Avantis US Small Cap EquityAVSCETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $22.0M |
| Exits | 8 | $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 |
| Curio Wealth, LLC | 0.28% | No change | 13,079 | $785K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -3.0% | 13,021 | $765K |
| Axis Wealth Partners, LLC | 0.42% | Add +1.2% | 13,012 | $764K |
| Centennial Bank | 0.30% | Add +292.8% | 12,949 | $761K |
| Summit Financial, LLC | 0.01% | Add +18.7% | 12,914 | $759K |
| Maia Wealth LLC | 0.11% | Reduce -57.4% | 10,068 | $645K |
| Pearl Planning LLC | 0.39% | — | 10,918 | $641K |
| Zhang Financial LLC | 0.02% | Add +17.5% | 10,240 | $601K |
| AQR Capital Management | 0.00% | New | 9,903 | $582K |
| Cresset Asset Management, LLC | 0.00% | Add +32.2% | 9,363 | $550K |
| Thayer Financial, L.L.C. | 0.58% | — | 9,263 | $544K |
| Pacific Asset Management, LLC | 0.30% | Add +53.1% | 8,622 | $506K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -4.1% | 7,688 | $491K |
| Jane Street Group, LLC | 0.00% | Reduce -35.6% | 8,339 | $490K |
| D. E. Shaw & Co. | 0.00% | No change | 7,740 | $455K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 7,355 | $448K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 7,271 | $427K |
| Bison Wealth, LLC | 0.05% | New | 7,063 | $424K |
| Quantinno Capital Management LP | 0.00% | Add +7.4% | 7,136 | $419K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +133.5% | 6,985 | $410K |
| Jones Financial Companies LLLP | 0.00% | Add +36.6% | 6,340 | $372K |
| Ariadne Wealth Management, LP | 0.15% | Reduce -82.3% | 5,792 | $371K |
| Brooklyn Investment Group | 0.02% | New | 5,991 | $356K |
| Herold Advisors, Inc. | 0.08% | No change | 6,005 | $353K |
| Cogent Private Wealth, Inc. | 0.27% | — | 6,005 | $353K |
| Caprock Group, LLC | 0.01% | Add +3.9% | 5,919 | $348K |
| GEM Asset Management, LLC | 0.15% | Add +0.2% | 5,681 | $344K |
| Kane Co Wealth Management, Inc. | 0.29% | — | 5,625 | $330K |
| Destination Wealth Management | 0.01% | No change | 5,625 | $330K |
| Claro Advisors Inc. | 0.04% | Reduce -9.3% | 5,602 | $329K |
| Cloud Capital Management, LLC | 0.15% | Add +45.9% | 5,261 | $309K |
| Armbruster Capital Management, Inc. | 0.05% | No change | 5,125 | $301K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.2% | 4,981 | $293K |
| Bayshore Asset Management, LLC | 0.11% | Add +1.1% | 4,715 | $277K |
| BlackRock, Inc. | 0.00% | No change | 4,654 | $273K |
| FineMark National Bank & Trust | 0.01% | Add +3.4% | 4,553 | $267K |
| Compound Planning, Inc. | 0.01% | Reduce -32.5% | 4,541 | $267K |
| SC&H Financial Advisors, Inc. | 0.04% | Add +0.9% | 4,533 | $266K |
| Arkadios Wealth Advisors | 0.01% | New | 4,413 | $259K |
| BWM Planning, LLC | 0.07% | Add +20.2% | 4,367 | $257K |
| Noble Family Wealth, LLC | 0.05% | Add +18.3% | 4,321 | $254K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | No change | 4,290 | $252K |
| World Investment Advisors | 0.00% | New | 4,150 | $244K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 4,150 | $244K |
| Stifel Financial Corp. | 0.00% | New | 4,121 | $242K |
| HighTower Advisors, LLC | 0.00% | Add +3.4% | 4,083 | $240K |
| Private Advisor Group, LLC | 0.00% | New | 3,774 | $222K |
| DBK Financial Counsel, LLC | 0.17% | Add +0.9% | 3,757 | $221K |
| Community Bank, N.A. | 0.03% | No change | 3,677 | $216K |
| Summit Financial Wealth Advisors, LLC | 0.03% | Reduce -7.0% | 3,655 | $215K |
| Sequent Asset Management, LLC | 0.10% | No change | 3,637 | $214K |
| O'Brien Wealth Partners LLC | 0.03% | New | 3,580 | $210K |
| Goepper Burkhardt LLC | 0.07% | Reduce -38.0% | 3,550 | $209K |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 3,212 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,397 | $141K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 2,191 | $129K |
| Bank of New Hampshire | 0.03% | New | 1,966 | $115K |
| Smartleaf Asset Management LLC | 0.00% | Add +99.3% | 1,925 | $114K |
| Bank of America Corp. | 0.00% | New | 1,726 | $101K |
| NewEdge Advisors, LLC | 0.00% | Add +3.1% | 1,685 | $99K |
| Comerica Bank | 0.00% | No change | 1,672 | $98K |
| Wealth Watch Advisors, INC | 0.03% | Reduce -3.5% | 1,417 | $83K |
| MCF Advisors LLC | 0.00% | New | 1,266 | $74K |
| Private Trust Co. NA | 0.01% | No change | 1,219 | $72K |
| Reyes Financial Architecture, Inc. | 0.03% | No change | 968 | $57K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 967 | $57K |
| FMR LLC | 0.00% | Reduce -76.7% | 858 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | New | 855 | $50K |
| Evolution Wealth Management Inc. | 0.04% | Add +122.5% | 839 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 745 | $44K |
| American Capital Advisory, LLC | 0.02% | No change | 709 | $42K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 705 | $41K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -28.7% | 620 | $36K |
| YANKCOM Partnership | 0.01% | No change | 500 | $29K |
| Root Financial Partners, LLC | 0.00% | No change | 470 | $28K |
| Royal Bank of Canada | 0.00% | Add +11.5% | 435 | $26K |
| Rothschild Investment LLC | 0.00% | Add +576.9% | 440 | $26K |
| Global Retirement Partners, LLC | 0.00% | Reduce -22.0% | 428 | $25K |
| Blue Trust, Inc. | 0.00% | Add +17.0% | 426 | $25K |
| REAP Financial Group, LLC | 0.00% | No change | 408 | $24K |
| Qube Research & Technologies Ltd | 0.00% | New | 407 | $24K |
| Arax Advisory Partners | 0.00% | New | 354 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 336 | $20K |
| Bfsg, LLC | 0.00% | No change | 295 | $17K |
| Kingdom Financial Group LLC. | 0.01% | New | 275 | $16K |
| CX Institutional | 0.00% | Add +0.4% | 252 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 222 | $13K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 209 | $12K |
| AlphaCore Capital LLC | 0.00% | New | 200 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 170 | $10K |
| Allworth Financial LP | 0.00% | No change | 160 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | New | 132 | $8K |
| MAI Capital Management | 0.00% | New | 130 | $8K |
| Key Capital Management, INC | 0.00% | — | 80 | $5K |
| UBS Group AG | 0.00% | New | 71 | $4K |
| Team Financial Group, LLC | 0.00% | New | 66 | $4K |
| Hurley Capital, LLC | 0.00% | Add +106.7% | 62 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -98.6% | 53 | $3K |
| Bank of Montreal | 0.00% | New | 49 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 41 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -8.3% | 33 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | — | 30 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 29 | $2K |
| Assetmark, Inc. | 0.00% | No change | 27 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 10 | $587 |
"% 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.