Avantis U.S. Equity ETFAVUSETF

13F holders, Q2 2025 (June 30)
475holders +28
44new positions
20sold out
4famous investors
$100.88avg. 13F price*

At the end of Q2 2025, 475 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 28 from Q1 2025. 44 opened new positions and 20 sold out. The largest holders were HB Wealth Management, LLC ($376.6M), American Century Companies Inc. ($350.3M) and Oak Root LLC ($305.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Avantis U.S. Equity ETF
Filed as
AMERICAN CENTY ETF TR (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions44$71.1M
Exits20$23.4M

All 13F filers, Q1 2025 → Q2 2025: 9,042,264 shares bought and 4,139,875 shares sold, net +4,902,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 475 holders

HB Wealth Management, LLC 3.01% Add +218.1% 3,735,407 $376.6M
American Century Companies Inc. 0.19% Add +0.3% 3,474,063 $350.3M
Oak Root LLC 37.87% Reduce -0.6% 3,032,705 $305.8M
Annex Advisory Services, LLC 6.28% Add +11.5% 2,585,372 $260.7M
LPL Financial LLC 0.08% Add +3.8% 2,230,883 $224.9M
Maseco LLP 8.02% — 2,093,479 $211.0M
Focus Partners Wealth 0.42% Add +460.2% 1,928,514 $194.4M
Envestnet Asset Management Inc. 0.05% Add +2.2% 1,674,852 $168.9M
HighTower Advisors, LLC 0.21% Add +2.5% 1,637,938 $165.1M
Simplicity Wealth,LLC 5.70% Add +111.9% 1,359,030 $137.0M
Traphagen Investment Advisors LLC 11.60% Add +2.9% 1,215,138 $122.5M
Morgan Stanley 0.01% Reduce -2.7% 1,149,499 $115.9M
Commonwealth Equity Services, LLC 0.15% Add +3.3% 1,112,693 $112.2M
Quantum Financial Advisors, LLC 15.13% Add +8.3% 1,108,916 $111.8M
Creative Planning 0.09% Reduce -6.7% 1,078,562 $108.7M
Waypoint Wealth Partners Inc. 25.96% Reduce -2.0% 1,059,366 $106.8M
Corient Private Wealth LP 0.14% Reduce -0.0% 1,039,992 $104.9M
Modera Wealth Management, LLC 1.27% Add +16.5% 1,016,141 $102.4M
Northwestern Mutual Wealth Management Co. 0.07% Add +3.1% 963,621 $97.2M
RVW Wealth, LLC 7.12% Reduce -6.8% 831,705 $83.9M
SC&H Financial Advisors, Inc. 11.63% Add +6.0% 675,484 $68.1M
BCR Wealth Strategies, LLC 26.13% Add +3.2% 669,524 $67.5M
Raymond James Financial Inc. 0.02% Add +0.4% 661,964 $66.7M
Full Sail Capital, LLC 3.85% Reduce -0.8% 661,941 $66.7M
Werba Rubin Papier Wealth Management 12.35% Add +4.8% 651,767 $65.7M
Bridgewater Advisors Inc. 4.71% Add +3.9% 596,319 $61.9M
Wealth Enhancement Advisory Services, LLC 0.10% Add +3.0% 601,310 $61.7M
Park Avenue Securities LLC 0.55% Add +12.4% 597,681 $60.3M
Rockwood Wealth Management, LLC 5.28% Add +53.6% 595,701 $60.1M
Cresset Asset Management, LLC 0.30% Reduce -21.2% 589,603 $59.4M
OneDigital Investment Advisors LLC 0.65% Reduce -22.6% 580,538 $58.5M
Bank of New York Mellon Corp 0.01% Add +6.5% 574,539 $57.9M
Plancorp, LLC 1.85% Add +0.3% 530,115 $53.4M
WMG Financial Advisors, LLC 18.97% Add +4.0% 508,378 $51.3M
McGlone Suttner Wealth Management, Inc. 7.52% Add +3.7% 494,121 $49.8M
Accredited Investor Services, LLC 36.11% Add +2.7% 473,857 $47.8M
Leo Wealth, LLC 3.65% Add +74.4% 465,124 $46.9M
Bank of America Corp. 0.00% Reduce -34.3% 463,863 $46.8M
Strategic Blueprint, LLC 2.29% Add +8.5% 463,135 $46.7M
Caliber Wealth Management, LLC / KS 4.99% Add +14.2% 460,285 $46.4M
Awm Capital, LLC 4.53% Add +2.7% 427,341 $43.1M
Red Lighthouse Investment Management, LLC 16.41% Reduce -0.4% 426,097 $43.0M
WCG Wealth Advisors LLC 2.66% Add +9.3% 408,323 $41.2M
Waverly Advisors, LLC 0.45% Reduce -1.8% 406,416 $41.0M
Disciplina Capital Management LLC 5.15% Add +0.8% 404,131 $40.7M
Mercer Global Advisors Inc. 0.09% Reduce -38.7% 403,295 $40.7M
Geometric Wealth Advisors 5.84% Add +54.8% 387,561 $39.1M
World Investment Advisors 0.84% Add +21.7% 366,093 $36.9M
BSW Wealth Partners 5.06% Add +6.8% 365,900 $36.9M
B&D White Capital Company, LLC 5.58% Reduce -58.3% 363,535 $36.7M
Raffa Wealth Management, LLC 7.14% Add +25.4% 354,114 $35.7M
Mattern Wealth Management LLC 7.30% Add +24.1% 348,017 $35.1M
Tortoise Investment Management, LLC 3.30% Add +7.3% 342,698 $34.6M
Mariner, LLC 0.05% Reduce -24.3% 334,251 $33.7M
JRM Investment Counsel, LLC 10.63% Add +6.0% 324,632 $32.7M
Focus Partners Advisor Solutions, LLC 0.42% Reduce -0.7% 309,020 $31.2M
Legacy Financial Group, Inc. 9.17% Add +9.2% 307,815 $31.0M
Highland Financial Advisors, LLC 9.58% Add +4.0% 295,952 $29.8M
Arcadia Wealth Management, Inc. 20.32% Add +11.0% 295,806 $29.8M
MML Investors Services, LLC 0.08% Add +8.5% 289,717 $29.2M
Strategic Financial Concepts, LLC 3.74% Add +6.5% 263,783 $26.6M
Websterrogers Financial Advisors, LLC 8.41% Reduce -1.4% 262,369 $26.5M
Continuum Wealth Advisors, LLC 12.64% Reduce -18.8% 261,110 $26.3M
Rockefeller Capital Management L.P. 0.06% Reduce -8.0% 257,138 $25.9M
WorthPointe, LLC 10.90% Reduce -1.1% 257,110 $25.9M
Burton Enright Welch 4.43% Add +2.0% 253,280 $25.5M
Freedom Financial Partners LLC 10.57% Add +4.7% 248,783 $25.1M
Signature Resources Capital Management, LLC 15.00% Add +7.3% 244,883 $24.7M
Buttonwood Financial Group, LLC 11.93% Add +2.3% 231,110 $23.5M
Glenview Trust Co 0.40% Reduce -0.0% 231,732 $23.4M
Divergent Planning, LLC 6.89% Add +5.2% 230,313 $23.3M
Chicago Partners Investment Group LLC 0.66% Add +2.2% 220,386 $22.9M
Trellis Wealth Advisors LLC 9.63% Reduce -0.1% 219,521 $22.1M
JPMorgan Chase & Co. 0.00% Reduce -54.0% 213,943 $21.6M
LexAurum Advisors, LLC 3.36% Add +24.8% 209,927 $21.2M
Oak Wealth Advisors LLC 13.41% Reduce -11.4% 207,329 $20.9M
HTG Investment Advisors, Inc. 7.75% Add +12.2% 206,552 $20.8M
Tanager Wealth Management LLP 2.39% Reduce -13.5% 201,366 $20.3M
Henrickson Nauta Wealth Advisors, Inc. 6.87% Add +4.2% 196,863 $19.8M
Passive Capital Management, LLC. 6.08% Add +0.4% 192,937 $19.5M
Cardiff Park Advisors, LLC 1.56% Reduce -5.3% 179,529 $18.1M
Vestmark Advisory Solutions, Inc. 0.26% New 175,871 $17.7M
REDW Wealth LLC 7.03% Add +0.8% 175,387 $17.7M
Kestra Advisory Services, LLC 0.09% Add +27.2% 174,605 $17.6M
Allworth Financial LP 0.08% Reduce -2.5% 174,479 $17.6M
Apella Capital, LLC 0.47% Reduce -9.6% 170,903 $17.4M
Parkworth Wealth Management, Inc. 12.46% Add +3.0% 171,198 $17.3M
Royal Bank of Canada 0.00% Add +2.9% 168,592 $17.0M
Acorn Financial Advisory Services Inc. 2.71% Reduce -2.5% 163,881 $16.5M
Trajan Wealth LLC 0.80% Add +3.6% 162,919 $16.4M
Trace Wealth Advisors, LLC 13.24% Reduce -3.0% 160,770 $16.2M
Herold Advisors, Inc. 3.36% Add +0.3% 159,120 $16.0M
Acropolis Investment Management, LLC 0.87% Add +2.4% 157,846 $15.9M
McLean Asset Management Corp 4.07% Add +6.3% 152,343 $15.5M
Wells Fargo & Company 0.00% Reduce -39.1% 152,260 $15.4M
IHT Wealth Management, LLC 0.42% Reduce -23.8% 150,695 $15.2M
CVA Family Office, LLC 2.13% Add +2.1% 150,501 $15.2M
Zhang Financial LLC 0.70% Reduce -3.1% 149,826 $15.1M
Osaic Holdings, Inc. 0.03% Reduce -12.2% 140,243 $14.1M
FMB Wealth Management 6.72% Add +11.9% 139,948 $14.1M

"% 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 475 holders