Avantis U.S. Equity ETFAVUSETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $84.4M |
| Exits | 25 | $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.