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
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.