Avantis Em MKT SM Cap Eq ETFAVEEETF
13F holders, Q4 2025 (December 31)25holders +7
5new positions
1sold out
$62.60avg. 13F price*
At the end of Q4 2025, 25 institutions reported holding Avantis Em MKT SM Cap Eq ETF (AVEE) in their 13F filings, up 7 from Q3 2025. 5 opened new positions and 1 sold out. The largest holders were American Century Companies Inc. ($13.9M), Index Fund Advisors, Inc. ($6.7M) and Cornerstone Wealth Partners, LLC ($5.8M).
- Company
- Avantis Em MKT SM Cap Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2025)
- CUSIP
- 025072141
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.6M |
| Exits | 1 | $778K |
All 13F filers, Q3 2025 → Q4 2025: 179,911 shares bought and 23,573 shares sold, net +156,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| American Century Companies Inc. | 0.01% | Add +99.9% | 223,160 | $13.9M |
| Index Fund Advisors, Inc. | 0.31% | Add +21.8% | 107,357 | $6.7M |
| Cornerstone Wealth Partners, LLC | 3.99% | — | 92,165 | $5.8M |
| Timonier Family Office, LTD. | 1.56% | Add +6.8% | 78,632 | $4.9M |
| Ariadne Wealth Management, LP | 0.74% | Reduce -2.7% | 26,397 | $1.8M |
| Vista Capital Partners, Inc. | 0.14% | Reduce -7.3% | 22,944 | $1.4M |
| Avior Wealth Management, LLC | 0.04% | Reduce -4.0% | 18,378 | $1.1M |
| Mills Wealth Advisors LLC | 0.38% | Reduce -4.3% | 15,337 | $957K |
| CAP Partners, LLC | 0.49% | Add +1.8% | 13,771 | $859K |
| Cypress Point Wealth Management, LLC | 0.18% | Add +47.8% | 13,465 | $840K |
| Tortoise Investment Management, LLC | 0.07% | Add +46.1% | 13,015 | $812K |
| Three Arch Wealth Management LLC | 0.14% | — | 12,272 | $766K |
| Old Mission Capital LLC | 0.03% | New | 12,052 | $752K |
| ARK & TLK Investments, LLC | 0.19% | Add +199.1% | 11,259 | $703K |
| ERn Financial, LLC | 0.12% | Add +11.5% | 10,189 | $636K |
| Lam Group, Inc. | 0.32% | Add +5.1% | 8,840 | $552K |
| Cloud Capital Management, LLC | 0.23% | Add +14.5% | 7,791 | $486K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.5% | 7,586 | $473K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.1% | 5,214 | $325K |
| B&D White Capital Company, LLC | 0.04% | New | 4,932 | $308K |
| Jane Street Group, LLC | 0.00% | New | 4,142 | $259K |
| Plancorp, LLC | 0.01% | New | 4,110 | $257K |
| Corient Private Wealth LP | 0.00% | Add +0.7% | 3,252 | $203K |
| Farther Finance Advisors, LLC | 0.00% | New | 208 | $13K |
| Ares Financial Consulting, LLC | 0.00% | — | 73 | $5K |
"% 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.