Avantis All Eq MKTS Val ETFAVGVETF
13F holders, Q1 2026 (March 31)27holders +5
8new positions
2sold out
1famous investor
$77.55avg. 13F price*
At the end of Q1 2026, 27 institutions reported holding Avantis All Eq MKTS Val ETF (AVGV) in their 13F filings, up 5 from Q4 2025. 8 opened new positions and 2 sold out. The largest holders were Meredith Wealth Planning ($41.5M), Paul R. Ried Financial Group, LLC ($8.2M) and B&D White Capital Company, LLC ($4.0M). 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 (Q1 2026)
- CUSIP
- 025072216
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.1M |
| Exits | 2 | $982K |
All 13F filers, Q4 2025 → Q1 2026: 184,106 shares bought and 47,917 shares sold, net +136,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Meredith Wealth Planning | 11.23% | Add +16.1% | 534,577 | $41.5M |
| Paul R. Ried Financial Group, LLC | 3.80% | Add +23.7% | 105,434 | $8.2M |
| B&D White Capital Company, LLC | 0.49% | No change | 51,228 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -45.2% | 37,718 | $2.9M |
| McCartney Wealth Management LLC | 1.86% | Add +8.6% | 28,544 | $2.2M |
| Evanson Asset Management, LLC | 0.11% | Add +0.5% | 27,399 | $2.1M |
| M Wealth Management, LLC | 1.76% | Reduce -10.5% | 26,890 | $2.1M |
| Raymond James Financial Inc. | 0.00% | New | 24,574 | $1.9M |
| LPL Financial LLC | 0.00% | Add +85.2% | 23,126 | $1.8M |
| AQR Capital Management | 0.00% | New | 23,037 | $1.8M |
| Entrewealth, LLC | 0.33% | Add +64.7% | 9,562 | $741K |
| NewEdge Advisors, LLC | 0.00% | Add +127.3% | 9,171 | $711K |
| Ridgeline Wealth, LLC | 0.46% | Reduce -0.6% | 8,338 | $647K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 8,040 | $608K |
| Asset One Wealth Management LLC | 0.05% | New | 6,020 | $492K |
| Focus Partners Wealth | 0.00% | No change | 5,328 | $413K |
| Empirical Finance, LLC | 0.02% | New | 5,260 | $408K |
| Farther Finance Advisors, LLC | 0.00% | Add +33.8% | 4,458 | $348K |
| Vawter Financial, Ltd. | 0.14% | Reduce -11.5% | 4,338 | $336K |
| Compound Planning, Inc. | 0.01% | Add +30.7% | 3,669 | $285K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 3,845 | $281K |
| Jane Street Group, LLC | 0.00% | New | 3,496 | $271K |
| Maimon Wealth Management LTD. | 0.20% | New | 3,050 | $233K |
| Rialto Wealth Management, LLC | 0.02% | Add +29.2% | 938 | $73K |
| Orion Capital Management LLC | 0.01% | No change | 315 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 195 | $15K |
| UBS Group AG | 0.00% | New | 4 | $310 |
"% 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.