Avantis U.S. Equity ETFAVUSETF

13F holders, Q3 2025 (September 30)
483holders +8
36new positions
24sold out
4famous investors
$108.69avg. 13F price*

At the end of Q3 2025, 483 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 8 from Q2 2025. 36 opened new positions and 24 sold out. The largest holders were HB Wealth Management, LLC ($517.6M), American Century Companies Inc. ($388.2M) and Oak Root LLC ($329.7M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions36$203.6M
Exits24$284.5M

All 13F filers, Q2 2025 → Q3 2025: 6,679,457 shares bought and 5,361,135 shares sold, net +1,318,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 483 holders

HB Wealth Management, LLC 3.52% Add +27.5% 4,762,043 $517.6M
American Century Companies Inc. 0.20% Add +2.8% 3,571,038 $388.2M
Oak Root LLC 38.18% No change 3,032,705 $329.7M
Annex Advisory Services, LLC 6.06% Add +1.3% 2,619,704 $284.8M
LPL Financial LLC 0.07% Add +3.6% 2,311,611 $251.3M
Focus Partners Wealth 0.34% Reduce -0.1% 1,927,584 $209.5M
HighTower Advisors, LLC 0.20% Add +1.3% 1,659,090 $180.3M
Envestnet Asset Management Inc. 0.05% Reduce -3.2% 1,621,727 $176.3M
Traphagen Investment Advisors LLC 11.54% Add +1.5% 1,233,425 $134.1M
Quantum Financial Advisors, LLC 15.78% Add +7.4% 1,190,992 $129.5M
Mercer Global Advisors Inc. 0.21% Add +181.3% 1,134,255 $123.3M
Great Point Wealth Advisors, LLC 22.99% — 1,125,366 $122.3M
Beacon Pointe Advisors, LLC 1.01% New 1,099,465 $119.5M
Commonwealth Equity Services, LLC 0.15% Reduce -1.5% 1,095,810 $119.1M
Morgan Stanley 0.01% Reduce -6.8% 1,071,120 $116.4M
Modera Wealth Management, LLC 1.30% Add +1.6% 1,032,578 $112.2M
Creative Planning 0.08% Reduce -5.5% 1,019,058 $110.8M
Corient Private Wealth LP 0.15% Reduce -14.3% 891,527 $96.9M
RVW Wealth, LLC 7.02% Reduce -0.6% 827,091 $89.9M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -25.9% 713,927 $77.6M
BCR Wealth Strategies, LLC 26.05% Add +1.8% 681,498 $74.1M
Werba Rubin Papier Wealth Management 11.94% Add +4.4% 680,282 $73.9M
Simplicity Wealth,LLC 4.26% Reduce -50.2% 676,434 $73.5M
Park Avenue Securities LLC 0.56% Add +11.3% 665,412 $72.3M
Raymond James Financial Inc. 0.02% Reduce -0.2% 660,447 $71.8M
Bridgewater Advisors Inc. 4.88% Add +8.6% 647,503 $70.4M
Bank of New York Mellon Corp 0.01% Add +11.2% 639,091 $69.5M
SC&H Financial Advisors, Inc. 11.30% Reduce -5.6% 637,933 $69.3M
Full Sail Capital, LLC 3.78% Reduce -4.6% 631,210 $68.6M
Cresset Asset Management, LLC 0.29% Add +4.3% 615,154 $66.9M
Wealth Enhancement Advisory Services, LLC 0.10% Add +1.2% 608,444 $66.3M
Rockwood Wealth Management, LLC 5.06% Reduce -2.1% 582,896 $63.4M
B&D White Capital Company, LLC 7.71% Add +52.3% 553,467 $60.2M
Plancorp, LLC 1.79% Reduce -1.2% 523,610 $56.9M
Caliber Wealth Management, LLC / KS 6.27% Add +12.4% 517,611 $56.3M
OneDigital Investment Advisors LLC 0.57% Reduce -12.8% 506,334 $55.0M
McGlone Suttner Wealth Management, Inc. 7.66% Add +2.0% 503,898 $54.8M
WMG Financial Advisors, LLC 18.26% Reduce -0.9% 503,666 $54.7M
Accredited Investor Services, LLC 36.28% Add +2.5% 485,567 $52.8M
McLean Asset Management Corp 10.78% Add +213.9% 478,285 $52.3M
CPC Advisors, LLC 5.52% New 481,190 $52.3M
Bank of America Corp. 0.00% Add +1.2% 469,577 $51.0M
Strategic Blueprint, LLC 2.21% Add +0.6% 465,836 $50.6M
Disciplina Capital Management LLC 5.78% Add +8.1% 436,842 $47.5M
Awm Capital, LLC 4.24% Add +0.3% 428,687 $46.6M
Red Lighthouse Investment Management, LLC 16.21% Add +0.1% 426,706 $46.4M
WCG Wealth Advisors LLC 2.81% Add +0.9% 411,910 $44.8M
Waverly Advisors, LLC 0.44% Reduce -0.3% 405,189 $44.0M
Geometric Wealth Advisors 5.63% Add +0.2% 388,403 $42.2M
World Investment Advisors 0.86% Add +5.3% 385,370 $41.9M
BSW Wealth Partners 5.18% Add +4.5% 382,514 $41.6M
Cetera Investment Advisers 0.05% Add +837.7% 373,284 $40.6M
Raffa Wealth Management, LLC 7.22% Add +4.4% 369,686 $40.2M
Mattern Wealth Management LLC 7.69% Add +1.9% 354,577 $38.5M
Tortoise Investment Management, LLC 3.33% Add +0.3% 343,783 $37.4M
Mariner, LLC 0.05% Reduce -1.3% 329,796 $35.8M
Legacy Financial Group, Inc. 9.81% Add +6.9% 329,124 $35.8M
JRM Investment Counsel, LLC 10.52% Reduce -1.3% 320,470 $34.8M
Arcadia Wealth Management, Inc. 20.93% Add +7.2% 317,005 $34.5M
Vestmark Advisory Solutions, Inc. 0.64% Add +75.8% 309,107 $33.6M
Highland Financial Advisors, LLC 9.56% Add +3.7% 306,873 $33.4M
MML Investors Services, LLC 0.09% Add +5.4% 305,384 $33.2M
Continuum Wealth Advisors, LLC 12.40% Add +2.5% 267,665 $29.1M
Leo Wealth, LLC 3.77% Reduce -42.5% 267,315 $29.1M
Rockefeller Capital Management L.P. 0.06% Add +2.8% 264,370 $28.7M
WorthPointe, LLC 10.74% Add +2.5% 263,465 $28.6M
Websterrogers Financial Advisors, LLC 8.41% Reduce -1.6% 258,103 $28.1M
Signature Resources Capital Management, LLC 15.29% Add +5.0% 257,151 $28.0M
Burton Enright Welch 4.15% Reduce -0.2% 252,671 $27.5M
Glenview Trust Co 0.42% Add +5.9% 245,360 $26.7M
Divergent Planning, LLC 6.91% Add +3.3% 237,847 $26.0M
Savant Capital, LLC 0.16% Add +1225.4% 237,465 $25.8M
JPMorgan Chase & Co. 0.00% Add +5.5% 225,763 $24.5M
Chicago Partners Investment Group LLC 0.63% Reduce -2.0% 216,024 $24.0M
Trellis Wealth Advisors LLC 9.56% Reduce -1.5% 216,171 $23.5M
HTG Investment Advisors, Inc. 7.76% Add +2.7% 212,066 $23.1M
Oak Wealth Advisors LLC 13.28% Add +1.4% 210,282 $22.9M
Kestra Advisory Services, LLC 0.10% Add +18.1% 206,212 $22.4M
Focus Partners Advisor Solutions, LLC 0.25% Reduce -34.1% 203,779 $22.3M
LexAurum Advisors, LLC 3.16% Reduce -3.0% 203,694 $22.1M
Freedom Financial Partners LLC 8.36% Reduce -18.9% 201,748 $21.9M
Henrickson Nauta Wealth Advisors, Inc. 6.76% Reduce -0.2% 196,511 $21.4M
Tanager Wealth Management LLP 2.20% Reduce -4.2% 193,014 $21.0M
Gradient Investments LLC 0.34% Add +96.6% 189,300 $20.6M
Passive Capital Management, LLC. 6.64% Reduce -2.8% 187,453 $20.4M
Hutchens & Kramer Investment Management Group, LLC 7.95% Add +34.7% 185,534 $20.2M
Cardiff Park Advisors, LLC 1.49% Reduce -0.4% 178,806 $19.4M
Osaic Holdings, Inc. 0.03% Add +26.7% 177,665 $19.2M
Greenspring Advisors, LLC 3.31% — 172,435 $18.7M
Royal Bank of Canada 0.00% Add +2.1% 172,071 $18.7M
CVA Family Office, LLC 2.41% Add +14.3% 172,004 $18.7M
Apella Capital, LLC 0.41% Reduce -0.2% 170,485 $18.3M
Allworth Financial LP 0.08% Reduce -4.1% 167,338 $18.2M
Trace Wealth Advisors, LLC 13.36% Add +2.3% 164,420 $17.9M
Acorn Financial Advisory Services Inc. 2.71% Reduce -0.9% 162,458 $17.7M
REDW Wealth LLC 6.61% Reduce -8.3% 160,838 $17.5M
Trajan Wealth LLC 0.74% Reduce -3.4% 157,346 $17.1M
Wells Fargo & Company 0.00% Add +1.0% 153,774 $16.7M
Zhang Financial LLC 0.68% Add +2.6% 153,713 $16.7M
Acropolis Investment Management, LLC 0.82% Add +1.4% 160,136 $16.1M

"% 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 483 holders