Institutional Ownership
American Centy ETF Tr
CUSIP 025072158AVANTIS US LARGAVLCQ1 2026
Institutional Holders
88
13F filers
Shares Held
12.93M
Aggregate institutional
Institutional Value
$968.11M
Q1 2026
Net New Holders
+10
14 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased49
Decreased17
Sold out4
Institutional Holders
88 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oak Root LLC | 2.35M | $182.36M | −85.7K | Reduced |
| 2 | Hills Bank & Trust Co | 1.19M | $92.19M | +1.17M | Added |
| 3 | Pacific Life Fund Advisors LLC | 800.4K | $62.07M | −32.9K | Reduced |
| 4 | Beaird Harris Wealth Management, LLC | 744.8K | $57.76M | +83.4K | Added |
| 5 | Envestnet Asset Management Inc | 629.4K | $48.81M | +53.5K | Added |
| 6 | Cypress Point Wealth Management, LLC | 497.4K | $38.57M | +39.6K | Added |
| 7 | Ridgeline Wealth, LLC | 449.6K | $34.87M | +5.4K | Added |
| 8 | Lpl Financial LLC | 446.3K | $34.61M | +28.4K | Added |
| 9 | Grimes & Co Wealth Management, LLC | 444.0K | $34.43M | +53.1K | Added |
| 10 | Simplicity Wealth,LLC | 371.4K | $28.80M | −2.7K | Reduced |
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