Avantis US Small Cap EquityAVSCETF

13F holders, Q2 2026 (June 30)
248holders +28
43new positions
17sold out
2famous investors
$73.06avg. 13F price*

At the end of Q2 2026, 248 institutions reported holding Avantis US Small Cap Equity (AVSC) in their 13F filings, up 28 from Q1 2026. 43 opened new positions and 17 sold out. The largest holders were Mercer Global Advisors Inc. ($1.1B), Mason Investment Advisory Services, Inc. ($260.6M) and Northwestern Mutual Wealth Management Co. ($96.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Avantis US Small Cap Equity
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions43$31.5M
Exits17$124.1M

All 13F filers, Q1 2026 → Q2 2026: 2,150,263 shares bought and 1,690,812 shares sold, net +459,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 248 holders

Mercer Global Advisors Inc. 1.38% Add +2.4% 15,209,879 $1.1B
Mason Investment Advisory Services, Inc. 9.91% Reduce -0.9% 3,553,024 $260.6M
Northwestern Mutual Wealth Management Co. 0.05% Add +6.1% 1,318,011 $96.7M
Morgan Stanley 0.00% Add +8.5% 1,109,495 $81.4M
Cambridge Associates LLC /Ma/ 1.01% Add +3.5% 954,982 $70.0M
Envestnet Asset Management Inc. 0.01% Add +9.1% 778,923 $57.1M
Elwood & Goetz Wealth Advisory Group, LLC 7.46% Add +0.4% 687,210 $50.4M
Creative Planning 0.03% Reduce -0.5% 646,481 $47.4M
AE Wealth Management LLC 0.19% Reduce -11.5% 563,885 $41.4M
American Century Companies Inc. 0.02% Add +16.4% 537,608 $39.4M
LPL Financial LLC 0.01% Add +12.6% 526,290 $38.6M
Three Arch Wealth Management LLC 5.69% Add +7.8% 505,992 $37.1M
Atlantic Union Bankshares Corp 0.60% Add +178.2% 489,249 $35.9M
Retirement Financial Solutions, LLC 7.07% Add +4.0% 391,883 $28.7M
Cornerstone Wealth Partners, LLC 12.19% Add +9.5% 357,505 $26.2M
Shore Point Advisors, LLC 8.02% Add +8.9% 439,059 $23.4M
FAS Wealth Partners, Inc. 1.17% Add +10.5% 306,509 $22.5M
Park Avenue Securities LLC 0.13% Add +12.8% 291,044 $21.3M
West Paces Advisors Inc. 3.14% Add +0.4% 255,132 $18.7M
Prevail Innovative Wealth Advisors, LLC 2.55% Add +16.2% 233,664 $17.1M
Simplicity Wealth,LLC 0.56% Add +2.9% 224,294 $16.4M
Foundations Investment Advisors, LLC 0.16% Add +6.1% 210,830 $15.5M
Kilner Capital Advisors, LLC 12.11% Reduce -0.9% 194,167 $14.1M
Savant Capital, LLC 0.04% Reduce -39.8% 186,795 $13.7M
Raymond James Financial Inc. 0.00% Add +23.9% 182,685 $13.4M
B&D White Capital Company, LLC 1.28% Add +25.0% 176,009 $12.9M
Corient Private Wealth LP 0.02% Reduce -23.5% 173,811 $12.7M
Focus Partners Advisor Solutions, LLC 0.11% Add +4.5% 172,349 $12.6M
Berger Financial Group, Inc 0.63% Add +9.1% 166,979 $12.2M
Northwest Wealth Management, LLC 1.44% Add +5.1% 149,067 $10.9M
Freedom Investment Management, Inc. 2.94% Reduce -10.8% 143,871 $10.6M
OneDigital Investment Advisors LLC 0.09% Reduce -0.3% 143,064 $10.5M
Choice Wealth Advisors LLC 3.50% Add +5.1% 136,099 $10.0M
Savvy Advisors, Inc. 0.20% Add +0.3% 125,769 $9.2M
Appleton Partners Inc. 0.53% New 117,484 $8.6M
Beaird Harris Wealth Management, LLC 0.52% Reduce -1.6% 113,871 $8.4M
Foundry Financial Group, Inc. 3.56% Add +10.5% 112,200 $8.2M
Aprio Wealth Management, LLC 0.38% Reduce -23.6% 103,896 $7.6M
Websterrogers Financial Advisors, LLC 1.95% Add +5.4% 103,819 $7.6M
Mars Jewett Financial Group, Inc. 1.49% New 100,078 $7.3M
WCG Wealth Advisors LLC 0.17% Add +23.4% 95,377 $7.0M
LexAurum Advisors, LLC 0.79% Reduce -14.4% 93,329 $6.8M
Level Financial Advisors 1.52% Add +3.3% 92,905 $6.8M
Chicago Partners Investment Group LLC 0.13% Add +13.7% 91,190 $6.6M
Commonwealth Equity Services, LLC 0.01% Reduce -9.5% 87,484 $6.4M
MML Investors Services, LLC 0.01% Add +23.7% 84,509 $6.2M
Bauman Advisory Group, LLC 3.16% Add +45.5% 81,320 $6.0M
Strategic Blueprint, LLC 0.29% Add +1.0% 78,984 $5.8M
CAP Partners, LLC 2.82% Add +19.5% 78,499 $5.8M
Paul R. Ried Financial Group, LLC 2.49% Reduce -3.6% 77,739 $5.7M
Ridgeline Wealth, LLC 3.23% Add +4.0% 75,375 $5.5M
Cardiff Park Advisors, LLC 0.42% Add +15.5% 73,596 $5.4M
Mendota Financial Group, LLC 3.17% Add +22.4% 69,707 $5.1M
Dogwood Wealth Management LLC 1.84% Reduce -5.8% 63,538 $4.7M
SeedSafe Financial LLC 3.07% No change 58,089 $4.3M
Cypress Point Wealth Management, LLC 0.85% Add +1.5% 57,065 $4.2M
Haven Private, LLC 1.58% Reduce -4.8% 56,564 $4.1M
Wells Fargo & Company 0.00% Add +5.0% 55,799 $4.1M
CoreCap Advisors, LLC 0.12% Add +15.4% 55,746 $4.1M
Global Strategic Investment Solutions, LLC 0.35% Reduce -0.2% 53,533 $3.9M
JPMorgan Chase & Co. 0.00% Add +0.7% 52,744 $3.9M
Passive Capital Management, LLC. 1.15% No change 62,500 $3.7M
Acropolis Investment Management, LLC 0.14% Add +7.7% 49,245 $3.6M
Allodium Investment Consultants, LLC 1.52% Add +4.6% 48,854 $3.6M
Aire Advisors, LLC 0.58% Reduce -3.7% 48,762 $3.6M
Atlas Wealth LLC 0.51% Add +17.1% 43,186 $3.2M
Rockefeller Capital Management L.P. 0.00% Add +2.1% 43,119 $3.2M
Kestra Advisory Services, LLC 0.01% Add +2.5% 42,391 $3.1M
Family Office Research LLC 1.16% Add +0.1% 42,181 $3.1M
Endeavor Private Wealth, Inc. 0.75% Add +8.0% 42,071 $3.1M
Fourth Dimension Wealth, LLC 0.94% Add +10.7% 40,390 $3.0M
Beacon Pointe Advisors, LLC 0.01% Add +29.6% 36,654 $2.7M
Kavar Capital Partners Group, LLC 0.33% Reduce -0.1% 36,086 $2.6M
Cresset Asset Management, LLC 0.01% Add +60.8% 35,580 $2.6M
Burk Holdings LLC 0.95% Reduce -1.8% 35,159 $2.6M
HB Wealth Management, LLC 0.01% Add +22.8% 34,291 $2.5M
Quantinno Capital Management LP 0.00% Add +86.0% 34,119 $2.5M
Quantum Financial Partners LLC 1.24% — 33,064 $2.4M
Mariner, LLC 0.00% Reduce -62.2% 32,549 $2.4M
&partners 0.01% Add +3.6% 31,945 $2.4M
ETF Store, Inc. 1.92% New 31,344 $2.3M
StrongBox Wealth, LLC 0.63% Add +10.1% 30,176 $2.2M
Plancorp, LLC 0.05% Add +0.4% 29,774 $2.2M
Moisand Fitzgerald Tamayo, LLC 0.19% Reduce -0.5% 26,911 $2.0M
AQR Capital Management 0.00% Add +37.9% 26,668 $2.0M
Tillman Hartley LLC 0.44% Reduce -3.2% 26,651 $2.0M
Centennial Bank 0.62% Add +27.5% 26,314 $1.9M
Lam Group, Inc. 0.95% Add +1.3% 26,200 $1.9M
OneAscent Financial Services LLC 0.09% New 26,156 $1.9M
J. M. Brown & Associates Inc. 1.03% — 24,498 $1.8M
Private Advisor Group, LLC 0.01% Add +383.5% 24,217 $1.8M
Centennial Wealth Advisory LLC 0.38% Reduce -2.1% 23,737 $1.7M
Jackson Thornton Wealth Management, LLC 0.13% Reduce -1.7% 23,120 $1.7M
Dixon Fnancial Services, Inc. 0.66% No change 22,286 $1.6M
Fiduciary Financial Advisors 0.16% New 21,982 $1.6M
Evanson Financial, LLC 0.08% — 21,813 $1.6M
Disciplined Investors, L.L.C. 0.79% Add +2.3% 21,664 $1.6M
Commerce Bank 0.01% Add +133.6% 20,605 $1.5M
Farther Finance Advisors, LLC 0.01% Add +1.2% 20,455 $1.5M
Werba Rubin Papier Wealth Management 0.18% Reduce -3.7% 20,381 $1.5M
Western Reserve Capital Management, LLC 1.08% Add +1.0% 19,880 $1.5M
Ruedi Wealth Management, Inc. 0.34% No change 19,825 $1.5M
Kestra Private Wealth Services, LLC 0.02% Add +194.5% 19,674 $1.4M
Frankly Finances, LLC 1.11% Reduce -3.5% 19,230 $1.4M
Factor Wealth Management LTD 0.21% Reduce -9.7% 18,806 $1.4M
GTS Securities LLC 0.03% New 17,285 $1.3M
CRA Financial Services, LLC 0.15% Add +2.3% 17,251 $1.3M
Claris Advisors, LLC / Mo / 0.32% No change 16,580 $1.2M
PCG Wealth Advisors, LLC 0.26% Reduce -2.1% 16,161 $1.2M
Curio Wealth, LLC 0.36% No change 15,854 $1.2M
Tortoise Investment Management, LLC 0.09% Reduce -1.4% 15,723 $1.2M
Jones Financial Companies LLLP 0.00% Add +53.2% 15,624 $1.1M
EnRich Financial Partners LLC 0.27% Reduce -0.7% 15,529 $1.1M
Focus Partners Wealth 0.00% Add +16.3% 15,519 $1.1M
Summit Financial, LLC 0.01% Add +8.3% 14,686 $1.1M
Capital Analysts, LLC 0.02% Add +0.3% 14,551 $1.1M
Sunpointe, LLC 0.30% Reduce -0.1% 14,363 $1.1M
Approach Retirement Advisors, LLC 0.76% Reduce -0.3% 14,297 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.8% 14,118 $1.0M
Axis Wealth Partners, LLC 0.48% Reduce -3.9% 13,737 $1.0M
Cetera Investment Advisers 0.00% Add +157.2% 13,102 $961K
Modera Wealth Management, LLC 0.01% New 12,777 $937K
Nuveen, LLC 0.00% New 12,352 $906K
Apeiron RIA LLC 0.23% Reduce -2.4% 11,980 $879K
Pearl Planning LLC 0.38% No change 11,305 $829K
Bridgewater Advisors Inc. 0.04% Add +50.2% 10,872 $801K
BlackRock, Inc. 0.00% Add +75.0% 9,811 $720K
Zhang Financial LLC 0.02% Add +0.0% 9,595 $704K
Avantax Planning Partners, Inc. 0.02% Reduce -24.8% 9,395 $689K
Pacific Asset Management, LLC 0.33% Add +0.2% 9,123 $669K
Vestmark Advisory Solutions, Inc. 0.01% Add +50.7% 8,957 $657K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -11.8% 8,925 $647K
Thayer Financial, L.L.C. 0.57% Reduce -8.1% 8,525 $625K
Cloud Capital Management, LLC 0.22% Add +38.8% 8,326 $610K
Arkadios Wealth Advisors 0.01% Reduce -45.9% 8,227 $603K
Maia Wealth LLC 0.09% Reduce -18.5% 8,206 $602K
D. E. Shaw & Co. 0.00% No change 7,740 $568K
WealthTrak Capital Management LLC 0.37% New 7,619 $559K
Flagship Harbor Advisors, LLC 0.02% Add +1.7% 7,559 $554K
Bison Wealth, LLC 0.05% Add +3.2% 7,334 $534K
Osaic Holdings, Inc. 0.00% Add +44.5% 7,169 $526K
Caprock Group, LLC 0.01% Add +2.9% 7,132 $523K
O'shaughnessy Asset Management, LLC 0.00% Reduce -1.2% 6,900 $506K
Kane Co Wealth Management, Inc. 0.35% Add +0.1% 6,204 $455K
FMR LLC 0.00% Add +384.3% 6,170 $453K
Team Financial Group, LLC 0.19% Add +213.2% 6,061 $444K
Cogent Private Wealth, Inc. 0.28% No change 6,005 $440K
Global Retirement Partners, LLC 0.01% — 5,954 $437K
Well Done, LLC 0.06% New 5,861 $430K
BWM Planning, LLC 0.10% New 5,781 $424K
Ariadne Wealth Management, LP 0.19% Reduce -1.6% 5,765 $423K
Claro Advisors Inc. 0.04% Add +12.0% 5,752 $422K
GEM Asset Management, LLC 0.16% Add +0.2% 5,564 $408K
Armbruster Capital Management, Inc. 0.06% Reduce -12.1% 5,360 $393K
Merit Financial Group, LLC 0.00% New 5,346 $392K
Sprinkle Financial Consultants LLC 0.15% New 5,343 $392K
United Capital Financial Advisors, LLC 0.00% Reduce -0.7% 5,283 $387K
HRT Financial LP 0.00% New 5,223 $383K
World Investment Advisors 0.01% No change 5,945 $370K
Herold Advisors, Inc. 0.07% Reduce -9.5% 5,037 $368K
Compound Planning, Inc. 0.01% Add +32.7% 4,902 $359K
Hutchens & Kramer Investment Management Group, LLC 0.10% No change 4,891 $359K
Destination Wealth Management 0.01% No change 4,772 $350K
Harbor Asset Planning, Inc. 0.26% Add +3.5% 4,745 $348K
Bayshore Asset Management, LLC 0.12% Reduce -1.3% 4,675 $343K
Western Wealth Management, LLC 0.01% Reduce -6.5% 4,656 $341K
Cahill Financial Advisors Inc. 0.03% New 4,604 $338K
Clearwater Capital Advisors, LLC 0.02% New 4,561 $335K
HighTower Advisors, LLC 0.00% Reduce -43.9% 4,559 $334K
GC Wealth Management RIA, LLC 0.02% Add +7.8% 4,395 $322K
Susquehanna International Group, LLP 0.00% Reduce -88.4% 4,161 $305K
SC&H Financial Advisors, Inc. 0.04% Reduce -10.2% 4,074 $299K
Stifel Financial Corp. 0.00% Reduce -0.5% 4,018 $295K
Summit Financial Wealth Advisors, LLC 0.04% Add +0.8% 3,897 $286K
XY Planning Network, Inc. 0.04% New 3,831 $281K
DBK Financial Counsel, LLC 0.23% No change 3,820 $280K
Copper Harbor Investment Advisors, LLC 0.06% — 3,722 $273K
Community Bank, N.A. 0.03% No change 3,677 $270K
Sequent Asset Management, LLC 0.11% No change 3,665 $269K
CreativeOne Wealth, LLC 0.01% Reduce -23.4% 3,636 $267K
Integrated Wealth Concepts LLC 0.00% New 3,446 $253K
Foundry Financial LLC 0.08% Reduce -0.5% 3,420 $251K
Noble Family Wealth, LLC 0.04% Reduce -13.0% 3,379 $248K
Seaside Wealth Management, Inc. 0.06% Add +0.3% 3,361 $246K
Belpointe Asset Management LLC 0.01% New 3,221 $236K
Arista Wealth Management, LLC 0.03% New 3,206 $235K
IF Advisors, LLC 0.15% New 3,172 $233K
Goldstein Advisors, LLC 0.02% New 3,162 $232K
MAI Capital Management 0.00% Add +2271.5% 3,083 $226K
Acorn Wealth Advisors, LLC 0.05% New 3,029 $222K
Bank of Montreal 0.00% New 2,941 $216K
Crusonia Wealth Advisors LLC 0.03% New 2,824 $207K
Baird Financial Group, Inc. 0.00% New 2,800 $205K
Brand Asset Management Group, Inc. 0.04% New 2,758 $202K
EP Wealth Advisors, LLC 0.00% New 2,703 $198K
UMB Bank, n.a. 0.00% Add +7.6% 2,702 $198K
Fifth Third Bancorp 0.00% Reduce -10.2% 2,594 $190K
PNC Financial Services Group, Inc. 0.00% No change 2,397 $176K
Delos Wealth Advisors, LLC 0.08% No change 2,029 $149K
NewEdge Advisors, LLC 0.00% Add +9.7% 1,985 $146K
Bank of New Hampshire 0.03% No change 1,966 $144K
Smartleaf Asset Management LLC 0.00% No change 1,925 $141K
Glassman Wealth Services 0.02% New 1,732 $127K
Spire Wealth Management 0.00% New 1,513 $111K
Private Trust Co. NA 0.01% No change 1,033 $76K
Glass Jacobson Investment Advisors llc 0.02% New 990 $73K
Arax Advisory Partners 0.00% Add +0.2% 975 $71K
Medallion Wealth Advisors, LLC 0.02% No change 967 $71K
Royal Bank of Canada 0.00% New 927 $68K
Evolution Wealth Management Inc. 0.04% No change 839 $62K
MCF Advisors LLC 0.00% Reduce -29.8% 819 $60K
MeadowBrook Investment Advisors LLC 0.05% New 766 $56K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.1% 747 $55K
Assetmark, Inc. 0.00% Add +2577.8% 723 $53K
Brown Brothers Harriman & Co. 0.00% No change 639 $47K
Manning & Napier Advisors LLC 0.00% No change 620 $45K
Zions Bancorporation, National Association 0.00% New 583 $43K
YANKCOM Partnership 0.01% No change 500 $37K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -36.2% 450 $33K
REAP Financial Group, LLC 0.01% No change 408 $30K
Regatta Research & Money Management 0.03% — 395 $29K
EverSource Wealth Advisors, LLC 0.00% Reduce -50.0% 336 $25K
Fairway Wealth LLC 0.01% New 310 $23K
Ameriflex Group, Inc. 0.01% Add +0.3% 303 $22K
Bfsg, LLC 0.00% No change 295 $22K
Oakworth Capital, Inc. 0.00% New 286 $21K
Cherry Tree Wealth Management, LLC 0.00% New 249 $18K
Cranbrook Wealth Management, LLC 0.00% New 176 $13K
Rothschild Investment LLC 0.00% No change 166 $12K
Allworth Financial LP 0.00% No change 160 $12K
Decker Retirement Planning Inc. 0.00% New 138 $10K
IFG Advisory, LLC 0.00% New 135 $10K
CX Institutional 0.00% Reduce -50.4% 125 $9K
American Capital Advisory, LLC 0.00% Reduce -67.3% 122 $9K
Hurley Capital, LLC 0.00% Add +0.9% 110 $8K
N.E.W. Advisory Services LLC 0.00% New 100 $7K
Vanguard Advisers Inc. 0.00% Reduce -32.4% 94 $7K
Lloyd Advisory Services, LLC. 0.00% Reduce -76.1% 66 $5K
Pacific Center for Financial Services 0.00% No change 62 $5K
Hantz Financial Services, Inc. 0.00% Add +24.5% 61 $4K
Networth Advisors, LLC 0.00% Reduce -99.9% 45 $3K
Gilpin Wealth Management, LLC 0.00% No change 30 $2K
Geneos Wealth Management Inc. 0.00% No change 30 $2K
Strategic Wealth Partners, Ltd. 0.00% Reduce -51.7% 28 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -15.2% 28 $2K
Key Capital Management, INC 0.00% New 27 $2K
Cape Investment Advisory, Inc. 0.00% New 16 $1K
1620 Investment Advisors, Inc. 0.00% No change 10 $733

"% 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.