Avantis U.S. Equity ETFAVUSETF

13F holders, Q1 2026 (March 31)
557holders +36
49new positions
13sold out
4famous investors
$110.60avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions49$407.7M
Exits13$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.

Show all 557 holders