Avantis Total Equity ETFAVTMETF

13F holders, Q2 2026 (June 30)
25holders +7
8new positions
0sold out
1famous investor
$54.45avg. 13F price*

At the end of Q2 2026, 25 institutions reported holding Avantis Total Equity ETF (AVTM) in their 13F filings, up 7 from Q1 2026. 8 opened new positions and 0 sold out. The largest holders were Cresset Asset Management, LLC ($85.1M), Torren Management, LLC ($67.5M) and Fortitude Family Office, LLC ($38.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Avantis Total Equity ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
CUSIP
02507A606
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2026: 18Q1 2026Q2 2026: 25Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$73.7M
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 1,353,303 shares bought and 21,436 shares sold, net +1,331,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

Cresset Asset Management, LLC 0.31% No change 1,563,262 $85.1M
Torren Management, LLC 34.33% No change 1,240,351 $67.5M
Fortitude Family Office, LLC 7.54% No change 710,489 $38.7M
MAI Capital Management 0.13% New 624,484 $34.0M
Global Strategic Investment Solutions, LLC 2.44% Reduce 0.0% 500,857 $27.3M
Sheets Smith Wealth Management 2.64% New 484,908 $26.4M
Tarbox Family Office, Inc. 3.08% Reduce -0.5% 395,590 $21.5M
Relyea Zuckerberg Hanson LLC 1.68% No change 371,216 $20.2M
Sanctuary Advisors, LLC 0.07% No change 282,376 $15.4M
SJS Investment Consulting Inc. 1.22% No change 205,237 $11.2M
Bridgewater Advisors Inc. 0.57% No change 192,733 $10.5M
Mason Investment Advisory Services, Inc. 0.40% Reduce -6.2% 192,119 $10.5M
Anderson Hoagland & Co. 0.69% No change 162,708 $8.9M
Ridgeline Wealth, LLC 4.08% New 128,110 $7.0M
Tortoise Investment Management, LLC 0.50% Reduce -1.9% 123,076 $6.7M
HighTower Advisors, LLC 0.01% No change 118,996 $6.5M
RVW Wealth, LLC 0.40% No change 111,410 $6.1M
Ieq Capital, LLC 0.03% No change 111,192 $6.1M
Foster Group, Inc. 0.15% New 100,870 $5.5M
BCR Wealth Strategies, LLC 0.41% No change 26,974 $1.5M
Citadel Advisors 0.00% Reduce -25.2% 13,395 $729K
Plancorp, LLC 0.01% New 8,943 $483K
Goldman Sachs Group Inc. 0.00% New 5,932 $323K
Orion Capital Management LLC 0.00% New 35 $2K
Wells Fargo & Company 0.00% New 21 $1K

"% of holder's portfolio" is AVTM's weight in each manager's 13F, not the share of Avantis Total Equity ETF the manager owns.