Avantis All Eqty Mrkts ETFAVGEETF
13F holders, Q3 2024 (September 30)81holders +8
12new positions
4sold out
$76.36avg. 13F price*
At the end of Q3 2024, 81 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings, up 8 from Q2 2024. 12 opened new positions and 4 sold out. The largest holders were Modern Wealth Management, LLC ($20.5M), Paragon Advisors, LLC ($11.5M) and Wealthstream Advisors, Inc. ($9.0M).
- Company
- Avantis All Eqty Mrkts ETF
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072232
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $22.6M |
| Exits | 4 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 336,210 shares bought and 567,527 shares sold, net −231,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Modern Wealth Management, LLC | 1.26% | New | 218,092 | $20.5M |
| Paragon Advisors, LLC | 3.74% | Reduce -9.8% | 155,680 | $11.5M |
| Wealthstream Advisors, Inc. | 1.64% | Add +5.2% | 122,081 | $9.0M |
| Nova R Wealth, Inc. | 3.96% | Reduce -1.2% | 108,853 | $8.0M |
| Compass Ion Advisors, LLC | 0.68% | Reduce -1.8% | 75,318 | $5.6M |
| Intelligent Financial Strategies | 2.87% | Reduce -2.0% | 70,436 | $5.2M |
| LPL Financial LLC | 0.00% | Add +0.1% | 69,025 | $5.1M |
| Index Fund Advisors, Inc. | 0.24% | Add +1.9% | 61,105 | $4.5M |
| FMB Wealth Management | 2.53% | Add +0.1% | 60,636 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.9% | 58,322 | $4.3M |
| Sprinkle Financial Consultants LLC | 2.94% | Add +1.0% | 55,708 | $4.1M |
| Meredith Wealth Planning | 1.85% | Add +84.5% | 52,469 | $3.9M |
| Corient Private Wealth LP | 0.00% | Add +3.2% | 36,778 | $2.7M |
| Collaborative Wealth Managment Inc. | 1.02% | Add +0.0% | 30,615 | $2.3M |
| Advisory Services Network, LLC | 0.05% | No change | 31,837 | $2.2M |
| WR Wealth Planners, LLC | 0.53% | Add +8.3% | 25,748 | $1.9M |
| BIP Wealth, LLC | 0.12% | Add +76.8% | 24,678 | $1.8M |
| Evanson Asset Management, LLC | 0.12% | Add +13.4% | 23,366 | $1.7M |
| Aveo Capital Partners, LLC | 0.18% | Add +4.0% | 23,297 | $1.7M |
| Werba Rubin Papier Wealth Management | 0.39% | Add +73.7% | 22,657 | $1.7M |
| SC&H Financial Advisors, Inc. | 0.36% | Add +3.9% | 22,543 | $1.7M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -0.1% | 21,448 | $1.6M |
| Yardley Wealth Management LLC | 0.90% | — | 20,484 | $1.5M |
| Fermata Advisors, LLC | 0.29% | Add +11.9% | 19,493 | $1.4M |
| WMG Financial Advisors, LLC | 0.58% | Add +0.3% | 17,434 | $1.3M |
| Waypoint Capital Advisors, LLC | 0.24% | No change | 15,250 | $1.1M |
| Oceanside Advisors LLC | 0.72% | Add +5.5% | 13,116 | $969K |
| Austin Wealth Management, LLC | 0.20% | Add +52.3% | 12,228 | $895K |
| Apella Capital, LLC | 0.04% | Reduce -44.1% | 12,006 | $883K |
| Annapolis Financial Services, LLC | 0.23% | Add +75.7% | 10,457 | $772K |
| Physician Wealth Advisors, Inc. | 0.14% | Reduce -39.4% | 10,413 | $769K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +79.4% | 10,365 | $766K |
| HUB Investment Partners, LLC | 0.03% | Reduce -1.1% | 10,020 | $740K |
| Lam Group, Inc. | 0.48% | Add +73.0% | 9,165 | $677K |
| Eaton-Cambridge Inc. | 0.30% | Add +8.2% | 8,463 | $625K |
| Plancorp, LLC | 0.02% | No change | 8,014 | $592K |
| Creative Planning | 0.00% | Reduce -5.5% | 7,871 | $581K |
| Strategic Blueprint, LLC | 0.03% | Add +0.6% | 7,358 | $544K |
| Strategic Financial Concepts, LLC | 0.17% | Reduce -98.6% | 7,314 | $540K |
| B&D White Capital Company, LLC | 0.09% | New | 7,214 | $533K |
| Waypoint Wealth Partners Inc. | 0.14% | Reduce -10.7% | 7,175 | $530K |
| Integrity Wealth Solutions LLC | 0.31% | Add +14.3% | 7,167 | $529K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 6,917 | $511K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.9% | 6,374 | $471K |
| Betterment LLC | 0.00% | Add +4.6% | 6,276 | $464K |
| Cresset Asset Management, LLC | 0.00% | Add +6.3% | 5,892 | $435K |
| TCI Wealth Advisors, Inc. | 0.03% | New | 5,143 | $380K |
| MML Investors Services, LLC | 0.00% | Add +2.5% | 4,835 | $357K |
| GEM Asset Management, LLC | 0.19% | Add +8.9% | 4,610 | $339K |
| Creative Capital Management Investments LLC | 0.14% | Add +8.5% | 4,506 | $333K |
| Jane Street Group, LLC | 0.00% | New | 4,481 | $331K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 4,472 | $329K |
| Libra Wealth LLC | 0.12% | Add +0.2% | 4,233 | $313K |
| Foster & Motley Inc. | 0.02% | Add +22.9% | 4,209 | $311K |
| WESPAC Advisors SoCal, LLC | 0.07% | Add +6.4% | 4,028 | $298K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -7.7% | 3,777 | $279K |
| Arlington Financial Advisors, LLC | 0.06% | New | 3,725 | $275K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -14.6% | 3,687 | $272K |
| Great Point Wealth Advisors, LLC | 0.05% | New | 3,208 | $237K |
| Arista Wealth Management, LLC | 0.05% | No change | 3,063 | $226K |
| Vawter Financial, Ltd. | 0.13% | New | 2,940 | $217K |
| LRI Investments, LLC | 0.01% | New | 1,243 | $93K |
| Red Lighthouse Investment Management, LLC | 0.04% | Add +10.8% | 1,213 | $90K |
| Versant Capital Management, Inc | 0.02% | No change | 1,006 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +32.1% | 1,003 | $74K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -3.7% | 860 | $64K |
| Valued Wealth Advisors LLC | 0.04% | Add +20.0% | 755 | $56K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +8.2% | 676 | $50K |
| UBS Group AG | 0.00% | New | 552 | $41K |
| JPMorgan Chase & Co. | 0.00% | New | 460 | $34K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -35.7% | 387 | $29K |
| Private Wealth Management Group, LLC | 0.01% | No change | 333 | $25K |
| Osaic Holdings, Inc. | 0.00% | Add +114.5% | 281 | $21K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 290 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +194.4% | 265 | $19K |
| CVA Family Office, LLC | 0.00% | Reduce -29.4% | 218 | $16K |
| Continuum Advisory, LLC | 0.00% | Add +40.0% | 154 | $12K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 42 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 24 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $1K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $152 |
"% 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.