Avantis Em MKT SM Cap Eq ETFAVEEETF
13F holders, Q1 2026 (March 31)28holders +3
4new positions
1sold out
1famous investor
$63.45avg. 13F price*
At the end of Q1 2026, 28 institutions reported holding Avantis Em MKT SM Cap Eq ETF (AVEE) in their 13F filings, up 3 from Q4 2025. 4 opened new positions and 1 sold out. The largest holders were American Century Companies Inc. ($17.3M), Tortoise Investment Management, LLC ($11.5M) and Index Fund Advisors, Inc. ($8.7M). 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 (Q1 2026)
- CUSIP
- 025072141
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $7.5M |
| Exits | 1 | $473K |
All 13F filers, Q4 2025 → Q1 2026: 462,921 shares bought and 25,588 shares sold, net +437,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| American Century Companies Inc. | 0.01% | Add +22.4% | 273,261 | $17.3M |
| Tortoise Investment Management, LLC | 0.95% | Add +1288.4% | 180,706 | $11.5M |
| Index Fund Advisors, Inc. | 0.39% | Add +27.3% | 136,660 | $8.7M |
| Cornerstone Wealth Partners, LLC | 4.00% | Add +20.7% | 111,283 | $7.1M |
| Citadel Advisors | 0.00% | New | 94,119 | $6.0M |
| Jane Street Group, LLC | 0.00% | Add +1107.2% | 50,000 | $3.2M |
| Old Mission Capital LLC | 0.04% | Add +129.7% | 27,687 | $1.8M |
| Ariadne Wealth Management, LP | 0.75% | Add +0.2% | 26,450 | $1.7M |
| Vista Capital Partners, Inc. | 0.13% | Reduce -12.5% | 20,068 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 18,349 | $1.2M |
| Cypress Point Wealth Management, LLC | 0.24% | Add +29.2% | 17,397 | $1.1M |
| ARK & TLK Investments, LLC | 0.30% | Add +53.9% | 17,322 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Reduce -13.5% | 15,889 | $1.0M |
| CAP Partners, LLC | 0.52% | Add +4.6% | 14,406 | $914K |
| Three Arch Wealth Management LLC | 0.13% | Reduce -4.3% | 11,743 | $745K |
| Cloud Capital Management, LLC | 0.30% | Add +40.0% | 10,908 | $691K |
| ERn Financial, LLC | 0.11% | Reduce -8.2% | 9,351 | $593K |
| Lam Group, Inc. | 0.32% | Add +5.0% | 9,285 | $589K |
| Plancorp, LLC | 0.01% | Add +50.5% | 6,185 | $416K |
| B&D White Capital Company, LLC | 0.04% | Add +10.8% | 5,463 | $347K |
| Summit Portfolio Management, LTD. | 0.22% | — | 5,436 | $345K |
| Kane Co Wealth Management, Inc. | 0.29% | New | 5,366 | $340K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 5,214 | $331K |
| Mills Wealth Advisors LLC | 0.09% | Reduce -73.5% | 4,067 | $258K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 3,253 | $206K |
| Bogart Wealth, LLC | 0.00% | New | 334 | $21K |
| Ares Financial Consulting, LLC | 0.01% | Add +267.1% | 268 | $17K |
| Farther Finance Advisors, LLC | 0.00% | No change | 208 | $13K |
"% 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.