Avantis All Eqty Mrkts ETFAVGEETF
13F holders, Q2 2025 (June 30)103holders +5
9new positions
4sold out
$77.52avg. 13F price*
At the end of Q2 2025, 103 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings, up 5 from Q1 2025. 9 opened new positions and 4 sold out. The largest holders were Wealthstream Advisors, Inc. ($12.7M), Meredith Wealth Planning ($11.4M) and Nova R Wealth, Inc. ($8.0M).
- Company
- Avantis All Eqty Mrkts ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2025)
- CUSIP
- 025072232
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.8M |
| Exits | 4 | $987K |
All 13F filers, Q1 2025 → Q2 2025: 274,101 shares bought and 121,035 shares sold, net +153,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Wealthstream Advisors, Inc. | 2.11% | Add +4.8% | 163,928 | $12.7M |
| Meredith Wealth Planning | 4.13% | Add +45.1% | 146,880 | $11.4M |
| Nova R Wealth, Inc. | 3.73% | Reduce -1.5% | 103,594 | $8.0M |
| Paragon Advisors, LLC | 1.84% | Reduce -36.8% | 90,854 | $7.0M |
| LPL Financial LLC | 0.00% | Add +7.4% | 77,634 | $6.0M |
| Compass Ion Advisors, LLC | 0.60% | Add +2.4% | 71,539 | $5.5M |
| BIP Wealth, LLC | 0.34% | Add +49.5% | 70,462 | $5.5M |
| Index Fund Advisors, Inc. | 0.30% | Add +7.0% | 68,166 | $5.3M |
| Intelligent Financial Strategies | 2.69% | Reduce -5.1% | 65,321 | $5.1M |
| FMB Wealth Management | 2.31% | Add +3.0% | 62,581 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 61,069 | $4.7M |
| Sprinkle Financial Consultants LLC | 2.64% | Reduce -2.4% | 55,739 | $4.3M |
| Pacific Asset Management, LLC | 2.87% | Add +27.9% | 46,083 | $3.6M |
| Austin Wealth Management, LLC | 0.55% | Add +29.1% | 39,144 | $3.1M |
| Magnolia Private Wealth, LLC | 2.14% | Add +59.2% | 35,693 | $2.8M |
| Fermata Advisors, LLC | 0.73% | Add +13.5% | 35,191 | $2.7M |
| Corient Private Wealth LP | 0.00% | Reduce -12.9% | 34,777 | $2.7M |
| Collaborative Wealth Managment Inc. | 1.12% | Add +5.0% | 33,073 | $2.6M |
| Werba Rubin Papier Wealth Management | 0.44% | Add +8.6% | 30,390 | $2.4M |
| SC&H Financial Advisors, Inc. | 0.37% | Add +15.7% | 28,122 | $2.2M |
| Evanson Asset Management, LLC | 0.12% | Add +7.6% | 25,722 | $2.0M |
| Yardley Wealth Management LLC | 1.08% | Add +10.0% | 25,483 | $2.0M |
| Strategic Financial Concepts, LLC | 0.28% | Add +58.9% | 25,424 | $2.0M |
| Betterment LLC | 0.00% | Reduce -11.7% | 24,772 | $1.9M |
| Ridgeline Wealth, LLC | 1.56% | Add +4.3% | 24,659 | $1.9M |
| WCG Wealth Advisors LLC | 0.12% | Reduce -5.7% | 24,003 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 0.81% | New | 22,621 | $1.8M |
| B&D White Capital Company, LLC | 0.27% | New | 22,546 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 21,859 | $1.7M |
| Entrewealth, LLC | 1.17% | Add +57.7% | 21,793 | $1.7M |
| Modern Wealth Management, LLC | 0.04% | Reduce -2.3% | 20,133 | $1.6M |
| WMG Financial Advisors, LLC | 0.53% | Add +3.1% | 18,504 | $1.4M |
| Curio Wealth, LLC | 0.56% | Add +23955.1% | 16,598 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -49.7% | 16,148 | $1.3M |
| Oceanside Advisors LLC | 0.82% | Add +3.3% | 15,919 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +31.3% | 13,154 | $1.0M |
| Lam Group, Inc. | 0.61% | Add +6.3% | 11,751 | $910K |
| Apella Capital, LLC | 0.02% | Reduce -11.5% | 11,137 | $868K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.3% | 10,991 | $852K |
| HUB Investment Partners, LLC | 0.03% | Add +1.2% | 10,459 | $810K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.2% | 9,777 | $768K |
| Integrity Wealth Solutions LLC | 0.36% | Reduce -1.4% | 9,591 | $743K |
| Modera Wealth Management, LLC | 0.01% | Reduce -30.7% | 9,286 | $719K |
| Plancorp, LLC | 0.02% | Add +14.4% | 9,192 | $712K |
| Waypoint Wealth Partners Inc. | 0.17% | Add +0.8% | 8,901 | $690K |
| Eaton-Cambridge Inc. | 0.25% | Reduce -4.4% | 8,631 | $669K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +12.8% | 8,582 | $665K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.7% | 8,453 | $655K |
| Strategic Blueprint, LLC | 0.03% | Add +0.1% | 8,250 | $639K |
| Creative Planning | 0.00% | Add +0.7% | 8,239 | $638K |
| Nemes Rush Group LLC | 0.07% | Add +20.5% | 8,193 | $635K |
| Versant Capital Management, Inc | 0.08% | Reduce -4.0% | 6,660 | $516K |
| SYM FINANCIAL Corp | 0.05% | New | 6,233 | $483K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,233 | $483K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +5.6% | 5,995 | $464K |
| GEM Asset Management, LLC | 0.23% | Add +3.4% | 5,793 | $452K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -38.5% | 5,736 | $444K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.7% | 5,193 | $402K |
| Holcombe Financial, Inc. | 0.29% | Reduce -11.6% | 4,973 | $385K |
| Sage Rhino Capital LLC | 0.08% | Add +1.9% | 4,840 | $375K |
| Creative Capital Management Investments LLC | 0.13% | No change | 4,535 | $351K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 4,472 | $350K |
| Arlington Financial Advisors, LLC | 0.05% | Reduce -3.2% | 3,659 | $284K |
| Foster & Motley Inc. | 0.02% | Reduce -20.6% | 3,645 | $282K |
| Canvas Wealth Advisors, LLC | 0.06% | Add +11.6% | 3,510 | $279K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -4.8% | 3,599 | $279K |
| BCR Wealth Strategies, LLC | 0.10% | Add +17.5% | 3,504 | $271K |
| Oak Wealth Advisors LLC | 0.16% | Reduce -34.0% | 3,268 | $253K |
| WESPAC Advisors SoCal, LLC | 0.05% | Reduce -23.6% | 3,009 | $233K |
| Fonville Wealth Management LLC | 0.05% | New | 2,723 | $211K |
| Northwest Wealth Management, LLC | 0.04% | Reduce -7.0% | 2,719 | $211K |
| Annandale Capital, LLC | 0.04% | New | 2,700 | $209K |
| Vista Capital Partners, Inc. | 0.02% | New | 2,644 | $205K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.0% | 2,536 | $197K |
| Red Lighthouse Investment Management, LLC | 0.07% | Add +103.0% | 2,223 | $172K |
| Allworth Financial LP | 0.00% | Add +79.6% | 1,600 | $124K |
| LRI Investments, LLC | 0.01% | No change | 1,429 | $111K |
| Orion Capital Management LLC | 0.03% | Add +2.4% | 1,149 | $89K |
| Valued Wealth Advisors LLC | 0.04% | Add +12.9% | 1,025 | $79K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -79.1% | 792 | $61K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +0.3% | 723 | $56K |
| Private Wealth Management Group, LLC | 0.02% | Add +50.5% | 718 | $56K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +0.8% | 711 | $55K |
| JPMorgan Chase & Co. | 0.00% | Add +309.3% | 663 | $51K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 516 | $37K |
| Parkworth Wealth Management, Inc. | 0.02% | Add +0.8% | 385 | $30K |
| Wells Fargo & Company | 0.00% | No change | 340 | $26K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -12.8% | 340 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.2% | 228 | $18K |
| NewEdge Advisors, LLC | 0.00% | No change | 202 | $16K |
| CVA Family Office, LLC | 0.00% | No change | 189 | $15K |
| Navigoe, LLC | 0.01% | No change | 155 | $12K |
| Global Retirement Partners, LLC | 0.00% | — | 140 | $11K |
| Essential Partners LLC | 0.00% | — | 100 | $8K |
| Rialto Wealth Management, LLC | 0.00% | Add +63.9% | 100 | $8K |
| McIlrath & Eck, LLC | 0.00% | Add +9.4% | 93 | $7K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 70 | $5K |
| Cwm, LLC | 0.00% | New | 59 | $5K |
| Elevate Wealth Advisory, Inc. | 0.00% | Reduce -3.7% | 26 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $1K |
"% 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.