Avantis US Small Cap EquityAVSCETF

13F holders, Q3 2025 (September 30)
174holders +23
39new positions
13sold out
1famous investor
$58.80avg. 13F price*

At the end of Q3 2025, 174 institutions reported holding Avantis US Small Cap Equity (AVSC) in their 13F filings, up 23 from Q2 2025. 39 opened new positions and 13 sold out. The largest holders were Mercer Global Advisors Inc. ($806.7M), Mason Investment Advisory Services, Inc. ($201.0M) and Wealth Management Nebraska ($90.1M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions39$63.3M
Exits13$5.0M

All 13F filers, Q2 2025 → Q3 2025: 2,911,326 shares bought and 12,558,609 shares sold, net −9,647,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 174 holders

Mercer Global Advisors Inc. 1.35% Add +2.5% 14,080,549 $806.7M
Mason Investment Advisory Services, Inc. 10.01% Reduce -0.1% 3,511,533 $201.0M
Wealth Management Nebraska 10.74% Add +9.4% 905,265 $90.1M
Northwestern Mutual Wealth Management Co. 0.04% Add +4.8% 1,107,684 $63.4M
Cambridge Associates LLC /Ma/ 0.88% Add +1420.1% 837,617 $48.0M
Envestnet Asset Management Inc. 0.01% Reduce -94.9% 639,654 $36.6M
Creative Planning 0.03% Reduce -0.7% 613,075 $35.1M
Elwood & Goetz Wealth Advisory Group, LLC 6.51% Add +5.6% 592,476 $33.9M
AE Wealth Management LLC 0.20% Add +18.8% 553,727 $31.7M
Savant Capital, LLC 0.17% New 479,178 $27.4M
LPL Financial LLC 0.01% Reduce -0.3% 457,572 $26.2M
American Century Companies Inc. 0.01% Add +7.4% 375,209 $21.5M
Retirement Financial Solutions, LLC 6.66% New 371,434 $21.3M
Berger Financial Group, Inc 0.93% Add +0.8% 270,340 $15.5M
West Paces Advisors Inc. 2.97% Reduce -0.4% 261,073 $14.9M
Wheelhouse Advisory Group LLC 6.43% Add +7.4% 149,901 $14.9M
FAS Wealth Partners, Inc. 0.98% Add +0.8% 252,704 $14.5M
Corient Private Wealth LP 0.02% Add +2.9% 203,397 $13.9M
Park Avenue Securities LLC 0.10% Add +10.8% 215,168 $12.3M
Simplicity Wealth,LLC 0.69% Reduce -50.6% 208,118 $11.9M
Morgan Stanley 0.00% Add +32.3% 204,884 $11.7M
Foundations Investment Advisors, LLC 0.15% Add +1.3% 184,154 $10.5M
Atlantic Union Bankshares Corp 0.19% Add +0.6% 178,191 $10.2M
Freedom Investment Management, Inc. 2.65% Reduce -9.9% 175,287 $10.0M
Cwm, LLC 0.03% Add +489951.4% 171,518 $9.8M
OneDigital Investment Advisors LLC 0.09% Reduce -15.1% 149,987 $8.6M
Beaird Harris Wealth Management, LLC 0.50% Reduce -1.9% 122,716 $7.0M
LexAurum Advisors, LLC 1.00% Add +0.3% 122,524 $7.0M
Northwest Wealth Management, LLC 1.10% Add +9.8% 116,123 $6.6M
Savvy Advisors, Inc. 0.29% New 110,402 $6.3M
Websterrogers Financial Advisors, LLC 1.72% Add +0.0% 100,417 $5.7M
Paul R. Ried Financial Group, LLC 2.36% Reduce -0.9% 81,625 $4.7M
MML Investors Services, LLC 0.01% Add +5.1% 76,058 $4.4M
Level Financial Advisors 1.19% Add +10.7% 73,444 $4.2M
Dogwood Wealth Management LLC 1.80% Add +7.7% 69,287 $4.0M
Chicago Partners Investment Group LLC 0.10% Add +10.0% 67,055 $3.9M
Ridgeline Wealth, LLC 2.76% Add +1.8% 65,359 $3.7M
CAP Partners, LLC 2.05% Add +2.2% 63,245 $3.6M
Passive Capital Management, LLC. 1.17% No change 62,500 $3.6M
Global Strategic Investment Solutions, LLC 0.35% Add +29.0% 61,406 $3.5M
Haven Private, LLC 1.49% Add +29.0% 58,808 $3.4M
JPMorgan Chase & Co. 0.00% Reduce -13.6% 55,902 $3.2M
Commonwealth Equity Services, LLC 0.00% Reduce -14.3% 54,126 $3.1M
Aire Advisors, LLC 0.55% Add +0.0% 52,621 $3.0M
KMG Fiduciary Partners, LLC 0.20% Add +0.4% 51,824 $3.0M
Prevail Innovative Wealth Advisors, LLC 0.57% Add +6.0% 51,065 $2.9M
Family Office Research LLC 1.26% Reduce -3.2% 50,212 $2.9M
Cypress Point Wealth Management, LLC 0.56% Add +13.7% 48,018 $2.7M
Endeavor Private Wealth, Inc. 0.73% Add +1.6% 41,430 $2.4M
Acropolis Investment Management, LLC 0.12% No change 45,745 $2.4M
Rockefeller Capital Management L.P. 0.00% Add +13.9% 40,582 $2.3M
Kavar Capital Partners Group, LLC 0.31% Reduce -7.0% 40,024 $2.3M
Allodium Investment Consultants, LLC 1.20% Add +27.1% 37,191 $2.1M
CoreCap Advisors, LLC 0.08% Add +10.5% 36,088 $2.1M
Fourth Dimension Wealth, LLC 0.75% Add +4.2% 34,337 $2.0M
Ariadne Wealth Management, LP 0.82% Reduce -5.5% 32,646 $1.8M
Cardiff Park Advisors, LLC 0.14% No change 30,836 $1.8M
HB Wealth Management, LLC 0.01% Add +1.7% 29,533 $1.7M
Plancorp, LLC 0.05% No change 29,295 $1.7M
Raymond James Financial Inc. 0.00% Reduce -21.0% 28,294 $1.6M
Burk Holdings LLC 0.85% Reduce -4.0% 27,717 $1.6M
Moisand Fitzgerald Tamayo, LLC 0.19% Reduce -0.8% 27,563 $1.6M
Tillman Hartley LLC 0.41% Add +13.9% 27,530 $1.6M
Mendota Financial Group, LLC 1.15% Add +43.7% 26,887 $1.5M
Centennial Wealth Advisory LLC 0.40% Add +2.9% 24,826 $1.4M
Jackson Thornton Wealth Management, LLC 0.14% Reduce -0.3% 23,516 $1.4M
Maia Wealth LLC 0.23% Add +13.1% 23,643 $1.3M
StrongBox Wealth, LLC 0.44% New 22,820 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -81.6% 22,648 $1.3M
Dixon Fnancial Services, Inc. 0.58% No change 22,286 $1.3M
Werba Rubin Papier Wealth Management 0.21% Reduce -0.3% 22,185 $1.3M
Atlas Wealth LLC 0.52% Add +0.1% 21,441 $1.2M
Ruedi Wealth Management, Inc. 0.32% Add +0.3% 19,825 $1.1M
Wells Fargo & Company 0.00% Add +12.5% 19,703 $1.1M
Kestra Advisory Services, LLC 0.01% Add +15.2% 19,617 $1.1M
Mariner, LLC 0.00% Add +0.0% 19,211 $1.1M
Evanson Asset Management, LLC 0.06% Add +4.5% 17,401 $996K
Farther Finance Advisors, LLC 0.01% Reduce -61.4% 17,136 $981K
PCG Wealth Advisors, LLC 0.27% New 16,330 $935K
Tortoise Investment Management, LLC 0.08% Reduce -1.5% 16,103 $922K
Apeiron RIA LLC 0.21% Add +81.8% 16,230 $915K
Disciplined Investors, L.L.C. 0.64% No change 15,697 $899K
CRA Financial Services, LLC 0.12% Add +9.9% 15,547 $890K
Factor Wealth Management LTD 0.22% Add +4.0% 15,122 $866K
Claris Advisors, LLC / Mo / 0.30% No change 16,580 $855K
Sunpointe, LLC 0.30% No change 14,383 $823K
Beacon Pointe Advisors, LLC 0.01% Add +18.1% 14,262 $816K
Capital Analysts, LLC 0.02% Add +24.1% 13,934 $798K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.0% 13,570 $777K
EnRich Financial Partners LLC 0.22% Reduce -2.9% 13,467 $771K
Avantax Planning Partners, Inc. 0.02% Reduce -13.3% 13,421 $768K
Curio Wealth, LLC 0.31% Add +0.1% 13,079 $749K
Jane Street Group, LLC 0.00% New 12,940 $741K
Axis Wealth Partners, LLC 0.43% Reduce -0.3% 12,860 $736K
Summit Financial, LLC 0.01% New 10,877 $623K
Lam Group, Inc. 0.36% Add +0.5% 10,155 $581K
Susquehanna International Group, LLP 0.00% Reduce -87.5% 8,853 $507K
Zhang Financial LLC 0.02% Add +0.0% 8,713 $499K
Bridgewater Advisors Inc. 0.03% Reduce -3.6% 8,016 $451K
D. E. Shaw & Co. 0.00% Reduce -35.9% 7,740 $443K

"% 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 174 holders