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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $27.8M |
| Exits | 10 | $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 |
| DHK Financial Advisors, Inc. | 0.24% | Add +0.3% | 8,059 | $416K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.9% | 7,555 | $408K |
| Benchmark Wealth Management, LLC | 0.18% | Add +37.8% | 7,690 | $397K |
| Claro Advisors Inc. | 0.06% | Reduce -41.1% | 7,270 | $375K |
| Destination Wealth Management | 0.01% | New | 5,846 | $301K |
| GEM Asset Management, LLC | 0.15% | Reduce -13.4% | 5,659 | $301K |
| Herold Advisors, Inc. | 0.06% | Reduce -27.9% | 5,730 | $295K |
| Pacific Asset Management, LLC | 0.23% | Add +0.2% | 5,628 | $290K |
| Armbruster Capital Management, Inc. | 0.05% | Reduce -41.5% | 5,125 | $264K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.3% | 5,091 | $263K |
| Focus Partners Wealth | 0.00% | Add +11.9% | 4,629 | $239K |
| SC&H Financial Advisors, Inc. | 0.04% | New | 4,486 | $231K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | New | 4,290 | $226K |
| Sequent Asset Management, LLC | 0.17% | Reduce -1.9% | 4,247 | $219K |
| First National Bank Sioux Falls | 0.08% | No change | 4,243 | $219K |
| HighTower Advisors, LLC | 0.00% | New | 4,048 | $209K |
| Jones Financial Companies LLLP | 0.00% | Add +5.8% | 2,992 | $155K |
| Osaic Holdings, Inc. | 0.00% | Add +111.2% | 2,969 | $153K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,397 | $124K |
| Park Square Financial Group, LLC | 0.08% | Add +153.1% | 2,045 | $105K |
| Comerica Bank | 0.00% | Add +89.3% | 1,713 | $88K |
| UBS Group AG | 0.00% | New | 1,677 | $86K |
| Accredited Wealth Management, LLC | 0.07% | New | 1,615 | $83K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -8.8% | 1,246 | $64K |
| Private Trust Co. NA | 0.01% | No change | 1,219 | $63K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +235.2% | 1,039 | $54K |
| Medallion Wealth Advisors, LLC | 0.02% | New | 967 | $51K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 968 | $50K |
| Royal Bank of Canada | 0.00% | New | 800 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -39.0% | 745 | $38K |
| FMR LLC | 0.00% | New | 681 | $35K |
| Evolution Wealth Management Inc. | 0.03% | — | 485 | $25K |
| Beacon Capital Management, LLC | 0.00% | Add +201.7% | 362 | $19K |
| Arax Advisory Partners | 0.00% | Reduce -8.1% | 354 | $18K |
| REAP Financial Group, LLC | 0.00% | No change | 351 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 336 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 301 | $16K |
| Bfsg, LLC | 0.00% | No change | 295 | $15K |
| Fortitude Family Office, LLC | 0.00% | New | 235 | $12K |
| Allworth Financial LP | 0.00% | Reduce -42.6% | 230 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 222 | $11K |
| Harbour Investments, Inc. | 0.00% | New | 170 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | New | 141 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -55.2% | 65 | $3K |
| AdvisorNet Financial, Inc | 0.00% | New | 46 | $2K |
| Cwm, LLC | 0.00% | No change | 35 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 36 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -94.5% | 27 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 16 | $825 |
| Hurley Capital, LLC | 0.00% | New | 15 | $776 |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -96.1% | 10 | $516 |
"% 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.