Avantis U.S. Equity ETFAVUSETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 557 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 36 from Q4 2025. 49 opened new positions and 13 sold out. The largest holders were HB Wealth Management, LLC ($638.7M), American Century Companies Inc. ($460.6M) and Oak Root LLC ($323.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2026)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $407.7M |
| Exits | 13 | $20.1M |
All 13F filers, Q4 2025 → Q1 2026: 9,862,817 shares bought and 38,269,068 shares sold, net −28,406,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| HB Wealth Management, LLC | 4.14% | Add +9.4% | 5,744,706 | $638.7M |
| American Century Companies Inc. | 0.24% | Add +8.7% | 4,143,011 | $460.6M |
| Oak Root LLC | 39.40% | No change | 2,905,949 | $323.1M |
| LPL Financial LLC | 0.07% | Add +3.3% | 2,388,713 | $265.6M |
| Maseco LLP | 8.15% | New | 2,338,277 | $259.9M |
| Focus Partners Wealth | 0.26% | Reduce -1.1% | 1,958,899 | $232.7M |
| Annex Advisory Services, LLC | 4.02% | Reduce -21.7% | 1,929,071 | $214.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +8.7% | 1,831,442 | $203.6M |
| HighTower Advisors, LLC | 0.19% | Reduce -3.8% | 1,612,702 | $179.3M |
| Financial Plan, Inc. | 16.62% | Add +4.4% | 1,393,958 | $155.0M |
| Commonwealth Equity Services, LLC | 0.21% | Add +22.2% | 1,353,972 | $150.5M |
| Corient Private Wealth LP | 0.21% | Add +17.9% | 1,338,377 | $148.8M |
| Great Point Wealth Advisors, LLC | 23.50% | Add +2.0% | 1,144,864 | $127.3M |
| Beacon Pointe Advisors, LLC | 0.64% | Reduce -2.1% | 1,090,378 | $121.2M |
| Traphagen Investment Advisors LLC | 9.49% | Reduce -15.9% | 1,053,744 | $117.2M |
| Modera Wealth Management, LLC | 1.37% | Add +3.4% | 1,027,703 | $114.3M |
| Mercer Global Advisors Inc. | 0.16% | Reduce -2.1% | 994,329 | $110.5M |
| Morgan Stanley | 0.01% | Reduce -2.1% | 973,398 | $108.2M |
| Creative Planning | 0.07% | Reduce -1.6% | 969,480 | $107.8M |
| Quantum Financial Advisors, LLC | 10.95% | Reduce -28.8% | 878,146 | $97.6M |
| Bank of America Corp. | 0.01% | Add +91.3% | 875,159 | $97.3M |
| Bridgewater Advisors Inc. | 5.67% | Add +8.8% | 762,310 | $95.3M |
| Raymond James Financial Inc. | 0.03% | Add +25.4% | 829,852 | $92.3M |
| Park Avenue Securities LLC | 0.70% | Add +10.8% | 806,679 | $89.7M |
| RVW Wealth, LLC | 6.95% | Reduce -2.4% | 802,554 | $89.2M |
| Bank of New York Mellon Corp | 0.02% | Add +11.0% | 781,758 | $86.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +22.2% | 753,152 | $83.7M |
| McLean Asset Management Corp | 14.42% | Add +9.5% | 741,463 | $82.4M |
| Werba Rubin Papier Wealth Management | 11.35% | New | 733,306 | $81.5M |
| B&D White Capital Company, LLC | 10.07% | Reduce -2.4% | 732,440 | $81.4M |
| BCR Wealth Strategies, LLC | 24.36% | Add +2.7% | 698,997 | $77.7M |
| Simplicity Wealth,LLC | 4.35% | Reduce -1.3% | 689,828 | $76.7M |
| Cresset Asset Management, LLC | 0.31% | Add +0.8% | 651,947 | $72.5M |
| SC&H Financial Advisors, Inc. | 10.66% | Add +1.3% | 635,792 | $70.7M |
| Rockwood Wealth Management, LLC | 4.89% | Add +6.7% | 614,490 | $68.3M |
| Caliber Wealth Management, LLC / KS | 7.37% | Add +7.0% | 605,425 | $67.3M |
| Cetera Investment Advisers | 0.07% | Add +15.5% | 578,875 | $64.4M |
| Plancorp, LLC | 1.74% | Add +1.1% | 527,925 | $61.3M |
| Savant Capital, LLC | 0.29% | Add +39.1% | 539,582 | $60.0M |
| McGlone Suttner Wealth Management, Inc. | 7.69% | Add +1.3% | 522,317 | $58.1M |
| Accredited Investor Services, LLC | 36.87% | Add +4.9% | 516,537 | $57.4M |
| WMG Financial Advisors, LLC | 23.26% | Reduce -0.1% | 501,509 | $55.8M |
| CPC Advisors, LLC | 8.86% | Add +0.7% | 491,240 | $54.6M |
| OneDigital Investment Advisors LLC | 0.53% | Reduce -0.2% | 487,207 | $54.2M |
| Leo Wealth, LLC | 3.81% | Reduce -2.5% | 471,880 | $52.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -24.4% | 455,156 | $51.0M |
| Strategic Blueprint, LLC | 2.90% | Reduce -3.6% | 448,633 | $49.9M |
| World Investment Advisors | 0.79% | Add +6.7% | 441,517 | $49.1M |
| Geometric Wealth Advisors | 6.07% | Add +12.9% | 436,101 | $48.5M |
| Red Lighthouse Investment Management, LLC | 16.26% | Add +0.9% | 433,053 | $48.1M |
| WCG Wealth Advisors LLC | 1.34% | Add +0.7% | 431,250 | $47.9M |
| Disciplina Capital Management LLC | 5.04% | Reduce -2.5% | 428,123 | $47.6M |
| Awm Capital, LLC | 4.28% | Reduce -0.9% | 425,360 | $47.3M |
| Waverly Advisors, LLC | 0.34% | Add +3.1% | 412,735 | $45.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +5.3% | 410,745 | $45.7M |
| Raffa Wealth Management, LLC | 6.98% | Add +3.6% | 402,092 | $44.7M |
| Tortoise Investment Management, LLC | 3.60% | Add +9.1% | 392,287 | $43.6M |
| Focus Partners Advisor Solutions, LLC | 0.43% | Add +24.5% | 380,902 | $42.3M |
| Vestmark Advisory Solutions, Inc. | 0.47% | Add +7.7% | 380,203 | $42.3M |
| Mattern Wealth Management LLC | 7.97% | Add +1.0% | 367,705 | $40.9M |
| BSW Wealth Partners | 4.96% | Add +0.6% | 365,474 | $40.6M |
| Legacy Financial Group, Inc. | 10.68% | Add +3.7% | 363,360 | $40.4M |
| Correct Capital Wealth Management | 7.52% | Add +1247.7% | 362,493 | $40.3M |
| Indivisible Partners | 3.55% | Add +3.7% | 360,670 | $40.1M |
| Arcadia Wealth Management, Inc. | 21.62% | Add +7.1% | 359,269 | $39.9M |
| Gradient Investments LLC | 0.62% | Add +19.7% | 357,756 | $39.8M |
| Glenview Trust Co | 0.61% | Reduce -5.6% | 350,326 | $38.9M |
| Retirement Financial Solutions, LLC | 10.68% | Add +0.8% | 335,974 | $37.4M |
| Highland Financial Advisors, LLC | 9.84% | Add +8.1% | 335,193 | $37.3M |
| Align Financial, LLC | 21.06% | Reduce -99.1% | 333,253 | $37.1M |
| CVA Family Office, LLC | 3.64% | Add +19.0% | 310,746 | $34.5M |
| Signature Resources Capital Management, LLC | 16.36% | Add +14.3% | 310,523 | $34.5M |
| JRM Investment Counsel, LLC | 9.26% | Reduce -3.5% | 310,296 | $34.5M |
| Hutchens & Kramer Investment Management Group, LLC | 10.53% | Add +8.6% | 299,681 | $33.3M |
| MML Investors Services, LLC | 0.09% | Reduce -10.5% | 299,518 | $33.3M |
| Ameriprise Financial Inc. | 0.01% | Add +95.8% | 284,129 | $31.6M |
| HTG Investment Advisors, Inc. | 8.78% | Add +14.8% | 276,823 | $30.8M |
| Gateway Wealth Partners, LLC | 1.18% | Add +131.1% | 272,522 | $30.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +17.0% | 269,036 | $29.9M |
| JPMorgan Chase & Co. | 0.00% | Add +14.3% | 275,082 | $29.7M |
| Burton Enright Welch | 4.01% | Add +5.8% | 265,535 | $29.5M |
| Continuum Wealth Advisors, LLC | 12.08% | Reduce -3.3% | 261,916 | $29.1M |
| EP Wealth Advisors, LLC | 0.14% | Add +7655.5% | 249,495 | $27.7M |
| Zhang Financial LLC | 0.93% | Add +13.7% | 242,233 | $26.9M |
| Chicago Partners Investment Group LLC | 0.60% | Add +2.1% | 222,642 | $26.9M |
| Tandemgrowth Financial Advisors LLC | 25.22% | Reduce -22.8% | 240,833 | $26.8M |
| Sensenig Capital Advisors, Inc | 27.22% | Reduce -1.5% | 238,838 | $26.6M |
| Websterrogers Financial Advisors, LLC | 7.56% | Reduce -6.7% | 237,607 | $26.4M |
| Osaic Holdings, Inc. | 0.04% | Add +12.1% | 237,152 | $26.4M |
| WorthPointe, LLC | 6.87% | Reduce -15.9% | 226,547 | $25.2M |
| Oak Wealth Advisors LLC | 13.65% | Add +5.6% | 223,453 | $24.8M |
| LexAurum Advisors, LLC | 3.11% | — | 214,512 | $23.8M |
| Trellis Wealth Advisors LLC | 8.71% | Reduce -0.2% | 205,746 | $22.9M |
| Torren Management, LLC | 10.91% | Add +1.0% | 197,066 | $21.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.10% | Reduce -49.8% | 195,625 | $21.8M |
| Cardiff Park Advisors, LLC | 1.74% | Add +10.3% | 195,220 | $21.7M |
| Greenspring Advisors, LLC | 1.30% | Reduce -0.9% | 192,256 | $21.4M |
| Passive Capital Management, LLC. | 6.23% | Reduce -0.2% | 187,708 | $20.9M |
| Apella Capital, LLC | 0.31% | Reduce -0.4% | 172,697 | $20.8M |
| Arq Wealth Advisors, LLC | 3.60% | Add +11.3% | 179,647 | $20.0M |
"% 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.