Avantis Em MKT SM Cap Eq ETFAVEEETF

13F holders, Q3 2025 (September 30)
18holders
2new positions
1sold out
1famous investor
$64.10avg. 13F price*

At the end of Q3 2025, 18 institutions reported holding Avantis Em MKT SM Cap Eq ETF (AVEE) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were American Century Companies Inc. ($7.2M), Index Fund Advisors, Inc. ($5.7M) and Timonier Family Office, LTD. ($4.7M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$1.2M
Exits1$1.7M

All 13F filers, Q2 2025 → Q3 2025: 67,180 shares bought and 37,017 shares sold, net +30,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

American Century Companies Inc. 0.00% Add +16.6% 111,646 $7.2M
Index Fund Advisors, Inc. 0.27% Add +22.4% 88,131 $5.7M
Timonier Family Office, LTD. 1.55% Add +14.1% 73,604 $4.7M
Ariadne Wealth Management, LP 0.78% Reduce -9.2% 27,128 $1.7M
Vista Capital Partners, Inc. 0.16% Reduce -7.8% 24,752 $1.6M
Avior Wealth Management, LLC 0.04% Reduce -7.1% 19,139 $1.2M
Mills Wealth Advisors LLC 0.42% Reduce -5.3% 16,035 $1.0M
Goldman Sachs Group Inc. 0.00% New 15,023 $963K
CAP Partners, LLC 0.49% Add +2.3% 13,522 $867K
Citadel Advisors 0.00% Reduce -1.3% 12,138 $778K
ERn Financial, LLC 0.12% Add +56.4% 9,139 $586K
Cypress Point Wealth Management, LLC 0.12% Add +6.0% 9,113 $584K
Tortoise Investment Management, LLC 0.05% Add +22.7% 8,906 $571K
Lam Group, Inc. 0.33% Add +13.0% 8,410 $539K
Cloud Capital Management, LLC 0.23% Add +8.9% 6,804 $435K
Cardiff Park Advisors, LLC 0.03% Reduce -8.0% 5,208 $334K
ARK & TLK Investments, LLC 0.08% New 3,764 $241K
Corient Private Wealth LP 0.00% Reduce -12.4% 3,231 $207K

"% 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.