Avantis All Eq MKTS Val ETFAVGVETF
13F holders, Q4 2025 (December 31)22holders +3
4new positions
2sold out
$73.47avg. 13F price*
At the end of Q4 2025, 22 institutions reported holding Avantis All Eq MKTS Val ETF (AVGV) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Meredith Wealth Planning ($33.7M), Paul R. Ried Financial Group, LLC ($6.2M) and Wealth Enhancement Advisory Services, LLC ($5.2M).
- Company
- Avantis All Eq MKTS Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2025)
- CUSIP
- 025072216
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.3M |
| Exits | 2 | $93K |
All 13F filers, Q3 2025 → Q4 2025: 109,066 shares bought and 2,259 shares sold, net +106,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Meredith Wealth Planning | 10.03% | Add +1.1% | 460,263 | $33.7M |
| Paul R. Ried Financial Group, LLC | 2.94% | Add +10.8% | 85,211 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 68,804 | $5.2M |
| B&D White Capital Company, LLC | 0.43% | No change | 51,228 | $3.7M |
| M Wealth Management, LLC | 1.91% | Add +4.8% | 30,057 | $2.2M |
| Evanson Asset Management, LLC | 0.11% | Add +5.7% | 27,262 | $2.0M |
| McCartney Wealth Management LLC | 1.66% | — | 26,285 | $1.9M |
| LPL Financial LLC | 0.00% | Add +115.6% | 12,485 | $914K |
| Austin Wealth Management, LLC | 0.13% | Add +9.5% | 11,758 | $889K |
| Ridgeline Wealth, LLC | 0.43% | Reduce -4.0% | 8,391 | $614K |
| JPMorgan Chase & Co. | 0.00% | New | 8,057 | $590K |
| Entrewealth, LLC | 0.21% | Add +1.0% | 5,807 | $469K |
| Focus Partners Wealth | 0.00% | Add +1.1% | 5,328 | $390K |
| Vawter Financial, Ltd. | 0.15% | Add +0.5% | 4,904 | $359K |
| NewEdge Advisors, LLC | 0.00% | New | 4,035 | $295K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -6.7% | 3,845 | $281K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,332 | $244K |
| Compound Planning, Inc. | 0.01% | Reduce -9.7% | 2,807 | $205K |
| Red Lighthouse Investment Management, LLC | 0.03% | Add +42.4% | 1,270 | $93K |
| Rialto Wealth Management, LLC | 0.01% | Add +95.7% | 726 | $53K |
| Orion Capital Management LLC | 0.01% | No change | 315 | $23K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $14K |
"% 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.