Avantis All Eq MKTS Val ETFAVGVETF
13F holders, Q2 2026 (June 30)31holders +4
3new positions
1sold out
1famous investor
$85.03avg. 13F price*
At the end of Q2 2026, 31 institutions reported holding Avantis All Eq MKTS Val ETF (AVGV) in their 13F filings, up 4 from Q1 2026. 3 opened new positions and 1 sold out. The largest holders were Meredith Wealth Planning ($52.1M), Paul R. Ried Financial Group, LLC ($10.0M) and B&D White Capital Company, LLC ($4.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Avantis All Eq MKTS Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072216
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.7M |
| Exits | 1 | $310 |
All 13F filers, Q1 2026 → Q2 2026: 158,687 shares bought and 9,808 shares sold, net +148,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Meredith Wealth Planning | 12.30% | Add +14.7% | 613,056 | $52.1M |
| Paul R. Ried Financial Group, LLC | 4.37% | Add +11.6% | 117,691 | $10.0M |
| B&D White Capital Company, LLC | 0.43% | No change | 51,228 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.9% | 38,449 | $3.3M |
| LPL Financial LLC | 0.00% | Add +36.1% | 31,487 | $2.7M |
| McCartney Wealth Management LLC | 1.89% | Add +2.5% | 29,256 | $2.5M |
| Fig Financial Advisory Services Inc. | 1.46% | New | 29,239 | $2.5M |
| Evanson Financial, LLC | 0.12% | — | 28,269 | $2.4M |
| M Wealth Management, LLC | 1.80% | Add +0.1% | 26,914 | $2.3M |
| AQR Capital Management | 0.00% | Add +1.3% | 23,325 | $2.0M |
| Maimon Wealth Management LTD. | 1.06% | Add +431.1% | 16,200 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -36.6% | 15,569 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +44.5% | 13,255 | $1.1M |
| Entrewealth, LLC | 0.36% | Add +14.9% | 10,987 | $961K |
| Focus Partners Wealth | 0.00% | Add +102.6% | 10,793 | $918K |
| Ridgeline Wealth, LLC | 0.42% | Add +1.3% | 8,445 | $718K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.5% | 7,674 | $652K |
| Asset One Wealth Management LLC | 0.06% | Add +2.9% | 6,195 | $530K |
| Jane Street Group, LLC | 0.00% | Add +59.2% | 5,565 | $473K |
| Empirical Finance, LLC | 0.02% | No change | 5,260 | $447K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.0% | 4,504 | $383K |
| Copper Harbor Investment Advisors, LLC | 0.08% | — | 4,490 | $382K |
| Vawter Financial, Ltd. | 0.13% | Reduce -4.4% | 4,147 | $353K |
| Compound Planning, Inc. | 0.01% | Reduce -0.2% | 3,662 | $311K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -6.1% | 3,610 | $280K |
| Mosley Wealth Management | 0.04% | New | 1,345 | $114K |
| Rialto Wealth Management, LLC | 0.02% | Add +13.2% | 1,062 | $90K |
| Allworth Financial LP | 0.00% | New | 605 | $51K |
| Orion Capital Management LLC | 0.01% | No change | 315 | $27K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $17K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $81 |
"% of holder's portfolio" is AVGV's weight in each manager's 13F, not the share of Avantis All Eq MKTS Val ETF the manager owns.