Avantis US LG Cap Eq ETFAVLCETF

13F holders, Q4 2025 (December 31)
81holders +17
17new positions
2sold out
1famous investor
$78.70avg. 13F price*

At the end of Q4 2025, 81 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings, up 17 from Q3 2025. 17 opened new positions and 2 sold out. The largest holders were Oak Root LLC ($191.6M), Pacific Life Fund Advisors LLC ($65.5M) and Beaird Harris Wealth Management, LLC ($52.0M). 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 2025)
CUSIP
025072158
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 11Q1 2024Q2 2024: 19Q2 2024Q3 2024: 28Q3 2024Q4 2024: 32Q4 2024Q1 2025: 42Q1 2025Q2 2025: 54Q2 2025Q3 2025: 64Q3 2025Q4 2025: 81Q4 2025Q1 2026: 89Q1 2026Q2 2026: 115Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions17$48.5M
Exits2$994K

All 13F filers, Q3 2025 → Q4 2025: 1,380,875 shares bought and 434,025 shares sold, net +946,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Oak Root LLC 23.16% Reduce -8.8% 2,437,157 $191.6M
Pacific Life Fund Advisors LLC 6.75% Reduce -4.5% 833,244 $65.5M
Beaird Harris Wealth Management, LLC 3.58% Add +10.2% 661,326 $52.0M
Envestnet Asset Management Inc. 0.01% Add +8.4% 575,818 $45.3M
Cypress Point Wealth Management, LLC 7.86% Add +9.3% 457,783 $36.0M
Ridgeline Wealth, LLC 24.22% Add +3.8% 444,183 $34.9M
LPL Financial LLC 0.01% Add +25.4% 417,911 $32.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.73% Add +19.5% 390,848 $30.7M
Park Avenue Securities LLC 0.25% Add +9.4% 381,331 $30.0M
Simplicity Wealth,LLC 1.75% Add +5.0% 374,075 $29.4M
Buttonwood Financial Group, LLC 14.89% Reduce -20.3% 346,612 $28.0M
JPMorgan Chase & Co. 0.00% Add +7.3% 344,707 $27.1M
Well Done, LLC 3.50% New 297,469 $23.4M
Networth Advisors, LLC 13.88% — 239,172 $18.8M
Global Strategic Investment Solutions, LLC 1.77% Add +3.4% 230,892 $18.2M
OneDigital Investment Advisors LLC 0.17% Reduce -4.5% 225,745 $17.7M
FAS Wealth Partners, Inc. 1.11% Add +2.1% 218,686 $17.2M
Allworth Financial LP 0.06% Add +343.8% 173,696 $13.7M
Arcadia Investment Advisors LLC 5.16% Add +5.9% 141,111 $11.1M
Strategic Blueprint, LLC 0.65% New 140,922 $11.1M
AE Wealth Management LLC 0.06% Add +55.5% 140,086 $11.0M
HighTower Advisors, LLC 0.01% Reduce -0.0% 134,419 $10.6M
Western Reserve Capital Management, LLC 9.76% — 133,190 $10.5M
Prosperity Planning, Inc. 3.81% Add +5.8% 130,763 $10.3M
Visionary Wealth Advisors 0.45% Add +2.2% 126,991 $10.0M
Cresset Asset Management, LLC 0.04% Add +11.1% 113,868 $9.0M
Dogwood Wealth Management LLC 3.92% Reduce -6.5% 113,282 $8.9M
MML Investors Services, LLC 0.02% Add +14.4% 98,792 $7.8M
Haven Private, LLC 3.24% Add +5.2% 94,069 $7.4M
Mercer Global Advisors Inc. 0.01% Reduce -19.9% 84,665 $6.7M
ShankerValleau Wealth Advisors, Inc. 1.75% Reduce -0.3% 82,257 $6.5M
CoreCap Advisors, LLC 0.22% Add +28.2% 78,293 $6.2M
Herold Advisors, Inc. 1.36% Add +19.6% 77,343 $6.1M
Mendota Financial Group, LLC 4.23% Add +105.9% 73,882 $5.8M
Uptick Partners, LLC 1.06% New 63,148 $5.0M
Skyview Financial Group LLC 3.98% — 49,061 $3.9M
Waterfront Wealth Inc. 0.62% Add +0.9% 40,335 $3.3M
Susquehanna International Group, LLP 0.00% Add +84.4% 38,079 $3.0M
Plancorp, LLC 0.08% Add +0.0% 35,164 $2.8M
Commonwealth Equity Services, LLC 0.00% Add +254.5% 34,687 $2.7M
WCG Wealth Advisors LLC 0.08% Reduce -5.1% 34,085 $2.7M
Endeavor Private Wealth, Inc. 0.74% New 32,694 $2.6M
American Century Companies Inc. 0.00% No change 30,374 $2.4M
BFI Wealth Solutions, LLC 2.19% — 29,209 $2.3M
Private Wealth Asset Management, LLC 0.24% New 28,235 $2.2M
Rockefeller Capital Management L.P. 0.00% Reduce -10.4% 24,851 $2.0M
Chicago Partners Investment Group LLC 0.04% Add +4.3% 20,487 $1.7M
Armbruster Capital Management, Inc. 0.28% No change 21,000 $1.7M
Seeds Investor LLC 0.28% Reduce -27.2% 18,663 $1.5M
Hills Bank & Trust Co 0.07% New 14,479 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +92.9% 11,966 $941K
Dixon Fnancial Services, Inc. 0.42% No change 11,933 $938K
MAI Capital Management 0.01% Add +9.1% 11,705 $920K
World Investment Advisors 0.01% Add +123.5% 11,409 $897K
Vestmark Advisory Solutions, Inc. 0.01% Add +123.5% 11,409 $897K
Legacy Financial Group, Inc. 0.22% Add +15.0% 10,646 $837K
Bison Wealth, LLC 0.08% New 8,953 $689K
Lloyd Advisory Services, LLC. 0.23% New 7,703 $606K
Corient Private Wealth LP 0.00% Reduce -4.8% 6,912 $525K
Farther Finance Advisors, LLC 0.01% No change 5,973 $470K
Cambridge Investment Research Advisors, Inc. 0.00% New 5,613 $441K
FineMark National Bank & Trust 0.01% Add +67.5% 5,401 $425K
Allegiance Financial Group Advisory Services LLC 0.09% Add +6.6% 5,363 $422K
Kestra Advisory Services, LLC 0.00% New 5,266 $414K
Citadel Advisors 0.00% Add +58.9% 5,154 $405K
Pacific Asset Management, LLC 0.21% Add +0.3% 4,498 $354K
Great Valley Advisor Group, Inc. 0.01% New 3,968 $312K
Confluence Investment Management LLC 0.00% New 3,458 $272K
Montag A & Associates Inc. 0.01% New 3,260 $256K
Northwestern Mutual Wealth Management Co. 0.00% Add +17.6% 3,109 $244K
Compound Planning, Inc. 0.01% Add +0.3% 2,748 $216K
BLVD Private Wealth, LLC 0.18% Reduce -3.4% 2,596 $204K
Kingdom Financial Group LLC. 0.03% New 1,074 $84K
Nemes Rush Group LLC 0.01% No change 823 $65K
Arax Advisory Partners 0.00% New 736 $58K
Rossby Financial, LCC 0.01% Add +47.6% 394 $31K
Asset Dedication, LLC 0.00% Add +143.0% 311 $24K
Strategic Wealth Partners, Ltd. 0.00% Reduce -98.4% 89 $7K
McIlrath & Eck, LLC 0.00% No change 77 $6K
Activest Wealth Management 0.00% New 76 $6K
REAP Financial Group, LLC 0.00% New 36 $3K

"% 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.