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

050100150200 Q1 2024: 64Q1 2024Q2 2024: 73Q2 2024Q3 2024: 81Q3 2024Q4 2024: 94Q4 2024Q1 2025: 98Q1 2025Q2 2025: 103Q2 2025Q3 2025: 107Q3 2025Q4 2025: 124Q4 2025Q1 2026: 129Q1 2026Q2 2026: 159Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$6.8M
Exits4$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
Catherine Avery Investment Management LLC 0.00% No change 13 $1K
Morgan Stanley 0.00% Add +100.0% 2 $181
Blue Trust, Inc. 0.00% Reduce -99.6% 1 $39

"% 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.