Vault-13

AMERICAN CENTY ETF TR AVLC

AVANTIS US LARG · ETP · CUSIP 025072158

115 institutional holders +26 vs Q1 2026
14,748,67314.7m shares reported held*
$1.3bnreported value*
28 new 60 added 18 reduced 4 sold out net bought ≈ $143.9m (+1.6m 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 ≈ $89.93.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q4 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: 89Q2 26: 115115Q4 22Q4 23Q4 24Q4 25Q2 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
Q2 2026115

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 23 bought or addedQ3 24: 4 cut or sold outQ4 24: 22 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 10 cut or sold outQ2 25: 42 bought or addedQ2 25: 13 cut or sold outQ2 25Q3 25: 49 bought or addedQ3 25: 16 cut or sold outQ4 25: 57 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 64 bought or addedQ1 26: 22 cut or sold outQ2 26: 88 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024234
Q4 2024226
Q1 20253210
Q2 20254213
Q3 20254916
Q4 20255716
Q1 20266422
Q2 20268822

Biggest buyers

Vestmark Advisory Solutions, Inc. Added +224,156+224.2k
AMERICAN CENTURY COMPANIES INC New +218,405+218.4k
Financial Insights, Inc. New +206,355+206.4k
Global Strategic Investment Solutions, LLC Added +195,723+195.7k
B&D White Capital Company, LLC New +126,616+126.6k
UPTICK PARTNERS, LLC Added +125,658+125.7k
Beaird Harris Wealth Management, LLC Added +96,843+96.8k
TWO SIGMA INVESTMENTS, LP New +94,200+94.2k
ENVESTNET ASSET MANAGEMENT INC Added +77,317+77.3k
COMMERCE BANK Added +73,636+73.6k

Biggest sellers

Oak Root LLC Reduced -342,732-342.7k
Hills Bank & Trust Co Reduced -62,841-62.8k
Pacific Life Fund Advisors LLC Reduced -60,660-60.7k
GOLDMAN SACHS GROUP INC Sold out -32,221-32.2k
LPL Financial LLC Reduced -23,530-23.5k
Cypress Point Wealth Management, LLC Reduced -14,506-14.5k
MERCER GLOBAL ADVISORS INC /ADV Reduced -12,281-12.3k
JANE STREET GROUP, LLC Sold out -10,435-10.4k
WCG Wealth Advisors LLC Reduced -7,286-7.3k
Dogwood Wealth Management LLC Reduced -6,462-6.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Oak Root LLC 19.94% of their portfolio Santa Barbara, CA 2,008,7252.0m $180.7m $180.7m 19.94% Reduced -342.7k -342,732
2 Hills Bank & Trust Co 4.31% of their portfolio North Liberty, IA 1,125,9361.1m $101.3m $101.3m 4.31% Reduced -62.8k -62,841
3 Beaird Harris Wealth Management, LLC 4.74% of their portfolio DALLAS, TX 841,598841.6k $75.7m $75.7m 4.74% Added +96.8k +96,843
4 Pacific Life Fund Advisors LLC 7.32% of their portfolio NEWPORT BEACH, CA 739,705739.7k $66.5m $66.5m 7.32% Reduced -60.7k -60,660
5 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 706,672706.7k $63.6m $63.6m 0.02% Added +77.3k +77,317
6 GRIMES & Co WEALTH MANAGEMENT, LLC 0.96% of their portfolio WESTBOROUGH, MA 493,444493.4k $44.4m $44.4m 0.96% Added +49.5k +49,480
7 Cypress Point Wealth Management, LLC 8.84% of their portfolio DALLAS, TX 482,866482.9k $43.4m $43.4m 8.84% Reduced -14.5k -14,506
8 PARK AVENUE SECURITIES LLC 0.27% of their portfolio NEW YORK, NY 480,400480.4k $43.2m $43.2m 0.27% Added +55.3k +55,291
9 Ridgeline Wealth, LLC 23.72% of their portfolio MESA, AZ 450,687450.7k $40.5m $40.5m 23.72% Added +1.1k +1,069
10 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 422,791422.8k $38.0m $38.0m 0.01% Reduced -23.5k -23,530
11 Global Strategic Investment Solutions, LLC 3.34% of their portfolio Scottsdale, AZ 414,510414.5k $37.3m $37.3m 3.34% Added +195.7k +195,723
12 Simplicity Wealth,LLC 1.15% of their portfolio SUMMIT, NJ 380,366380.4k $34.2m $34.2m 1.15% Added +8.9k +8,945
13 Well Done, LLC 4.40% of their portfolio HOLLAND, MI 363,663363.7k $32.7m $32.7m 4.40% Added +24.2k +24,237
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 358,552358.6k $32.0m $32.0m 0.00% Reduced -3.2k -3,233
15 Allworth Financial LP 0.12% of their portfolio FOLSOM, CA 323,092323.1k $29.1m $29.1m 0.12% Added +70.1k +70,116
16 Networth Advisors, LLC 13.56% of their portfolio CANONSBURG, PA 259,352259.4k $23.3m $23.3m 13.56% Added +16.7k +16,689
17 Vestmark Advisory Solutions, Inc. 0.21% of their portfolio Wakefield, MA 243,516243.5k $21.9m $21.9m 0.21% Added +224.2k +224,156
18 OneDigital Investment Advisors LLC 0.17% of their portfolio OVERLAND PARK, KS 229,862229.9k $20.7m $20.7m 0.17% Added +3.7k +3,713
19 FAS Wealth Partners, Inc. 1.07% of their portfolio LEAWOOD, KS 228,649228.6k $20.6m $20.6m 1.07% Added +4.8k +4,829
20 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 218,405218.4k $19.6m $19.6m 0.01% New
21 UPTICK PARTNERS, LLC 3.04% of their portfolio NACOGDOCHES, TX 216,968217.0k $19.5m $19.5m 3.04% Added +125.7k +125,658
22 Financial Insights, Inc. 4.89% of their portfolio TACOMA, WA 206,355206.4k $18.6m $18.6m 4.89% New
23 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 180,245180.2k $16.2m $16.2m 0.08% Added +29.6k +29,646
24 Cresset Asset Management, LLC 0.06% of their portfolio Chicago, IL 174,005174.0k $15.7m $15.7m 0.06% Added +33.6k +33,562
25 Buttonwood Financial Group, LLC 8.73% of their portfolio Kansas City, MO 169,783169.8k $15.3m $15.3m 8.73% Reduced -6.3k -6,310
26 Prosperity Planning, Inc. 3.12% of their portfolio NORTH KANSAS CITY, MO 151,352151.4k $13.6m $13.6m 3.12% Added +7.7k +7,662
27 ARCADIA INVESTMENT ADVISORS LLC 5.52% of their portfolio EAGLE, ID 145,554145.6k $13.1m $13.1m 5.52% Added +3.3k +3,293
28 Strategic Blueprint, LLC 0.65% of their portfolio ATLANTA, GA 145,387145.4k $13.1m $13.1m 0.65% Added +3.1k +3,087
29 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 135,800135.8k $12.2m $12.2m 0.01% Added +557 +557
30 Western Reserve Capital Management, LLC 8.81% of their portfolio HUDSON, OH 132,044132.0k $11.9m $11.9m 8.81% Added +866 +866
31 Visionary Wealth Advisors 0.45% of their portfolio O'FALLON, IL 128,084128.1k $11.5m $11.5m 0.45% Added +6.8k +6,801
32 B&D White Capital Company, LLC 1.13% of their portfolio Lakeway, TX 126,616126.6k $11.4m $11.4m 1.13% New
33 Dogwood Wealth Management LLC 3.88% of their portfolio LENEXA, KS 109,391109.4k $9.8m $9.8m 3.88% Reduced -6.5k -6,462
34 Mendota Financial Group, LLC 6.07% of their portfolio MADISON, WI 108,849108.8k $9.8m $9.8m 6.07% Added +16.2k +16,224
35 Herold Advisors, Inc. 1.93% of their portfolio New York, NY 108,644108.6k $9.8m $9.8m 1.93% Added +18.1k +18,058
36 Waterfront Wealth Inc. 1.46% of their portfolio OVERLAND PARK, KS 104,343104.3k $9.4m $9.4m 1.46% Added +59.8k +59,798
37 Haven Private, LLC 3.52% of their portfolio ORLANDO, FL 102,825102.8k $9.3m $9.3m 3.52% Added +6.8k +6,783
38 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 101,271101.3k $9.1m $9.1m 0.02% Added +18.1k +18,089
39 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 94,20094.2k $8.5m $8.5m 0.01% New
40 CoreCap Advisors, LLC 0.25% of their portfolio SOUTHFIELD, MI 94,08394.1k $8.5m $8.5m 0.25% Added +12.5k +12,513
41 Canvas Wealth Advisors, LLC 1.15% of their portfolio SHAWNEE, KS 91,88991.9k $8.3m $8.3m 1.15% Added +4.4k +4,449
42 COMMERCE BANK 0.04% of their portfolio KANSAS CITY, MO 91,24091.2k $8.2m $8.2m 0.04% Added +73.6k +73,636
43 ShankerValleau Wealth Advisors, Inc. 2.10% of their portfolio SKOKIE, IL 88,67388.7k $8.0m $8.0m 2.10% Reduced -2.1k -2,070
44 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1.45% of their portfolio MINNEAPOLIS, MN 84,29284.3k $7.6m $7.6m 1.45% Added +727 +727
45 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 71,39171.4k $6.4m $6.4m 0.01% Reduced -12.3k -12,281
46 Private Wealth Asset Management, LLC 0.57% of their portfolio OMAHA, NE 65,53465.5k $5.9m $5.9m 0.57% Added +9.6k +9,631
47 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 56,02856.0k $5.0m $5.0m 0.01% Added +7.4k +7,407
48 BFI Wealth Solutions, LLC 3.10% of their portfolio DALLAS, TX 46,46646.5k $4.2m $4.2m 3.10% Added +26.2k +26,219
49 Ameritas Advisory Services, LLC 0.08% of their portfolio Lincoln, NE 44,64944.6k $4.0m $4.0m 0.08% New
50 Apella Capital, LLC 0.06% of their portfolio WEST HARTFORD, CT 44,08744.1k $3.9m $3.9m 0.06% New
51 ENDEAVOR PRIVATE WEALTH, INC. 0.81% of their portfolio TOPEKA, KS 37,11637.1k $3.3m $3.3m 0.81% Added +3.3k +3,347
52 Plancorp, LLC 0.08% of their portfolio SAINT LOUIS, MO 36,27236.3k $3.2m $3.2m 0.08% Added +5 +5
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,17535.2k $3.2m $3.2m 0.00% Added +18.3k +18,270
54 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,68129.7k $2.7m $2.7m 0.00% Added +294 +294
55 SEEDS INVESTOR LLC 0.27% of their portfolio NEW YORK, NY 28,81928.8k $2.6m $2.6m 0.27% Added +5.6k +5,615
56 WCG Wealth Advisors LLC 0.05% of their portfolio LAS VEGAS, NV 23,46123.5k $2.1m $2.1m 0.05% Reduced -7.3k -7,286
57 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 21,59721.6k $1.9m $1.9m 0.01% Added +5.8k +5,824
58 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 21,28121.3k $1.9m $1.9m 0.04% Added +748 +748
59 LEGACY FINANCIAL GROUP, INC. 0.44% of their portfolio TULSA, OK 21,05821.1k $1.9m $1.9m 0.44% Added +5.5k +5,534
60 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 20,07020.1k $1.8m $1.8m 0.01% Added +2.0k +2,003
61 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 19,36019.4k $1.5m $1.5m 0.02% Unchanged
62 Fort Vancouver Investment Management, LLC 0.79% of their portfolio VANCOUVER, WA 18,75518.8k $1.7m $1.7m 0.79% New
63 Armbruster Capital Management, Inc. 0.22% of their portfolio PITTSFORD, NY 16,20016.2k $1.5m $1.5m 0.22% Reduced -4.8k -4,800
64 Betterment LLC 0.00% of their portfolio NEW YORK, NY 15,43215.4k $1.4m $1.4m 0.00% Added +1.5k +1,458
65 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 12,36112.4k $1.1m $1.1m 0.00% Added +5.4k +5,449
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,11312.1k $1.1m $1.1m 0.00% Added +4.3k +4,338
67 DIXON FNANCIAL SERVICES, INC. 0.43% of their portfolio LAFAYETTE, CA 11,93311.9k $1.1m $1.1m 0.43% Unchanged
68 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,17211.2k $1.0m $1.0m 0.00% Added +5.6k +5,586
69 Independent Wealth Network Inc. 0.24% of their portfolio URBANDALE, IA 10,44410.4k $939.5k $939.5k 0.24% New
70 FSA Advisors, Inc. 0.43% of their portfolio TROY, MI 10,43010.4k $938.3k $938.3k 0.43% New
71 Team Financial Group, LLC 0.40% of their portfolio TEMECULA, CA 10,35910.4k $931.9k $931.9k 0.40% Added +7.3k +7,336
72 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 9,8999.9k $890.5k $890.5k 0.00% Reduced -2.0k -2,035
73 Bison Wealth, LLC 0.08% of their portfolio ATLANTA, GA 9,1759.2k $823.9k $823.9k 0.08% Added +44 +44
74 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 8,5648.6k $770.8k $770.8k 0.00% Reduced -64 -64
75 VAQUERO PRIVATE WEALTH, LTD 0.15% of their portfolio DALLAS, TX 8,3618.4k $752.2k $752.2k 0.15% First filing
76 Lloyd Advisory Services, LLC. 0.28% of their portfolio SUWANEE, GA 7,9107.9k $711.6k $711.6k 0.28% Added +6.9k +6,856
77 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 7,4317.4k $668.0k $668.0k 0.03% New
78 Clearwater Capital Advisors, LLC 0.04% of their portfolio HOFFMAN ESTATES, IL 6,4546.5k $580.6k $580.6k 0.04% New
79 MONTAG A & ASSOCIATES INC 0.02% of their portfolio ATLANTA, GA 6,0306.0k $542.5k $542.5k 0.02% Added +2.2k +2,225
80 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 5,7405.7k $516.4k $516.4k 0.00% New
81 Allegiance Financial Group Advisory Services LLC 0.09% of their portfolio VIENNA, VA 5,5775.6k $501.7k $501.7k 0.09% Added +12 +12
82 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 5,3255.3k $472.1k $472.1k 0.01% New
83 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 5,3255.3k $472.1k $472.1k 0.01% Added +2.5k +2,525
84 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 5,3175.3k $478.3k $478.3k 0.01% New
85 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 5,0355.0k $453.0k $453.0k 0.01% Added +2.3k +2,287
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,9034.9k $441.1k $441.1k 0.00% Reduced -1.4k -1,441
87 Evanson Financial, LLC 0.02% of their portfolio MCLEAN, VA 4,6424.6k $417.6k $417.6k 0.02% First filing
88 Pacific Asset Management, LLC 0.20% of their portfolio Gig Harbor, WA 4,4954.5k $404.4k $404.4k 0.20% Reduced -140 -140
89 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 3,9824.0k $358.0k $358.0k 0.01% Added +9 +9
90 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.02% of their portfolio ST. LOUIS, MO 3,7873.8k $340.7k $340.7k 0.02% Added +511 +511
91 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,7153.7k $334.2k $334.2k 0.00% Added +199 +199
92 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 3,3703.4k $303.2k $303.2k 0.00% New
93 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 3,2333.2k $290.8k $290.8k 0.00% New
94 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 2,4242.4k $218.1k $218.1k 0.00% New
95 BLVD Private Wealth, LLC 0.16% of their portfolio Prospect, KY 2,3632.4k $212.6k $212.6k 0.16% New
96 Platt Wealth Management LLC 0.17% of their portfolio SAN DIEGO, CA 2,3552.4k $211.0k $211.0k 0.17% New
97 Acorn Wealth Advisors, LLC 0.05% of their portfolio Grand Blanc, MI 2,2732.3k $204.5k $204.5k 0.05% New
98 Savvy Advisors, Inc. 0.00% of their portfolio NEW YORK, NY 2,2682.3k $204.0k $204.0k 0.00% New
99 Acropolis Investment Management, LLC 0.01% of their portfolio ST. LOUIS, MO 2,1402.1k $192.5k $192.5k 0.01% Unchanged
100 Burk Holdings LLC 0.06% of their portfolio TULSA, OK 1,9181.9k $172.5k $172.5k 0.06% Unchanged