Avantis Em MKT SM Cap Eq ETFAVEEETF
13F holders, Q1 2025 (March 31)14holders
1new positions
2sold out
$52.76avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Avantis Em MKT SM Cap Eq ETF (AVEE) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were American Century Companies Inc. ($4.7M), Timonier Family Office, LTD. ($2.9M) and Ariadne Wealth Management, LP ($1.8M).
- Company
- Avantis Em MKT SM Cap Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072141
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.0M |
| Exits | 2 | $5.1M |
All 13F filers, Q4 2024 → Q1 2025: 75,636 shares bought and 103,082 shares sold, net −27,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| American Century Companies Inc. | 0.00% | Add +6.6% | 89,608 | $4.7M |
| Timonier Family Office, LTD. | 1.29% | Add +47.0% | 55,756 | $2.9M |
| Ariadne Wealth Management, LP | 0.96% | Reduce -2.8% | 33,639 | $1.8M |
| Index Fund Advisors, Inc. | 0.10% | Add +474.4% | 31,549 | $1.7M |
| Avior Wealth Management, LLC | 0.04% | New | 19,768 | $1.0M |
| Mills Wealth Advisors LLC | 0.46% | Add +11.8% | 16,439 | $863K |
| CAP Partners, LLC | 0.49% | Reduce -30.6% | 12,861 | $675K |
| Cypress Point Wealth Management, LLC | 0.16% | Add +29.0% | 9,726 | $511K |
| Lam Group, Inc. | 0.29% | Reduce -5.0% | 7,545 | $396K |
| Efficient Frontier Advisors LLC | 0.24% | Add +0.8% | 7,143 | $375K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -9.0% | 5,656 | $297K |
| Tortoise Investment Management, LLC | 0.03% | Add +75.9% | 5,044 | $265K |
| Cloud Capital Management, LLC | 0.19% | — | 5,044 | $264K |
| Corient Private Wealth LP | 0.00% | Add +6.4% | 4,363 | $229K |
"% 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.