Institutional Ownership
American Centy ETF Tr
CUSIP 025072158AVANTIS US LARGAVLCQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
88
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Oak Root LLC | 2.35M | $182.36M |
| 2 | Hills Bank & Trust Co | 1.19M | $92.19M |
| 3 | Pacific Life Fund Advisors LLC | 800.4K | $62.07M |
| 4 | Beaird Harris Wealth Management, LLC | 744.8K | $57.76M |
| 5 | Envestnet Asset Management Inc | 629.4K | $48.81M |
| 6 | Cypress Point Wealth Management, LLC | 497.4K | $38.57M |
| 7 | Ridgeline Wealth, LLC | 449.6K | $34.87M |
| 8 | Lpl Financial LLC | 446.3K | $34.61M |
| 9 | Grimes & Co Wealth Management, LLC | 444.0K | $34.43M |
| 10 | Simplicity Wealth,LLC | 371.4K | $28.80M |