Avantis US Small Cap EquityAVSCETF

13F holders, Q4 2025 (December 31)
205holders +31
28new positions
8sold out
2famous investors
$60.38avg. 13F price*

At the end of Q4 2025, 205 institutions reported holding Avantis US Small Cap Equity (AVSC) in their 13F filings, up 31 from Q3 2025. 28 opened new positions and 8 sold out. The largest holders were Mercer Global Advisors Inc. ($849.3M), Mason Investment Advisory Services, Inc. ($211.9M) and Wealth Management Nebraska ($103.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis US Small Cap Equity
Filed as
AMERICAN CENTY ETF TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$22.0M
Exits8$1.8M

All 13F filers, Q3 2025 → Q4 2025: 1,924,157 shares bought and 255,815 shares sold, net +1,668,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 205 holders

Mercer Global Advisors Inc. 1.29% Add +2.7% 14,459,274 $849.3M
Mason Investment Advisory Services, Inc. 10.06% Add +2.7% 3,607,787 $211.9M
Wealth Management Nebraska 11.78% Add +11.6% 1,010,452 $103.0M
Northwestern Mutual Wealth Management Co. 0.04% Add +5.1% 1,164,381 $68.4M
Cambridge Associates LLC /Ma/ 0.89% Add +10.2% 922,735 $54.2M
Envestnet Asset Management Inc. 0.01% Add +5.5% 675,069 $39.7M
Elwood & Goetz Wealth Advisory Group, LLC 6.58% Add +7.5% 636,669 $37.4M
Creative Planning 0.03% Add +3.5% 634,842 $37.3M
AE Wealth Management LLC 0.20% Add +9.5% 606,160 $35.6M
Three Arch Wealth Management LLC 4.99% — 453,813 $26.7M
LPL Financial LLC 0.01% Reduce -2.6% 445,812 $26.2M
American Century Companies Inc. 0.01% Add +10.1% 413,205 $24.3M
Savant Capital, LLC 0.13% Reduce -21.8% 374,936 $22.0M
Retirement Financial Solutions, LLC 6.36% Reduce -0.4% 369,883 $21.7M
Cornerstone Wealth Partners, LLC 11.50% — 282,093 $16.6M
Berger Financial Group, Inc 0.96% Add +3.9% 280,762 $16.5M
Wheelhouse Advisory Group LLC 6.27% Add +6.9% 160,205 $16.5M
FAS Wealth Partners, Inc. 1.03% Add +7.7% 272,053 $16.0M
West Paces Advisors Inc. 2.99% Add +0.7% 262,807 $15.4M
Corient Private Wealth LP 0.02% Add +5.4% 214,423 $15.0M
Park Avenue Securities LLC 0.12% Add +8.4% 233,189 $13.7M
Simplicity Wealth,LLC 0.77% Add +5.2% 218,841 $12.9M
Morgan Stanley 0.00% Add +5.2% 215,629 $12.7M
Kilner Capital Advisors, LLC 11.06% — 197,179 $11.6M
Foundations Investment Advisors, LLC 0.15% Add +3.2% 190,110 $11.2M
Prevail Innovative Wealth Advisors, LLC 1.98% Add +269.1% 188,507 $11.1M
Cwm, LLC 0.03% Add +5.9% 181,631 $10.7M
Atlantic Union Bankshares Corp 0.19% Reduce -1.1% 176,259 $10.4M
Freedom Investment Management, Inc. 2.84% Reduce -5.1% 166,300 $9.8M
Focus Partners Advisor Solutions, LLC 0.11% Add +559.0% 149,255 $8.8M
OneDigital Investment Advisors LLC 0.08% Reduce -4.6% 143,039 $8.4M
Aprio Wealth Management, LLC 0.44% New 129,664 $7.6M
Northwest Wealth Management, LLC 1.18% Add +9.6% 127,278 $7.5M
Beaird Harris Wealth Management, LLC 0.49% Reduce -1.8% 120,497 $7.1M
Savvy Advisors, Inc. 0.22% Add +3.0% 113,758 $6.7M
B&D White Capital Company, LLC 0.69% New 101,366 $6.0M
Websterrogers Financial Advisors, LLC 1.62% Reduce -5.6% 94,825 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +71.5% 92,826 $5.5M
Level Financial Advisors 1.32% Add +15.8% 85,082 $5.0M
MML Investors Services, LLC 0.01% Add +9.8% 83,482 $4.9M
Paul R. Ried Financial Group, LLC 2.25% Reduce -0.5% 81,192 $4.8M
Strategic Blueprint, LLC 0.27% New 78,721 $4.6M
Chicago Partners Investment Group LLC 0.10% Reduce -1.6% 66,008 $4.2M
Ridgeline Wealth, LLC 2.86% Add +7.4% 70,186 $4.1M
Dogwood Wealth Management LLC 1.74% Reduce -2.8% 67,374 $4.0M
CAP Partners, LLC 2.12% Add +0.7% 63,699 $3.7M
Passive Capital Management, LLC. 1.15% No change 62,500 $3.7M
Global Strategic Investment Solutions, LLC 0.35% Reduce -0.4% 61,151 $3.6M
Haven Private, LLC 1.56% Add +2.9% 60,518 $3.6M
SeedSafe Financial LLC 3.03% — 58,188 $3.4M
Networth Advisors, LLC 2.51% — 57,974 $3.4M
JPMorgan Chase & Co. 0.00% Add +0.1% 55,939 $3.3M
Susquehanna International Group, LLP 0.00% Add +513.1% 54,281 $3.2M
KMG Fiduciary Partners, LLC 0.22% Add +0.1% 51,890 $3.0M
Aire Advisors, LLC 0.55% Reduce -2.2% 51,445 $3.0M
Cypress Point Wealth Management, LLC 0.65% Add +6.2% 51,000 $3.0M
Mendota Financial Group, LLC 2.01% Add +75.3% 47,121 $2.8M
CoreCap Advisors, LLC 0.09% Add +27.9% 46,169 $2.7M
Acropolis Investment Management, LLC 0.12% No change 45,745 $2.7M
Family Office Research LLC 1.04% Reduce -14.8% 42,784 $2.5M
Allodium Investment Consultants, LLC 1.26% Add +14.2% 42,474 $2.5M
Endeavor Private Wealth, Inc. 0.67% Reduce -4.0% 39,758 $2.3M
Rockefeller Capital Management L.P. 0.00% Reduce -2.5% 39,579 $2.3M
Kavar Capital Partners Group, LLC 0.30% Reduce -6.4% 37,470 $2.2M
Raymond James Financial Inc. 0.00% Add +23.9% 35,052 $2.1M
Fourth Dimension Wealth, LLC 0.73% Reduce -0.6% 34,125 $2.0M
StrongBox Wealth, LLC 0.60% Add +36.0% 31,025 $1.8M
Cardiff Park Advisors, LLC 0.15% No change 30,836 $1.8M
Burk Holdings LLC 0.85% Add +9.1% 30,242 $1.8M
Plancorp, LLC 0.05% Reduce 0.0% 29,294 $1.7M
Kestra Advisory Services, LLC 0.01% Add +47.9% 29,016 $1.7M
HB Wealth Management, LLC 0.01% Reduce -6.1% 27,732 $1.6M
Tillman Hartley LLC 0.41% Add +0.0% 27,531 $1.6M
Moisand Fitzgerald Tamayo, LLC 0.18% Reduce -1.3% 27,218 $1.6M
Mariner, LLC 0.00% Add +32.5% 25,454 $1.5M
Beacon Pointe Advisors, LLC 0.01% Add +76.8% 25,217 $1.5M
Centennial Wealth Advisory LLC 0.39% Add +0.9% 25,044 $1.5M
Jackson Thornton Wealth Management, LLC 0.14% No change 23,516 $1.4M
Atlas Wealth LLC 0.55% Add +10.3% 23,654 $1.4M
Dixon Fnancial Services, Inc. 0.58% No change 22,286 $1.3M
Wells Fargo & Company 0.00% Add +4.0% 20,492 $1.2M
Frankly Finances, LLC 1.11% — 19,860 $1.2M
Ruedi Wealth Management, Inc. 0.31% No change 19,825 $1.2M
Western Reserve Capital Management, LLC 1.07% — 19,582 $1.2M
Lam Group, Inc. 0.65% Add +90.4% 19,335 $1.1M
Evanson Asset Management, LLC 0.06% Add +1.4% 17,653 $1.0M
PCG Wealth Advisors, LLC 0.29% Add +6.8% 17,448 $1.0M
Farther Finance Advisors, LLC 0.01% Reduce -1.4% 16,887 $992K
Claris Advisors, LLC / Mo / 0.30% No change 16,580 $974K
Disciplined Investors, L.L.C. 0.63% Add +4.7% 16,438 $966K
CRA Financial Services, LLC 0.12% Add +4.5% 16,242 $954K
Tortoise Investment Management, LLC 0.08% Reduce -1.0% 15,943 $936K
Factor Wealth Management LTD 0.20% Add +1.8% 15,391 $904K
Capital Analysts, LLC 0.02% Add +4.0% 14,485 $851K
Sunpointe, LLC 0.28% No change 14,383 $845K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.1% 14,261 $838K
Approach Retirement Advisors, LLC 0.72% — 14,251 $837K
EnRich Financial Partners LLC 0.23% Add +5.7% 14,237 $836K
Apeiron RIA LLC 0.17% Reduce -18.9% 13,161 $835K
Focus Partners Wealth 0.00% Add +150.3% 13,800 $811K

"% 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 205 holders