Vault-13

AMERICAN CENTY ETF TR AVGE

AVANTIS ALL EQT · ETP · CUSIP 025072232

107 institutional holders +3 vs Q2 2025
2,017,3892.0m shares reported held*
$168.3mreported value*
10 new 62 added 19 reduced 5 sold out net bought ≈ $9.2m (+110.0k 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 ≈ $83.40.

Trends to Q3 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: 104Q3 25: 107107Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025107

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 37 bought or addedQ4 23: 10 cut or sold outQ1 24: 52 bought or addedQ1 24: 9 cut or sold outQ1 24Q2 24: 58 bought or addedQ2 24: 14 cut or sold outQ3 24: 56 bought or addedQ3 24: 20 cut or sold outQ3 24Q4 24: 61 bought or addedQ4 24: 25 cut or sold outQ1 25: 62 bought or addedQ1 25: 25 cut or sold outQ1 25Q2 25: 60 bought or addedQ2 25: 35 cut or sold outQ3 25: 72 bought or addedQ3 25: 24 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233710
Q1 2024529
Q2 20245814
Q3 20245620
Q4 20246125
Q1 20256225
Q2 20256035
Q3 20257224

Biggest buyers

BIP Wealth, LLC Added +22,860+22.9k
B&D White Capital Company, LLC Added +22,615+22.6k
CWM, LLC Added +20,416+20.4k
Meredith Wealth Planning Added +13,682+13.7k
Beacon Pointe Advisors, LLC New +11,329+11.3k
PFG Private Wealth Management, LLC New +9,917+9.9k
ENTREWEALTH, LLC Added +6,867+6.9k
Vawter Financial, Ltd. New +6,650+6.7k
Pacific Asset Management, LLC Added +6,299+6.3k
ARQ WEALTH ADVISORS, LLC New +5,774+5.8k

Biggest sellers

Strategic Financial Concepts, LLC Sold out -25,424-25.4k
JANE STREET GROUP, LLC Reduced -15,422-15.4k
HUB Investment Partners, LLC Sold out -10,459-10.5k
Paragon Advisors, LLC Reduced -9,456-9.5k
SYM FINANCIAL Corp Sold out -6,233-6.2k
CURIO WEALTH, LLC Reduced -4,686-4.7k
Focus Partners Advisor Solutions, LLC Reduced -2,070-2.1k
LPL Financial LLC Reduced -1,958-2.0k
WMG Financial Advisors, LLC Reduced -1,851-1.9k
Kestra Advisory Services, LLC Reduced -1,543-1.5k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wealthstream Advisors, Inc. 2.14% of their portfolio NEW YORK, NY 169,428169.4k $14.1m $14.1m 2.14% Added +5.5k +5,500
2 Meredith Wealth Planning 4.24% of their portfolio MARYVILLE, IL 160,562160.6k $13.4m $13.4m 4.24% Added +13.7k +13,682
3 Nova R Wealth, Inc. 3.61% of their portfolio OVERLAND PARK, KS 102,073102.1k $8.5m $8.5m 3.61% Reduced -1.5k -1,521
4 BIP Wealth, LLC 0.38% of their portfolio ATLANTA, GA 93,32293.3k $7.8m $7.8m 0.38% Added +22.9k +22,860
5 Paragon Advisors, LLC 1.75% of their portfolio COLLEGE STATION, TX 81,39881.4k $6.8m $6.8m 1.75% Reduced -9.5k -9,456
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 75,67675.7k $6.3m $6.3m 0.00% Reduced -2.0k -1,958
7 Compass Ion Advisors, LLC 0.60% of their portfolio CONSHOHOCKEN, PA 74,62074.6k $6.2m $6.2m 0.60% Added +3.1k +3,081
8 Index Fund Advisors, Inc. 0.29% of their portfolio IRVINE, CA 70,70370.7k $5.9m $5.9m 0.29% Added +2.5k +2,537
9 Intelligent Financial Strategies 2.65% of their portfolio EXCELSIOR, MN 65,30065.3k $5.4m $5.4m 2.65% Reduced -21 -21
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 63,02663.0k $5.3m $5.3m 0.01% Added +2.0k +1,957
11 FMB WEALTH MANAGEMENT 2.21% of their portfolio WESTLAKE VILLAGE, CA 62,57562.6k $5.2m $5.2m 2.21% Reduced -6 -6
12 Sprinkle Financial Consultants LLC 2.58% of their portfolio LITTLETON, CO 55,35855.4k $4.6m $4.6m 2.58% Reduced -381 -381
13 Pacific Asset Management, LLC 2.97% of their portfolio Gig Harbor, WA 52,38252.4k $4.4m $4.4m 2.97% Added +6.3k +6,299
14 B&D White Capital Company, LLC 0.48% of their portfolio Lakeway, TX 45,16145.2k $3.8m $3.8m 0.48% Added +22.6k +22,615
15 Austin Wealth Management, LLC 0.56% of their portfolio Austin, TX 42,64842.6k $3.6m $3.6m 0.56% Added +3.5k +3,504
16 Magnolia Private Wealth, LLC 2.28% of their portfolio PHILADELPHIA, PA 37,22937.2k $3.1m $3.1m 2.28% Added +1.5k +1,536
17 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 37,01437.0k $3.1m $3.1m 0.00% Added +2.2k +2,237
18 Fermata Advisors, LLC 0.76% of their portfolio SONOMA, CA 35,79835.8k $3.0m $3.0m 0.76% Added +607 +607
19 Collaborative Wealth Managment Inc. 1.21% of their portfolio LAKE MARY, FL 35,77535.8k $3.0m $3.0m 1.21% Added +2.7k +2,702
20 Werba Rubin Papier Wealth Management 0.45% of their portfolio SAN JOSE, CA 33,39533.4k $2.8m $2.8m 0.45% Added +3.0k +3,005
21 Evanson Asset Management, LLC 0.14% of their portfolio CARMEL, CA 29,21129.2k $2.4m $2.4m 0.14% Added +3.5k +3,489
22 ENTREWEALTH, LLC 1.23% of their portfolio AUSTIN, TX 28,66028.7k $2.4m $2.4m 1.23% Added +6.9k +6,867
23 SC&H Financial Advisors, Inc. 0.37% of their portfolio HUNT VALLEY, MD 27,26027.3k $2.3m $2.3m 0.37% Reduced -862 -862
24 Yardley Wealth Management LLC 1.25% of their portfolio YARDLEY, PA 26,76526.8k $2.2m $2.2m 1.25% Added +1.3k +1,282
25 Hutchens & Kramer Investment Management Group, LLC 0.88% of their portfolio CARMEL, IN 26,71926.7k $2.2m $2.2m 0.88% Added +4.1k +4,098
26 Betterment LLC 0.00% of their portfolio NEW YORK, NY 24,79924.8k $2.1m $2.1m 0.00% Added +27 +27
27 WCG Wealth Advisors LLC 0.13% of their portfolio LAS VEGAS, NV 24,59824.6k $2.1m $2.1m 0.13% Added +595 +595
28 Ridgeline Wealth, LLC 1.44% of their portfolio MESA, AZ 23,33423.3k $1.9m $1.9m 1.44% Reduced -1.3k -1,325
29 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 20,74220.7k $1.7m $1.7m 0.03% Added +609 +609
30 CWM, LLC 0.01% of their portfolio OMAHA, NE 20,47520.5k $1.7m $1.7m 0.01% Added +20.4k +20,416
31 Oceanside Advisors LLC 0.89% of their portfolio MOUNT PLEASANT, SC 16,97817.0k $1.4m $1.4m 0.89% Added +1.1k +1,059
32 WMG Financial Advisors, LLC 0.46% of their portfolio Knoxville, TN 16,65316.7k $1.4m $1.4m 0.46% Reduced -1.9k -1,851
33 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,14216.1k $1.3m $1.3m 0.00% Reduced -6 -6
34 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 13,60613.6k $1.1m $1.1m 0.00% Added +452 +452
35 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 12,57912.6k $1.0m $1.0m 0.02% Added +1.4k +1,442
36 LAM GROUP, INC. 0.64% of their portfolio LAKE OSWEGO, OR 12,37112.4k $1.0m $1.0m 0.64% Added +620 +620
37 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,96912.0k $998.0k $998.0k 0.00% Added +978 +978
38 CURIO WEALTH, LLC 0.41% of their portfolio ANNAPOLIS, MD 11,91211.9k $993.6k $993.6k 0.41% Reduced -4.7k -4,686
39 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 11,32911.3k $944.9k $944.9k 0.01% New
40 Avantax Planning Partners, Inc. 0.02% of their portfolio DUBUQUE, IA 10,36610.4k $864.6k $864.6k 0.02% Added +1.9k +1,913
41 PFG Private Wealth Management, LLC 0.37% of their portfolio LUTZ, FL 9,9179.9k $827.2k $827.2k 0.37% New
42 Integrity Wealth Solutions LLC 0.37% of their portfolio DENVER, CO 9,9179.9k $827.2k $827.2k 0.37% Added +326 +326
43 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,7779.8k $815.5k $815.5k 0.01% Unchanged
44 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 9,4029.4k $784.2k $784.2k 0.01% Added +116 +116
45 Plancorp, LLC 0.02% of their portfolio SAINT LOUIS, MO 9,3349.3k $778.5k $778.5k 0.02% Added +142 +142
46 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,2329.2k $770.0k $770.0k 0.00% Added +993 +993
47 Strategic Blueprint, LLC 0.03% of their portfolio ATLANTA, GA 9,1499.1k $763.1k $763.1k 0.03% Added +899 +899
48 Nemes Rush Group LLC 0.07% of their portfolio NOVI, MI 8,6988.7k $725.5k $725.5k 0.07% Added +505 +505
49 Eaton-Cambridge Inc. 0.23% of their portfolio PHOENIX, AZ 7,8987.9k $658.8k $658.8k 0.23% Reduced -733 -733
50 Versant Capital Management, Inc 0.08% of their portfolio PHOENIX, AZ 6,7696.8k $564.6k $564.6k 0.08% Added +109 +109
51 Vawter Financial, Ltd. 0.25% of their portfolio COLUMBUS, OH 6,6506.7k $554.7k $554.7k 0.25% New
52 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 6,5126.5k $544.3k $544.3k 0.01% Reduced -2.1k -2,070
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,4376.4k $536.9k $536.9k 0.00% Reduced -15.4k -15,422
54 Creative Capital Management Investments LLC 0.17% of their portfolio SAN DIEGO, CA 6,2116.2k $518.1k $518.1k 0.17% Added +1.7k +1,676
55 TCI Wealth Advisors, Inc. 0.03% of their portfolio Tucson, AZ 6,1196.1k $510.4k $510.4k 0.03% Added +124 +124
56 GEM Asset Management, LLC 0.23% of their portfolio Plymouth, MI 5,8545.9k $489.2k $489.2k 0.23% Added +61 +61
57 ARQ WEALTH ADVISORS, LLC 0.14% of their portfolio SCOTTSDALE, AZ 5,7745.8k $481.6k $481.6k 0.14% New
58 SAX WEALTH ADVISORS, LLC 0.03% of their portfolio PARSIPPANY, NJ 5,6025.6k $467.3k $467.3k 0.03% Reduced -134 -134
59 PACIFIC FINANCIAL GROUP INC 0.33% of their portfolio NASHVILLE, TN 5,3795.4k $448.7k $448.7k 0.33% New
60 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,3695.4k $447.8k $447.8k 0.00% Added +176 +176
61 Holcombe Financial, Inc. 0.30% of their portfolio ATLANTA, GA 5,1835.2k $432.3k $432.3k 0.30% Added +210 +210
62 SAGE RHINO CAPITAL LLC 0.08% of their portfolio MENLO PARK, CA 4,8584.9k $405.2k $405.2k 0.08% Added +18 +18
63 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,6904.7k $391.2k $391.2k 0.00% Reduced -1.5k -1,543
64 BARLOW WEALTH PARTNERS, LLC 0.04% of their portfolio LOUISVILLE, KY 4,4724.5k $372.9k $372.9k 0.04% Unchanged
65 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 3,9013.9k $325.0k $325.0k 0.02% Added +256 +256
66 Arlington Financial Advisors, LLC 0.04% of their portfolio SANTA BARBARA, CA 3,6393.6k $303.5k $303.5k 0.04% Reduced -20 -20
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 3,6033.6k $300.5k $300.5k 0.00% New
68 BCR Wealth Strategies, LLC 0.11% of their portfolio VESTAVIA, AL 3,6013.6k $300.0k $300.0k 0.11% Added +97 +97
69 Canvas Wealth Advisors, LLC 0.05% of their portfolio SHAWNEE, KS 3,5613.6k $299.2k $299.2k 0.05% Added +51 +51
70 Great Point Wealth Advisors, LLC 0.05% of their portfolio BOSTON, MA 3,4273.4k $285.8k $285.8k 0.05% First filing
71 Oak Wealth Advisors LLC 0.16% of their portfolio NORTHBROOK, IL 3,3313.3k $277.8k $277.8k 0.16% Added +63 +63
72 WESPAC Advisors SoCal, LLC 0.05% of their portfolio Pasadena, CA 3,0363.0k $253.2k $253.2k 0.05% Added +27 +27
73 Physician Wealth Advisors, Inc. 0.04% of their portfolio MIDVALE, UT 3,0153.0k $251.5k $251.5k 0.04% Reduced -584 -584
74 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,8672.9k $239.1k $239.1k 0.00% New
75 Fonville Wealth Management LLC 0.05% of their portfolio RICHMOND, VA 2,7282.7k $227.5k $227.5k 0.05% Added +5 +5
76 NORTHWEST WEALTH MANAGEMENT, LLC 0.04% of their portfolio SPENCER, IA 2,7192.7k $226.8k $226.8k 0.04% Unchanged
77 Annandale Capital, LLC 0.04% of their portfolio DALLAS, TX 2,7002.7k $225.2k $225.2k 0.04% Unchanged
78 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,6772.7k $223.3k $223.3k 0.01% Added +141 +141
79 VISTA CAPITAL PARTNERS, INC. 0.02% of their portfolio PORTLAND, OR 2,6722.7k $222.9k $222.9k 0.02% Added +28 +28
80 Meritas Wealth Management, LLC 0.11% of their portfolio SAN RAFAEL, CA 2,6462.6k $220.7k $220.7k 0.11% New
81 BAYSHORE ASSET MANAGEMENT, LLC 0.09% of their portfolio CORAL GABLES, FL 2,4382.4k $203.4k $203.4k 0.09% New
82 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio HILLSDALE, NY 2,3612.4k $196.9k $196.9k 0.07% Added +138 +138
83 Beaird Harris Wealth Management, LLC 0.01% of their portfolio DALLAS, TX 2,0662.1k $172.3k $172.3k 0.01% Added +1.3k +1,343
84 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6001.6k $133.5k $133.5k 0.00% Unchanged
85 LRI Investments, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 1,4291.4k $119.2k $119.2k 0.01% Unchanged
86 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,3261.3k $110.6k $110.6k 0.00% Added +663 +663
87 Orion Capital Management LLC 0.03% of their portfolio CORONADO, CA 1,1501.1k $95.9k $95.9k 0.03% Added +1 +1
88 Valued Wealth Advisors LLC 0.04% of their portfolio HOLLADAY, UT 1,0611.1k $88.5k $88.5k 0.04% Added +36 +36
89 Private Wealth Management Group, LLC 0.02% of their portfolio PRINCETON, NJ 748748 $62.4k $62.4k 0.02% Added +30 +30
90 Moisand Fitzgerald Tamayo, LLC 0.01% of their portfolio ORLANDO, FL 721721 $60.1k $60.1k 0.01% Added +10 +10
91 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 570570 $47.5k $47.5k 0.00% New
92 Prudent Man Investment Management, Inc. 0.02% of their portfolio LOUISVILLE, CO 516516 $37.3k $37.3k 0.02% Unchanged
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 385385 $32.1k $32.1k 0.00% Added +45 +45
94 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 334334 $27.2k $27.2k 0.00% Added +106 +106
95 Global Trust Asset Management, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 300300 $25.0k $25.0k 0.01% Reduced -40 -40
96 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 202202 $16.8k $16.8k 0.00% Unchanged
97 CVA Family Office, LLC 0.00% of their portfolio DENVER, CO 189189 $15.8k $15.8k 0.00% Unchanged
98 Navigoe, LLC 0.01% of their portfolio REDONDO BEACH, CA 155155 $12.0k $12.0k 0.01% Unchanged
99 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 143143 $11.9k $11.9k 0.00% Added +43 +43
100 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 140140 $11.7k $11.7k 0.00% Unchanged