | 62,100 | $4.4M |
| Herold Advisors, Inc. | 0.86% | Add +15.4% | 57,833 | $4.1M |
| CoreCap Advisors, LLC | 0.16% | Add +21.1% | 54,949 | $3.9M |
| Full Sail Capital, LLC | 0.17% | Add +1051.9% | 40,557 | $2.9M |
| Waterfront Wealth Inc. | 0.62% | Add +49.9% | 38,872 | $2.8M |
| WCG Wealth Advisors LLC | 0.17% | Add +2.8% | 37,325 | $2.7M |
| Plancorp, LLC | 0.08% | Add +4.6% | 34,155 | $2.4M |
| Seeds Investor LLC | 0.48% | New | 28,636 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.9% | 24,765 | $1.8M |
| Mendota Financial Group, LLC | 1.42% | New | 21,138 | $1.5M |
| Armbruster Capital Management, Inc. | 0.27% | Add +73.9% | 21,000 | $1.5M |
| Chicago Partners Investment Group LLC | 0.04% | Add +2.8% | 17,676 | $1.3M |
| Lion Street Advisors, LLC | 0.33% | Add +11.6% | 15,357 | $1.1M |
| Dixon Fnancial Services, Inc. | 0.43% | No change | 11,933 | $848K |
| MAI Capital Management | 0.00% | New | 9,385 | $667K |
| Park Square Financial Group, LLC | 0.47% | Add +230.1% | 9,229 | $656K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 8,424 | $598K |
| Legacy Financial Group, Inc. | 0.15% | Add +18.4% | 7,358 | $523K |
| Jane Street Group, LLC | 0.00% | New | 7,229 | $514K |
| Corient Private Wealth LP | 0.00% | Reduce -68.7% | 7,085 | $483K |
| Farther Finance Advisors, LLC | 0.01% | No change | 5,973 | $424K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | New | 4,750 | $337K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,750 | $337K |
| WealthPlan Investment Management, LLC | 0.02% | New | 4,543 | $323K |
| Pacific Asset Management, LLC | 0.26% | New | 4,480 | $318K |
| BLVD Private Wealth, LLC | 0.22% | — | 3,280 | $233K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,857 | $132K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,046 | $74K |
| Nemes Rush Group LLC | 0.01% | Add +25.3% | 823 | $58K |
| McIlrath & Eck, LLC | 0.00% | No change | 77 | $5K |
| Asset Dedication, LLC | 0.00% | New | 61 | $4K |
"% 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.