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
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.8% 7,420 $424K
Cresset Asset Management, LLC 0.00% Add +39.1% 7,083 $406K
Compound Planning, Inc. 0.01% New 6,727 $385K
Quantinno Capital Management LP 0.00% New 6,642 $380K
Claro Advisors Inc. 0.05% Reduce -15.1% 6,174 $353K
Herold Advisors, Inc. 0.08% Add +4.8% 6,005 $344K
Goepper Burkhardt LLC 0.11% Reduce -45.4% 5,725 $328K
Caprock Group, LLC 0.01% — 5,695 $325K
GEM Asset Management, LLC 0.15% Add +0.2% 5,670 $324K
Pacific Asset Management, LLC 0.22% Add +0.1% 5,631 $322K
Destination Wealth Management 0.01% Reduce -3.8% 5,625 $322K
Arlington Financial Advisors, LLC 0.05% New 5,589 $320K
Focus Partners Wealth 0.00% Add +19.1% 5,514 $308K
Armbruster Capital Management, Inc. 0.05% No change 5,125 $293K
CreativeOne Wealth, LLC 0.01% New 4,991 $286K
Bayshore Asset Management, LLC 0.11% New 4,664 $267K
Jones Financial Companies LLLP 0.00% Add +55.1% 4,641 $267K
BlackRock, Inc. 0.00% New 4,654 $266K
SC&H Financial Advisors, Inc. 0.04% Add +0.2% 4,494 $257K
Full Sail Capital, LLC 0.01% New 4,420 $253K
FineMark National Bank & Trust 0.01% New 4,403 $252K
Hutchens & Kramer Investment Management Group, LLC 0.10% No change 4,290 $246K
HighTower Advisors, LLC 0.00% Reduce -2.4% 3,950 $226K
Summit Financial Wealth Advisors, LLC 0.03% New 3,928 $225K
Strategic Wealth Partners, Ltd. 0.02% New 3,798 $217K
DBK Financial Counsel, LLC 0.18% New 3,724 $213K
FMR LLC 0.00% Add +440.7% 3,682 $211K
Community Bank, N.A. 0.03% New 3,677 $211K
Noble Family Wealth, LLC 0.05% New 3,652 $209K
Sequent Asset Management, LLC 0.10% Reduce -14.4% 3,637 $208K
BWM Planning, LLC 0.06% New 3,633 $208K
Cloud Capital Management, LLC 0.11% New 3,606 $206K
Centennial Bank 0.07% New 3,297 $189K
Osaic Holdings, Inc. 0.00% Add +4.1% 3,090 $176K
O'shaughnessy Asset Management, LLC 0.00% Add +188.0% 2,992 $171K
Advisory Services Network, LLC 0.00% New 2,650 $152K
PNC Financial Services Group, Inc. 0.00% No change 2,397 $137K
Comerica Bank 0.00% Reduce -2.4% 1,672 $96K
NewEdge Advisors, LLC 0.00% New 1,635 $94K
Wealth Watch Advisors, INC 0.03% New 1,468 $84K
Accredited Wealth Management, LLC 0.06% Add +388.2% 7,885 $82K
Private Trust Co. NA 0.01% No change 1,219 $70K
Reyes Financial Architecture, Inc. 0.04% No change 968 $55K
Medallion Wealth Advisors, LLC 0.02% No change 967 $55K
Smartleaf Asset Management LLC 0.00% Reduce -22.5% 966 $55K
Manning & Napier Advisors LLC 0.00% New 870 $50K
Steward Partners Investment Advisory, LLC 0.00% No change 745 $43K
American Capital Advisory, LLC 0.02% New 709 $41K
Steigerwald, Gordon & Koch Inc. 0.00% New 705 $40K
Global Retirement Partners, LLC 0.00% Add +82.4% 549 $31K
YANKCOM Partnership 0.01% New 500 $29K
Root Financial Partners, LLC 0.00% New 470 $27K
REAP Financial Group, LLC 0.01% Add +16.2% 408 $23K
Royal Bank of Canada 0.00% Reduce -51.3% 390 $22K
Evolution Wealth Management Inc. 0.02% Reduce -22.3% 377 $22K
Blue Trust, Inc. 0.00% New 364 $21K
EverSource Wealth Advisors, LLC 0.00% No change 336 $19K
Bfsg, LLC 0.00% No change 295 $17K
CX Institutional 0.00% New 251 $14K
Center for Financial Planning, Inc. 0.00% New 240 $14K
McIlrath & Eck, LLC 0.00% No change 222 $13K
Mather Group, Llc. 0.00% New 217 $12K
Independence Bank of Kentucky 0.00% New 200 $11K
Harbour Investments, Inc. 0.00% No change 170 $10K
Allworth Financial LP 0.00% Reduce -30.4% 160 $9K
Richardson Capital Management LLC 0.00% New 87 $9K
Rothschild Investment LLC 0.00% No change 65 $4K
Kozak & Associates, Inc. 0.00% New 65 $4K
Exchange Traded Concepts, LLC 0.00% Reduce -70.9% 41 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 36 $2K
Hurley Capital, LLC 0.00% Add +100.0% 30 $2K
Geneos Wealth Management Inc. 0.00% New 29 $2K
Assetmark, Inc. 0.00% No change 27 $2K
1620 Investment Advisors, Inc. 0.00% No change 10 $573

"% 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.