Avantis U.S. Equity ETFAVUSETF

13F holders, Q4 2025 (December 31)
521holders +38
30new positions
25sold out
3famous investors
$76.50avg. 13F price*

At the end of Q4 2025, 521 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 38 from Q3 2025. 30 opened new positions and 25 sold out. The largest holders were HB Wealth Management, LLC ($586.7M), American Century Companies Inc. ($425.9M) and Oak Root LLC ($324.8M). 3 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions30$84.4M
Exits25$88.6M

All 13F filers, Q3 2025 → Q4 2025: 4,893,994 shares bought and 2,284,488 shares sold, net +2,609,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 521 holders

HB Wealth Management, LLC 3.81% Add +10.2% 5,248,830 $586.7M
American Century Companies Inc. 0.21% Add +6.7% 3,810,384 $425.9M
Oak Root LLC 39.27% Reduce -4.2% 2,905,949 $324.8M
Annex Advisory Services, LLC 5.26% Reduce -5.9% 2,464,437 $275.5M
LPL Financial LLC 0.07% Add +0.1% 2,313,333 $258.6M
Focus Partners Wealth 0.25% Add +2.7% 1,979,602 $221.3M
Envestnet Asset Management Inc. 0.06% Add +3.9% 1,684,681 $188.3M
HighTower Advisors, LLC 0.20% Add +1.1% 1,676,917 $187.4M
Financial Plan, Inc. 17.14% — 1,335,641 $149.3M
Traphagen Investment Advisors LLC 11.53% Add +1.6% 1,253,450 $140.1M
Quantum Financial Advisors, LLC 15.48% Add +3.6% 1,233,508 $137.9M
Corient Private Wealth LP 0.17% Add +27.3% 1,135,183 $126.9M
Great Point Wealth Advisors, LLC 22.90% Reduce -0.3% 1,122,278 $125.4M
Beacon Pointe Advisors, LLC 0.87% Add +1.3% 1,113,464 $124.5M
Commonwealth Equity Services, LLC 0.17% Add +1.1% 1,108,221 $123.9M
Mercer Global Advisors Inc. 0.17% Reduce -10.4% 1,015,677 $113.5M
Modera Wealth Management, LLC 1.29% Reduce -3.7% 994,213 $111.1M
Morgan Stanley 0.01% Reduce -7.2% 994,121 $111.1M
Creative Planning 0.08% Reduce -3.4% 984,914 $110.1M
RVW Wealth, LLC 7.02% Reduce -0.6% 821,848 $91.9M
B&D White Capital Company, LLC 9.72% Add +35.6% 750,556 $83.9M
Park Avenue Securities LLC 0.69% Add +9.4% 727,765 $81.3M
Bridgewater Advisors Inc. 5.21% Add +8.2% 700,712 $80.3M
Bank of New York Mellon Corp 0.01% Add +10.2% 704,499 $78.7M
Simplicity Wealth,LLC 4.66% Add +3.3% 698,955 $78.1M
McLean Asset Management Corp 13.90% Add +41.6% 677,180 $77.6M
BCR Wealth Strategies, LLC 25.24% Reduce -0.1% 680,882 $76.1M
Raymond James Financial Inc. 0.02% Add +0.2% 661,818 $74.0M
Cresset Asset Management, LLC 0.31% Add +5.2% 647,098 $72.3M
SC&H Financial Advisors, Inc. 10.86% Reduce -1.6% 627,798 $70.2M
Wealth Enhancement Advisory Services, LLC 0.09% Reduce -1.1% 601,966 $69.0M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -13.7% 616,308 $68.9M
Rockwood Wealth Management, LLC 4.80% Reduce -1.2% 575,849 $64.4M
Caliber Wealth Management, LLC / KS 6.81% Add +9.3% 565,860 $63.3M
Plancorp, LLC 1.76% Reduce -0.3% 521,963 $58.3M
McGlone Suttner Wealth Management, Inc. 7.75% Add +2.3% 515,580 $57.6M
WMG Financial Advisors, LLC 23.12% Reduce -0.3% 501,994 $56.1M
Cetera Investment Advisers 0.06% Add +34.3% 501,320 $56.0M
Accredited Investor Services, LLC 36.46% Add +1.4% 492,255 $55.0M
CPC Advisors, LLC 5.51% Add +1.4% 488,010 $54.5M
OneDigital Investment Advisors LLC 0.53% Reduce -3.6% 487,973 $54.5M
Leo Wealth, LLC 3.92% Add +81.0% 483,817 $54.1M
Strategic Blueprint, LLC 3.08% Reduce -0.1% 465,389 $52.0M
Bank of America Corp. 0.00% Reduce -2.6% 457,495 $51.1M
Disciplina Capital Management LLC 5.62% Add +0.5% 438,915 $49.1M
Red Lighthouse Investment Management, LLC 17.17% Add +0.6% 429,120 $48.0M
Awm Capital, LLC 4.35% Add +0.1% 429,029 $48.0M
WCG Wealth Advisors LLC 1.34% Add +3.9% 428,096 $47.9M
World Investment Advisors 0.76% Add +7.4% 413,937 $46.3M
Waverly Advisors, LLC 0.36% Reduce -1.2% 400,195 $44.7M
Henrickson Nauta Wealth Advisors, Inc. 6.59% Add +98.5% 390,002 $44.7M
Rockefeller Capital Management L.P. 0.08% Add +47.6% 390,100 $43.6M
Raffa Wealth Management, LLC 6.67% Add +5.0% 388,205 $43.4M
Savant Capital, LLC 0.25% Add +63.3% 387,772 $43.3M
Geometric Wealth Advisors 5.55% Reduce -0.6% 386,244 $43.2M
Glenview Trust Co 0.64% Add +51.3% 371,188 $41.5M
Mattern Wealth Management LLC 7.83% Add +2.6% 363,928 $40.7M
BSW Wealth Partners 4.87% Reduce -5.1% 363,168 $40.6M
Tortoise Investment Management, LLC 3.53% Add +4.5% 359,435 $40.2M
Vestmark Advisory Solutions, Inc. 0.53% Add +14.3% 353,156 $39.5M
Legacy Financial Group, Inc. 10.27% Add +6.5% 350,459 $39.2M
Indivisible Partners 4.21% — 347,707 $38.9M
Arcadia Wealth Management, Inc. 21.50% Add +5.8% 335,379 $37.5M
MML Investors Services, LLC 0.09% Add +9.6% 334,652 $37.4M
Retirement Financial Solutions, LLC 10.90% New 333,192 $37.2M
Align Financial, LLC 20.88% — 36,006,016 $36.0M
JRM Investment Counsel, LLC 10.48% Add +0.3% 321,496 $35.9M
Tandemgrowth Financial Advisors LLC 30.45% — 312,044 $34.9M
Highland Financial Advisors, LLC 9.61% Add +1.0% 310,056 $34.7M
Focus Partners Advisor Solutions, LLC 0.42% Add +50.2% 306,043 $34.2M
Gradient Investments LLC 0.53% Add +57.9% 298,812 $33.4M
Hutchens & Kramer Investment Management Group, LLC 10.66% Add +48.8% 276,001 $30.9M
Signature Resources Capital Management, LLC 15.35% Add +5.6% 271,612 $30.4M
Continuum Wealth Advisors, LLC 11.70% Add +1.2% 270,853 $30.3M
WorthPointe, LLC 7.91% Add +2.2% 269,325 $30.1M
CVA Family Office, LLC 3.36% Add +51.8% 261,060 $29.2M
Websterrogers Financial Advisors, LLC 8.26% Reduce -1.3% 254,660 $28.5M
Burton Enright Welch 3.95% Reduce -0.6% 251,058 $28.1M
Divergent Planning, LLC 6.96% Add +1.9% 242,241 $27.3M
Sensenig Capital Advisors, Inc 27.55% — 242,545 $27.1M
HTG Investment Advisors, Inc. 8.28% Add +13.8% 241,223 $27.0M
JPMorgan Chase & Co. 0.00% Add +6.6% 240,683 $26.9M
Kestra Advisory Services, LLC 0.11% Add +11.6% 230,031 $25.7M
Chicago Partners Investment Group LLC 0.62% Add +1.0% 218,141 $25.1M
Zhang Financial LLC 0.89% Add +38.5% 212,973 $23.8M
Oak Wealth Advisors LLC 13.58% Add +0.6% 211,589 $23.7M
Osaic Holdings, Inc. 0.03% Add +19.1% 211,555 $23.7M
Trellis Wealth Advisors LLC 9.01% Reduce -4.6% 206,191 $23.0M
Torren Management, LLC 11.14% — 195,181 $21.8M
Greenspring Advisors, LLC 1.33% Add +12.6% 194,101 $21.7M
Passive Capital Management, LLC. 6.58% Add +0.4% 188,161 $21.0M
Freedom Financial Partners LLC 7.43% Reduce -9.4% 182,744 $20.4M
Tanager Wealth Management LLP 2.02% Reduce -6.1% 181,298 $20.3M
Royal Bank of Canada 0.00% Add +4.0% 179,016 $20.0M
Cardiff Park Advisors, LLC 1.63% Reduce -1.0% 176,978 $19.8M
Apella Capital, LLC 0.38% Add +1.7% 173,402 $19.4M
Trace Wealth Advisors, LLC 13.28% Add +0.1% 164,495 $18.4M
Acropolis Investment Management, LLC 0.82% Add +2.3% 163,813 $18.3M
Mariner, LLC 0.02% Reduce -50.9% 162,068 $18.1M
Arq Wealth Advisors, LLC 4.87% Add +10.9% 161,471 $18.0M

"% 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 521 holders