Avantis U.S. Equity ETFAVUSETF

13F holders, Q1 2025 (March 31)
447holders +17
40new positions
24sold out
3famous investors
$92.31avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions40$79.9M
Exits24$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.

Show all 447 holders