Avantis All Eqty Mrkts ETFAVGEETF

13F holders, Q2 2026 (June 30)
159holders +30
35new positions
6sold out
1famous investor
$99.10avg. 13F price*

At the end of Q2 2026, 159 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings, up 30 from Q1 2026. 35 opened new positions and 6 sold out. The largest holders were Meredith Wealth Planning ($29.5M), Commonwealth Equity Services, LLC ($25.2M) and Greenspring Advisors, LLC ($16.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis All Eqty Mrkts ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
CUSIP
025072232
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 64Q1 2024Q2 2024: 73Q2 2024Q3 2024: 81Q3 2024Q4 2024: 94Q4 2024Q1 2025: 98Q1 2025Q2 2025: 103Q2 2025Q3 2025: 107Q3 2025Q4 2025: 124Q4 2025Q1 2026: 129Q1 2026Q2 2026: 159Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions35$28.6M
Exits6$1.2M

All 13F filers, Q1 2026 → Q2 2026: 549,964 shares bought and 62,175 shares sold, net +487,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 159 holders

Meredith Wealth Planning 6.95% Add +6.7% 297,253 $29.5M
Commonwealth Equity Services, LLC 0.03% Add +10.8% 254,389 $25.2M
Greenspring Advisors, LLC 0.91% Reduce -5.0% 165,420 $16.4M
GFG Capital, LLC 4.46% New 163,602 $16.2M
Compass Ion Advisors, LLC 1.01% Add +37.9% 118,846 $11.8M
BIP Wealth, LLC 0.33% Add +7.6% 116,708 $11.6M
AQR Capital Management 0.00% No change 108,276 $10.7M
Ieq Capital, LLC 0.05% No change 100,131 $9.9M
Nova R Wealth, Inc. 2.77% Reduce -2.0% 95,762 $9.5M
LPL Financial LLC 0.00% Add +5.1% 94,256 $9.3M
Index Fund Advisors, Inc. 0.36% Add +4.6% 90,746 $9.0M
Paragon Advisors, LLC 1.53% Reduce -0.1% 73,594 $7.3M
Pacific Asset Management, LLC 3.50% Reduce -2.1% 71,984 $7.1M
Intelligent Financial Strategies 3.08% Reduce -0.5% 64,521 $6.4M
FMB Wealth Management 2.26% Add +0.1% 62,065 $6.2M
Frankly Finances, LLC 4.62% Add +11.1% 58,958 $5.8M
Sprinkle Financial Consultants LLC 2.23% Add +1.1% 57,470 $5.7M
Cogent Private Wealth, Inc. 3.21% Add +59.6% 51,846 $5.1M
Cresset Asset Management, LLC 0.02% Add +147.7% 51,619 $5.1M
Align Financial, LLC 2.38% Add +8.9% 48,466 $4.8M
Hutchens & Kramer Investment Management Group, LLC 1.27% Add +56.3% 47,965 $4.8M
Werba Rubin Papier Wealth Management 0.55% Add +21.0% 45,424 $4.5M
B&D White Capital Company, LLC 0.43% No change 43,782 $4.3M
Fermata Advisors, LLC 0.88% Add +1.4% 43,716 $4.3M
Corient Private Wealth LP 0.01% Add +6.7% 40,717 $4.0M
Entrewealth, LLC 1.45% Add +7.8% 38,882 $3.9M
Savant Capital, LLC 0.01% New 38,733 $3.8M
CreativeOne Wealth, LLC 0.08% Add +3.3% 35,784 $3.5M
Yardley Wealth Management LLC 1.52% Add +0.9% 33,830 $3.4M
SC&H Financial Advisors, Inc. 0.42% Add +6.8% 32,246 $3.2M
Evanson Financial, LLC 0.16% — 32,115 $3.2M
Wilkerson Advisory Group LLC 0.97% Reduce -0.6% 32,013 $3.2M
Betterment LLC 0.00% Add +0.2% 29,116 $2.9M
Arq Wealth Advisors, LLC 0.35% Add +81.3% 28,783 $2.9M
Ridgeline Wealth, LLC 1.60% Reduce -1.1% 27,621 $2.7M
Magnolia Private Wealth, LLC 1.37% Reduce -28.7% 25,230 $2.5M
WCG Wealth Advisors LLC 0.06% Reduce -2.3% 24,015 $2.4M
Integrity Wealth Solutions LLC 0.76% Add +19.3% 20,692 $2.1M
Curio Wealth, LLC 0.60% Add +6.3% 19,674 $1.9M
Oceanside Advisors LLC 0.95% Add +4.7% 18,920 $1.9M
WMG Financial Advisors, LLC 0.68% Reduce -5.6% 18,268 $1.8M
Focus Partners Advisor Solutions, LLC 0.01% Add +4.6% 17,700 $1.8M
Apella Capital, LLC 0.02% Add +20.9% 17,498 $1.7M
Mercer Global Advisors Inc. 0.00% Reduce -1.2% 16,013 $1.6M
Beacon Pointe Advisors, LLC 0.01% Add +7.6% 14,699 $1.5M
Modera Wealth Management, LLC 0.02% Add +46.9% 14,569 $1.4M
Avantax Planning Partners, Inc. 0.04% Add +13.3% 14,459 $1.4M
Financial Plan, Inc. 0.13% Add +22.1% 14,323 $1.4M
Lam Group, Inc. 0.70% Add +9.5% 14,226 $1.4M
Plancorp, LLC 0.03% Add +19.4% 13,259 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.3% 12,014 $1.2M
HUB Investment Partners, LLC 0.02% Add +5.9% 11,136 $1.1M
Arista Wealth Management, LLC 0.12% New 10,998 $1.1M
Ferguson Johnson Wealth Management Inc 0.79% Add +48.7% 10,954 $1.1M
Equitable Holdings, Inc. 0.01% Add +9.6% 10,776 $1.1M
Farther Finance Advisors, LLC 0.01% Reduce -0.6% 10,612 $1.1M
Diversify Advisory Services, LLC 0.02% New 10,300 $1.0M
Diversify Wealth Management, LLC 0.02% Add +254.1% 10,300 $1.0M
Nemes Rush Group LLC 0.08% Add +7.8% 9,626 $954K
Creative Planning 0.00% Reduce -0.4% 9,505 $942K
Advisory Services Network, LLC 0.01% No change 9,377 $929K
Vawter Financial, Ltd. 0.33% Add +8.7% 8,944 $886K
Versant Capital Management, Inc 0.07% Add +5.1% 8,339 $826K
Savvy Advisors, Inc. 0.02% Add +83.0% 7,734 $766K
Envestnet Asset Management Inc. 0.00% Add +22.8% 7,640 $757K
Eaton-Cambridge Inc. 0.21% Reduce -3.7% 7,410 $734K
Kestra Advisory Services, LLC 0.00% Add +25.9% 7,331 $726K
marrick wealth, LLC 0.51% Add +3.1% 7,303 $724K
Creative Capital Management Investments LLC 0.16% Add +3.8% 7,083 $702K
AE Wealth Management LLC 0.00% Add +143.5% 6,982 $692K
GEM Asset Management, LLC 0.26% Add +5.8% 6,709 $665K
Sage Rhino Capital LLC 0.11% Add +1.0% 6,522 $646K
TCI Wealth Advisors, Inc. 0.03% Reduce -1.3% 6,122 $607K
Steffes Financial, Ltd. 0.24% New 5,615 $556K
Holcombe Financial, Inc. 0.31% Add +0.7% 5,551 $550K
HighTower Advisors, LLC 0.00% Add +16.0% 5,539 $549K
Foster & Motley Inc. 0.02% Add +1.4% 5,389 $534K
Cibc World Market Inc. 0.00% New 5,217 $517K
Meritas Wealth Management, LLC 0.20% Add +19.9% 5,184 $514K
Stifel Financial Corp. 0.00% New 5,178 $513K
Shira Ridge Wealth Management 0.17% New 5,019 $497K
OceanIQ Capital, LLC 0.30% — 4,900 $497K
Canvas Wealth Advisors, LLC 0.07% Add +2.1% 4,824 $478K
Jane Street Group, LLC 0.00% New 4,575 $453K
OneDigital Investment Advisors LLC 0.00% New 4,433 $439K
Accurate Wealth Management, LLC 0.04% Reduce -10.3% 4,425 $439K
Barlow Wealth Partners, LLC 0.05% No change 4,472 $439K
Collaborative Wealth Managment Inc. 0.18% Reduce -6.5% 4,336 $430K
Aprio Wealth Management, LLC 0.02% Add +0.1% 4,322 $428K
BCR Wealth Strategies, LLC 0.12% No change 4,234 $419K
Strategic Blueprint, LLC 0.02% Reduce -55.5% 4,142 $410K
Red Lighthouse Investment Management, LLC 0.12% Add +3.1% 4,075 $404K
Great Point Wealth Advisors, LLC 0.06% Add +3.7% 4,007 $397K
Arlington Financial Advisors, LLC 0.05% Add +4.0% 3,907 $387K
Sax Wealth Advisors, LLC 0.02% Reduce -5.6% 4,382 $386K
Parkwoods Wealth Partners, LLC 0.06% New 3,629 $360K
Fonville Wealth Management LLC 0.06% Add +8.0% 3,554 $352K
WJ Wealth Management, LLC 0.14% New 3,475 $344K
Ameritas Advisory Services, LLC 0.01% New 3,404 $337K
Modern Wealth Management, LLC 0.00% Reduce -82.6% 3,357 $333K

"% of holder's portfolio" is AVGE's weight in each manager's 13F, not the share of Avantis All Eqty Mrkts ETF the manager owns.

Show all 159 holders