Avantis US LG Cap Eq ETFAVLCETF

13F holders, Q2 2026 (June 30)
115holders +26
29new positions
4sold out
1famous investor
$89.93avg. 13F price*

At the end of Q2 2026, 115 institutions reported holding Avantis US LG Cap Eq ETF (AVLC) in their 13F filings, up 26 from Q1 2026. 29 opened new positions and 4 sold out. The largest holders were Oak Root LLC ($180.7M), Hills Bank & Trust Co ($101.3M) and Beaird Harris Wealth Management, LLC ($75.7M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Avantis US LG Cap Eq ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions29$74.3M
Exits4$3.9M

All 13F filers, Q1 2026 → Q2 2026: 2,195,707 shares bought and 601,087 shares sold, net +1,594,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 115 holders

Oak Root LLC 19.94% Reduce -14.6% 2,008,725 $180.7M
Hills Bank & Trust Co 4.31% Reduce -5.3% 1,125,936 $101.3M
Beaird Harris Wealth Management, LLC 4.74% Add +13.0% 841,598 $75.7M
Pacific Life Fund Advisors LLC 7.32% Reduce -7.6% 739,705 $66.5M
Envestnet Asset Management Inc. 0.01% Add +12.3% 706,672 $63.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.96% Add +11.2% 493,444 $44.4M
Cypress Point Wealth Management, LLC 8.84% Reduce -2.9% 482,866 $43.4M
Park Avenue Securities LLC 0.27% Add +13.0% 480,400 $43.2M
Ridgeline Wealth, LLC 23.72% Add +0.2% 450,687 $40.5M
LPL Financial LLC 0.01% Reduce -5.3% 422,791 $38.0M
Global Strategic Investment Solutions, LLC 3.34% Add +89.5% 414,510 $37.3M
Simplicity Wealth,LLC 1.16% Add +2.4% 380,366 $34.2M
Well Done, LLC 4.40% Add +7.1% 363,663 $32.7M
JPMorgan Chase & Co. 0.00% Reduce -0.9% 358,552 $32.0M
Allworth Financial LP 0.12% Add +27.7% 323,092 $29.1M
Networth Advisors, LLC 13.56% Add +6.9% 259,352 $23.3M
Vestmark Advisory Solutions, Inc. 0.21% Add +1157.8% 243,516 $21.9M
OneDigital Investment Advisors LLC 0.17% Add +1.6% 229,862 $20.7M
FAS Wealth Partners, Inc. 1.07% Add +2.2% 228,649 $20.6M
American Century Companies Inc. 0.01% New 218,405 $19.6M
Uptick Partners, LLC 3.04% Add +137.6% 216,968 $19.5M
Financial Insights, Inc. 5.03% New 206,355 $18.6M
AE Wealth Management LLC 0.08% Add +19.7% 180,245 $16.2M
Cresset Asset Management, LLC 0.06% Add +23.9% 174,005 $15.7M
Buttonwood Financial Group, LLC 8.73% Reduce -3.6% 169,783 $15.3M
Prosperity Planning, Inc. 4.37% Add +5.3% 151,352 $13.6M
Arcadia Investment Advisors LLC 5.52% Add +2.3% 145,554 $13.1M
Strategic Blueprint, LLC 0.65% Add +2.2% 145,387 $13.1M
HighTower Advisors, LLC 0.01% Add +0.4% 135,800 $12.2M
Western Reserve Capital Management, LLC 8.81% Add +0.7% 132,044 $11.9M
Visionary Wealth Advisors 0.45% Add +5.6% 128,084 $11.5M
B&D White Capital Company, LLC 1.13% New 126,616 $11.4M
Dogwood Wealth Management LLC 3.88% Reduce -5.6% 109,391 $9.8M
Mendota Financial Group, LLC 6.07% Add +17.5% 108,849 $9.8M
Herold Advisors, Inc. 1.93% Add +19.9% 108,644 $9.8M
Waterfront Wealth Inc. 1.46% Add +134.2% 104,343 $9.4M
Haven Private, LLC 3.52% Add +7.1% 102,825 $9.3M
MML Investors Services, LLC 0.02% Add +21.8% 101,271 $9.1M
Two Sigma Investments, LP 0.01% New 94,200 $8.5M
CoreCap Advisors, LLC 0.25% Add +15.3% 94,083 $8.5M
Canvas Wealth Advisors, LLC 1.15% Add +5.1% 91,889 $8.3M
Commerce Bank 0.04% Add +418.3% 91,240 $8.2M
ShankerValleau Wealth Advisors, Inc. 2.10% Reduce -2.3% 88,673 $8.0M
Schwarz Dygos Wheeler Investment Advisors LLC 1.45% Add +0.9% 84,292 $7.6M
Mercer Global Advisors Inc. 0.01% Reduce -14.7% 71,391 $6.4M
Private Wealth Asset Management, LLC 0.57% Add +17.2% 65,534 $5.9M
Commonwealth Equity Services, LLC 0.01% Add +15.2% 56,028 $5.0M
BFI Wealth Solutions, LLC 3.10% Add +129.5% 46,466 $4.2M
Ameritas Advisory Services, LLC 0.08% New 44,649 $4.0M
Apella Capital, LLC 0.06% New 44,087 $3.9M
Endeavor Private Wealth, Inc. 0.81% Add +9.9% 37,116 $3.3M
Plancorp, LLC 0.08% Add +0.0% 36,272 $3.2M
Susquehanna International Group, LLP 0.00% Add +108.1% 35,175 $3.2M
Rockefeller Capital Management L.P. 0.00% Add +1.0% 29,681 $2.7M
Seeds Investor LLC 0.27% Add +24.2% 28,819 $2.6M
WCG Wealth Advisors LLC 0.05% Reduce -23.7% 23,461 $2.1M
MAI Capital Management 0.01% Add +36.9% 21,597 $1.9M
Legacy Financial Group, Inc. 0.44% Add +35.6% 21,058 $1.9M
Chicago Partners Investment Group LLC 0.04% Add +3.6% 21,281 $1.9M
Kestra Advisory Services, LLC 0.01% Add +11.1% 20,070 $1.8M
Fort Vancouver Investment Management, LLC 0.79% New 18,755 $1.7M
World Investment Advisors 0.02% No change 19,360 $1.5M
Armbruster Capital Management, Inc. 0.22% Reduce -22.9% 16,200 $1.5M
Betterment LLC 0.00% Add +10.4% 15,432 $1.4M
Corient Private Wealth LP 0.00% Add +78.8% 12,361 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +55.8% 12,113 $1.1M
Dixon Fnancial Services, Inc. 0.43% No change 11,933 $1.1M
Independent Wealth Network Inc. 0.24% New 10,444 $940K
FSA Advisors, Inc. 0.43% New 10,430 $938K
Team Financial Group, LLC 0.40% Add +242.7% 10,359 $932K
O'shaughnessy Asset Management, LLC 0.00% Reduce -17.1% 9,899 $891K
Bison Wealth, LLC 0.08% Add +0.5% 9,175 $824K
United Capital Financial Advisors, LLC 0.00% Reduce -0.7% 8,564 $771K
Vaquero Private Wealth, Ltd. 0.15% — 8,361 $752K
Lloyd Advisory Services, LLC. 0.28% Add +650.5% 7,910 $712K
Flow Traders U.S. LLC 0.03% New 7,431 $668K
Clearwater Capital Advisors, LLC 0.04% New 6,454 $581K
Montag A & Associates Inc. 0.02% Add +58.5% 6,030 $542K
Quantinno Capital Management LP 0.00% New 5,740 $516K
Cambridge Investment Research Advisors, Inc. 0.00% No change 5,586 $503K
Allegiance Financial Group Advisory Services LLC 0.09% Add +0.2% 5,577 $502K
Capital Investment Advisors, LLC 0.01% New 5,317 $478K
Diversify Advisory Services, LLC 0.01% New 5,325 $472K
Diversify Wealth Management, LLC 0.01% Add +90.2% 5,325 $472K
Compound Planning, Inc. 0.01% Add +83.2% 5,035 $453K
Farther Finance Advisors, LLC 0.00% Reduce -22.7% 4,903 $441K
Evanson Financial, LLC 0.02% — 4,642 $418K
Pacific Asset Management, LLC 0.20% Reduce -3.0% 4,495 $404K
Great Valley Advisor Group, Inc. 0.01% Add +0.2% 3,982 $358K
Mosaic Family Wealth Partners, LLC 0.02% Add +15.6% 3,787 $341K
Private Advisor Group, LLC 0.00% Add +5.7% 3,715 $334K
D. E. Shaw & Co. 0.00% New 3,370 $303K
Foundations Investment Advisors, LLC 0.00% New 3,233 $291K
Truist Financial Corp. 0.00% New 2,424 $218K
BLVD Private Wealth, LLC 0.16% New 2,363 $213K
Platt Wealth Management LLC 0.17% New 2,355 $211K
Acorn Wealth Advisors, LLC 0.05% New 2,273 $204K
Savvy Advisors, Inc. 0.00% New 2,268 $204K
Acropolis Investment Management, LLC 0.01% No change 2,140 $193K
Burk Holdings LLC 0.06% No change 1,918 $173K
Collier Financial 0.09% New 1,431 $129K
Zions Bancorporation, National Association 0.01% New 1,186 $107K
Kingdom Financial Group LLC. 0.02% Reduce -1.6% 1,037 $93K
Nemes Rush Group LLC 0.01% No change 823 $74K
Kings Path Partners LLC 0.02% New 668 $60K
Rossby Financial, LCC 0.01% Add +53.8% 655 $59K
REAP Financial Group, LLC 0.01% Add +1700.0% 648 $58K
Asset Dedication, LLC 0.00% Add +12.3% 448 $40K
Arax Advisory Partners 0.00% New 361 $33K
UMB Bank, n.a. 0.00% New 312 $28K
Fiduciary Financial Advisors 0.00% New 196 $18K
Quest 10 Wealth Builders, Inc. 0.01% New 142 $13K
Activest Wealth Management 0.00% No change 76 $7K
Cardiff Park Advisors, LLC 0.00% New 64 $6K
Strategic Wealth Partners, Ltd. 0.00% Reduce -51.0% 47 $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.