Avantis All Eqty Mrkts ETFAVGEETF

13F holders, Q1 2026 (March 31)
129holders +5
10new positions
5sold out
1famous investor
$88.09avg. 13F price*

At the end of Q1 2026, 129 institutions reported holding Avantis All Eqty Mrkts ETF (AVGE) in their 13F filings, up 5 from Q4 2025. 10 opened new positions and 5 sold out. The largest holders were Meredith Wealth Planning ($24.5M), Commonwealth Equity Services, LLC ($20.2M) and Greenspring Advisors, LLC ($15.3M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions10$16.9M
Exits5$6.6M

All 13F filers, Q4 2025 → Q1 2026: 631,525 shares bought and 3,970,098 shares sold, net −3,338,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 129 holders

Meredith Wealth Planning 6.64% Add +19.7% 278,601 $24.5M
Commonwealth Equity Services, LLC 0.03% Add +255.0% 229,663 $20.2M
Greenspring Advisors, LLC 0.93% Reduce -0.1% 174,176 $15.3M
BIP Wealth, LLC 0.39% Add +4.5% 108,447 $9.5M
AQR Capital Management 0.00% Add +1229.4% 108,276 $9.5M
Ieq Capital, LLC 0.04% New 100,131 $8.8M
Nova R Wealth, Inc. 2.74% Reduce -2.2% 97,677 $8.6M
LPL Financial LLC 0.00% Add +16.4% 89,653 $7.9M
Index Fund Advisors, Inc. 0.34% Add +14.0% 86,746 $7.6M
Compass Ion Advisors, LLC 0.72% Add +26.3% 86,197 $7.6M
Paragon Advisors, LLC 1.75% Add +17.3% 73,672 $6.5M
Pacific Asset Management, LLC 3.62% Add +5.2% 73,563 $6.5M
Intelligent Financial Strategies 2.97% Reduce -0.7% 64,831 $5.7M
FMB Wealth Management 2.26% Reduce -1.3% 61,992 $5.5M
Sprinkle Financial Consultants LLC 2.32% Add +1.7% 56,829 $5.0M
Frankly Finances, LLC 4.23% Add +2.8% 53,059 $4.7M
Align Financial, LLC 2.23% Reduce -98.8% 44,493 $3.9M
B&D White Capital Company, LLC 0.48% Reduce -3.1% 43,782 $3.9M
Fermata Advisors, LLC 0.85% Add +6.2% 43,094 $3.8M
Corient Private Wealth LP 0.00% Add +3.3% 38,163 $3.4M
Werba Rubin Papier Wealth Management 0.46% New 37,528 $3.3M
Entrewealth, LLC 1.42% Add +23.8% 36,076 $3.2M
Magnolia Private Wealth, LLC 2.08% Reduce -5.2% 35,390 $3.1M
CreativeOne Wealth, LLC 0.07% New 34,659 $3.1M
Yardley Wealth Management LLC 1.51% Add +11.3% 33,521 $3.0M
Cogent Private Wealth, Inc. 2.06% Add +7.0% 32,474 $2.9M
Wilkerson Advisory Group LLC 0.97% Add +3.4% 32,207 $2.8M
Evanson Asset Management, LLC 0.15% Reduce -1.0% 31,936 $2.8M
Hutchens & Kramer Investment Management Group, LLC 0.85% Add +7.8% 30,686 $2.7M
SC&H Financial Advisors, Inc. 0.40% Add +9.0% 30,186 $2.7M
Betterment LLC 0.00% Add +0.5% 29,062 $2.6M
Ridgeline Wealth, LLC 1.76% Add +0.2% 27,940 $2.5M
WCG Wealth Advisors LLC 0.06% Reduce -0.1% 24,571 $2.2M
Cwm, LLC 0.00% Add +1.1% 21,260 $1.9M
Cresset Asset Management, LLC 0.01% Add +48.8% 20,839 $1.8M
Modern Wealth Management, LLC 0.03% Reduce -7.5% 19,332 $1.7M
WMG Financial Advisors, LLC 0.71% Add +21.7% 19,350 $1.7M
Curio Wealth, LLC 0.56% Reduce -10.1% 18,500 $1.6M
Oceanside Advisors LLC 0.91% Add +3.5% 18,073 $1.6M
Integrity Wealth Solutions LLC 0.60% Add +13.6% 17,345 $1.5M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -39.5% 16,928 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -0.1% 16,205 $1.4M
Arq Wealth Advisors, LLC 0.25% Add +55.4% 15,872 $1.4M
Apella Capital, LLC 0.02% Reduce -8.0% 14,468 $1.4M
Beacon Pointe Advisors, LLC 0.01% Reduce -4.2% 13,659 $1.2M
Lam Group, Inc. 0.63% Add +4.2% 12,991 $1.1M
Avantax Planning Partners, Inc. 0.03% Add +0.4% 12,756 $1.1M
Financial Plan, Inc. 0.11% Add +11.7% 11,727 $1.0M
Plancorp, LLC 0.03% Add +16.4% 11,109 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.7% 11,407 $1.0M
Farther Finance Advisors, LLC 0.01% Reduce -0.4% 10,671 $945K
HUB Investment Partners, LLC 0.02% Add +4.2% 10,520 $926K
Modera Wealth Management, LLC 0.01% Add +5.5% 9,919 $873K
Equitable Holdings, Inc. 0.01% Add +43.6% 9,836 $845K
Creative Planning 0.00% Add +0.1% 9,539 $840K
Advisory Services Network, LLC 0.01% No change 9,377 $825K
Strategic Blueprint, LLC 0.05% Reduce -6.8% 9,306 $819K
Independent Advisor Alliance 0.01% New 8,946 $787K
Nemes Rush Group LLC 0.07% Add +2.2% 8,933 $786K
Vawter Financial, Ltd. 0.30% Add +19.3% 8,227 $724K
Versant Capital Management, Inc 0.07% Add +11.1% 7,935 $698K
Eaton-Cambridge Inc. 0.21% Add +7.8% 7,695 $677K
Ferguson Johnson Wealth Management Inc 0.53% Add +14.9% 7,365 $648K
marrick wealth, LLC 0.52% Add +57.3% 7,086 $624K
Creative Capital Management Investments LLC 0.17% Add +5.6% 6,825 $601K
Sage Rhino Capital LLC 0.11% Add +11.1% 6,456 $568K
GEM Asset Management, LLC 0.25% Add +3.8% 6,344 $558K
Envestnet Asset Management Inc. 0.00% Add +13.3% 6,222 $548K
TCI Wealth Advisors, Inc. 0.03% Reduce -0.3% 6,205 $546K
Kestra Advisory Services, LLC 0.00% Add +22.2% 5,825 $513K
Holcombe Financial, Inc. 0.29% Add +5.0% 5,515 $485K
Foster & Motley Inc. 0.02% Add +12.5% 5,316 $468K
Accurate Wealth Management, LLC 0.05% Add +53.6% 4,932 $454K
Barlow Wealth Partners, LLC 0.05% No change 4,472 $425K
HighTower Advisors, LLC 0.00% New 4,774 $420K
Canvas Wealth Advisors, LLC 0.07% Add +19.6% 4,723 $416K
Collaborative Wealth Managment Inc. 0.19% Reduce -85.9% 4,639 $408K
Sax Wealth Advisors, LLC 0.02% No change 4,643 $399K
Meritas Wealth Management, LLC 0.17% Add +25.8% 4,325 $381K
Aprio Wealth Management, LLC 0.02% Add +0.8% 4,320 $380K
Savvy Advisors, Inc. 0.01% Add +6.5% 4,227 $372K
BCR Wealth Strategies, LLC 0.12% Add +15.7% 4,234 $372K
Red Lighthouse Investment Management, LLC 0.12% Add +23.0% 3,953 $348K
Great Point Wealth Advisors, LLC 0.06% Add +14.7% 3,863 $340K
Arlington Financial Advisors, LLC 0.05% Reduce -0.8% 3,756 $331K
Fonville Wealth Management LLC 0.06% Add +11.7% 3,290 $290K
Diversify Wealth Management, LLC 0.00% New 2,909 $274K
McCartney Wealth Management LLC 0.22% Add +2.3% 2,956 $260K
EverSource Wealth Advisors, LLC 0.01% Add +2.4% 2,871 $253K
AE Wealth Management LLC 0.00% No change 2,867 $252K
Bayshore Asset Management, LLC 0.10% Add +19.6% 2,835 $250K
WESPAC Advisors SoCal, LLC 0.05% Reduce -5.8% 2,744 $241K
Annandale Capital, LLC 0.04% No change 2,699 $238K
MML Investors Services, LLC 0.00% Add +6.6% 2,672 $235K
Vista Capital Partners, Inc. 0.02% Reduce -1.3% 2,662 $234K
Northwest Wealth Management, LLC 0.03% Reduce -10.2% 2,428 $214K
Three Arch Wealth Management LLC 0.04% Reduce -39.3% 2,374 $209K
Physician Wealth Advisors, Inc. 0.03% Reduce -22.8% 2,348 $207K
Aspen Capital Management, LLC 0.05% New 2,336 $206K
Beaird Harris Wealth Management, LLC 0.01% Add +9.7% 2,298 $202K

"% 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.

Show all 129 holders