Vault-13

AMERICAN CENTY ETF TR AVGE

AVANTIS ALL EQT · ETP · CUSIP 025072232

104 institutional holders +5 vs Q1 2025
1,913,2011.9m shares reported held*
$148.3mreported value*
9 new 51 added 30 reduced 5 sold out net bought ≈ $8.7m (+127.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $77.52.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 3Q4 22: 17Q1 23: 27Q2 23: 35Q3 23: 43Q4 23: 55Q1 24: 65Q2 24: 74Q3 24: 82Q4 24: 95Q1 25: 99Q2 25: 104104Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20223
Q4 202217
Q1 202327
Q2 202335
Q3 202343
Q4 202355
Q1 202465
Q2 202474
Q3 202482
Q4 202495
Q1 202599
Q2 2025104

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 34 bought or addedQ3 23: 8 cut or sold outQ4 23: 37 bought or addedQ4 23: 10 cut or sold outQ4 23Q1 24: 52 bought or addedQ1 24: 9 cut or sold outQ2 24: 58 bought or addedQ2 24: 14 cut or sold outQ2 24Q3 24: 56 bought or addedQ3 24: 20 cut or sold outQ4 24: 61 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 25 cut or sold outQ2 25: 60 bought or addedQ2 25: 35 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023348
Q4 20233710
Q1 2024529
Q2 20245814
Q3 20245620
Q4 20246125
Q1 20256225
Q2 20256035

Biggest buyers

Meredith Wealth Planning Added +45,659+45.7k
BIP Wealth, LLC Added +23,333+23.3k
Hutchens & Kramer Investment Management Group, LLC New +22,621+22.6k
B&D White Capital Company, LLC New +22,546+22.5k
JANE STREET GROUP, LLC New +21,859+21.9k
CURIO WEALTH, LLC Added +16,529+16.5k
Magnolia Private Wealth, LLC Added +13,272+13.3k
Pacific Asset Management, LLC Added +10,044+10.0k
Strategic Financial Concepts, LLC Added +9,421+9.4k
Austin Wealth Management, LLC Added +8,831+8.8k

Biggest sellers

Paragon Advisors, LLC Reduced -52,822-52.8k
Aveo Capital Partners, LLC Sold out -25,686-25.7k
MERCER GLOBAL ADVISORS INC /ADV Reduced -15,982-16.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -8,254-8.3k
Corient Private Wealth LP Reduced -5,136-5.1k
Modera Wealth Management, LLC Reduced -4,115-4.1k
Vawter Financial, Ltd. Sold out -3,793-3.8k
SAX WEALTH ADVISORS, LLC Reduced -3,585-3.6k
Intelligent Financial Strategies Reduced -3,522-3.5k
Betterment LLC Reduced -3,276-3.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wealthstream Advisors, Inc. 2.11% of their portfolio NEW YORK, NY 163,928163.9k $12.7m $12.7m 2.11% Added +7.5k +7,515
2 Meredith Wealth Planning 4.13% of their portfolio MARYVILLE, IL 146,880146.9k $11.4m $11.4m 4.13% Added +45.7k +45,659
3 Nova R Wealth, Inc. 3.73% of their portfolio OVERLAND PARK, KS 103,594103.6k $8.0m $8.0m 3.73% Reduced -1.5k -1,548
4 Paragon Advisors, LLC 1.84% of their portfolio COLLEGE STATION, TX 90,85490.9k $7.0m $7.0m 1.84% Reduced -52.8k -52,822
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 77,63477.6k $6.0m $6.0m 0.00% Added +5.3k +5,322
6 Compass Ion Advisors, LLC 0.60% of their portfolio CONSHOHOCKEN, PA 71,53971.5k $5.5m $5.5m 0.60% Added +1.7k +1,698
7 BIP Wealth, LLC 0.34% of their portfolio ATLANTA, GA 70,46270.5k $5.5m $5.5m 0.34% Added +23.3k +23,333
8 Index Fund Advisors, Inc. 0.30% of their portfolio IRVINE, CA 68,16668.2k $5.3m $5.3m 0.30% Added +4.5k +4,480
9 Intelligent Financial Strategies 2.69% of their portfolio EXCELSIOR, MN 65,32165.3k $5.1m $5.1m 2.69% Reduced -3.5k -3,522
10 FMB WEALTH MANAGEMENT 2.31% of their portfolio WESTLAKE VILLAGE, CA 62,58162.6k $4.8m $4.8m 2.31% Added +1.8k +1,797
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 61,06961.1k $4.7m $4.7m 0.01% Reduced -1.6k -1,611
12 Sprinkle Financial Consultants LLC 2.64% of their portfolio LITTLETON, CO 55,73955.7k $4.3m $4.3m 2.64% Reduced -1.3k -1,346
13 Pacific Asset Management, LLC 2.87% of their portfolio Gig Harbor, WA 46,08346.1k $3.6m $3.6m 2.87% Added +10.0k +10,044
14 Austin Wealth Management, LLC 0.55% of their portfolio Austin, TX 39,14439.1k $3.1m $3.1m 0.55% Added +8.8k +8,831
15 Magnolia Private Wealth, LLC 2.14% of their portfolio PHILADELPHIA, PA 35,69335.7k $2.8m $2.8m 2.14% Added +13.3k +13,272
16 Fermata Advisors, LLC 0.73% of their portfolio SONOMA, CA 35,19135.2k $2.7m $2.7m 0.73% Added +4.2k +4,182
17 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 34,77734.8k $2.7m $2.7m 0.00% Reduced -5.1k -5,136
18 Collaborative Wealth Managment Inc. 1.12% of their portfolio LAKE MARY, FL 33,07333.1k $2.6m $2.6m 1.12% Added +1.6k +1,572
19 Werba Rubin Papier Wealth Management 0.44% of their portfolio SAN JOSE, CA 30,39030.4k $2.4m $2.4m 0.44% Added +2.4k +2,399
20 SC&H Financial Advisors, Inc. 0.37% of their portfolio HUNT VALLEY, MD 28,12228.1k $2.2m $2.2m 0.37% Added +3.8k +3,824
21 Evanson Asset Management, LLC 0.12% of their portfolio CARMEL, CA 25,72225.7k $2.0m $2.0m 0.12% Added +1.8k +1,825
22 Yardley Wealth Management LLC 1.08% of their portfolio YARDLEY, PA 25,48325.5k $2.0m $2.0m 1.08% Added +2.3k +2,322
23 Strategic Financial Concepts, LLC 0.28% of their portfolio SAN ANTONIO, TX 25,42425.4k $2.0m $2.0m 0.28% Added +9.4k +9,421
24 Betterment LLC 0.00% of their portfolio NEW YORK, NY 24,77224.8k $1.9m $1.9m 0.00% Reduced -3.3k -3,276
25 Ridgeline Wealth, LLC 1.56% of their portfolio MESA, AZ 24,65924.7k $1.9m $1.9m 1.56% Added +1.0k +1,016
26 WCG Wealth Advisors LLC 0.12% of their portfolio LAS VEGAS, NV 24,00324.0k $1.9m $1.9m 0.12% Reduced -1.4k -1,440
27 Hutchens & Kramer Investment Management Group, LLC 0.81% of their portfolio CARMEL, IN 22,62122.6k $1.8m $1.8m 0.81% New
28 B&D White Capital Company, LLC 0.27% of their portfolio Lakeway, TX 22,54622.5k $1.7m $1.7m 0.27% New
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,85921.9k $1.7m $1.7m 0.00% New
30 ENTREWEALTH, LLC 1.17% of their portfolio AUSTIN, TX 21,79321.8k $1.7m $1.7m 1.17% Added +8.0k +7,974
31 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 20,13320.1k $1.6m $1.6m 0.04% Reduced -478 -478
32 WMG Financial Advisors, LLC 0.53% of their portfolio Knoxville, TN 18,50418.5k $1.4m $1.4m 0.53% Added +563 +563
33 CURIO WEALTH, LLC 0.56% of their portfolio ANNAPOLIS, MD 16,59816.6k $1.3m $1.3m 0.56% Added +16.5k +16,529
34 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,14816.1k $1.3m $1.3m 0.00% Reduced -16.0k -15,982
35 Oceanside Advisors LLC 0.82% of their portfolio MOUNT PLEASANT, SC 15,91915.9k $1.2m $1.2m 0.82% Added +514 +514
36 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 13,15413.2k $1.0m $1.0m 0.01% Added +3.1k +3,135
37 LAM GROUP, INC. 0.61% of their portfolio LAKE OSWEGO, OR 11,75111.8k $910.5k $910.5k 0.61% Added +696 +696
38 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 11,13711.1k $868.2k $868.2k 0.02% Reduced -1.4k -1,445
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,99111.0k $852.0k $852.0k 0.00% Reduced -619 -619
40 HUB Investment Partners, LLC 0.03% of their portfolio AUSTIN, TX 10,45910.5k $810.4k $810.4k 0.03% Added +126 +126
41 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,7779.8k $767.7k $767.7k 0.01% Reduced -1.1k -1,105
42 Integrity Wealth Solutions LLC 0.36% of their portfolio DENVER, CO 9,5919.6k $743.1k $743.1k 0.36% Reduced -137 -137
43 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 9,2869.3k $719.5k $719.5k 0.01% Reduced -4.1k -4,115
44 Plancorp, LLC 0.02% of their portfolio SAINT LOUIS, MO 9,1929.2k $712.2k $712.2k 0.02% Added +1.2k +1,160
45 Waypoint Wealth Partners Inc. 0.17% of their portfolio MILL VALLEY, CA 8,9018.9k $689.6k $689.6k 0.17% Added +72 +72
46 Eaton-Cambridge Inc. 0.25% of their portfolio PHOENIX, AZ 8,6318.6k $668.7k $668.7k 0.25% Reduced -400 -400
47 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 8,5828.6k $665.0k $665.0k 0.01% Added +974 +974
48 Avantax Planning Partners, Inc. 0.02% of their portfolio DUBUQUE, IA 8,4538.5k $654.9k $654.9k 0.02% Added +55 +55
49 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 8,2508.2k $639.2k $639.2k 0.03% Added +9 +9
50 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,2398.2k $638.3k $638.3k 0.00% Added +60 +60
51 Nemes Rush Group LLC 0.07% of their portfolio NOVI, MI 8,1938.2k $634.8k $634.8k 0.07% Added +1.4k +1,393
52 Versant Capital Management, Inc 0.08% of their portfolio PHOENIX, AZ 6,6606.7k $516.0k $516.0k 0.08% Reduced -276 -276
53 SYM FINANCIAL Corp 0.05% of their portfolio WINONA LAKE, IN 6,2336.2k $482.9k $482.9k 0.05% New
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,2336.2k $482.9k $482.9k 0.00% New
55 TCI Wealth Advisors, Inc. 0.03% of their portfolio Tucson, AZ 5,9956.0k $464.5k $464.5k 0.03% Added +319 +319
56 GEM Asset Management, LLC 0.23% of their portfolio Plymouth, MI 5,7935.8k $451.6k $451.6k 0.23% Added +190 +190
57 SAX WEALTH ADVISORS, LLC 0.03% of their portfolio PARSIPPANY, NJ 5,7365.7k $444.4k $444.4k 0.03% Reduced -3.6k -3,585
58 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,1935.2k $402.3k $402.3k 0.00% Added +371 +371
59 Holcombe Financial, Inc. 0.29% of their portfolio ATLANTA, GA 4,9735.0k $385.3k $385.3k 0.29% Reduced -650 -650
60 SAGE RHINO CAPITAL LLC 0.08% of their portfolio MENLO PARK, CA 4,8404.8k $375.0k $375.0k 0.08% Added +89 +89
61 Creative Capital Management Investments LLC 0.13% of their portfolio SAN DIEGO, CA 4,5354.5k $351.4k $351.4k 0.13% Unchanged
62 BARLOW WEALTH PARTNERS, LLC 0.04% of their portfolio LOUISVILLE, KY 4,4724.5k $350.4k $350.4k 0.04% Unchanged
63 Arlington Financial Advisors, LLC 0.05% of their portfolio SANTA BARBARA, CA 3,6593.7k $283.5k $283.5k 0.05% Reduced -122 -122
64 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 3,6453.6k $282.0k $282.0k 0.02% Reduced -946 -946
65 Physician Wealth Advisors, Inc. 0.04% of their portfolio MIDVALE, UT 3,5993.6k $278.9k $278.9k 0.04% Reduced -180 -180
66 Canvas Wealth Advisors, LLC 0.06% of their portfolio SHAWNEE, KS 3,5103.5k $279.1k $279.1k 0.06% Added +364 +364
67 BCR Wealth Strategies, LLC 0.10% of their portfolio VESTAVIA, AL 3,5043.5k $271.0k $271.0k 0.10% Added +523 +523
68 Oak Wealth Advisors LLC 0.16% of their portfolio NORTHBROOK, IL 3,2683.3k $253.2k $253.2k 0.16% Reduced -1.7k -1,680
69 WESPAC Advisors SoCal, LLC 0.05% of their portfolio Pasadena, CA 3,0093.0k $233.1k $233.1k 0.05% Reduced -930 -930
70 Fonville Wealth Management LLC 0.05% of their portfolio RICHMOND, VA 2,7232.7k $211.0k $211.0k 0.05% New
71 NORTHWEST WEALTH MANAGEMENT, LLC 0.04% of their portfolio SPENCER, IA 2,7192.7k $210.7k $210.7k 0.04% Reduced -206 -206
72 Annandale Capital, LLC 0.04% of their portfolio DALLAS, TX 2,7002.7k $209.0k $209.0k 0.04% New
73 VISTA CAPITAL PARTNERS, INC. 0.02% of their portfolio PORTLAND, OR 2,6442.6k $204.9k $204.9k 0.02% New
74 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,5362.5k $196.5k $196.5k 0.01% Added +73 +73
75 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio HILLSDALE, NY 2,2232.2k $172.2k $172.2k 0.07% Added +1.1k +1,128
76 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6001.6k $124.0k $124.0k 0.00% Added +709 +709
77 LRI Investments, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 1,4291.4k $110.7k $110.7k 0.01% Unchanged
78 Orion Capital Management LLC 0.03% of their portfolio CORONADO, CA 1,1491.1k $89.0k $89.0k 0.03% Added +27 +27
79 Valued Wealth Advisors LLC 0.04% of their portfolio HOLLADAY, UT 1,0251.0k $79.4k $79.4k 0.04% Added +117 +117
80 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 792792 $61.4k $61.4k 0.00% Reduced -3.0k -2,993
81 Beaird Harris Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 723723 $56.0k $56.0k 0.00% Added +2 +2
82 Private Wealth Management Group, LLC 0.02% of their portfolio PRINCETON, NJ 718718 $55.6k $55.6k 0.02% Added +241 +241
83 Moisand Fitzgerald Tamayo, LLC 0.01% of their portfolio ORLANDO, FL 711711 $55.1k $55.1k 0.01% Added +6 +6
84 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 663663 $51.4k $51.4k 0.00% Added +501 +501
85 Prudent Man Investment Management, Inc. 0.02% of their portfolio LOUISVILLE, CO 516516 $37.3k $37.3k 0.02% Unchanged
86 Parkworth Wealth Management, Inc. 0.02% of their portfolio LOS GATOS, CA 385385 $29.8k $29.8k 0.02% Added +3 +3
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 340340 $26.4k $26.4k 0.00% Unchanged
88 Global Trust Asset Management, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 340340 $26.3k $26.3k 0.01% Reduced -50 -50
89 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 228228 $17.7k $17.7k 0.00% Reduced -293 -293
90 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 202202 $15.7k $15.7k 0.00% Unchanged
91 CVA Family Office, LLC 0.00% of their portfolio DENVER, CO 189189 $14.6k $14.6k 0.00% Unchanged
92 Navigoe, LLC 0.01% of their portfolio REDONDO BEACH, CA 155155 $12.0k $12.0k 0.01% Unchanged
93 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 140140 $10.9k $10.9k 0.00% First filing
94 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 100100 $7.7k $7.7k 0.00% Added +39 +39
95 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 100100 $7.7k $7.7k 0.00% First filing
96 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 9393 $7.2k $7.2k 0.00% Added +8 +8
97 North Ridge Wealth Advisors, Inc. 0.00% of their portfolio BEAVERTON, OR 7070 $5.4k $5.4k 0.00% Unchanged
98 CWM, LLC 0.00% of their portfolio OMAHA, NE 5959 $5.0k $5.0k 0.00% New
99 ELEVATE WEALTH ADVISORY, INC 0.00% of their portfolio ATHENS, GA 2626 $2.0k $2.0k 0.00% Reduced -1 -1
100 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 1919 $1.5k $1.5k 0.00% Unchanged