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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$4.3M
Exits5$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
Essential Partners LLC 0.00% No change 100 $8K
McIlrath & Eck, LLC 0.00% Add +4.3% 97 $8K
North Ridge Wealth Advisors, Inc. 0.00% No change 70 $6K
Elevate Wealth Advisory, Inc. 0.00% Add +3.9% 27 $2K
SJS Investment Consulting Inc. 0.00% No change 19 $2K
Morgan Stanley 0.00% Add +100.0% 4 $334
Blue Trust, Inc. 0.00% No change 1 $42

"% 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.