Avantis US LG Cap Eq ETFAVLCETF
13F holders, Q1 2026 (March 31)89holders +8
14new positions
4sold out
1famous investor
$77.53avg. 13F price*
At the end of Q1 2026, 89 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings, up 8 from Q4 2025. 14 opened new positions and 4 sold out. The largest holders were Oak Root LLC ($182.4M), Hills Bank & Trust Co ($92.2M) and Pacific Life Fund Advisors LLC ($62.1M). 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 (Q1 2026)
- CUSIP
- 025072158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $21.2M |
| Exits | 4 | $2.9M |
All 13F filers, Q4 2025 → Q1 2026: 2,133,344 shares bought and 405,779 shares sold, net +1,727,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Oak Root LLC | 22.24% | Reduce -3.5% | 2,351,457 | $182.4M |
| Hills Bank & Trust Co | 4.46% | Add +8110.4% | 1,188,777 | $92.2M |
| Pacific Life Fund Advisors LLC | 7.13% | Reduce -4.0% | 800,365 | $62.1M |
| Beaird Harris Wealth Management, LLC | 3.93% | Add +12.6% | 744,755 | $57.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.3% | 629,355 | $48.8M |
| Cypress Point Wealth Management, LLC | 8.31% | Add +8.7% | 497,372 | $38.6M |
| Ridgeline Wealth, LLC | 24.98% | Add +1.2% | 449,618 | $34.9M |
| LPL Financial LLC | 0.01% | Add +6.8% | 446,321 | $34.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.95% | Add +13.6% | 443,964 | $34.4M |
| Park Avenue Securities LLC | 0.26% | Add +11.5% | 425,109 | $33.0M |
| Simplicity Wealth,LLC | 1.63% | Reduce -0.7% | 371,421 | $28.8M |
| JPMorgan Chase & Co. | 0.00% | Add +5.0% | 361,785 | $27.3M |
| Well Done, LLC | 3.87% | Add +14.1% | 339,426 | $26.3M |
| Allworth Financial LP | 0.08% | Add +45.6% | 252,976 | $19.6M |
| Networth Advisors, LLC | 13.30% | Add +1.5% | 242,663 | $18.8M |
| OneDigital Investment Advisors LLC | 0.17% | Add +0.2% | 226,149 | $17.5M |
| FAS Wealth Partners, Inc. | 1.08% | Add +2.4% | 223,820 | $17.4M |
| Global Strategic Investment Solutions, LLC | 1.67% | Reduce -5.2% | 218,787 | $17.0M |
| Buttonwood Financial Group, LLC | 8.40% | Reduce -49.2% | 176,093 | $13.7M |
| AE Wealth Management LLC | 0.06% | Add +7.5% | 150,599 | $11.7M |
| Prosperity Planning, Inc. | 4.01% | Add +9.9% | 143,690 | $11.1M |
| Strategic Blueprint, LLC | 0.64% | Add +1.0% | 142,300 | $11.0M |
| Arcadia Investment Advisors LLC | 5.21% | Add +0.8% | 142,261 | $11.0M |
| Cresset Asset Management, LLC | 0.05% | Add +23.3% | 140,443 | $10.9M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 135,243 | $10.5M |
| Western Reserve Capital Management, LLC | 8.35% | Reduce -1.5% | 131,178 | $10.2M |
| Visionary Wealth Advisors | 0.42% | Reduce -4.5% | 121,283 | $9.4M |
| Dogwood Wealth Management LLC | 3.90% | Add +2.3% | 115,853 | $9.0M |
| Haven Private, LLC | 3.24% | Add +2.1% | 96,042 | $7.4M |
| Mendota Financial Group, LLC | 5.32% | Add +25.4% | 92,625 | $7.2M |
| Uptick Partners, LLC | 1.41% | Add +44.6% | 91,310 | $7.1M |
| ShankerValleau Wealth Advisors, Inc. | 1.98% | Add +10.3% | 90,743 | $7.0M |
| Herold Advisors, Inc. | 1.54% | Add +17.1% | 90,586 | $7.0M |
| Canvas Wealth Advisors, LLC | 1.15% | New | 87,440 | $6.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.2% | 83,672 | $6.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.35% | New | 83,565 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -15.8% | 83,182 | $6.5M |
| CoreCap Advisors, LLC | 0.22% | Add +4.2% | 81,570 | $6.3M |
| Private Wealth Asset Management, LLC | 0.46% | Add +98.0% | 55,903 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +40.2% | 48,621 | $3.8M |
| Waterfront Wealth Inc. | 0.63% | Add +10.4% | 44,545 | $3.5M |
| Plancorp, LLC | 0.08% | Add +3.1% | 36,267 | $2.9M |
| Endeavor Private Wealth, Inc. | 0.75% | Add +3.3% | 33,769 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 32,221 | $2.5M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -9.8% | 30,747 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.3% | 29,387 | $2.3M |
| Seeds Investor LLC | 0.26% | Add +24.3% | 23,204 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.2% | 20,533 | $1.7M |
| Armbruster Capital Management, Inc. | 0.27% | No change | 21,000 | $1.6M |
| BFI Wealth Solutions, LLC | 1.52% | Reduce -30.7% | 20,247 | $1.6M |
| World Investment Advisors | 0.02% | Add +69.7% | 19,360 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +69.7% | 19,360 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +243.1% | 18,067 | $1.4M |
| Commerce Bank | 0.01% | New | 17,604 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.6% | 16,905 | $1.3M |
| MAI Capital Management | 0.01% | Add +34.8% | 15,773 | $1.2M |
| Legacy Financial Group, Inc. | 0.32% | Add +45.8% | 15,524 | $1.2M |
| Betterment LLC | 0.00% | New | 13,974 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.3% | 11,934 | $925K |
| Dixon Fnancial Services, Inc. | 0.42% | No change | 11,933 | $925K |
| Jane Street Group, LLC | 0.00% | New | 10,435 | $809K |
| Bison Wealth, LLC | 0.08% | Add +2.0% | 9,131 | $801K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,628 | $669K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +150.1% | 7,775 | $603K |
| Corient Private Wealth LP | 0.00% | No change | 6,912 | $556K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.2% | 6,344 | $497K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.5% | 5,586 | $433K |
| Allegiance Financial Group Advisory Services LLC | 0.09% | Add +3.8% | 5,565 | $432K |
| Citadel Advisors | 0.00% | Reduce -4.5% | 4,921 | $382K |
| Pacific Asset Management, LLC | 0.20% | Add +3.0% | 4,635 | $359K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 3,973 | $308K |
| Montag A & Associates Inc. | 0.01% | Add +16.7% | 3,805 | $295K |
| Private Advisor Group, LLC | 0.00% | New | 3,516 | $273K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 3,276 | $254K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 3,053 | $237K |
| Diversify Wealth Management, LLC | 0.00% | New | 2,800 | $236K |
| Team Financial Group, LLC | 0.11% | New | 3,023 | $234K |
| Compound Planning, Inc. | 0.01% | No change | 2,748 | $213K |
| Acropolis Investment Management, LLC | 0.01% | New | 2,140 | $166K |
| Burk Holdings LLC | 0.06% | New | 1,918 | $149K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -86.3% | 1,054 | $82K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -1.9% | 1,054 | $82K |
| Nemes Rush Group LLC | 0.01% | No change | 823 | $64K |
| Rossby Financial, LCC | 0.01% | Add +8.1% | 426 | $33K |
| Asset Dedication, LLC | 0.00% | Add +28.3% | 399 | $31K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +7.9% | 96 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 77 | $6K |
| Activest Wealth Management | 0.00% | No change | 76 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 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.