2 registered advisors · 9 reported ETFs · $891M reported ETF value · $920M regulatory AUM
Oak Root LLC is an investment adviser that files Form ADV with the SEC, with 2 registered advisors, reporting $920M in regulatory assets under management. Its 13F filings report 9 ETF positions worth $891M.
Last updated 2026-08-19 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | VOO — Vanguard S&P 500 ETF | $37.4M | Top 99.1% | Peer conviction 69.7% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $37.4M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | AVDE — Avantis International Equity ETF | $127.3M | Top 98.7% | Residual alpha +1.08% · Residual Sharpe 0.05 |
| Diversification Benefits | AVEM — Avantis Emerging Markets Equity ETF | $103.8M | Top 77.7% | Replicability (R²) 93.8% · Residual Sharpe 0.15 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Form ADV facts as filed, most recently 2026-08-19. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 246788. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| AVUS — Avantis U.S. Equity ETF | $372.2M | 41.8% | Research alternatives to AVUS · AVUS institutional holders |
| AVLC — Avantis U.S. Large Cap Equity ETF | $180.7M | 20.3% | Research alternatives to AVLC · AVLC institutional holders |
| AVDE — Avantis International Equity ETF | $127.3M | 14.3% | Research alternatives to AVDE · AVDE institutional holders |
| AVEM — Avantis Emerging Markets Equity ETF | $103.8M | 11.6% | Research alternatives to AVEM · AVEM institutional holders |
| VOO — Vanguard S&P 500 ETF | $37.4M | 4.2% | Research alternatives to VOO · VOO institutional holders |
| VUG — Vanguard Morningstar Growth ETF | $28.5M | 3.2% | Research alternatives to VUG · VUG institutional holders |
| VTV — Vanguard Morningstar Value ETF | $27.3M | 3.1% | Research alternatives to VTV · VTV institutional holders |
| IEMG — iShares Core MSCI Emerging Markets ETF | $12.2M | 1.4% | Research alternatives to IEMG · IEMG institutional holders |
| VXF — Vanguard Extended Market ETF | $1.6M | 0.2% | Research alternatives to VXF · VXF institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| Santa Barbara, CA | Santa Barbara | CA | 2 |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30