Avantis Em MKT SM Cap Eq ETFAVEEETF

13F holders, Q2 2025 (June 30)
18holders +4
4new positions
0sold out
1famous investor
$60.38avg. 13F price*

At the end of Q2 2025, 18 institutions reported holding Avantis Em MKT SM Cap Eq ETF (AVEE) in their 13F filings, up 4 from Q1 2025. 4 opened new positions and 0 sold out. The largest holders were American Century Companies Inc. ($5.8M), Index Fund Advisors, Inc. ($4.3M) and Timonier Family Office, LTD. ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Avantis Em MKT SM Cap Eq ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$4.4M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 134,191 shares bought and 5,659 shares sold, net +128,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

American Century Companies Inc. 0.00% Add +6.9% 95,757 $5.8M
Index Fund Advisors, Inc. 0.24% Add +128.2% 72,006 $4.3M
Timonier Family Office, LTD. 1.45% Add +15.7% 64,508 $3.9M
Ariadne Wealth Management, LP 0.89% Reduce -11.2% 29,884 $1.9M
Old Mission Capital LLC 0.05% New 28,758 $1.7M
Vista Capital Partners, Inc. 0.18% New 26,840 $1.6M
Avior Wealth Management, LLC 0.04% Add +4.2% 20,594 $1.2M
Mills Wealth Advisors LLC 0.47% Add +3.0% 16,926 $1.0M
CAP Partners, LLC 0.50% Add +2.8% 13,224 $797K
Citadel Advisors 0.00% New 12,298 $741K
Cypress Point Wealth Management, LLC 0.13% Reduce -11.6% 8,595 $518K
Lam Group, Inc. 0.30% Reduce -1.3% 7,445 $449K
Tortoise Investment Management, LLC 0.04% Add +43.9% 7,256 $437K
Efficient Frontier Advisors LLC 0.27% No change 7,143 $430K
Cloud Capital Management, LLC 0.24% Add +23.9% 6,249 $377K
ERn Financial, LLC 0.07% New 5,842 $352K
Cardiff Park Advisors, LLC 0.03% Add +0.0% 5,658 $341K
Corient Private Wealth LP 0.00% Reduce -15.4% 3,690 $222K

"% 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.