Avantis All Eqty Mrkts ETFAVGEETF
13F holders, Q4 2024 (December 31)94holders +13
10new positions
7sold out
$72.40avg. 13F price*
At the end of Q4 2024, 94 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings, up 13 from Q3 2024. 10 opened new positions and 7 sold out. The largest holders were Wealthstream Advisors, Inc. ($10.5M), Paragon Advisors, LLC ($10.5M) and Nova R Wealth, Inc. ($7.8M).
- Company
- Avantis All Eqty Mrkts ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072232
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.7M |
| Exits | 7 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 203,569 shares bought and 245,628 shares sold, net −42,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Wealthstream Advisors, Inc. | 1.94% | Add +19.0% | 145,224 | $10.5M |
| Paragon Advisors, LLC | 3.60% | Reduce -6.9% | 144,888 | $10.5M |
| Nova R Wealth, Inc. | 3.95% | Reduce -0.6% | 108,226 | $7.8M |
| Meredith Wealth Planning | 2.67% | Add +58.0% | 82,919 | $6.0M |
| Compass Ion Advisors, LLC | 0.64% | Reduce -0.5% | 74,929 | $5.4M |
| Intelligent Financial Strategies | 2.76% | Reduce -2.3% | 68,843 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 68,482 | $5.0M |
| Index Fund Advisors, Inc. | 0.26% | Add +9.4% | 66,863 | $4.8M |
| FMB Wealth Management | 2.47% | Add +0.0% | 60,663 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.9% | 60,622 | $4.4M |
| Sprinkle Financial Consultants LLC | 2.81% | Add +2.3% | 57,008 | $4.1M |
| Corient Private Wealth LP | 0.00% | Add +6.8% | 39,284 | $2.8M |
| Collaborative Wealth Managment Inc. | 1.06% | Add +5.9% | 32,420 | $2.3M |
| Fermata Advisors, LLC | 0.42% | Add +61.4% | 31,453 | $2.3M |
| WCG Wealth Advisors LLC | 0.14% | Add +34.1% | 28,766 | $2.1M |
| BIP Wealth, LLC | 0.14% | Add +14.3% | 28,194 | $2.0M |
| WR Wealth Planners, LLC | 0.64% | Add +7.3% | 27,618 | $2.0M |
| Betterment LLC | 0.00% | Add +310.1% | 25,738 | $1.9M |
| Werba Rubin Papier Wealth Management | 0.42% | Add +8.7% | 24,632 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Reduce -23.5% | 24,357 | $1.8M |
| Evanson Asset Management, LLC | 0.12% | Add +1.1% | 23,620 | $1.7M |
| Austin Wealth Management, LLC | 0.35% | Add +85.9% | 22,731 | $1.7M |
| Pacific Asset Management, LLC | 1.58% | — | 23,214 | $1.7M |
| SC&H Financial Advisors, Inc. | 0.35% | Add +2.5% | 23,106 | $1.7M |
| Modern Wealth Management, LLC | 0.06% | Reduce -90.2% | 21,333 | $1.5M |
| Ridgeline Wealth, LLC | 1.25% | — | 21,262 | $1.5M |
| Aveo Capital Partners, LLC | 0.17% | Reduce -9.4% | 21,100 | $1.5M |
| Yardley Wealth Management LLC | 0.73% | Add +0.7% | 20,628 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | New | 18,545 | $1.3M |
| WMG Financial Advisors, LLC | 0.55% | Add +2.0% | 17,776 | $1.3M |
| Oceanside Advisors LLC | 0.79% | Add +11.0% | 14,562 | $1.1M |
| Strategic Financial Concepts, LLC | 0.19% | Add +85.7% | 13,581 | $983K |
| Apella Capital, LLC | 0.04% | Add +11.4% | 13,375 | $968K |
| Magnolia Private Wealth, LLC | 0.80% | — | 12,486 | $904K |
| Modera Wealth Management, LLC | 0.01% | New | 11,627 | $841K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.8% | 10,963 | $793K |
| Lam Group, Inc. | 0.56% | Add +18.4% | 10,850 | $785K |
| HUB Investment Partners, LLC | 0.03% | Reduce -0.5% | 9,969 | $721K |
| Curio Wealth, LLC | 0.38% | — | 9,698 | $702K |
| Sax Wealth Advisors, LLC | 0.05% | New | 9,361 | $677K |
| Physician Wealth Advisors, Inc. | 0.11% | Reduce -11.8% | 9,182 | $664K |
| Eaton-Cambridge Inc. | 0.29% | Add +7.2% | 9,070 | $656K |
| Cresset Asset Management, LLC | 0.00% | Add +46.9% | 8,654 | $626K |
| Waypoint Wealth Partners Inc. | 0.17% | Add +16.5% | 8,357 | $605K |
| Creative Planning | 0.00% | Add +3.9% | 8,179 | $592K |
| Plancorp, LLC | 0.02% | Add +0.0% | 8,015 | $580K |
| Jane Street Group, LLC | 0.00% | Add +73.5% | 7,776 | $563K |
| Strategic Blueprint, LLC | 0.03% | Add +1.9% | 7,497 | $543K |
| Integrity Wealth Solutions LLC | 0.28% | Reduce -3.4% | 6,922 | $501K |
| Oak Wealth Advisors LLC | 0.38% | — | 6,784 | $491K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.1% | 6,760 | $489K |
| Entrewealth, LLC | 0.40% | — | 5,893 | $433K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +5.1% | 5,406 | $391K |
| Holcombe Financial, Inc. | 0.32% | — | 5,352 | $387K |
| GEM Asset Management, LLC | 0.21% | Add +11.1% | 5,121 | $371K |
| Foster & Motley Inc. | 0.02% | Add +15.9% | 4,879 | $353K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.3% | 4,820 | $349K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 4,472 | $328K |
| Creative Capital Management Investments LLC | 0.14% | Add +0.2% | 4,514 | $327K |
| WESPAC Advisors SoCal, LLC | 0.07% | Add +5.1% | 4,234 | $306K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.2% | 3,785 | $274K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,757 | $272K |
| Nemes Rush Group LLC | 0.03% | New | 3,750 | $271K |
| Versant Capital Management, Inc | 0.06% | Add +272.7% | 3,749 | $271K |
| Arlington Financial Advisors, LLC | 0.05% | Reduce -7.8% | 3,435 | $249K |
| Great Point Wealth Advisors, LLC | 0.05% | Add +5.2% | 3,375 | $244K |
| Arista Wealth Management, LLC | 0.05% | Add +0.8% | 3,087 | $223K |
| Vawter Financial, Ltd. | 0.13% | Add +3.3% | 3,038 | $220K |
| BCR Wealth Strategies, LLC | 0.10% | New | 2,885 | $208K |
| Red Lighthouse Investment Management, LLC | 0.06% | Add +73.9% | 2,109 | $153K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +81.0% | 1,815 | $131K |
| LRI Investments, LLC | 0.01% | Add +15.0% | 1,429 | $103K |
| Orion Capital Management LLC | 0.04% | New | 1,112 | $80K |
| Global Trust Asset Management, LLC | 0.02% | Add +1.4% | 872 | $63K |
| Valued Wealth Advisors LLC | 0.04% | Add +2.5% | 774 | $56K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +8.1% | 731 | $53K |
| Osaic Holdings, Inc. | 0.00% | Add +85.4% | 521 | $38K |
| Prudent Man Investment Management, Inc. | 0.02% | — | 516 | $37K |
| Parkworth Wealth Management, Inc. | 0.02% | — | 383 | $28K |
| Private Wealth Management Group, LLC | 0.01% | Add +12.3% | 374 | $27K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -9.3% | 351 | $25K |
| Blue Trust, Inc. | 0.00% | Reduce -3.5% | 280 | $20K |
| NewEdge Advisors, LLC | 0.00% | New | 202 | $15K |
| CVA Family Office, LLC | 0.00% | Reduce -13.3% | 189 | $14K |
| Continuum Advisory, LLC | 0.00% | Add +5.8% | 163 | $12K |
| Navigoe, LLC | 0.01% | — | 155 | $11K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 70 | $5K |
| Global Retirement Partners, LLC | 0.00% | New | 51 | $4K |
| Rialto Wealth Management, LLC | 0.00% | — | 38 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.5% | 30 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 24 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | — | 13 | $941 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $102 |
"% 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.