Avantis US Small Cap EquityAVSCETF

13F holders, Q2 2025 (June 30)
151holders +17
27new positions
10sold out
1famous investor
$52.59avg. 13F price*

At the end of Q2 2025, 151 institutions reported holding Avantis US Small Cap Equity (AVSC) in their 13F filings, up 17 from Q1 2025. 27 opened new positions and 10 sold out. The largest holders were Mercer Global Advisors Inc. ($708.5M), Envestnet Asset Management Inc. ($649.3M) and Mason Investment Advisory Services, Inc. ($181.3M). 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 (Q2 2025)
CUSIP
025072323
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 88Q1 2024Q2 2024: 103Q2 2024Q3 2024: 122Q3 2024Q4 2024: 152Q4 2024Q1 2025: 134Q1 2025Q2 2025: 151Q2 2025Q3 2025: 174Q3 2025Q4 2025: 205Q4 2025Q1 2026: 220Q1 2026Q2 2026: 248Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions27$27.8M
Exits10$11.2M

All 13F filers, Q1 2025 → Q2 2025: 4,599,369 shares bought and 1,211,751 shares sold, net +3,387,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 151 holders

Mercer Global Advisors Inc. 1.59% Add +8.8% 13,738,987 $708.5M
Envestnet Asset Management Inc. 0.19% Add +9.7% 12,591,513 $649.3M
Mason Investment Advisory Services, Inc. 9.88% Add +2.8% 3,515,423 $181.3M
Wealth Management Nebraska 10.21% Add +20.2% 827,779 $75.5M
Northwestern Mutual Wealth Management Co. 0.04% Add +9.5% 1,056,415 $54.5M
Creative Planning 0.03% Add +271.3% 617,070 $31.8M
Elwood & Goetz Wealth Advisory Group, LLC 6.25% Add +1.0% 560,988 $28.9M
PrairieView Partners, LLC 2.33% Add +19.9% 468,157 $24.1M
AE Wealth Management LLC 0.18% Add +24.2% 466,122 $24.0M
LPL Financial LLC 0.01% Add +8.7% 458,814 $23.7M
Simplicity Wealth,LLC 0.90% Add +111.9% 421,028 $21.7M
American Century Companies Inc. 0.01% Add +7.8% 349,401 $18.0M
Berger Financial Group, Inc 0.90% Add +4.0% 268,275 $13.8M
West Paces Advisors Inc. 2.88% Add +14.8% 262,159 $13.5M
FAS Wealth Partners, Inc. 0.96% Add +2.9% 250,786 $12.9M
Wheelhouse Advisory Group LLC 6.26% Add +9.5% 139,517 $12.7M
Corient Private Wealth LP 0.02% Reduce -18.7% 197,605 $12.3M
Freedom Investment Management, Inc. 0.80% Add +17.7% 194,578 $10.0M
Park Avenue Securities LLC 0.09% New 194,290 $10.0M
Foundations Investment Advisors, LLC 0.15% Add +6.3% 181,846 $9.4M
Atlantic Union Bankshares Corp 0.21% Reduce -69.7% 177,086 $9.1M
OneDigital Investment Advisors LLC 0.10% Reduce -8.1% 176,665 $9.1M
Morgan Stanley 0.00% Reduce -70.0% 154,814 $8.0M
Beaird Harris Wealth Management, LLC 0.50% Add +3.3% 125,095 $6.5M
Focus Partners Advisor Solutions, LLC 0.08% Add +22.2% 123,199 $6.4M
LexAurum Advisors, LLC 1.00% Add +316.1% 122,148 $6.3M
Northwest Wealth Management, LLC 0.99% Add +8.6% 105,753 $5.5M
Websterrogers Financial Advisors, LLC 1.65% Add +2.8% 100,376 $5.2M
Paul R. Ried Financial Group, LLC 2.57% Add +256.9% 82,389 $4.2M
MML Investors Services, LLC 0.01% Add +14.7% 72,378 $3.7M
Susquehanna International Group, LLP 0.01% Add +13.4% 70,767 $3.6M
Dogwood Wealth Management LLC 1.69% Reduce -6.2% 64,363 $3.5M
Level Financial Advisors 1.06% Add +9.0% 66,326 $3.4M
Chicago Partners Investment Group LLC 0.10% Add +4.7% 60,957 $3.3M
JPMorgan Chase & Co. 0.00% Add +271.7% 64,720 $3.3M
Ridgeline Wealth, LLC 2.70% New 64,202 $3.3M
Passive Capital Management, LLC. 1.03% No change 62,500 $3.3M
Commonwealth Equity Services, LLC 0.00% Add +3.1% 63,155 $3.3M
CAP Partners, LLC 2.01% Add +5.5% 61,866 $3.2M
Cambridge Associates LLC /Ma/ 0.06% No change 55,103 $2.8M
Aire Advisors, LLC 0.53% Add +85.4% 52,612 $2.7M
Family Office Research LLC 1.26% Reduce -4.5% 51,863 $2.7M
KMG Fiduciary Partners, LLC 0.20% Add +7.7% 51,608 $2.7M
Prevail Innovative Wealth Advisors, LLC 0.56% Reduce -60.9% 48,166 $2.5M
Global Strategic Investment Solutions, LLC 0.26% New 47,601 $2.5M
Acropolis Investment Management, LLC 0.13% New 45,745 $2.4M
Haven Private, LLC 1.04% Reduce -26.6% 45,576 $2.4M
Farther Finance Advisors, LLC 0.05% Add +21.6% 44,416 $2.3M
Kavar Capital Partners Group, LLC 0.32% New 43,032 $2.2M
Cypress Point Wealth Management, LLC 0.53% Reduce -13.6% 42,241 $2.2M
Endeavor Private Wealth, Inc. 0.99% Add +37.1% 40,765 $2.1M
Ariadne Wealth Management, LP 0.92% Add +7.8% 34,545 $1.9M
Raymond James Financial Inc. 0.00% Add +33.8% 35,803 $1.8M
Rockefeller Capital Management L.P. 0.00% Reduce -18.6% 35,622 $1.8M
Fourth Dimension Wealth, LLC 0.72% Add +6.2% 32,968 $1.7M
CoreCap Advisors, LLC 0.07% Add +20.4% 32,668 $1.7M
Cardiff Park Advisors, LLC 0.14% Add +1383.9% 30,836 $1.6M
Knightsbridge Asset Management, LLC 0.35% Add +5.2% 30,550 $1.6M
Plancorp, LLC 0.05% No change 29,295 $1.5M
Allodium Investment Consultants, LLC 0.95% Add +53.1% 29,250 $1.5M
HB Wealth Management, LLC 0.01% Add +26.4% 29,050 $1.5M
Burk Holdings LLC 0.93% Add +118.1% 28,863 $1.5M
Moisand Fitzgerald Tamayo, LLC 0.18% Add +7.3% 27,782 $1.4M
Jackson Thornton Wealth Management, LLC 0.15% No change 23,580 $1.3M
Tillman Hartley LLC 0.35% Add +0.7% 24,177 $1.2M
Centennial Wealth Advisory LLC 0.40% Add +27.4% 24,127 $1.2M
Dixon Fnancial Services, Inc. 0.58% No change 22,286 $1.1M
Werba Rubin Papier Wealth Management 0.22% Add +2.0% 22,259 $1.1M
Atlas Wealth LLC 0.56% Add +28.4% 21,430 $1.1M
Maia Wealth LLC 0.21% New 20,908 $1.1M
Ruedi Wealth Management, Inc. 0.30% Add +719.5% 19,774 $1.0M
Mariner, LLC 0.00% Add +311.4% 19,210 $991K
Mendota Financial Group, LLC 0.91% New 18,714 $965K
Wells Fargo & Company 0.00% Add +17.9% 17,512 $903K
Kestra Advisory Services, LLC 0.00% Add +100.6% 17,027 $878K
Evanson Asset Management, LLC 0.05% Add +115.7% 16,646 $858K
Claris Advisors, LLC / Mo / 0.30% New 16,580 $855K
Tortoise Investment Management, LLC 0.08% Reduce -12.2% 16,353 $843K
Disciplined Investors, L.L.C. 0.63% Add +4.9% 15,697 $809K
Avantax Planning Partners, Inc. 0.03% New 15,471 $798K
Factor Wealth Management LTD 0.21% Add +32.0% 14,538 $750K
Sunpointe, LLC 0.29% Reduce -26.6% 14,383 $742K
CRA Financial Services, LLC 0.11% Reduce -15.9% 14,142 $729K
EnRich Financial Partners LLC 0.22% New 13,872 $715K
Curio Wealth, LLC 0.30% Add +100423.1% 13,068 $674K
Cambridge Investment Research Advisors, Inc. 0.00% New 13,042 $673K
Axis Wealth Partners, LLC 0.44% Add +9.8% 12,892 $665K
Bison Wealth, LLC 0.05% Reduce -4.9% 12,802 $660K
GC Wealth Management RIA, LLC 0.05% Reduce -32.7% 12,312 $635K
D. E. Shaw & Co. 0.00% Reduce -3.2% 12,083 $623K
Beacon Pointe Advisors, LLC 0.01% Reduce -25.3% 12,080 $623K
Flow Traders U.S. LLC 0.02% New 11,278 $582K
Capital Analysts, LLC 0.02% Add +0.4% 11,225 $579K
Stephens Consulting, LLC 0.13% Add +90.0% 10,918 $563K
Goepper Burkhardt LLC 0.20% Reduce -19.6% 10,490 $541K
Lam Group, Inc. 0.35% Add +5.3% 10,100 $521K
Lion Street Advisors, LLC 0.14% Add +10.0% 9,214 $475K
Apeiron RIA LLC 0.12% New 8,928 $460K
Zhang Financial LLC 0.02% Add +0.0% 8,710 $449K
Bridgewater Advisors Inc. 0.03% Add +5.1% 8,319 $446K

"% 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.

Show all 151 holders