Avantis US Small Cap EquityAVSCETF
13F holders, Q1 2025 (March 31)134holders −18
13new positions
30sold out
1famous investor
$49.26avg. 13F price*
At the end of Q1 2025, 134 institutions reported holding Avantis US Small Cap Equity (AVSC) in their 13F filings, down 18 from Q4 2024. 13 opened new positions and 30 sold out. The largest holders were Mercer Global Advisors Inc. ($611.2M), Envestnet Asset Management Inc. ($555.4M) and Mason Investment Advisory Services, Inc. ($165.5M). 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 (Q1 2025)
- CUSIP
- 025072323
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $15.4M |
| Exits | 30 | $23.8M |
All 13F filers, Q4 2024 → Q1 2025: 2,573,119 shares bought and 1,524,491 shares sold, net +1,048,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Mercer Global Advisors Inc. | 1.40% | Add +9.9% | 12,627,209 | $611.2M |
| Envestnet Asset Management Inc. | 0.18% | Reduce -6.9% | 11,474,871 | $555.4M |
| Mason Investment Advisory Services, Inc. | 9.99% | Add +1.7% | 3,418,920 | $165.5M |
| Wealth Management Nebraska | 9.14% | Add +30.0% | 688,923 | $60.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +14.7% | 964,898 | $46.7M |
| Atlantic Union Bankshares Corp | 1.71% | Add +3.3% | 584,685 | $28.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.57% | Reduce -1.5% | 555,480 | $26.9M |
| Morgan Stanley | 0.00% | Add +29.9% | 515,345 | $24.9M |
| LPL Financial LLC | 0.01% | Add +28.3% | 422,203 | $20.4M |
| PrairieView Partners, LLC | 1.97% | Reduce -8.4% | 390,435 | $18.9M |
| AE Wealth Management LLC | 0.15% | Add +18.1% | 375,384 | $18.2M |
| American Century Companies Inc. | 0.01% | Add +6.5% | 323,972 | $15.7M |
| Berger Financial Group, Inc | 0.87% | Add +17.1% | 257,973 | $12.5M |
| FAS Wealth Partners, Inc. | 0.96% | Add +4.1% | 243,716 | $11.8M |
| Corient Private Wealth LP | 0.02% | Reduce -0.2% | 242,946 | $11.8M |
| Wheelhouse Advisory Group LLC | 6.34% | Add +7.8% | 127,421 | $11.1M |
| West Paces Advisors Inc. | 2.52% | Reduce -1.7% | 228,363 | $11.1M |
| Simplicity Wealth,LLC | 0.75% | New | 198,727 | $9.6M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -0.8% | 192,267 | $9.3M |
| Foundations Investment Advisors, LLC | 0.15% | Add +2.9% | 171,155 | $8.3M |
| Creative Planning | 0.01% | Add +313.6% | 166,194 | $8.0M |
| Freedom Investment Management, Inc. | 0.67% | Add +0.1% | 165,365 | $8.0M |
| B&D White Capital Company, LLC | 1.17% | Add +119.4% | 164,209 | $7.9M |
| Aveo Capital Partners, LLC | 1.29% | Add +26.4% | 164,538 | $7.7M |
| Prevail Innovative Wealth Advisors, LLC | 1.59% | Reduce -26.8% | 123,283 | $6.0M |
| Beaird Harris Wealth Management, LLC | 0.50% | Reduce -2.6% | 121,059 | $5.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +13.3% | 100,852 | $4.9M |
| Websterrogers Financial Advisors, LLC | 1.61% | Reduce -0.5% | 97,637 | $4.7M |
| Northwest Wealth Management, LLC | 0.94% | Add +9.3% | 97,348 | $4.7M |
| Dogwood Wealth Management LLC | 1.75% | Reduce -0.8% | 68,621 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -2.1% | 63,114 | $3.1M |
| Passive Capital Management, LLC. | 0.96% | No change | 62,500 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | New | 62,420 | $3.0M |
| Haven Private, LLC | 1.70% | Reduce -2.3% | 62,118 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.3% | 61,250 | $3.0M |
| Level Financial Advisors | 1.00% | Add +4.3% | 60,872 | $2.9M |
| CAP Partners, LLC | 2.06% | Reduce -32.1% | 58,644 | $2.8M |
| Chicago Partners Investment Group LLC | 0.09% | Add +5.2% | 58,249 | $2.7M |
| Cambridge Associates LLC /Ma/ | 0.08% | Add +435.8% | 55,103 | $2.7M |
| Family Office Research LLC | 1.28% | Reduce -4.5% | 54,297 | $2.6M |
| Cypress Point Wealth Management, LLC | 0.75% | Add +6.6% | 48,891 | $2.4M |
| KMG Fiduciary Partners, LLC | 0.19% | Add +6.4% | 47,918 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.1% | 43,739 | $2.1M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -20.2% | 36,519 | $1.8M |
| Ariadne Wealth Management, LP | 0.81% | Reduce -15.2% | 32,056 | $1.6M |
| Fourth Dimension Wealth, LLC | 0.73% | Reduce -34.9% | 31,042 | $1.5M |
| Endeavor Private Wealth, Inc. | 0.78% | Add +14.0% | 29,723 | $1.4M |
| LexAurum Advisors, LLC | 0.27% | Add +20.3% | 29,359 | $1.4M |
| Plancorp, LLC | 0.06% | No change | 29,295 | $1.4M |
| Knightsbridge Asset Management, LLC | 0.37% | Add +5.0% | 29,036 | $1.4M |
| Aire Advisors, LLC | 0.29% | Reduce -4.3% | 28,384 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +155.4% | 27,130 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +56.0% | 26,759 | $1.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.17% | Reduce -2.1% | 25,893 | $1.3M |
| Tillman Hartley LLC | 0.34% | Add +0.1% | 24,009 | $1.2M |
| Paul R. Ried Financial Group, LLC | 0.78% | Add +0.5% | 23,083 | $1.1M |
| HB Wealth Management, LLC | 0.01% | New | 22,992 | $1.1M |
| Dixon Fnancial Services, Inc. | 0.58% | No change | 22,286 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.23% | Add +12.4% | 21,828 | $1.1M |
| Jackson Thornton Wealth Management, LLC | 0.14% | Add +4.2% | 23,580 | $1.1M |
| Sunpointe, LLC | 0.51% | Reduce -2.2% | 19,603 | $949K |
| Allodium Investment Consultants, LLC | 0.68% | Add +32.7% | 19,101 | $924K |
| Centennial Wealth Advisory LLC | 0.33% | Add +7.9% | 18,946 | $917K |
| Tortoise Investment Management, LLC | 0.09% | Reduce -14.3% | 18,628 | $902K |
| GC Wealth Management RIA, LLC | 0.16% | No change | 18,286 | $885K |
| JPMorgan Chase & Co. | 0.00% | Add +85.0% | 17,411 | $843K |
| CRA Financial Services, LLC | 0.14% | Reduce -8.8% | 16,822 | $814K |
| PCG Wealth Advisors, LLC | 0.28% | Add +1.8% | 16,751 | $811K |
| Atlas Wealth LLC | 0.44% | No change | 16,696 | $808K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -37.5% | 16,173 | $783K |
| Disciplined Investors, L.L.C. | 0.65% | Add +0.1% | 14,965 | $724K |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 14,856 | $719K |
| Curio Wealth, LLC | 0.34% | Reduce -99.9% | 13 | $653K |
| Bison Wealth, LLC | 0.06% | Reduce -3.5% | 13,457 | $651K |
| Burk Holdings LLC | 0.48% | Add +79.2% | 13,234 | $641K |
| Goepper Burkhardt LLC | 0.25% | Reduce -15.2% | 13,040 | $631K |
| D. E. Shaw & Co. | 0.00% | Reduce -0.8% | 12,483 | $604K |
| Claro Advisors Inc. | 0.08% | Reduce -15.1% | 12,335 | $597K |
| Two Sigma Investments, LP | 0.00% | Reduce -64.2% | 12,300 | $595K |
| Axis Wealth Partners, LLC | 0.42% | Add +10.8% | 11,739 | $568K |
| Cloud Capital Management, LLC | 0.39% | — | 11,388 | $551K |
| Capital Analysts, LLC | 0.02% | Add +0.3% | 11,185 | $541K |
| Factor Wealth Management LTD | 0.16% | Add +4.4% | 11,011 | $533K |
| Lam Group, Inc. | 0.34% | Reduce -20.6% | 9,590 | $464K |
| Mattern Wealth Management LLC | 0.10% | No change | 9,074 | $439K |
| Caprock Group, LLC | 0.01% | Reduce -7.0% | 8,931 | $432K |
| Armbruster Capital Management, Inc. | 0.08% | New | 8,760 | $424K |
| Zhang Financial LLC | 0.02% | Add +0.0% | 8,708 | $421K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -36.8% | 8,489 | $411K |
| Lion Street Advisors, LLC | 0.13% | Add +2.7% | 8,373 | $405K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.4% | 8,289 | $401K |
| DHK Financial Advisors, Inc. | 0.21% | Add +0.3% | 8,031 | $389K |
| Herold Advisors, Inc. | 0.08% | Reduce -5.6% | 7,947 | $385K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 7,716 | $373K |
| Bridgewater Advisors Inc. | 0.03% | New | 7,916 | $370K |
| GEM Asset Management, LLC | 0.18% | Add +3.1% | 6,537 | $316K |
| Jane Street Group, LLC | 0.00% | Reduce -56.0% | 6,112 | $296K |
| Magnolia Private Wealth, LLC | 0.24% | No change | 5,865 | $284K |
| Stephens Consulting, LLC | 0.07% | New | 5,746 | $278K |
| Pacific Asset Management, LLC | 0.24% | Add +40.0% | 5,619 | $272K |
| Benchmark Wealth Management, LLC | 0.13% | New | 5,579 | $270K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 5,109 | $247K |
| &partners | 0.00% | New | 4,667 | $227K |
| Mariner, LLC | 0.00% | Reduce -15.0% | 4,670 | $226K |
| Sequent Asset Management, LLC | 0.12% | No change | 4,328 | $209K |
| First National Bank Sioux Falls | 0.08% | No change | 4,243 | $205K |
| Focus Partners Wealth | 0.00% | Reduce -28.4% | 4,137 | $200K |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 2,827 | $137K |
| Ruedi Wealth Management, Inc. | 0.04% | Reduce -18.1% | 2,413 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,397 | $116K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 2,078 | $101K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.1% | 1,406 | $68K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,366 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,221 | $59K |
| Private Trust Co. NA | 0.01% | Add +23.3% | 1,219 | $59K |
| Reyes Financial Architecture, Inc. | 0.03% | No change | 968 | $47K |
| Comerica Bank | 0.00% | Reduce -5.7% | 905 | $44K |
| Park Square Financial Group, LLC | 0.03% | New | 808 | $39K |
| Private Wealth Asset Management, LLC | 0.00% | — | 668 | $32K |
| Assetmark, Inc. | 0.00% | New | 487 | $24K |
| Mather Group, Llc. | 0.00% | No change | 468 | $23K |
| Allworth Financial LP | 0.00% | Add +49.1% | 401 | $19K |
| Arax Advisory Partners | 0.00% | New | 385 | $19K |
| REAP Financial Group, LLC | 0.00% | No change | 351 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -49.5% | 336 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +65.8% | 310 | $15K |
| Bfsg, LLC | 0.00% | No change | 295 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +2.0% | 255 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 222 | $11K |
| Rothschild Investment LLC | 0.00% | Add +20.8% | 145 | $7K |
| Beacon Capital Management, LLC | 0.00% | New | 120 | $6K |
| Cwm, LLC | 0.00% | No change | 35 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -10.0% | 36 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 16 | $774 |
"% 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.