Avantis US Small Cap EquityAVSCETF
13F holders, Q4 2024 (December 31)152holders +30
20new positions
8sold out
1famous investor
$55.13avg. 13F price*
At the end of Q4 2024, 152 institutions reported holding Avantis US Small Cap Equity (AVSC) in their 13F filings, up 30 from Q3 2024. 20 opened new positions and 8 sold out. The largest holders were Envestnet Asset Management Inc. ($669.8M), Mercer Global Advisors Inc. ($624.3M) and Mason Investment Advisory Services, Inc. ($182.7M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Avantis US Small Cap Equity
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072323
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $631.4M |
| Exits | 8 | $10.4M |
All 13F filers, Q3 2024 → Q4 2024: 13,336,469 shares bought and 514,967 shares sold, net +12,821,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Envestnet Asset Management Inc. | 0.21% | Add +3.0% | 12,321,560 | $669.8M |
| Mercer Global Advisors Inc. | 1.52% | New | 11,484,250 | $624.3M |
| Mason Investment Advisory Services, Inc. | 10.71% | Add +0.7% | 3,361,437 | $182.7M |
| Wealth Management Nebraska | 8.32% | — | 529,923 | $51.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +4.0% | 841,140 | $45.7M |
| Atlantic Union Bankshares Corp | 1.79% | Add +5.4% | 565,887 | $30.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 7.48% | Add +4.5% | 564,006 | $30.7M |
| PrairieView Partners, LLC | 2.42% | Add +420.4% | 426,111 | $23.2M |
| Morgan Stanley | 0.00% | Add +14739.6% | 396,662 | $21.6M |
| LPL Financial LLC | 0.01% | Add +18.1% | 329,039 | $17.9M |
| AE Wealth Management LLC | 0.15% | Add +7.0% | 317,709 | $17.3M |
| American Century Companies Inc. | 0.01% | Add +7.2% | 304,189 | $16.5M |
| Corient Private Wealth LP | 0.02% | Add +8.0% | 243,385 | $13.2M |
| FAS Wealth Partners, Inc. | 1.07% | Reduce -3.6% | 234,146 | $12.7M |
| West Paces Advisors Inc. | 3.08% | Reduce -8.2% | 232,221 | $12.6M |
| Berger Financial Group, Inc | 0.83% | Add +10.3% | 220,327 | $12.0M |
| Wheelhouse Advisory Group LLC | 6.77% | Add +4.8% | 118,185 | $11.4M |
| OneDigital Investment Advisors LLC | 0.12% | Add +4.4% | 193,874 | $10.5M |
| Prevail Innovative Wealth Advisors, LLC | 2.65% | Add +13.9% | 168,432 | $9.2M |
| Foundations Investment Advisors, LLC | 0.17% | Add +3.5% | 166,386 | $9.0M |
| Freedom Investment Management, Inc. | 0.75% | Reduce -6.3% | 165,126 | $9.0M |
| Park Avenue Securities LLC | 0.09% | Add +22.8% | 155,206 | $8.4M |
| Pacific Life Fund Advisors LLC | 0.83% | Reduce -44.8% | 147,404 | $8.0M |
| Aveo Capital Partners, LLC | 0.78% | Reduce -21.9% | 130,191 | $7.1M |
| Beaird Harris Wealth Management, LLC | 0.58% | Reduce -1.3% | 124,286 | $6.8M |
| Websterrogers Financial Advisors, LLC | 1.85% | Add +0.8% | 98,150 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +2023.9% | 89,055 | $4.8M |
| Northwest Wealth Management, LLC | 1.03% | Add +2027.0% | 89,038 | $4.8M |
| CAP Partners, LLC | 3.31% | Add +0.0% | 86,376 | $4.7M |
| B&D White Capital Company, LLC | 0.69% | Add +96.3% | 74,836 | $4.1M |
| Dogwood Wealth Management LLC | 1.99% | Reduce -3.9% | 69,161 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +6.6% | 64,464 | $3.5M |
| Haven Private, LLC | 1.93% | — | 63,552 | $3.5M |
| Passive Capital Management, LLC. | 1.20% | No change | 62,500 | $3.4M |
| Level Financial Advisors | 1.16% | Add +24.9% | 58,364 | $3.2M |
| Family Office Research LLC | 1.35% | — | 56,841 | $3.1M |
| Chicago Partners Investment Group LLC | 0.10% | Add +6.7% | 55,368 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.0% | 51,329 | $2.8M |
| Fourth Dimension Wealth, LLC | 1.35% | — | 47,679 | $2.6M |
| Cypress Point Wealth Management, LLC | 0.78% | Add +5.6% | 45,860 | $2.5M |
| Farther Finance Advisors, LLC | 0.09% | Add +25.0% | 45,759 | $2.5M |
| KMG Fiduciary Partners, LLC | 0.20% | Add +6.5% | 45,045 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +49.4% | 42,411 | $2.3M |
| Creative Planning | 0.00% | Add +8.4% | 40,184 | $2.2M |
| Ariadne Wealth Management, LP | 0.95% | Add +15.9% | 37,803 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 34,400 | $1.9M |
| Aire Advisors, LLC | 0.33% | Reduce -2.4% | 29,668 | $1.6M |
| Plancorp, LLC | 0.07% | No change | 29,295 | $1.6M |
| Knightsbridge Asset Management, LLC | 0.35% | Add +2.4% | 27,666 | $1.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.20% | Reduce -4.6% | 26,447 | $1.4M |
| Endeavor Private Wealth, Inc. | 1.35% | — | 26,074 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +2.3% | 25,855 | $1.4M |
| LexAurum Advisors, LLC | 0.26% | Add +5.0% | 24,408 | $1.3M |
| Tillman Hartley LLC | 0.37% | Add +1.8% | 23,973 | $1.3M |
| WMS Partners, LLC | 0.07% | Reduce -2.3% | 23,118 | $1.3M |
| Paul R. Ried Financial Group, LLC | 0.88% | — | 22,976 | $1.2M |
| Jackson Thornton Wealth Management, LLC | 0.16% | No change | 22,630 | $1.2M |
| Dixon Fnancial Services, Inc. | 0.66% | No change | 22,286 | $1.2M |
| Tortoise Investment Management, LLC | 0.12% | Add +0.4% | 21,736 | $1.2M |
| Sunpointe, LLC | 0.55% | New | 20,046 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.25% | Add +6.2% | 19,418 | $1.1M |
| Guild Investment Management, Inc. | 1.11% | New | 18,840 | $1.0M |
| CRA Financial Services, LLC | 0.17% | Add +20.3% | 18,451 | $1.0M |
| GC Wealth Management RIA, LLC | 0.17% | Reduce -19.5% | 18,286 | $994K |
| Independent Advisor Alliance | 0.01% | New | 17,565 | $955K |
| Centennial Wealth Advisory LLC | 0.37% | Add +0.7% | 17,563 | $955K |
| Raymond James Financial Inc. | 0.00% | — | 17,152 | $932K |
| Hardin Capital Partners, LLC | 0.55% | Add +7.3% | 9,453 | $912K |
| Atlas Wealth LLC | 0.48% | No change | 16,696 | $908K |
| PCG Wealth Advisors, LLC | 0.33% | Add +2.1% | 16,450 | $894K |
| IHT Wealth Management, LLC | 0.03% | Reduce -5.6% | 16,437 | $894K |
| Wells Fargo & Company | 0.00% | Add +53.7% | 15,562 | $846K |
| Goepper Burkhardt LLC | 0.34% | Reduce -15.8% | 15,385 | $836K |
| Disciplined Investors, L.L.C. | 0.76% | — | 14,958 | $791K |
| Claro Advisors Inc. | 0.11% | Add +7.0% | 14,525 | $790K |
| Allodium Investment Consultants, LLC | 0.65% | — | 14,396 | $783K |
| Bison Wealth, LLC | 0.09% | — | 13,952 | $758K |
| Jane Street Group, LLC | 0.00% | New | 13,883 | $755K |
| Kestra Advisory Services, LLC | 0.00% | Add +68.3% | 13,433 | $730K |
| D. E. Shaw & Co. | 0.00% | Reduce -4.6% | 12,583 | $684K |
| Lam Group, Inc. | 0.47% | Add +36.8% | 12,085 | $657K |
| Curio Wealth, LLC | 0.35% | — | 11,972 | $651K |
| Capital Analysts, LLC | 0.02% | Add +238.4% | 11,154 | $606K |
| CoreCap Advisors, LLC | 0.03% | Add +854.5% | 10,624 | $578K |
| Axis Wealth Partners, LLC | 0.49% | — | 10,591 | $576K |
| Factor Wealth Management LTD | 0.19% | — | 10,543 | $573K |
| Cambridge Associates LLC /Ma/ | 0.02% | No change | 10,284 | $559K |
| Caprock Group, LLC | 0.02% | Add +0.2% | 9,598 | $522K |
| JPMorgan Chase & Co. | 0.00% | Reduce -81.4% | 9,412 | $512K |
| Mattern Wealth Management LLC | 0.11% | Reduce -73.3% | 9,074 | $493K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.6% | 9,052 | $492K |
| Zhang Financial LLC | 0.03% | Add +0.0% | 8,706 | $473K |
| Herold Advisors, Inc. | 0.10% | No change | 8,421 | $458K |
| Lion Street Advisors, LLC | 0.14% | Add +4.6% | 8,150 | $443K |
| DHK Financial Advisors, Inc. | 0.26% | Reduce -10.7% | 8,009 | $435K |
| Index Fund Advisors, Inc. | 0.02% | Add +6.3% | 7,726 | $420K |
| Evanson Asset Management, LLC | 0.03% | Add +9.3% | 7,695 | $418K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.6% | 7,432 | $404K |
| Burk Holdings LLC | 0.32% | — | 7,384 | $401K |
| QRG Capital Management, Inc. | 0.00% | New | 6,589 | $358K |
| GEM Asset Management, LLC | 0.19% | Add +0.2% | 6,343 | $345K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.6% | 5,979 | $325K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.6% | 5,979 | $325K |
| Magnolia Private Wealth, LLC | 0.28% | — | 5,865 | $319K |
| Focus Partners Wealth | 0.00% | New | 5,782 | $314K |
| Mariner, LLC | 0.00% | Add +12.4% | 5,496 | $299K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,200 | $283K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.3% | 5,107 | $278K |
| Dover Advisors, LLC | 0.14% | No change | 4,620 | $251K |
| Sequent Asset Management, LLC | 0.12% | Add +11.8% | 4,328 | $235K |
| EnRich Financial Partners LLC | 0.08% | Reduce -1.2% | 4,278 | $233K |
| First National Bank Sioux Falls | 0.10% | New | 4,243 | $231K |
| Pacific Asset Management, LLC | 0.20% | — | 4,012 | $218K |
| Astra Wealth Partners LLC | 0.21% | — | 4,004 | $218K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.5% | 3,953 | $215K |
| Lionshead Wealth Management, LLC | 0.15% | — | 3,930 | $214K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Reduce -6.0% | 3,825 | $208K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,689 | $201K |
| Ruedi Wealth Management, Inc. | 0.05% | No change | 2,947 | $160K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,397 | $130K |
| Jones Financial Companies LLLP | 0.00% | Reduce -33.0% | 2,356 | $128K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 2,078 | $113K |
| Accredited Wealth Management, LLC | 0.10% | — | 2,011 | $109K |
| Signaturefd, LLC | 0.00% | Add +16790.0% | 1,689 | $92K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,366 | $74K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,221 | $66K |
| Private Trust Co. NA | 0.01% | Add +156.9% | 989 | $54K |
| Reyes Financial Architecture, Inc. | 0.04% | — | 968 | $53K |
| Comerica Bank | 0.00% | Add +0.3% | 960 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 665 | $36K |
| Mather Group, Llc. | 0.00% | No change | 468 | $25K |
| Fifth Third Bancorp | 0.00% | New | 467 | $25K |
| Bank of America Corp. | 0.00% | No change | 450 | $24K |
| REAP Financial Group, LLC | 0.00% | No change | 351 | $19K |
| Global Retirement Partners, LLC | 0.00% | Reduce -15.7% | 345 | $19K |
| Bfsg, LLC | 0.00% | No change | 295 | $16K |
| Allworth Financial LP | 0.00% | Add +647.2% | 269 | $15K |
| Tucker Asset Management LLC | 0.00% | New | 263 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 250 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 222 | $12K |
| Transcendent Capital Group LLC | 0.01% | Add +0.5% | 201 | $11K |
| Morling Financial Advisors, LLC | 0.00% | New | 199 | $11K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 187 | $10K |
| American Capital Advisory, LLC | 0.00% | Reduce -8.4% | 141 | $8K |
| Royal Bank of Canada | 0.00% | Reduce -99.7% | 123 | $7K |
| Rothschild Investment LLC | 0.00% | No change | 120 | $7K |
| Orion Capital Management LLC | 0.00% | New | 97 | $5K |
| UBS Group AG | 0.00% | New | 84 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 81 | $4K |
| IFP Advisors, Inc | 0.00% | New | 53 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 40 | $2K |
| Cwm, LLC | 0.00% | New | 35 | $2K |
"% of holder's portfolio" is AVSC's weight in each manager's 13F, not the share of Avantis US Small Cap Equity the manager owns.