Significant Ownership of Savant Capital, LLC
- Large-stake filing summary
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- Recent SEC Schedule 13D/G filings for Savant Capital, LLC focus on large-stake beneficial ownership disclosures and amendments.
- Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
- Manager signature
- Margaret M. Baer - Margaret M. Baer, Chief Compliance Officer
- Manager location
- Rockford, IL
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Manager
Names, identifiers, and filing context for this profile.
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Significant Ownership of Savant Capital, LLC
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| DIHP | Dimensional ETF Trust | INTL HIGH PROFIT | 18% | $703,728,308 | 23,936,337 | Savant Capital, LLC | 30 Apr 2025 | ||
| AVEM | AMERICAN CENTURY ETF TRUST | AVANTIS EMGMKT | 13% | $1,001,001,764 | 16,567,391 | Savant Capital, LLC | 31 Dec 2024 | ||
| DFGR | Dimensional ETF Trust | GLOBAL REAL EST | 11% | $295,610,606 | +$118,649,472 | 11,188,895 | +67% | Savant Capital, LLC | 31 Jan 2026 |
| MARU | AIM ETF Products Trust | ALLIANZIM US EQU | 9.5% | $1,837,387 | 70,969 | Savant Capital, LLC | 30 Apr 2025 | ||
| JNEU | AIM ETF Products Trust | ALLIANZIM US EQU | 8.6% | $2,330,571 | 75,423 | Savant Capital, LLC | 31 Dec 2025 | ||
| AVDV | AMERICAN CENTURY ETF TRUST | INTL SMCP VLU | 8.3% | $889,240,919 | 10,983,707 | Savant Capital, LLC | 30 Apr 2025 | ||
| DLS | WisdomTree Trust | INTL SMCAP DIV | 6.3% | $63,979,232 | 804,669 | Savant Capital, LLC | 31 Oct 2025 | ||
| XCNY | SPDR INDEX SHARES FUNDS | SPDR S&P EMERGIN | 6.1% | $319,187 | 12,267 | Savant Capital, LLC | 30 Apr 2025 | ||
| NVBU | AIM ETF Products Trust | ALLIANZIM US EQU | 6% | $1,653,426 | 61,672 | Savant Capital, LLC | 30 Apr 2025 | ||
| FEBU | AIM ETF Products Trust | AIM ETF PRODUCTS TRUST | 5.3% | $2,349,361 | 83,429 | Savant Capital, LLC | 31 Jan 2026 | ||
| DFIS | Dimensional ETF Trust | INTL SMALL CAP E | 2.1% | $55,592,250 | 2,075,112 | Savant Capital, LLC | 31 Dec 2024 |
Schedules 13D/G Reported by Savant Capital, LLC:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.