Avantis All Eqty Mrkts ETFAVGEETF
13F holders, Q1 2024 (March 31)64holders
$69.72avg. 13F price*
At the end of Q1 2024, 64 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings. The largest holders were Paragon Advisors, LLC ($11.2M), Nova R Wealth, Inc. ($7.1M) and Wealthstream Advisors, Inc. ($6.2M).
- Company
- Avantis All Eqty Mrkts ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072232
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.9M |
| Exits | 3 | $2.8M |
Ownership 64 holders
| Paragon Advisors, LLC | 4.51% | Add +11.0% | 160,181 | $11.2M |
| Nova R Wealth, Inc. | 3.73% | New | 102,385 | $7.1M |
| Wealthstream Advisors, Inc. | 2.36% | Add +183.2% | 88,933 | $6.2M |
| Compass Ion Advisors, LLC | 0.74% | Add +8.7% | 74,033 | $5.2M |
| Intelligent Financial Strategies | 3.20% | Reduce -27.9% | 73,861 | $5.2M |
| FMB Wealth Management | 3.43% | Add +1890.8% | 61,595 | $4.3M |
| LPL Financial LLC | 0.00% | Add +24.7% | 56,384 | $3.9M |
| Index Fund Advisors, Inc. | 0.20% | Add +18.1% | 52,908 | $3.7M |
| Sprinkle Financial Consultants LLC | 3.03% | Add +6.3% | 50,792 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.2% | 44,775 | $3.1M |
| Advisory Services Network, LLC | 0.05% | Add +11.8% | 31,492 | $2.2M |
| Meredith Wealth Planning | 1.02% | Add +39.1% | 26,238 | $1.8M |
| WR Wealth Planners, LLC | 0.47% | Add +5.6% | 21,723 | $1.5M |
| WCG Wealth Advisors LLC | 0.12% | Reduce -0.5% | 21,342 | $1.5M |
| Collaborative Wealth Managment Inc. | 0.74% | Add +30.7% | 21,286 | $1.5M |
| Aveo Capital Partners, LLC | 0.16% | Add +8.8% | 21,302 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.35% | Add +50.8% | 19,303 | $1.3M |
| Evanson Asset Management, LLC | 0.10% | Add +10.2% | 19,106 | $1.3M |
| Fermata Advisors, LLC | 0.28% | Add +6.0% | 17,959 | $1.3M |
| Waypoint Capital Advisors, LLC | 0.32% | No change | 17,411 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.25% | Add +2.1% | 17,968 | $1.2M |
| Vantage Financial Partners Ltd., Inc. | 0.24% | Add +83.1% | 13,425 | $937K |
| WMG Financial Advisors, LLC | 0.52% | Add +40.7% | 13,026 | $909K |
| MN Wealth Advisors, LLC | 0.55% | Add +5.2% | 12,720 | $888K |
| Werba Rubin Papier Wealth Management | 0.25% | Add +5.7% | 12,326 | $861K |
| Oceanside Advisors LLC | 0.66% | Add +4.0% | 11,434 | $798K |
| HUB Investment Partners, LLC | 0.04% | Add +8.1% | 10,051 | $702K |
| Apella Capital, LLC | 0.03% | Add +4.5% | 8,173 | $568K |
| Eaton-Cambridge Inc. | 0.30% | Add +1.3% | 8,109 | $566K |
| Austin Wealth Management, LLC | 0.14% | New | 8,031 | $562K |
| Plancorp, LLC | 0.02% | No change | 8,014 | $560K |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 7,943 | $555K |
| Creative Planning | 0.00% | No change | 7,814 | $546K |
| Waypoint Wealth Partners Inc. | 0.13% | Add +0.1% | 6,550 | $457K |
| Northwest Wealth Management, LLC | 0.12% | Add +12.7% | 6,333 | $442K |
| Integrity Wealth Solutions LLC | 0.27% | Add +21.2% | 5,886 | $411K |
| BIP Wealth, LLC | 0.03% | New | 5,057 | $353K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,731 | $330K |
| Lam Group, Inc. | 0.27% | Add +23.3% | 4,688 | $327K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,634 | $324K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 4,472 | $303K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,089 | $286K |
| Creative Capital Management Investments LLC | 0.15% | Add +0.5% | 4,045 | $282K |
| GEM Asset Management, LLC | 0.18% | Add +17.2% | 4,134 | $275K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -1.5% | 3,660 | $256K |
| Arista Wealth Management, LLC | 0.16% | New | 3,056 | $213K |
| Annapolis Financial Services, LLC | 0.06% | Reduce -60.5% | 2,531 | $177K |
| Red Lighthouse Investment Management, LLC | 0.03% | Add +7.0% | 1,095 | $76K |
| Orion Capital Management LLC | 0.04% | Reduce -1.3% | 1,041 | $73K |
| UBS Group AG | 0.00% | New | 820 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +14.3% | 711 | $48K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +4.6% | 614 | $43K |
| Valued Wealth Advisors LLC | 0.03% | Reduce -32.3% | 532 | $37K |
| Global Trust Asset Management, LLC | 0.01% | Add +13.0% | 418 | $29K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +65.5% | 412 | $29K |
| Osaic Holdings, Inc. | 0.00% | Add +409.2% | 331 | $23K |
| Bank of Montreal | 0.00% | Add +51.9% | 316 | $22K |
| CVA Family Office, LLC | 0.00% | No change | 308 | $22K |
| Private Wealth Management Group, LLC | 0.01% | No change | 300 | $21K |
| Blue Trust, Inc. | 0.00% | New | 287 | $20K |
| Continuum Advisory, LLC | 0.00% | New | 90 | $6K |
| Janiczek Wealth Management, LLC | 0.00% | New | 77 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +18.8% | 19 | $1K |
| FMR LLC | 0.00% | New | 1 | $70 |
"% 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.