Avantis U.S. Equity ETFAVUSETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 447 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 17 from Q4 2024. 40 opened new positions and 24 sold out. The largest holders were American Century Companies Inc. ($320.0M), Oak Root LLC ($281.7M) and Annex Advisory Services, LLC ($214.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q1 2025)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $79.9M |
| Exits | 24 | $31.0M |
All 13F filers, Q4 2024 → Q1 2025: 6,803,165 shares bought and 3,639,107 shares sold, net +3,164,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| American Century Companies Inc. | 0.20% | Add +7.3% | 3,463,839 | $320.0M |
| Oak Root LLC | 37.76% | Add +0.4% | 3,049,727 | $281.7M |
| Annex Advisory Services, LLC | 6.07% | Reduce -34.9% | 2,319,087 | $214.2M |
| LPL Financial LLC | 0.08% | Add +51.1% | 2,149,684 | $198.6M |
| Adero Partners, LLC | 10.03% | Add +5.9% | 1,659,169 | $153.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -5.2% | 1,638,123 | $151.3M |
| HighTower Advisors, LLC | 0.20% | Reduce -1.1% | 1,598,390 | $147.7M |
| Morgan Stanley | 0.01% | Reduce -5.1% | 1,181,716 | $109.2M |
| Traphagen Investment Advisors LLC | 11.38% | Add +1.0% | 1,180,542 | $109.1M |
| HB Wealth Management, LLC | 0.91% | Add +2108.4% | 1,174,242 | $108.5M |
| Creative Planning | 0.10% | Reduce -6.8% | 1,155,709 | $106.8M |
| Great Point Wealth Advisors, LLC | 22.73% | Add +0.0% | 1,136,946 | $105.0M |
| Waypoint Wealth Partners Inc. | 27.60% | Add +0.1% | 1,080,650 | $99.8M |
| Commonwealth Equity Services, LLC | 0.14% | Add +151.9% | 1,076,711 | $99.5M |
| Corient Private Wealth LP | 0.16% | Add +9.3% | 1,040,407 | $96.1M |
| Quantum Financial Advisors, LLC | 14.09% | Add +1.8% | 1,023,555 | $94.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -30.9% | 934,461 | $86.3M |
| RVW Wealth, LLC | 7.76% | Reduce -14.0% | 892,262 | $82.4M |
| Smith Anglin Financial, LLC | 8.64% | Add +0.2% | 883,173 | $81.6M |
| Modera Wealth Management, LLC | 1.09% | Add +5.1% | 872,492 | $80.6M |
| B&D White Capital Company, LLC | 11.87% | Add +44.1% | 871,830 | $80.5M |
| OneDigital Investment Advisors LLC | 0.82% | Reduce -2.9% | 749,717 | $69.3M |
| Cresset Asset Management, LLC | 0.35% | Add +22.6% | 747,979 | $69.1M |
| Bank of America Corp. | 0.01% | Add +25.9% | 706,489 | $65.3M |
| Full Sail Capital, LLC | 3.99% | Reduce -3.2% | 667,556 | $61.7M |
| Raymond James Financial Inc. | 0.02% | Add +20.9% | 659,528 | $60.9M |
| Mercer Global Advisors Inc. | 0.14% | Add +49.3% | 657,924 | $60.8M |
| BCR Wealth Strategies, LLC | 26.32% | Add +0.5% | 648,829 | $59.9M |
| Simplicity Wealth,LLC | 4.61% | New | 641,396 | $59.3M |
| SC&H Financial Advisors, Inc. | 11.59% | Add +3.3% | 637,576 | $58.9M |
| Werba Rubin Papier Wealth Management | 12.49% | Add +1.3% | 621,795 | $57.4M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -10.0% | 584,065 | $54.0M |
| Bridgewater Advisors Inc. | 4.51% | Add +11.8% | 573,707 | $52.1M |
| Bank of New York Mellon Corp | 0.01% | Add +12.9% | 539,378 | $49.8M |
| Park Avenue Securities LLC | 0.60% | Reduce -12.9% | 531,661 | $49.1M |
| Plancorp, LLC | 1.93% | Add +1.6% | 528,409 | $48.8M |
| WMG Financial Advisors, LLC | 19.21% | Add +5.4% | 488,965 | $45.2M |
| McGlone Suttner Wealth Management, Inc. | 7.22% | Add +1.5% | 476,382 | $44.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 464,612 | $42.9M |
| Accredited Investor Services, LLC | 35.61% | Add +2.9% | 461,385 | $42.6M |
| Mariner, LLC | 0.07% | Reduce -0.2% | 441,668 | $40.8M |
| Strategic Blueprint, LLC | 2.15% | Add +4.4% | 426,888 | $39.4M |
| Awm Capital, LLC | 4.49% | Reduce -1.2% | 416,254 | $38.5M |
| Red Lighthouse Investment Management, LLC | 15.60% | Add +0.8% | 427,809 | $38.3M |
| Waverly Advisors, LLC | 0.47% | Reduce -1.4% | 413,864 | $38.2M |
| Caliber Wealth Management, LLC / KS | 5.08% | — | 402,926 | $37.2M |
| Disciplina Capital Management LLC | 5.39% | Add +90.4% | 401,089 | $37.1M |
| Rockwood Wealth Management, LLC | 3.65% | Add +7.1% | 387,744 | $35.8M |
| WCG Wealth Advisors LLC | 2.62% | Add +3.1% | 373,629 | $34.5M |
| Focus Partners Wealth | 0.08% | Reduce -1.4% | 344,252 | $31.8M |
| BSW Wealth Partners | 4.81% | Reduce -1.1% | 342,647 | $31.7M |
| Continuum Wealth Advisors, LLC | 15.23% | Reduce -0.1% | 321,618 | $29.7M |
| Tortoise Investment Management, LLC | 3.07% | Add +6.3% | 319,361 | $29.5M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Add +14.5% | 311,309 | $28.8M |
| JRM Investment Counsel, LLC | 10.05% | Reduce -17.5% | 306,223 | $28.3M |
| World Investment Advisors | 0.72% | Add +10.1% | 300,727 | $27.8M |
| Ridgeline Wealth, LLC | 22.89% | Add +6.0% | 291,490 | $26.9M |
| Highland Financial Advisors, LLC | 9.40% | Add +4.0% | 284,491 | $26.3M |
| Raffa Wealth Management, LLC | 5.93% | Add +6.1% | 282,300 | $26.1M |
| Legacy Financial Group, Inc. | 8.36% | Add +8.9% | 281,866 | $26.0M |
| Mattern Wealth Management LLC | 5.73% | Add +63.2% | 280,397 | $25.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.1% | 279,434 | $25.8M |
| MML Investors Services, LLC | 0.08% | Reduce -11.9% | 267,073 | $24.7M |
| Leo Wealth, LLC | 3.54% | Reduce -39.9% | 266,731 | $24.6M |
| Arcadia Wealth Management, Inc. | 19.19% | Add +12.4% | 266,415 | $24.6M |
| Websterrogers Financial Advisors, LLC | 8.39% | Reduce -1.9% | 265,987 | $24.6M |
| WorthPointe, LLC | 10.96% | Reduce -1.1% | 259,978 | $24.0M |
| Bull Oak Capital, LLC | 12.62% | Reduce -2.7% | 250,554 | $23.1M |
| Geometric Wealth Advisors | 3.95% | Add +386.4% | 250,323 | $23.1M |
| Wells Fargo & Company | 0.01% | Reduce -7.6% | 249,904 | $23.1M |
| Burton Enright Welch | 4.66% | Add +4.2% | 248,226 | $22.9M |
| Strategic Financial Concepts, LLC | 4.29% | Add +14.2% | 247,614 | $22.9M |
| Freedom Financial Partners LLC | 10.22% | Add +3.8% | 237,696 | $22.0M |
| Oak Wealth Advisors LLC | 16.00% | Add +18.7% | 234,041 | $21.6M |
| Tanager Wealth Management LLP | 2.80% | Reduce -44.1% | 232,800 | $21.5M |
| Glenview Trust Co | 0.42% | Add +7.9% | 231,815 | $21.4M |
| Signature Resources Capital Management, LLC | 18.14% | Add +1.7% | 228,239 | $21.1M |
| Divergent Planning, LLC | 6.79% | Add +1.4% | 218,852 | $20.5M |
| Trellis Wealth Advisors LLC | 9.85% | Reduce -2.8% | 219,789 | $20.3M |
| Chicago Partners Investment Group LLC | 0.66% | Add +5.3% | 215,682 | $19.8M |
| Buttonwood Financial Group, LLC | 11.36% | Add +6.0% | 225,949 | $19.4M |
| IHT Wealth Management, LLC | 0.57% | Reduce -13.6% | 197,761 | $18.3M |
| Passive Capital Management, LLC. | 5.62% | Reduce -2.4% | 192,225 | $17.8M |
| Cardiff Park Advisors, LLC | 1.69% | Add +0.9% | 189,471 | $17.5M |
| HTG Investment Advisors, Inc. | 7.09% | Add +10.3% | 184,099 | $17.0M |
| Apella Capital, LLC | 0.58% | Reduce -0.8% | 189,041 | $16.8M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.63% | Add +2.1% | 188,926 | $16.2M |
| Allworth Financial LP | 0.09% | Reduce -11.6% | 178,942 | $16.1M |
| REDW Wealth LLC | 5.99% | Reduce -4.6% | 174,083 | $16.1M |
| LexAurum Advisors, LLC | 3.00% | Add +18.8% | 168,194 | $15.5M |
| Acorn Financial Advisory Services Inc. | 2.81% | Reduce -10.4% | 168,154 | $15.5M |
| Parkworth Wealth Management, Inc. | 12.26% | Reduce -0.6% | 166,165 | $15.4M |
| Trace Wealth Advisors, LLC | 13.65% | Add +5.6% | 165,800 | $15.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 163,819 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Add +264.7% | 159,778 | $14.8M |
| Herold Advisors, Inc. | 3.22% | Add +8.1% | 158,711 | $14.7M |
| Trajan Wealth LLC | 0.79% | Add +1.8% | 157,232 | $14.5M |
| Zhang Financial LLC | 0.76% | Add +2.1% | 154,632 | $14.3M |
| Acropolis Investment Management, LLC | 0.85% | Add +4.0% | 154,225 | $14.2M |
| Sax Wealth Advisors, LLC | 1.00% | Add +3.9% | 151,357 | $14.0M |
"% 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.