Avantis Em MKT SM Cap Eq ETFAVEEETF

13F holders, Q2 2026 (June 30)
29holders +1
4new positions
4sold out
$69.31avg. 13F price*

At the end of Q2 2026, 29 institutions reported holding Avantis Em MKT SM Cap Eq ETF (AVEE) in their 13F filings, up 1 from Q1 2026. 4 opened new positions and 4 sold out. The largest holders were American Century Companies Inc. ($22.2M), Tortoise Investment Management, LLC ($12.8M) and Index Fund Advisors, Inc. ($10.8M).

Company
Avantis Em MKT SM Cap Eq ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
CUSIP
025072141
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 9Q1 2024Q2 2024: 11Q2 2024Q3 2024: 15Q3 2024Q4 2024: 14Q4 2024Q1 2025: 14Q1 2025Q2 2025: 18Q2 2025Q3 2025: 18Q3 2025Q4 2025: 25Q4 2025Q1 2026: 28Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions4$2.7M
Exits4$8.7M

All 13F filers, Q1 2026 → Q2 2026: 138,104 shares bought and 143,637 shares sold, net −5,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

American Century Companies Inc. 0.01% Add +17.4% 320,717 $22.2M
Tortoise Investment Management, LLC 0.95% Add +2.2% 184,695 $12.8M
Index Fund Advisors, Inc. 0.43% Add +13.8% 155,463 $10.8M
Cornerstone Wealth Partners, LLC 4.07% Add +13.4% 126,209 $8.7M
Timonier Family Office, LTD. 1.61% — 82,404 $5.7M
Jane Street Group, LLC 0.00% Reduce -12.9% 43,555 $3.0M
Richard P Slaughter Associates Inc 0.43% New 31,618 $2.2M
Ariadne Wealth Management, LP 0.82% Add +1.4% 26,831 $1.9M
Beacon Pointe Advisors, LLC 0.01% Add +14.1% 20,930 $1.5M
Vista Capital Partners, Inc. 0.12% Reduce -0.7% 19,926 $1.4M
ARK & TLK Investments, LLC 0.33% Add +11.2% 19,253 $1.3M
Cypress Point Wealth Management, LLC 0.26% Add +7.2% 18,648 $1.3M
Avior Wealth Management, LLC 0.03% Reduce -4.0% 15,259 $1.1M
Cloud Capital Management, LLC 0.30% Add +8.1% 11,791 $817K
Three Arch Wealth Management LLC 0.12% No change 11,743 $814K
ERn Financial, LLC 0.12% Add +15.6% 10,807 $749K
Lam Group, Inc. 0.34% Add +6.0% 9,845 $683K
Plancorp, LLC 0.01% Add +30.4% 8,065 $542K
Kane Co Wealth Management, Inc. 0.31% Add +8.5% 5,822 $404K
B&D White Capital Company, LLC 0.04% Add +0.2% 5,474 $379K
Cardiff Park Advisors, LLC 0.03% Add +0.0% 5,216 $362K
Mills Wealth Advisors LLC 0.09% Add +3.6% 4,215 $292K
OneDigital Investment Advisors LLC 0.00% New 3,761 $261K
WorthPointe, LLC 0.06% New 3,574 $248K
Corient Private Wealth LP 0.00% Add +0.3% 3,263 $226K
Evanson Financial, LLC 0.01% — 2,936 $204K
Ares Financial Consulting, LLC 0.12% Add +807.5% 2,432 $169K
Bogart Wealth, LLC 0.00% Add +0.6% 336 $23K
Angeles Wealth Management, LLC 0.00% New 261 $18K

"% of holder's portfolio" is AVEE's weight in each manager's 13F, not the share of Avantis Em MKT SM Cap Eq ETF the manager owns.