Avantis US LG Cap Eq ETFAVLCETF
13F holders, Q3 2025 (September 30)64holders +10
15new positions
5sold out
1famous investor
$76.52avg. 13F price*
At the end of Q3 2025, 64 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings, up 10 from Q2 2025. 15 opened new positions and 5 sold out. The largest holders were Oak Root LLC ($204.5M), Pacific Life Fund Advisors LLC ($66.8M) and Beaird Harris Wealth Management, LLC ($45.9M). 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 (Q3 2025)
- CUSIP
- 025072158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $69.8M |
| Exits | 5 | $2.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,408,764 shares bought and 709,044 shares sold, net +699,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Oak Root LLC | 23.68% | Reduce -1.8% | 2,672,975 | $204.5M |
| Pacific Life Fund Advisors LLC | 6.85% | Reduce -9.2% | 872,821 | $66.8M |
| Beaird Harris Wealth Management, LLC | 3.26% | Add +15.0% | 600,224 | $45.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.7% | 531,194 | $40.6M |
| Buttonwood Financial Group, LLC | 14.41% | New | 435,058 | $33.4M |
| Ridgeline Wealth, LLC | 24.16% | Add +4.0% | 427,761 | $32.7M |
| Cypress Point Wealth Management, LLC | 6.48% | Add +12.8% | 418,718 | $32.0M |
| Simplicity Wealth,LLC | 1.58% | Reduce -50.3% | 356,208 | $27.3M |
| Park Avenue Securities LLC | 0.21% | New | 348,548 | $26.7M |
| LPL Financial LLC | 0.01% | Add +8.3% | 333,292 | $25.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.62% | Add +43.0% | 327,058 | $25.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.2% | 321,366 | $24.6M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -15.4% | 236,500 | $18.1M |
| Global Strategic Investment Solutions, LLC | 1.71% | Add +19.0% | 223,410 | $17.1M |
| FAS Wealth Partners, Inc. | 1.11% | Add +0.5% | 214,091 | $16.4M |
| HighTower Advisors, LLC | 0.01% | Add +1.3% | 134,431 | $10.3M |
| Arcadia Investment Advisors LLC | 4.95% | Add +1.9% | 133,214 | $10.2M |
| Visionary Wealth Advisors | 0.44% | Add +5.5% | 124,258 | $9.5M |
| Prosperity Planning, Inc. | 3.57% | Add +11.3% | 123,606 | $9.5M |
| Dogwood Wealth Management LLC | 4.21% | Add +1.3% | 121,162 | $9.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -28.5% | 105,748 | $8.1M |
| Cresset Asset Management, LLC | 0.03% | Add +42.7% | 102,541 | $7.8M |
| AE Wealth Management LLC | 0.04% | Add +45.0% | 90,074 | $6.9M |
| Haven Private, LLC | 3.02% | Add +8.7% | 89,465 | $6.8M |
| MML Investors Services, LLC | 0.02% | Add +4.1% | 86,376 | $6.6M |
| ShankerValleau Wealth Advisors, Inc. | 1.62% | Add +0.9% | 82,468 | $6.3M |
| Herold Advisors, Inc. | 1.15% | Add +11.8% | 64,655 | $4.9M |
| CoreCap Advisors, LLC | 0.17% | Add +11.1% | 61,062 | $4.7M |
| Waterfront Wealth Inc. | 0.62% | Add +2.9% | 39,992 | $3.0M |
| Allworth Financial LP | 0.01% | New | 39,143 | $3.0M |
| Full Sail Capital, LLC | 0.16% | Reduce -6.7% | 37,847 | $2.9M |
| WCG Wealth Advisors LLC | 0.17% | Reduce -3.8% | 35,926 | $2.7M |
| Mendota Financial Group, LLC | 2.05% | Add +69.7% | 35,880 | $2.7M |
| Plancorp, LLC | 0.08% | Add +2.9% | 35,159 | $2.7M |
| American Century Companies Inc. | 0.00% | New | 30,374 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.0% | 27,728 | $2.1M |
| Seeds Investor LLC | 0.41% | Reduce -10.5% | 25,638 | $2.0M |
| Armbruster Capital Management, Inc. | 0.27% | No change | 21,000 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 20,647 | $1.6M |
| Chicago Partners Investment Group LLC | 0.04% | Add +11.1% | 19,642 | $1.5M |
| Dixon Fnancial Services, Inc. | 0.42% | No change | 11,933 | $913K |
| MAI Capital Management | 0.01% | Add +14.3% | 10,730 | $821K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +113.8% | 10,158 | $793K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.2% | 9,785 | $749K |
| Legacy Financial Group, Inc. | 0.19% | Add +25.9% | 9,261 | $709K |
| Corient Private Wealth LP | 0.00% | Add +2.5% | 7,262 | $527K |
| Palo Alto Wealth Advisors, LLC | 0.15% | New | 6,525 | $510K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +234.0% | 6,202 | $475K |
| Farther Finance Advisors, LLC | 0.01% | No change | 5,973 | $457K |
| Strategic Wealth Partners, Ltd. | 0.03% | New | 5,418 | $415K |
| World Investment Advisors | 0.01% | New | 5,105 | $391K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 5,105 | $391K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | Add +5.9% | 5,029 | $385K |
| Pacific Asset Management, LLC | 0.23% | Add +0.1% | 4,486 | $343K |
| Citadel Advisors | 0.00% | New | 3,243 | $248K |
| FineMark National Bank & Trust | 0.01% | New | 3,225 | $247K |
| Compound Planning, Inc. | 0.01% | New | 2,741 | $210K |
| BLVD Private Wealth, LLC | 0.18% | Reduce -18.1% | 2,687 | $206K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,643 | $202K |
| Flow Traders U.S. LLC | 0.01% | New | 2,622 | $201K |
| Nemes Rush Group LLC | 0.01% | No change | 823 | $63K |
| Rossby Financial, LCC | 0.01% | New | 267 | $20K |
| Asset Dedication, LLC | 0.00% | Add +109.8% | 128 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 77 | $6K |
"% 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.