Avantis All Eqty Mrkts ETFAVGEETF
13F holders, Q3 2025 (September 30)107holders +4
10new positions
5sold out
$83.40avg. 13F price*
At the end of Q3 2025, 107 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings, up 4 from Q2 2025. 10 opened new positions and 5 sold out. The largest holders were Wealthstream Advisors, Inc. ($14.1M), Meredith Wealth Planning ($13.4M) and Nova R Wealth, Inc. ($8.5M).
- Company
- Avantis All Eqty Mrkts ETF
- Filed as
- AMERICAN CENTY ETF TR (Q3 2025)
- CUSIP
- 025072232
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.3M |
| Exits | 5 | $3.3M |
All 13F filers, Q2 2025 → Q3 2025: 194,924 shares bought and 85,540 shares sold, net +109,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Wealthstream Advisors, Inc. | 2.14% | Add +3.4% | 169,428 | $14.1M |
| Meredith Wealth Planning | 4.24% | Add +9.3% | 160,562 | $13.4M |
| Nova R Wealth, Inc. | 3.61% | Reduce -1.5% | 102,073 | $8.5M |
| BIP Wealth, LLC | 0.38% | Add +32.4% | 93,322 | $7.8M |
| Paragon Advisors, LLC | 1.75% | Reduce -10.4% | 81,398 | $6.8M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 75,676 | $6.3M |
| Compass Ion Advisors, LLC | 0.60% | Add +4.3% | 74,620 | $6.2M |
| Index Fund Advisors, Inc. | 0.29% | Add +3.7% | 70,703 | $5.9M |
| Intelligent Financial Strategies | 2.65% | Reduce -0.0% | 65,300 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.2% | 63,026 | $5.3M |
| FMB Wealth Management | 2.21% | Reduce -0.0% | 62,575 | $5.2M |
| Sprinkle Financial Consultants LLC | 2.58% | Reduce -0.7% | 55,358 | $4.6M |
| Pacific Asset Management, LLC | 2.97% | Add +13.7% | 52,382 | $4.4M |
| B&D White Capital Company, LLC | 0.48% | Add +100.3% | 45,161 | $3.8M |
| Austin Wealth Management, LLC | 0.56% | Add +8.9% | 42,648 | $3.6M |
| Magnolia Private Wealth, LLC | 2.28% | Add +4.3% | 37,229 | $3.1M |
| Corient Private Wealth LP | 0.00% | Add +6.4% | 37,014 | $3.1M |
| Fermata Advisors, LLC | 0.76% | Add +1.7% | 35,798 | $3.0M |
| Collaborative Wealth Managment Inc. | 1.21% | Add +8.2% | 35,775 | $3.0M |
| Werba Rubin Papier Wealth Management | 0.45% | Add +9.9% | 33,395 | $2.8M |
| Evanson Asset Management, LLC | 0.14% | Add +13.6% | 29,211 | $2.4M |
| Entrewealth, LLC | 1.23% | Add +31.5% | 28,660 | $2.4M |
| SC&H Financial Advisors, Inc. | 0.37% | Reduce -3.1% | 27,260 | $2.3M |
| Yardley Wealth Management LLC | 1.25% | Add +5.0% | 26,765 | $2.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.88% | Add +18.1% | 26,719 | $2.2M |
| Betterment LLC | 0.00% | Add +0.1% | 24,799 | $2.1M |
| WCG Wealth Advisors LLC | 0.13% | Add +2.5% | 24,598 | $2.1M |
| Ridgeline Wealth, LLC | 1.44% | Reduce -5.4% | 23,334 | $1.9M |
| Modern Wealth Management, LLC | 0.03% | Add +3.0% | 20,742 | $1.7M |
| Cwm, LLC | 0.01% | Add +34603.4% | 20,475 | $1.7M |
| Oceanside Advisors LLC | 0.89% | Add +6.7% | 16,978 | $1.4M |
| WMG Financial Advisors, LLC | 0.46% | Reduce -10.0% | 16,653 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.0% | 16,142 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +3.4% | 13,606 | $1.1M |
| Apella Capital, LLC | 0.02% | Add +12.9% | 12,579 | $1.0M |
| Lam Group, Inc. | 0.64% | Add +5.3% | 12,371 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 11,969 | $998K |
| Curio Wealth, LLC | 0.41% | Reduce -28.2% | 11,912 | $994K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 11,329 | $945K |
| Avantax Planning Partners, Inc. | 0.02% | Add +22.6% | 10,366 | $865K |
| PFG Private Wealth Management, LLC | 0.37% | New | 9,917 | $827K |
| Integrity Wealth Solutions LLC | 0.37% | Add +3.4% | 9,917 | $827K |
| Advisory Services Network, LLC | 0.01% | No change | 9,777 | $816K |
| Modera Wealth Management, LLC | 0.01% | Add +1.3% | 9,402 | $784K |
| Plancorp, LLC | 0.02% | Add +1.5% | 9,334 | $779K |
| Creative Planning | 0.00% | Add +12.1% | 9,232 | $770K |
| Strategic Blueprint, LLC | 0.03% | Add +10.9% | 9,149 | $763K |
| Nemes Rush Group LLC | 0.07% | Add +6.2% | 8,698 | $726K |
| Eaton-Cambridge Inc. | 0.23% | Reduce -8.5% | 7,898 | $659K |
| Versant Capital Management, Inc | 0.08% | Add +1.6% | 6,769 | $565K |
| Vawter Financial, Ltd. | 0.25% | New | 6,650 | $555K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -24.1% | 6,512 | $544K |
| Jane Street Group, LLC | 0.00% | Reduce -70.5% | 6,437 | $537K |
| Creative Capital Management Investments LLC | 0.17% | Add +37.0% | 6,211 | $518K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +2.1% | 6,119 | $510K |
| GEM Asset Management, LLC | 0.23% | Add +1.1% | 5,854 | $489K |
| Arq Wealth Advisors, LLC | 0.14% | New | 5,774 | $482K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -2.3% | 5,602 | $467K |
| Pacific Financial Group Inc. | 0.33% | New | 5,379 | $449K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 5,369 | $448K |
| Holcombe Financial, Inc. | 0.30% | Add +4.2% | 5,183 | $432K |
| Sage Rhino Capital LLC | 0.08% | Add +0.4% | 4,858 | $405K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -24.8% | 4,690 | $391K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 4,472 | $373K |
| Foster & Motley Inc. | 0.02% | Add +7.0% | 3,901 | $325K |
| Arlington Financial Advisors, LLC | 0.04% | Reduce -0.6% | 3,639 | $304K |
| Susquehanna International Group, LLP | 0.00% | New | 3,603 | $301K |
| BCR Wealth Strategies, LLC | 0.11% | Add +2.8% | 3,601 | $300K |
| Canvas Wealth Advisors, LLC | 0.05% | Add +1.4% | 3,561 | $299K |
| Great Point Wealth Advisors, LLC | 0.05% | — | 3,427 | $286K |
| Oak Wealth Advisors LLC | 0.16% | Add +1.9% | 3,331 | $278K |
| WESPAC Advisors SoCal, LLC | 0.05% | Add +0.9% | 3,036 | $253K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -16.2% | 3,015 | $251K |
| AE Wealth Management LLC | 0.00% | New | 2,867 | $239K |
| Fonville Wealth Management LLC | 0.05% | Add +0.2% | 2,728 | $228K |
| Northwest Wealth Management, LLC | 0.04% | No change | 2,719 | $227K |
| Annandale Capital, LLC | 0.04% | No change | 2,700 | $225K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.6% | 2,677 | $223K |
| Vista Capital Partners, Inc. | 0.02% | Add +1.1% | 2,672 | $223K |
| Meritas Wealth Management, LLC | 0.11% | New | 2,646 | $221K |
| Bayshore Asset Management, LLC | 0.09% | New | 2,438 | $203K |
| Red Lighthouse Investment Management, LLC | 0.07% | Add +6.2% | 2,361 | $197K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +185.8% | 2,066 | $172K |
| Allworth Financial LP | 0.00% | No change | 1,600 | $133K |
| LRI Investments, LLC | 0.01% | No change | 1,429 | $119K |
| Orion Capital Management LLC | 0.03% | Add +0.1% | 1,150 | $96K |
| Valued Wealth Advisors LLC | 0.04% | Add +3.5% | 1,061 | $88K |
| Private Wealth Management Group, LLC | 0.02% | Add +4.2% | 748 | $62K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +1.4% | 721 | $60K |
| JPMorgan Chase & Co. | 0.00% | No change | 663 | $55K |
| Private Trust Co. NA | 0.00% | New | 570 | $48K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 516 | $37K |
| Wells Fargo & Company | 0.00% | Add +13.2% | 385 | $32K |
| Osaic Holdings, Inc. | 0.00% | Add +46.5% | 334 | $27K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -11.8% | 300 | $25K |
| NewEdge Advisors, LLC | 0.00% | No change | 202 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 189 | $16K |
| Navigoe, LLC | 0.01% | No change | 155 | $12K |
| Rialto Wealth Management, LLC | 0.00% | Add +43.0% | 143 | $12K |
| Global Retirement Partners, LLC | 0.00% | No change | 140 | $12K |
"% 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.