AMERICAN CENTY ETF TR AVANTIS U S LARGE CAP EQUITY ETF
Institutional coverage
90 13F filers hold $AVLC.
13F holders
90
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Windward Private Wealth Management Inc.
8.31% held
α +42.1pts
02
PCJ Investment Counsel Ltd.
0.00% held
α +18.9pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 90 · Source: 13F-HR01
Oak Root LLC
23.16% of portfolio
2,437,157 sh
02
Covenant Partners, LLC
4.46% of portfolio
2,375,498 sh
03
Guardian Asset Advisors, LLC
22.24% of portfolio
2,351,457 sh
04
Independent Franchise Partners LLP
7.13% of portfolio
800,365 sh
05
Conrad Siegel Investment Advisors, Inc.
3.93% of portfolio
744,755 sh
06
Marquette Asset Management, LLC
0.01% of portfolio
629,355 sh
07
Fpr Partners LLC
0.08% of portfolio
505,952 sh
08
Prudent Man Advisors, LLC
8.31% of portfolio
497,372 sh
09
Cypress Point Wealth Management, LLC
7.86% of portfolio
457,783 sh
10
Braidwell LP
24.98% of portfolio
449,618 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $AVLC in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $AVLC in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:05 UTC.