Avantis All Eqty Mrkts ETFAVGEETF
13F holders, Q1 2025 (March 31)98holders +4
10new positions
4sold out
$71.73avg. 13F price*
At the end of Q1 2025, 98 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings, up 4 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were Wealthstream Advisors, Inc. ($11.1M), Paragon Advisors, LLC ($10.2M) and Nova R Wealth, Inc. ($7.5M).
- Company
- Avantis All Eqty Mrkts ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072232
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.2M |
| Exits | 4 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 176,850 shares bought and 65,934 shares sold, net +110,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Wealthstream Advisors, Inc. | 2.08% | Add +7.7% | 156,413 | $11.1M |
| Paragon Advisors, LLC | 3.87% | Reduce -0.8% | 143,676 | $10.2M |
| Nova R Wealth, Inc. | 3.71% | Reduce -2.9% | 105,142 | $7.5M |
| Meredith Wealth Planning | 3.18% | Add +22.1% | 101,221 | $7.2M |
| LPL Financial LLC | 0.00% | Add +5.6% | 72,312 | $5.1M |
| Compass Ion Advisors, LLC | 0.59% | Reduce -6.8% | 69,841 | $5.0M |
| Intelligent Financial Strategies | 2.56% | No change | 68,843 | $4.9M |
| Index Fund Advisors, Inc. | 0.28% | Reduce -4.8% | 63,686 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 62,680 | $4.5M |
| FMB Wealth Management | 2.39% | Add +0.2% | 60,784 | $4.3M |
| Sprinkle Financial Consultants LLC | 2.58% | Add +0.1% | 57,085 | $4.1M |
| BIP Wealth, LLC | 0.22% | Add +67.2% | 47,129 | $3.4M |
| Corient Private Wealth LP | 0.00% | Add +1.6% | 39,913 | $2.8M |
| Pacific Asset Management, LLC | 2.30% | Add +55.3% | 36,039 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +73.3% | 32,130 | $2.3M |
| Collaborative Wealth Managment Inc. | 1.05% | Reduce -2.8% | 31,501 | $2.2M |
| Fermata Advisors, LLC | 0.40% | Reduce -1.4% | 31,009 | $2.2M |
| Austin Wealth Management, LLC | 0.43% | Add +33.4% | 30,313 | $2.1M |
| Betterment LLC | 0.00% | Add +9.0% | 28,048 | $2.0M |
| Werba Rubin Papier Wealth Management | 0.43% | Add +13.6% | 27,991 | $2.0M |
| Aveo Capital Partners, LLC | 0.31% | Add +21.7% | 25,686 | $1.8M |
| WCG Wealth Advisors LLC | 0.14% | Reduce -11.6% | 25,443 | $1.8M |
| SC&H Financial Advisors, Inc. | 0.34% | Add +5.2% | 24,298 | $1.7M |
| Evanson Asset Management, LLC | 0.12% | Add +1.2% | 23,897 | $1.7M |
| Ridgeline Wealth, LLC | 1.43% | Add +11.2% | 23,643 | $1.7M |
| Yardley Wealth Management LLC | 0.97% | Add +12.3% | 23,161 | $1.6M |
| Magnolia Private Wealth, LLC | 1.35% | Add +79.6% | 22,421 | $1.6M |
| Modern Wealth Management, LLC | 0.05% | Reduce -3.4% | 20,611 | $1.5M |
| WMG Financial Advisors, LLC | 0.54% | Add +0.9% | 17,941 | $1.3M |
| Strategic Financial Concepts, LLC | 0.21% | Add +17.8% | 16,003 | $1.1M |
| Oceanside Advisors LLC | 0.79% | Add +5.8% | 15,405 | $1.1M |
| Curio Wealth, LLC | 0.54% | Reduce -99.3% | 69 | $1.0M |
| Entrewealth, LLC | 0.76% | Add +134.5% | 13,819 | $984K |
| Modera Wealth Management, LLC | 0.01% | Add +15.3% | 13,401 | $954K |
| Apella Capital, LLC | 0.03% | Reduce -5.9% | 12,582 | $855K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.9% | 11,610 | $827K |
| Lam Group, Inc. | 0.58% | Add +1.9% | 11,055 | $787K |
| Advisory Services Network, LLC | 0.01% | Reduce -55.3% | 10,882 | $775K |
| HUB Investment Partners, LLC | 0.03% | Add +3.6% | 10,333 | $736K |
| Cresset Asset Management, LLC | 0.00% | Add +15.8% | 10,019 | $713K |
| Integrity Wealth Solutions LLC | 0.38% | Add +40.5% | 9,728 | $693K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 9,321 | $664K |
| Eaton-Cambridge Inc. | 0.28% | Reduce -0.4% | 9,031 | $643K |
| Waypoint Wealth Partners Inc. | 0.17% | Add +5.7% | 8,829 | $629K |
| Avantax Planning Partners, Inc. | 0.02% | New | 8,398 | $598K |
| Susquehanna International Group, LLP | 0.00% | New | 8,254 | $588K |
| Strategic Blueprint, LLC | 0.03% | Add +9.9% | 8,241 | $587K |
| Creative Planning | 0.00% | No change | 8,179 | $582K |
| Plancorp, LLC | 0.02% | Add +0.2% | 8,032 | $572K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +12.5% | 7,608 | $542K |
| Versant Capital Management, Inc | 0.08% | Add +85.0% | 6,936 | $494K |
| Nemes Rush Group LLC | 0.06% | Add +81.3% | 6,800 | $484K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +5.0% | 5,676 | $404K |
| GEM Asset Management, LLC | 0.22% | Add +9.4% | 5,603 | $401K |
| Holcombe Financial, Inc. | 0.33% | Add +5.1% | 5,623 | $400K |
| Oak Wealth Advisors LLC | 0.26% | Reduce -27.1% | 4,948 | $352K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.0% | 4,822 | $343K |
| Sage Rhino Capital LLC | 0.08% | New | 4,751 | $338K |
| Foster & Motley Inc. | 0.02% | Reduce -5.9% | 4,591 | $327K |
| Creative Capital Management Investments LLC | 0.12% | Add +0.5% | 4,535 | $323K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 4,472 | $314K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -7.0% | 3,939 | $280K |
| Vawter Financial, Ltd. | 0.15% | Add +24.9% | 3,793 | $270K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 3,785 | $269K |
| Arlington Financial Advisors, LLC | 0.05% | Add +10.1% | 3,781 | $269K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -58.8% | 3,779 | $269K |
| Great Point Wealth Advisors, LLC | 0.05% | Add +5.2% | 3,552 | $253K |
| Canvas Wealth Advisors, LLC | 0.06% | New | 3,146 | $215K |
| BCR Wealth Strategies, LLC | 0.09% | Add +3.3% | 2,981 | $212K |
| Northwest Wealth Management, LLC | 0.04% | New | 2,925 | $208K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +35.7% | 2,463 | $175K |
| Clearstead Advisors, LLC | 0.00% | New | 1,609 | $115K |
| LRI Investments, LLC | 0.01% | No change | 1,429 | $102K |
| Orion Capital Management LLC | 0.03% | Add +0.9% | 1,122 | $80K |
| Red Lighthouse Investment Management, LLC | 0.03% | Reduce -48.1% | 1,095 | $76K |
| Valued Wealth Advisors LLC | 0.04% | Add +17.3% | 908 | $65K |
| Allworth Financial LP | 0.00% | New | 891 | $63K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +105.4% | 721 | $51K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -3.6% | 705 | $50K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 516 | $37K |
| Osaic Holdings, Inc. | 0.00% | No change | 521 | $37K |
| Private Wealth Management Group, LLC | 0.01% | Add +27.5% | 477 | $34K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -55.3% | 390 | $28K |
| Parkworth Wealth Management, Inc. | 0.02% | Reduce -0.3% | 382 | $27K |
| Wells Fargo & Company | 0.00% | New | 340 | $24K |
| Blue Trust, Inc. | 0.00% | No change | 280 | $20K |
| Continuum Advisory, LLC | 0.00% | Add +26.4% | 206 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 202 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 189 | $13K |
| JPMorgan Chase & Co. | 0.00% | Add +440.0% | 162 | $12K |
| Navigoe, LLC | 0.01% | No change | 155 | $11K |
| McIlrath & Eck, LLC | 0.00% | New | 85 | $6K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 70 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +60.5% | 61 | $4K |
| Elevate Wealth Advisory, Inc. | 0.00% | New | 27 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 13 | $925 |
| Morgan Stanley | 0.00% | No change | 1 | $86 |
"% 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.