Avantis All Eq MKTS Val ETFAVGVETF
13F holders, Q1 2025 (March 31)14holders +1
3new positions
1sold out
$60.76avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Avantis All Eq MKTS Val ETF (AVGV) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Meredith Wealth Planning ($24.0M), Ridgeline Wealth, LLC ($11.1M) and JPMorgan Chase & Co. ($11.0M).
- Company
- Avantis All Eq MKTS Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072216
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.0M |
| Exits | 1 | $53K |
All 13F filers, Q4 2024 → Q1 2025: 107,534 shares bought and 1,459 shares sold, net +106,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Meredith Wealth Planning | 10.60% | Add +3.4% | 395,336 | $24.0M |
| Ridgeline Wealth, LLC | 9.41% | Add +15.6% | 182,168 | $11.1M |
| JPMorgan Chase & Co. | 0.00% | Add +15.7% | 180,457 | $11.0M |
| Paul R. Ried Financial Group, LLC | 2.35% | Add +40.4% | 55,505 | $3.4M |
| M Wealth Management, LLC | 2.16% | Add +21.3% | 38,094 | $2.3M |
| Evanson Asset Management, LLC | 0.09% | Add +19.0% | 21,643 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 7,914 | $481K |
| Austin Wealth Management, LLC | 0.09% | Add +54.7% | 7,196 | $430K |
| Focus Partners Wealth | 0.00% | New | 5,264 | $320K |
| Vawter Financial, Ltd. | 0.16% | Reduce -11.5% | 4,583 | $279K |
| Jane Street Group, LLC | 0.00% | New | 3,882 | $236K |
| Orion Capital Management LLC | 0.01% | Add +1.6% | 315 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $12K |
| MAI Capital Management | 0.00% | No change | 4 | $270 |
"% 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.