Vault-13

AMERICAN CENTY ETF TR AVLC

AVANTIS US LARG · ETP · CUSIP 025072158

89 institutional holders +8 vs Q4 2025
13,135,54113.1m shares reported held*
$1.0bnreported value*
14 new 50 added 18 reduced 4 sold out net bought ≈ $133.4m (+1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.53.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 22: 1Q1 23: 1Q2 23: 1Q3 23: 1Q4 23: 8Q1 24: 12Q2 24: 20Q3 24: 29Q4 24: 33Q1 25: 43Q2 25: 56Q3 25: 64Q4 25: 81Q1 26: 8989Q4 22Q3 23Q2 24Q1 25Q1 26
Numbers
QuarterHolders
Q4 20221
Q1 20231
Q2 20231
Q3 20231
Q4 20238
Q1 202412
Q2 202420
Q3 202429
Q4 202433
Q1 202543
Q2 202556
Q3 202564
Q4 202581
Q1 202689

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 15 bought or addedQ2 24: 4 cut or sold outQ3 24: 23 bought or addedQ3 24: 4 cut or sold outQ3 24Q4 24: 22 bought or addedQ4 24: 6 cut or sold outQ1 25: 32 bought or addedQ1 25: 10 cut or sold outQ1 25Q2 25: 42 bought or addedQ2 25: 13 cut or sold outQ3 25: 49 bought or addedQ3 25: 16 cut or sold outQ3 25Q4 25: 57 bought or addedQ4 25: 16 cut or sold outQ1 26: 64 bought or addedQ1 26: 22 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024154
Q3 2024234
Q4 2024226
Q1 20253210
Q2 20254213
Q3 20254916
Q4 20255716
Q1 20266422

Biggest buyers

Hills Bank & Trust Co Added +1,174,298+1.2m
Canvas Wealth Advisors, LLC New +87,440+87.4k
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC New +83,565+83.6k
Beaird Harris Wealth Management, LLC Added +83,429+83.4k
Allworth Financial LP Added +79,280+79.3k
ENVESTNET ASSET MANAGEMENT INC Added +53,537+53.5k
GRIMES & Co WEALTH MANAGEMENT, LLC Added +53,116+53.1k
PARK AVENUE SECURITIES LLC Added +43,778+43.8k
Well Done, LLC Added +41,957+42.0k
Cypress Point Wealth Management, LLC Added +39,589+39.6k

Biggest sellers

Buttonwood Financial Group, LLC Reduced -170,519-170.5k
Oak Root LLC Reduced -85,700-85.7k
Pacific Life Fund Advisors LLC Reduced -32,879-32.9k
AMERICAN CENTURY COMPANIES INC Sold out -30,374-30.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -21,174-21.2k
MML INVESTORS SERVICES, LLC Reduced -15,610-15.6k
Global Strategic Investment Solutions, LLC Reduced -12,105-12.1k
BFI Wealth Solutions, LLC Reduced -8,962-9.0k
Corient Private Wealth LP Reduced -6,912-6.9k
Lloyd Advisory Services, LLC. Reduced -6,649-6.6k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Oak Root LLC 22.24% of their portfolio Santa Barbara, CA 2,351,4572.4m $182.4m $182.4m 22.24% Reduced -85.7k -85,700
2 Hills Bank & Trust Co 4.46% of their portfolio North Liberty, IA 1,188,7771.2m $92.2m $92.2m 4.46% Added +1.2m +1,174,298
3 Pacific Life Fund Advisors LLC 7.13% of their portfolio NEWPORT BEACH, CA 800,365800.4k $62.1m $62.1m 7.13% Reduced -32.9k -32,879
4 Beaird Harris Wealth Management, LLC 3.93% of their portfolio DALLAS, TX 744,755744.8k $57.8m $57.8m 3.93% Added +83.4k +83,429
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 629,355629.4k $48.8m $48.8m 0.01% Added +53.5k +53,537
6 Cypress Point Wealth Management, LLC 8.31% of their portfolio DALLAS, TX 497,372497.4k $38.6m $38.6m 8.31% Added +39.6k +39,589
7 Ridgeline Wealth, LLC 24.98% of their portfolio MESA, AZ 449,618449.6k $34.9m $34.9m 24.98% Added +5.4k +5,435
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 446,321446.3k $34.6m $34.6m 0.01% Added +28.4k +28,410
9 GRIMES & Co WEALTH MANAGEMENT, LLC 0.95% of their portfolio WESTBOROUGH, MA 443,964444.0k $34.4m $34.4m 0.95% Added +53.1k +53,116
10 PARK AVENUE SECURITIES LLC 0.26% of their portfolio NEW YORK, NY 425,109425.1k $33.0m $33.0m 0.26% Added +43.8k +43,778
11 Simplicity Wealth,LLC 1.63% of their portfolio SUMMIT, NJ 371,421371.4k $28.8m $28.8m 1.63% Reduced -2.7k -2,654
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 361,785361.8k $27.3m $27.3m 0.00% Added +17.1k +17,078
13 Well Done, LLC 3.87% of their portfolio HOLLAND, MI 339,426339.4k $26.3m $26.3m 3.87% Added +42.0k +41,957
14 Allworth Financial LP 0.08% of their portfolio FOLSOM, CA 252,976253.0k $19.6m $19.6m 0.08% Added +79.3k +79,280
15 Networth Advisors, LLC 13.30% of their portfolio CANONSBURG, PA 242,663242.7k $18.8m $18.8m 13.30% Added +3.5k +3,491
16 OneDigital Investment Advisors LLC 0.17% of their portfolio OVERLAND PARK, KS 226,149226.1k $17.5m $17.5m 0.17% Added +404 +404
17 FAS Wealth Partners, Inc. 1.08% of their portfolio LEAWOOD, KS 223,820223.8k $17.4m $17.4m 1.08% Added +5.1k +5,134
18 Global Strategic Investment Solutions, LLC 1.67% of their portfolio Scottsdale, AZ 218,787218.8k $17.0m $17.0m 1.67% Reduced -12.1k -12,105
19 Buttonwood Financial Group, LLC 8.40% of their portfolio Kansas City, MO 176,093176.1k $13.7m $13.7m 8.40% Reduced -170.5k -170,519
20 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 150,599150.6k $11.7m $11.7m 0.06% Added +10.5k +10,513
21 Prosperity Planning, Inc. 2.82% of their portfolio NORTH KANSAS CITY, MO 143,690143.7k $11.1m $11.1m 2.82% Added +12.9k +12,927
22 Strategic Blueprint, LLC 0.64% of their portfolio ATLANTA, GA 142,300142.3k $11.0m $11.0m 0.64% Added +1.4k +1,378
23 ARCADIA INVESTMENT ADVISORS LLC 5.21% of their portfolio EAGLE, ID 142,261142.3k $11.0m $11.0m 5.21% Added +1.1k +1,150
24 Cresset Asset Management, LLC 0.05% of their portfolio Chicago, IL 140,443140.4k $10.9m $10.9m 0.05% Added +26.6k +26,575
25 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 135,243135.2k $10.5m $10.5m 0.01% Added +824 +824
26 Western Reserve Capital Management, LLC 8.35% of their portfolio HUDSON, OH 131,178131.2k $10.2m $10.2m 8.35% Reduced -2.0k -2,012
27 Visionary Wealth Advisors 0.42% of their portfolio O'FALLON, IL 121,283121.3k $9.4m $9.4m 0.42% Reduced -5.7k -5,708
28 Dogwood Wealth Management LLC 3.90% of their portfolio LENEXA, KS 115,853115.9k $9.0m $9.0m 3.90% Added +2.6k +2,571
29 Haven Private, LLC 3.24% of their portfolio ORLANDO, FL 96,04296.0k $7.4m $7.4m 3.24% Added +2.0k +1,973
30 Mendota Financial Group, LLC 5.32% of their portfolio MADISON, WI 92,62592.6k $7.2m $7.2m 5.32% Added +18.7k +18,743
31 UPTICK PARTNERS, LLC 1.41% of their portfolio NACOGDOCHES, TX 91,31091.3k $7.1m $7.1m 1.41% Added +28.2k +28,162
32 ShankerValleau Wealth Advisors, Inc. 1.98% of their portfolio SKOKIE, IL 90,74390.7k $7.0m $7.0m 1.98% Added +8.5k +8,486
33 Herold Advisors, Inc. 1.54% of their portfolio New York, NY 90,58690.6k $7.0m $7.0m 1.54% Added +13.2k +13,243
34 Canvas Wealth Advisors, LLC 1.15% of their portfolio SHAWNEE, KS 87,44087.4k $6.8m $6.8m 1.15% New
35 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 83,67283.7k $6.5m $6.5m 0.01% Reduced -993 -993
36 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1.35% of their portfolio MINNEAPOLIS, MN 83,56583.6k $6.5m $6.5m 1.35% New
37 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 83,18283.2k $6.5m $6.5m 0.02% Reduced -15.6k -15,610
38 CoreCap Advisors, LLC 0.22% of their portfolio SOUTHFIELD, MI 81,57081.6k $6.3m $6.3m 0.22% Added +3.3k +3,277
39 Private Wealth Asset Management, LLC 0.46% of their portfolio OMAHA, NE 55,90355.9k $4.3m $4.3m 0.46% Added +27.7k +27,668
40 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 48,62148.6k $3.8m $3.8m 0.01% Added +13.9k +13,934
41 Waterfront Wealth Inc. 0.63% of their portfolio OVERLAND PARK, KS 44,54544.5k $3.5m $3.5m 0.63% Added +4.2k +4,210
42 Plancorp, LLC 0.08% of their portfolio SAINT LOUIS, MO 36,26736.3k $2.9m $2.9m 0.08% Added +1.1k +1,103
43 ENDEAVOR PRIVATE WEALTH, INC. 0.75% of their portfolio TOPEKA, KS 33,76933.8k $2.6m $2.6m 0.75% Added +1.1k +1,075
44 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 32,22132.2k $2.5m $2.5m 0.00% New
45 WCG Wealth Advisors LLC 0.07% of their portfolio LAS VEGAS, NV 30,74730.7k $2.4m $2.4m 0.07% Reduced -3.3k -3,338
46 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,38729.4k $2.3m $2.3m 0.00% Added +4.5k +4,536
47 SEEDS INVESTOR LLC 0.26% of their portfolio NEW YORK, NY 23,20423.2k $1.9m $1.9m 0.26% Added +4.5k +4,541
48 Armbruster Capital Management, Inc. 0.27% of their portfolio PITTSFORD, NY 21,00021.0k $1.6m $1.6m 0.27% Unchanged
49 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 20,53320.5k $1.7m $1.7m 0.04% Added +46 +46
50 BFI Wealth Solutions, LLC 1.52% of their portfolio DALLAS, TX 20,24720.2k $1.6m $1.6m 1.52% Reduced -9.0k -8,962
51 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 19,36019.4k $1.5m $1.5m 0.02% Added +8.0k +7,951
52 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 19,36019.4k $1.5m $1.5m 0.02% Added +8.0k +7,951
53 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 18,06718.1k $1.4m $1.4m 0.01% Added +12.8k +12,801
54 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 17,60417.6k $1.4m $1.4m 0.01% New
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,90516.9k $1.3m $1.3m 0.00% Reduced -21.2k -21,174
56 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 15,77315.8k $1.2m $1.2m 0.01% Added +4.1k +4,068
57 LEGACY FINANCIAL GROUP, INC. 0.32% of their portfolio TULSA, OK 15,52415.5k $1.2m $1.2m 0.32% Added +4.9k +4,878
58 Betterment LLC 0.00% of their portfolio NEW YORK, NY 13,97414.0k $1.1m $1.1m 0.00% New
59 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 11,93411.9k $925.5k $925.5k 0.00% Reduced -32 -32
60 DIXON FNANCIAL SERVICES, INC. 0.42% of their portfolio LAFAYETTE, CA 11,93311.9k $925.4k $925.4k 0.42% Unchanged
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,43510.4k $809.2k $809.2k 0.00% New
62 Bison Wealth, LLC 0.08% of their portfolio ATLANTA, GA 9,1319.1k $801.1k $801.1k 0.08% Added +178 +178
63 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 8,6288.6k $668.9k $668.9k 0.00% New
64 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,7757.8k $603.0k $603.0k 0.00% Added +4.7k +4,666
65 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 6,9126.9k $555.6k $555.6k 0.00% Reduced -6.9k -6,912
66 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,3446.3k $496.9k $496.9k 0.00% Added +371 +371
67 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,5865.6k $433.0k $433.0k 0.00% Reduced -27 -27
68 Allegiance Financial Group Advisory Services LLC 0.09% of their portfolio VIENNA, VA 5,5655.6k $431.5k $431.5k 0.09% Added +202 +202
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,9214.9k $381.6k $381.6k 0.00% Reduced -233 -233
70 Pacific Asset Management, LLC 0.20% of their portfolio Gig Harbor, WA 4,6354.6k $359.4k $359.4k 0.20% Added +137 +137
71 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 3,9734.0k $308.0k $308.0k 0.01% Added +5 +5
72 MONTAG A & ASSOCIATES INC 0.01% of their portfolio ATLANTA, GA 3,8053.8k $295.1k $295.1k 0.01% Added +545 +545
73 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,5163.5k $272.6k $272.6k 0.00% New
74 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.03% of their portfolio ST. LOUIS, MO 3,2763.3k $254.1k $254.1k 0.03% New
75 KMG FIDUCIARY PARTNERS, LLC 0.02% of their portfolio TOLEDO, OH 3,0533.1k $236.8k $236.8k 0.02% New
76 Team Financial Group, LLC 0.11% of their portfolio TEMECULA, CA 3,0233.0k $234.4k $234.4k 0.11% New
77 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANDY, UT 2,8002.8k $236.2k $236.2k 0.00% New
78 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 2,7482.7k $213.1k $213.1k 0.01% Unchanged
79 Acropolis Investment Management, LLC 0.01% of their portfolio ST. LOUIS, MO 2,1402.1k $166.0k $166.0k 0.01% New
80 Burk Holdings LLC 0.06% of their portfolio TULSA, OK 1,9181.9k $148.7k $148.7k 0.06% New
81 Lloyd Advisory Services, LLC. 0.02% of their portfolio SUWANEE, GA 1,0541.1k $81.7k $81.7k 0.02% Reduced -6.6k -6,649
82 Kingdom Financial Group LLC. 0.02% of their portfolio PEORIA, AZ 1,0541.1k $81.7k $81.7k 0.02% Reduced -20 -20
83 Nemes Rush Group LLC 0.01% of their portfolio NOVI, MI 823823 $63.8k $63.8k 0.01% Unchanged
84 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 426426 $33.4k $33.4k 0.01% Added +32 +32
85 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 399399 $30.9k $30.9k 0.00% Added +88 +88
86 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 9696 $7.4k $7.4k 0.00% Added +7 +7
87 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 7777 $6.0k $6.0k 0.00% Unchanged
88 Activest Wealth Management 0.00% of their portfolio AVENTURA, FL 7676 $5.9k $5.9k 0.00% Unchanged
89 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 3636 $2.8k $2.8k 0.00% Unchanged