Avantis All Eqty Mrkts ETFAVGEETF
13F holders, Q2 2024 (June 30)73holders +9
14new positions
5sold out
$50.47avg. 13F price*
At the end of Q2 2024, 73 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings, up 9 from Q1 2024. 14 opened new positions and 5 sold out. The largest holders were Paragon Advisors, LLC ($12.0M), Wealthstream Advisors, Inc. ($8.0M) and Nova R Wealth, Inc. ($7.6M).
- Company
- Avantis All Eqty Mrkts ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2024)
- CUSIP
- 025072232
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.8M |
| Exits | 5 | $1.9M |
All 13F filers, Q1 2024 → Q2 2024: 743,573 shares bought and 38,077 shares sold, net +705,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Paragon Advisors, LLC | 4.36% | Add +7.7% | 172,507 | $12.0M |
| Wealthstream Advisors, Inc. | 2.94% | Add +30.5% | 116,096 | $8.0M |
| Nova R Wealth, Inc. | 3.94% | Add +7.6% | 110,177 | $7.6M |
| Compass Ion Advisors, LLC | 0.77% | Add +3.6% | 76,723 | $5.4M |
| Intelligent Financial Strategies | 3.07% | Reduce -2.7% | 71,898 | $5.0M |
| LPL Financial LLC | 0.00% | Add +22.4% | 68,986 | $4.8M |
| FMB Wealth Management | 3.19% | Reduce -1.7% | 60,570 | $4.2M |
| Index Fund Advisors, Inc. | 0.23% | Add +13.3% | 59,937 | $4.2M |
| Sprinkle Financial Consultants LLC | 3.01% | Add +8.6% | 55,153 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +21.8% | 54,543 | $3.8M |
| Corient Private Wealth LP | 0.00% | New | 35,635 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Add +1.1% | 31,837 | $2.2M |
| Collaborative Wealth Managment Inc. | 1.04% | Add +43.8% | 30,611 | $2.1M |
| Meredith Wealth Planning | 1.03% | Add +8.4% | 28,437 | $2.0M |
| WR Wealth Planners, LLC | 0.50% | Add +9.4% | 23,765 | $1.6M |
| Aveo Capital Partners, LLC | 0.18% | Add +5.2% | 22,404 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.37% | Add +12.4% | 21,689 | $1.5M |
| Apella Capital, LLC | 0.07% | Add +162.7% | 21,470 | $1.5M |
| WCG Wealth Advisors LLC | 0.11% | Add +0.6% | 21,477 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | Add +7.8% | 20,605 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.23% | Reduce -4.4% | 17,177 | $1.2M |
| Fermata Advisors, LLC | 0.28% | Reduce -3.0% | 17,414 | $1.2M |
| WMG Financial Advisors, LLC | 0.64% | Add +33.5% | 17,386 | $1.2M |
| Waypoint Capital Advisors, LLC | 0.26% | Reduce -12.4% | 15,250 | $1.1M |
| BIP Wealth, LLC | 0.08% | Add +176.0% | 13,959 | $968K |
| Werba Rubin Papier Wealth Management | 0.25% | Add +5.8% | 13,045 | $904K |
| Oceanside Advisors LLC | 0.70% | Add +8.8% | 12,438 | $862K |
| HUB Investment Partners, LLC | 0.03% | Add +0.8% | 10,127 | $702K |
| Sax Wealth Advisors, LLC | 0.06% | New | 8,791 | $609K |
| Creative Planning | 0.00% | Add +6.6% | 8,327 | $577K |
| Austin Wealth Management, LLC | 0.13% | No change | 8,031 | $571K |
| Waypoint Wealth Partners Inc. | 0.16% | Add +22.7% | 8,037 | $557K |
| Plancorp, LLC | 0.02% | No change | 8,014 | $556K |
| Eaton-Cambridge Inc. | 0.28% | Reduce -3.6% | 7,819 | $542K |
| Strategic Blueprint, LLC | 0.03% | New | 7,317 | $507K |
| Envestnet Asset Management Inc. | 0.00% | Add +43.0% | 6,627 | $459K |
| Integrity Wealth Solutions LLC | 0.28% | Add +6.5% | 6,270 | $435K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -22.7% | 6,137 | $425K |
| Betterment LLC | 0.00% | New | 5,998 | $416K |
| Annapolis Financial Services, LLC | 0.13% | Add +135.1% | 5,951 | $413K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.1% | 5,779 | $401K |
| Cresset Asset Management, LLC | 0.00% | New | 5,543 | $384K |
| Lam Group, Inc. | 0.31% | Add +13.0% | 5,297 | $367K |
| MML Investors Services, LLC | 0.00% | New | 4,717 | $327K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 4,472 | $313K |
| Northwest Wealth Management, LLC | 0.08% | Reduce -31.8% | 4,319 | $299K |
| GEM Asset Management, LLC | 0.18% | Add +2.4% | 4,233 | $293K |
| Libra Wealth LLC | 0.13% | New | 4,224 | $293K |
| Creative Capital Management Investments LLC | 0.14% | Add +2.7% | 4,153 | $288K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.1% | 4,091 | $284K |
| WESPAC Advisors SoCal, LLC | 0.07% | Add +3.4% | 3,785 | $262K |
| Susquehanna International Group, LLP | 0.00% | New | 3,773 | $262K |
| Foster & Motley Inc. | 0.02% | New | 3,426 | $237K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,111 | $216K |
| Arista Wealth Management, LLC | 0.06% | Add +0.2% | 3,063 | $212K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 1,095 | $76K |
| Orion Capital Management LLC | 0.04% | Add +1.4% | 1,056 | $73K |
| Versant Capital Management, Inc | 0.02% | New | 1,006 | $70K |
| Global Trust Asset Management, LLC | 0.02% | Add +113.6% | 893 | $62K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.8% | 759 | $54K |
| Valued Wealth Advisors LLC | 0.03% | Add +18.2% | 629 | $44K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +1.8% | 625 | $43K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +46.1% | 602 | $42K |
| Private Wealth Management Group, LLC | 0.01% | Add +11.0% | 333 | $23K |
| CVA Family Office, LLC | 0.00% | Add +0.3% | 309 | $21K |
| Blue Trust, Inc. | 0.00% | No change | 287 | $20K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.4% | 131 | $9K |
| Continuum Advisory, LLC | 0.00% | Add +22.2% | 110 | $8K |
| Strategic Financial Concepts, LLC | 0.00% | New | 518,125 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 90 | $6K |
| Janiczek Wealth Management, LLC | 0.00% | Add +11.7% | 86 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $1K |
| Morgan Stanley | 0.00% | New | 1 | $90 |
"% 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.