Avantis U.S. Equity ETFAVUSETF

13F holders, Q2 2026 (June 30)
585holders +28
45new positions
18sold out
5famous investors
$127.03avg. 13F price*

At the end of Q2 2026, 585 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 28 from Q1 2026. 45 opened new positions and 18 sold out. The largest holders were HB Wealth Management, LLC ($771.9M), American Century Companies Inc. ($582.7M) and Oak Root LLC ($372.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis U.S. Equity ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
CUSIP
025072885
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 354Q1 2024Q2 2024: 365Q2 2024Q3 2024: 378Q3 2024Q4 2024: 430Q4 2024Q1 2025: 447Q1 2025Q2 2025: 475Q2 2025Q3 2025: 483Q3 2025Q4 2025: 521Q4 2025Q1 2026: 557Q1 2026Q2 2026: 585Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions45$351.0M
Exits18$15.5M

All 13F filers, Q1 2026 → Q2 2026: 9,094,299 shares bought and 1,341,301 shares sold, net +7,752,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 585 holders

HB Wealth Management, LLC 4.33% Add +4.9% 6,026,439 $771.9M
American Century Companies Inc. 0.26% Add +9.8% 4,549,423 $582.7M
Oak Root LLC 41.07% No change 2,905,949 $372.2M
LPL Financial LLC 0.07% Add +6.4% 2,541,722 $325.5M
Maseco LLP 8.56% Add +1.7% 2,377,661 $304.6M
Annex Advisory Services, LLC 4.43% Add +5.0% 2,025,359 $259.4M
Envestnet Asset Management Inc. 0.06% Add +9.7% 2,009,207 $257.3M
Focus Partners Wealth 0.26% Reduce -0.2% 1,954,513 $250.3M
Fifth Third Bancorp 0.37% Add +220128.3% 1,764,029 $225.9M
Prime Capital Investment Advisors, LLC 2.19% New 1,763,123 $225.8M
HighTower Advisors, LLC 0.19% Reduce -2.5% 1,572,782 $201.4M
Financial Plan, Inc. 17.36% Add +2.5% 1,428,195 $182.9M
Commonwealth Equity Services, LLC 0.23% Add +4.3% 1,412,717 $180.9M
Great Point Wealth Advisors, LLC 24.46% Add +3.3% 1,182,649 $151.5M
Beacon Pointe Advisors, LLC 0.67% Add +3.2% 1,125,582 $144.2M
Corient Private Wealth LP 0.20% Reduce -17.7% 1,101,011 $141.0M
Modera Wealth Management, LLC 1.47% Add +4.7% 1,076,358 $137.9M
Traphagen Investment Advisors LLC 9.29% Reduce -3.6% 1,015,751 $130.1M
Morgan Stanley 0.01% Add +2.7% 999,429 $128.0M
Mercer Global Advisors Inc. 0.16% Reduce -1.2% 982,092 $125.8M
Raymond James Financial Inc. 0.03% Add +17.1% 971,486 $124.4M
Bank of America Corp. 0.01% Add +10.5% 967,372 $123.9M
Creative Planning 0.07% Reduce -3.2% 938,149 $120.2M
Park Avenue Securities LLC 0.73% Add +13.4% 914,760 $117.2M
Quantum Financial Advisors, LLC 11.50% Add +3.4% 907,573 $116.2M
Bank of New York Mellon Corp 0.02% Add +12.5% 879,326 $112.6M
RVW Wealth, LLC 6.97% Add +3.0% 826,494 $105.9M
Bridgewater Advisors Inc. 5.72% Add +6.3% 810,647 $104.8M
Cetera Investment Advisers 0.10% Add +41.1% 816,548 $104.6M
Werba Rubin Papier Wealth Management 11.93% Add +4.6% 767,323 $98.3M
McLean Asset Management Corp 12.67% Add +1.3% 751,137 $95.8M
B&D White Capital Company, LLC 9.40% Add +0.7% 737,291 $94.4M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -2.9% 731,664 $93.7M
Simplicity Wealth,LLC 3.04% Add +1.8% 702,241 $89.9M
BCR Wealth Strategies, LLC 24.80% Reduce -1.4% 689,260 $88.3M
Cresset Asset Management, LLC 0.31% Add +2.2% 666,468 $85.4M
Savant Capital, LLC 0.25% Add +21.4% 655,079 $83.9M
SC&H Financial Advisors, Inc. 10.93% Add +1.2% 643,544 $82.4M
Caliber Wealth Management, LLC / KS 7.78% Add +3.9% 628,777 $80.5M
Rockwood Wealth Management, LLC 4.91% Reduce -1.4% 605,983 $77.6M
McGlone Suttner Wealth Management, Inc. 7.95% Add +1.3% 528,975 $67.8M
Plancorp, LLC 1.65% Reduce -0.1% 527,558 $67.4M
Accredited Investor Services, LLC 37.45% Add +0.2% 517,498 $66.3M
WMG Financial Advisors, LLC 24.44% Add +1.0% 506,461 $64.9M
OneDigital Investment Advisors LLC 0.54% Add +1.9% 496,521 $63.6M
CPC Advisors, LLC 8.51% Add +0.3% 492,914 $63.1M
Gradient Investments LLC 0.85% Add +35.1% 483,502 $61.9M
Wealth Enhancement Advisory Services, LLC 0.10% Add +3.6% 471,368 $60.0M
Raffa Wealth Management, LLC 7.27% Add +12.1% 450,553 $57.7M
Geometric Wealth Advisors 6.18% Add +2.2% 445,778 $57.1M
Focus Partners Advisor Solutions, LLC 0.48% Add +16.1% 442,411 $56.7M
Strategic Blueprint, LLC 2.82% Reduce -1.7% 440,816 $56.5M
Correct Capital Wealth Management 9.64% Add +20.4% 436,566 $55.9M
Red Lighthouse Investment Management, LLC 16.62% Add +0.6% 435,464 $55.8M
Rockefeller Capital Management L.P. 0.09% Add +5.8% 434,777 $55.7M
WCG Wealth Advisors LLC 1.32% Add +0.6% 433,975 $55.6M
Indivisible Partners 3.12% Add +19.3% 430,377 $55.1M
Awm Capital, LLC 4.32% Reduce -1.0% 421,140 $53.9M
Tortoise Investment Management, LLC 3.97% Add +6.0% 415,640 $53.2M
Waverly Advisors, LLC 0.30% Reduce -1.3% 407,458 $52.2M
MML Investors Services, LLC 0.10% Add +32.5% 396,786 $50.8M
Legacy Financial Group, Inc. 11.66% Add +7.3% 390,059 $50.0M
Vestmark Advisory Solutions, Inc. 0.46% Add +1.0% 384,167 $49.2M
World Investment Advisors 0.81% No change 441,517 $49.1M
Two Sigma Investments, LP 0.04% New 381,500 $48.9M
Mattern Wealth Management LLC 7.98% Add +3.2% 379,466 $48.6M
Disciplina Capital Management LLC 5.00% Reduce -11.8% 377,700 $48.4M
Arcadia Wealth Management, Inc. 22.53% Add +2.6% 368,667 $47.2M
Glenview Trust Co 0.64% Add +3.1% 361,185 $46.3M
BSW Wealth Partners 5.09% Reduce -2.2% 357,436 $45.8M
Retirement Financial Solutions, LLC 11.12% Add +5.1% 353,155 $45.2M
Hutchens & Kramer Investment Management Group, LLC 11.95% Add +16.2% 348,287 $44.6M
Align Financial, LLC 21.87% Add +3.2% 344,040 $44.1M
Continuum Wealth Advisors, LLC 14.69% Add +29.8% 339,935 $43.5M
Signature Resources Capital Management, LLC 17.04% Add +8.7% 337,465 $43.2M
Osaic Holdings, Inc. 0.05% Add +40.9% 334,161 $42.8M
Highland Financial Advisors, LLC 9.34% Reduce -1.1% 331,484 $42.5M
CVA Family Office, LLC 3.77% Add +4.5% 324,622 $41.6M
JPMorgan Chase & Co. 0.00% Add +12.1% 308,426 $39.3M
JRM Investment Counsel, LLC 9.40% Reduce -2.9% 301,331 $38.6M
HTG Investment Advisors, Inc. 9.74% Add +7.2% 296,736 $38.0M
Ameriprise Financial Inc. 0.01% Reduce -2.7% 276,485 $35.4M
Aspen Private Advisors, LLC 35.48% — 276,168 $35.4M
Kestra Advisory Services, LLC 0.11% Add +1.0% 271,743 $34.8M
Burton Enright Welch 3.99% Add +0.0% 265,570 $34.0M
Copper Harbor Investment Advisors, LLC 7.10% — 261,754 $33.5M
Zhang Financial LLC 0.97% Add +7.0% 259,250 $33.2M
EP Wealth Advisors, LLC 0.12% Reduce -0.3% 248,728 $31.9M
Tandemgrowth Financial Advisors LLC 25.81% Add +2.4% 246,572 $31.6M
Sensenig Capital Advisors, Inc 28.53% Add +1.9% 243,335 $31.2M
Websterrogers Financial Advisors, LLC 7.58% Reduce -2.8% 230,978 $29.6M
WorthPointe, LLC 7.44% Add +1.9% 230,810 $29.6M
Chicago Partners Investment Group LLC 0.58% Add +3.0% 229,401 $29.1M
Oak Wealth Advisors LLC 13.83% Add +0.8% 225,124 $28.8M
Creative Financial Designs Inc. 1.33% New 217,490 $27.9M
Arq Wealth Advisors, LLC 3.32% Add +16.5% 209,287 $26.8M
Trellis Wealth Advisors LLC 9.04% Reduce -0.0% 205,672 $26.3M
LexAurum Advisors, LLC 2.99% Reduce -6.2% 201,207 $25.8M
Torren Management, LLC 12.84% Add +0.1% 197,155 $25.3M
Cardiff Park Advisors, LLC 1.96% Add +0.7% 196,498 $25.2M

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

Show all 585 holders