Avantis All Eqty Mrkts ETFAVGEETF

13F holders, Q4 2025 (December 31)
124holders +17
15new positions
7sold out
1famous investor
$33.06avg. 13F price*

At the end of Q4 2025, 124 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings, up 17 from Q3 2025. 15 opened new positions and 7 sold out. The largest holders were Meredith Wealth Planning ($20.0M), Greenspring Advisors, LLC ($15.0M) and BIP Wealth, LLC ($8.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis All Eqty Mrkts ETF
Filed as
AMERICAN CENTY ETF TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions15$22.3M
Exits7$5.2M

All 13F filers, Q3 2025 → Q4 2025: 454,094 shares bought and 96,566 shares sold, net +357,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 124 holders

Meredith Wealth Planning 5.95% Add +44.9% 232,703 $20.0M
Greenspring Advisors, LLC 0.92% New 174,276 $15.0M
BIP Wealth, LLC 0.31% Add +11.2% 103,796 $8.9M
Nova R Wealth, Inc. 3.13% Reduce -2.1% 99,899 $8.6M
LPL Financial LLC 0.00% Add +1.8% 77,045 $6.6M
Index Fund Advisors, Inc. 0.31% Add +7.6% 76,081 $6.5M
Pacific Asset Management, LLC 3.61% Add +33.5% 69,919 $6.0M
Compass Ion Advisors, LLC 0.56% Reduce -8.5% 68,266 $5.9M
Intelligent Financial Strategies 2.70% Reduce -0.0% 65,294 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +2.7% 64,701 $5.6M
Paragon Advisors, LLC 1.47% Reduce -22.8% 62,817 $5.4M
FMB Wealth Management 2.13% Add +0.3% 62,780 $5.4M
Sprinkle Financial Consultants LLC 2.44% Add +0.9% 55,876 $4.8M
Frankly Finances, LLC 4.21% — 51,639 $4.4M
Austin Wealth Management, LLC 0.60% Add +7.4% 45,820 $4.0M
Align Financial, LLC 2.25% — 3,880,077 $3.9M
B&D White Capital Company, LLC 0.45% Add +0.0% 45,162 $3.9M
Fermata Advisors, LLC 0.84% Add +13.4% 40,589 $3.5M
Magnolia Private Wealth, LLC 2.24% Add +0.2% 37,310 $3.2M
Corient Private Wealth LP 0.00% Reduce -0.2% 36,956 $3.2M
Collaborative Wealth Managment Inc. 1.00% Reduce -7.9% 32,937 $2.8M
Evanson Asset Management, LLC 0.15% Add +10.4% 32,261 $2.8M
Entrewealth, LLC 1.21% Add +1.7% 29,151 $2.7M
Wilkerson Advisory Group LLC 0.94% — 31,157 $2.7M
Cogent Private Wealth, Inc. 1.98% — 30,338 $2.6M
Yardley Wealth Management LLC 1.38% Add +12.5% 30,115 $2.6M
Betterment LLC 0.00% Add +16.6% 28,905 $2.5M
Hutchens & Kramer Investment Management Group, LLC 0.84% Add +6.5% 28,459 $2.4M
Focus Partners Advisor Solutions, LLC 0.03% Add +329.6% 27,976 $2.4M
Ridgeline Wealth, LLC 1.66% Add +19.5% 27,879 $2.4M
SC&H Financial Advisors, Inc. 0.37% Add +1.6% 27,695 $2.4M
Axxcess Wealth Management, LLC 0.04% New 26,819 $2.3M
WCG Wealth Advisors LLC 0.06% Reduce -0.0% 24,595 $2.1M
Cwm, LLC 0.00% Add +2.8% 21,039 $1.8M
Modern Wealth Management, LLC 0.03% Add +0.8% 20,908 $1.8M
Curio Wealth, LLC 0.63% Add +72.7% 20,570 $1.8M
Oceanside Advisors LLC 0.91% Add +2.8% 17,458 $1.5M
Mercer Global Advisors Inc. 0.00% Add +0.5% 16,229 $1.4M
WMG Financial Advisors, LLC 0.56% Reduce -4.5% 15,898 $1.4M
Apella Capital, LLC 0.03% Add +25.0% 15,729 $1.4M
Integrity Wealth Solutions LLC 0.52% Add +54.0% 15,275 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +25.9% 14,261 $1.2M
Cresset Asset Management, LLC 0.01% Add +2.9% 14,001 $1.2M
Avantax Planning Partners, Inc. 0.03% Add +22.5% 12,701 $1.1M
Lam Group, Inc. 0.61% Add +0.8% 12,467 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.0% 11,608 $997K
Farther Finance Advisors, LLC 0.01% New 10,710 $920K
Financial Plan, Inc. 0.10% — 10,498 $902K
Arq Wealth Advisors, LLC 0.24% Add +76.9% 10,213 $877K
HUB Investment Partners, LLC 0.02% New 10,094 $867K
Strategic Blueprint, LLC 0.05% Add +9.2% 9,989 $858K
Plancorp, LLC 0.02% Add +2.3% 9,545 $820K
Creative Planning 0.00% Add +3.2% 9,526 $818K
Modera Wealth Management, LLC 0.01% No change 9,402 $808K
Advisory Services Network, LLC 0.01% Reduce -4.1% 9,377 $806K
Nemes Rush Group LLC 0.07% Add +0.5% 8,740 $751K
AQR Capital Management 0.00% New 8,145 $700K
Versant Capital Management, Inc 0.08% Add +5.5% 7,144 $614K
Eaton-Cambridge Inc. 0.20% Reduce -9.7% 7,136 $613K
Vawter Financial, Ltd. 0.25% Add +3.7% 6,896 $592K
Equitable Holdings, Inc. 0.00% New 6,851 $589K
Creative Capital Management Investments LLC 0.17% Add +4.1% 6,463 $555K
Ferguson Johnson Wealth Management Inc 0.46% — 6,410 $550K
GEM Asset Management, LLC 0.24% Add +4.4% 6,114 $537K
TCI Wealth Advisors, Inc. 0.03% Add +1.7% 6,225 $535K
Sage Rhino Capital LLC 0.09% Add +19.7% 5,813 $499K
Envestnet Asset Management Inc. 0.00% Add +2.3% 5,492 $472K
Holcombe Financial, Inc. 0.28% Add +1.4% 5,254 $451K
Henrickson Nauta Wealth Advisors, Inc. 0.06% New 4,718 $417K
Kestra Advisory Services, LLC 0.00% Add +1.7% 4,768 $410K
Foster & Motley Inc. 0.02% Add +21.1% 4,724 $406K
Sax Wealth Advisors, LLC 0.02% Reduce -17.1% 4,643 $399K
Barlow Wealth Partners, LLC 0.04% No change 4,472 $397K
marrick wealth, LLC 0.32% — 4,506 $387K
Aprio Wealth Management, LLC 0.02% New 4,285 $368K
Savvy Advisors, Inc. 0.01% New 3,967 $341K
Canvas Wealth Advisors, LLC 0.06% Add +10.9% 3,949 $339K
Three Arch Wealth Management LLC 0.06% — 3,912 $336K
Arlington Financial Advisors, LLC 0.05% Add +4.0% 3,786 $325K
BCR Wealth Strategies, LLC 0.10% Add +1.6% 3,659 $314K
Meritas Wealth Management, LLC 0.14% Add +29.9% 3,437 $295K
Great Point Wealth Advisors, LLC 0.05% Reduce -1.7% 3,369 $289K
Accurate Wealth Management, LLC 0.04% New 3,210 $285K
Red Lighthouse Investment Management, LLC 0.10% Add +36.1% 3,213 $276K
Physician Wealth Advisors, Inc. 0.04% Add +0.9% 3,041 $261K
Fonville Wealth Management LLC 0.05% Add +8.0% 2,945 $253K
WESPAC Advisors SoCal, LLC 0.05% Reduce -4.0% 2,914 $250K
McCartney Wealth Management LLC 0.21% — 2,889 $248K
AE Wealth Management LLC 0.00% No change 2,867 $246K
EverSource Wealth Advisors, LLC 0.01% Add +4.8% 2,805 $241K
Northwest Wealth Management, LLC 0.04% Reduce -0.6% 2,704 $232K
Annandale Capital, LLC 0.04% Reduce -0.0% 2,699 $232K
Vista Capital Partners, Inc. 0.02% Add +1.0% 2,698 $232K
MML Investors Services, LLC 0.00% New 2,506 $215K
Magnus Financial Group LLC 0.02% New 2,431 $209K
Bayshore Asset Management, LLC 0.08% Reduce -2.8% 2,371 $204K
Beaird Harris Wealth Management, LLC 0.01% Add +1.4% 2,095 $180K
Allworth Financial LP 0.00% Add +14.5% 1,832 $157K
Osaic Holdings, Inc. 0.00% Add +374.6% 1,585 $137K
LRI Investments, LLC 0.01% Add +0.8% 1,441 $124K
Private Wealth Management Group, LLC 0.03% Add +63.0% 1,219 $105K
Valued Wealth Advisors LLC 0.04% Add +10.5% 1,172 $101K
Orion Capital Management LLC 0.03% Add +0.9% 1,160 $100K
Private Trust Co. NA 0.01% Add +83.3% 1,045 $90K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -0.6% 717 $62K
Arax Advisory Partners 0.00% New 662 $57K
JPMorgan Chase & Co. 0.00% Reduce -26.4% 488 $42K
Torren Management, LLC 0.02% — 420 $36K
Wells Fargo & Company 0.00% Reduce -11.4% 341 $29K
NewEdge Advisors, LLC 0.00% Add +29.7% 262 $23K
CVA Family Office, LLC 0.00% No change 189 $16K
Prudent Man Investment Management, Inc. 0.00% Reduce -67.3% 169 $15K
Navigoe, LLC 0.01% No change 155 $13K
Global Retirement Partners, LLC 0.00% Add +0.7% 141 $12K
Atwood & Palmer Inc. 0.00% New 109 $9K
Elevate Wealth Advisory, Inc. 0.01% Add +303.7% 109 $9K
Essential Partners LLC 0.00% No change 100 $9K
Team Financial Group, LLC 0.00% New 85 $7K
McIlrath & Eck, LLC 0.00% Reduce -15.5% 82 $7K
North Ridge Wealth Advisors, Inc. 0.00% No change 70 $6K
Global Trust Asset Management, LLC 0.00% Reduce -87.3% 38 $3K
SJS Investment Consulting Inc. 0.00% No change 19 $2K
Morgan Stanley 0.00% No change 4 $344
Blue Trust, Inc. 0.00% No change 1 $44

"% 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.