Vault-13

AMERICAN CENTY ETF TR AVGE

AVANTIS ALL EQT · ETP · CUSIP 025072232

124 institutional holders +17 vs Q3 2025
2,422,3522.4m shares reported held*
$209.0mreported value*
15 new 67 added 22 reduced 7 sold out net bought ≈ $33.8m (+393.8k 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 ≈ $86.28.

Trends to Q4 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: 107Q4 25: 124124Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025124

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 72 bought or addedQ3 25: 24 cut or sold outQ4 25: 82 bought or addedQ4 25: 29 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024529
Q2 20245814
Q3 20245620
Q4 20246125
Q1 20256225
Q2 20256035
Q3 20257224
Q4 20258229

Biggest buyers

Greenspring Advisors, LLC New +174,276+174.3k
Meredith Wealth Planning Added +72,141+72.1k
Corient Private Wealth LP Added +36,898+36.9k
AXXCESS WEALTH MANAGEMENT, LLC New +26,819+26.8k
Focus Partners Advisor Solutions, LLC Added +21,464+21.5k
Pacific Asset Management, LLC Added +17,537+17.5k
Farther Finance Advisors, LLC New +10,710+10.7k
BIP Wealth, LLC Added +10,474+10.5k
HUB Investment Partners, LLC New +10,094+10.1k
CURIO WEALTH, LLC Added +8,658+8.7k

Biggest sellers

Werba Rubin Papier Wealth Management Sold out -33,395-33.4k
Paragon Advisors, LLC Reduced -18,581-18.6k
PFG Private Wealth Management, LLC Sold out -9,917-9.9k
JANE STREET GROUP, LLC Sold out -6,437-6.4k
Compass Ion Advisors, LLC Reduced -6,354-6.4k
PACIFIC FINANCIAL GROUP INC Sold out -5,379-5.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -3,603-3.6k
Oak Wealth Advisors LLC Sold out -3,331-3.3k
Collaborative Wealth Managment Inc. Reduced -2,838-2.8k
Nova R Wealth, Inc. Reduced -2,174-2.2k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Meredith Wealth Planning 5.95% of their portfolio MARYVILLE, IL 232,703232.7k $20.0m $20.0m 5.95% Added +72.1k +72,141
2 Greenspring Advisors, LLC 0.92% of their portfolio Towson, MD 174,276174.3k $15.0m $15.0m 0.92% New
3 BIP Wealth, LLC 0.31% of their portfolio ATLANTA, GA 103,796103.8k $8.9m $8.9m 0.31% Added +10.5k +10,474
4 Nova R Wealth, Inc. 3.13% of their portfolio OVERLAND PARK, KS 99,89999.9k $8.6m $8.6m 3.13% Reduced -2.2k -2,174
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 77,04577.0k $6.6m $6.6m 0.00% Added +1.4k +1,369
6 Index Fund Advisors, Inc. 0.31% of their portfolio IRVINE, CA 76,08176.1k $6.5m $6.5m 0.31% Added +5.4k +5,378
7 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 73,91273.9k $6.3m $6.3m 0.00% Added +36.9k +36,898
8 Pacific Asset Management, LLC 3.61% of their portfolio Gig Harbor, WA 69,91969.9k $6.0m $6.0m 3.61% Added +17.5k +17,537
9 Compass Ion Advisors, LLC 0.56% of their portfolio CONSHOHOCKEN, PA 68,26668.3k $5.9m $5.9m 0.56% Reduced -6.4k -6,354
10 Intelligent Financial Strategies 2.70% of their portfolio EXCELSIOR, MN 65,29465.3k $5.6m $5.6m 2.70% Reduced -6 -6
11 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 64,70164.7k $5.6m $5.6m 0.01% Added +1.7k +1,675
12 Paragon Advisors, LLC 1.47% of their portfolio COLLEGE STATION, TX 62,81762.8k $5.4m $5.4m 1.47% Reduced -18.6k -18,581
13 FMB WEALTH MANAGEMENT 2.13% of their portfolio WESTLAKE VILLAGE, CA 62,78062.8k $5.4m $5.4m 2.13% Added +205 +205
14 Sprinkle Financial Consultants LLC 2.44% of their portfolio LITTLETON, CO 55,87655.9k $4.8m $4.8m 2.44% Added +518 +518
15 Frankly Finances, LLC 4.21% of their portfolio WINTER PARK, FL 51,63951.6k $4.4m $4.4m 4.21% First filing
16 Austin Wealth Management, LLC 0.60% of their portfolio Austin, TX 45,82045.8k $4.0m $4.0m 0.60% Added +3.2k +3,172
17 B&D White Capital Company, LLC 0.45% of their portfolio Lakeway, TX 45,16245.2k $3.9m $3.9m 0.45% Added +1 +1
18 Fermata Advisors, LLC 0.84% of their portfolio SONOMA, CA 40,58940.6k $3.5m $3.5m 0.84% Added +4.8k +4,791
19 Align Financial, LLC 2.25% of their portfolio HERMANTOWN, MN 38,80138.8k $3.9m $3.9m 2.25% First filing
20 Magnolia Private Wealth, LLC 2.24% of their portfolio PHILADELPHIA, PA 37,31037.3k $3.2m $3.2m 2.24% Added +81 +81
21 Collaborative Wealth Managment Inc. 1.00% of their portfolio LAKE MARY, FL 32,93732.9k $2.8m $2.8m 1.00% Reduced -2.8k -2,838
22 Evanson Asset Management, LLC 0.15% of their portfolio CARMEL, CA 32,26132.3k $2.8m $2.8m 0.15% Added +3.0k +3,050
23 Wilkerson Advisory Group LLC 0.94% of their portfolio COLUMBIA, MO 31,15731.2k $2.7m $2.7m 0.94% First filing
24 Cogent Private Wealth, Inc. 1.98% of their portfolio ORLANDO, FL 30,33830.3k $2.6m $2.6m 1.98% First filing
25 Yardley Wealth Management LLC 1.38% of their portfolio YARDLEY, PA 30,11530.1k $2.6m $2.6m 1.38% Added +3.4k +3,350
26 ENTREWEALTH, LLC 1.21% of their portfolio AUSTIN, TX 29,15129.2k $2.7m $2.7m 1.21% Added +491 +491
27 Betterment LLC 0.00% of their portfolio NEW YORK, NY 28,90528.9k $2.5m $2.5m 0.00% Added +4.1k +4,106
28 Hutchens & Kramer Investment Management Group, LLC 0.84% of their portfolio CARMEL, IN 28,45928.5k $2.4m $2.4m 0.84% Added +1.7k +1,740
29 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 27,97628.0k $2.4m $2.4m 0.03% Added +21.5k +21,464
30 Ridgeline Wealth, LLC 1.66% of their portfolio MESA, AZ 27,87927.9k $2.4m $2.4m 1.66% Added +4.5k +4,545
31 SC&H Financial Advisors, Inc. 0.37% of their portfolio HUNT VALLEY, MD 27,69527.7k $2.4m $2.4m 0.37% Added +435 +435
32 AXXCESS WEALTH MANAGEMENT, LLC 0.04% of their portfolio CARLSBAD, CA 26,81926.8k $2.3m $2.3m 0.04% New
33 WCG Wealth Advisors LLC 0.06% of their portfolio LAS VEGAS, NV 24,59524.6k $2.1m $2.1m 0.06% Reduced -3 -3
34 CWM, LLC 0.00% of their portfolio OMAHA, NE 21,03921.0k $1.8m $1.8m 0.00% Added +564 +564
35 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 20,90820.9k $1.8m $1.8m 0.03% Added +166 +166
36 CURIO WEALTH, LLC 0.63% of their portfolio ANNAPOLIS, MD 20,57020.6k $1.8m $1.8m 0.63% Added +8.7k +8,658
37 Oceanside Advisors LLC 0.91% of their portfolio MOUNT PLEASANT, SC 17,45817.5k $1.5m $1.5m 0.91% Added +480 +480
38 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,22916.2k $1.4m $1.4m 0.00% Added +87 +87
39 WMG Financial Advisors, LLC 0.56% of their portfolio Knoxville, TN 15,89815.9k $1.4m $1.4m 0.56% Reduced -755 -755
40 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 15,72915.7k $1.4m $1.4m 0.03% Added +3.1k +3,150
41 Integrity Wealth Solutions LLC 0.52% of their portfolio DENVER, CO 15,27515.3k $1.3m $1.3m 0.52% Added +5.4k +5,358
42 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 14,26114.3k $1.2m $1.2m 0.01% Added +2.9k +2,932
43 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 14,00114.0k $1.2m $1.2m 0.01% Added +395 +395
44 Avantax Planning Partners, Inc. 0.03% of their portfolio DUBUQUE, IA 12,70112.7k $1.1m $1.1m 0.03% Added +2.3k +2,335
45 LAM GROUP, INC. 0.61% of their portfolio LAKE OSWEGO, OR 12,46712.5k $1.1m $1.1m 0.61% Added +96 +96
46 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,60811.6k $997.0k $997.0k 0.00% Reduced -361 -361
47 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,71010.7k $920.1k $920.1k 0.01% New
48 Financial Plan, Inc. 0.10% of their portfolio BELLINGHAM, WA 10,49810.5k $901.9k $901.9k 0.10% First filing
49 ARQ WEALTH ADVISORS, LLC 0.24% of their portfolio SCOTTSDALE, AZ 10,21310.2k $877.4k $877.4k 0.24% Added +4.4k +4,439
50 HUB Investment Partners, LLC 0.02% of their portfolio AUSTIN, TX 10,09410.1k $867.2k $867.2k 0.02% New
51 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 9,98910.0k $858.2k $858.2k 0.05% Added +840 +840
52 Plancorp, LLC 0.02% of their portfolio SAINT LOUIS, MO 9,5459.5k $820.0k $820.0k 0.02% Added +211 +211
53 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,5269.5k $818.4k $818.4k 0.00% Added +294 +294
54 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 9,4029.4k $807.7k $807.7k 0.01% Unchanged
55 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,3779.4k $805.6k $805.6k 0.01% Reduced -400 -400
56 Nemes Rush Group LLC 0.07% of their portfolio NOVI, MI 8,7408.7k $750.9k $750.9k 0.07% Added +42 +42
57 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 8,1458.1k $699.7k $699.7k 0.00% New
58 Versant Capital Management, Inc 0.08% of their portfolio PHOENIX, AZ 7,1447.1k $613.8k $613.8k 0.08% Added +375 +375
59 Eaton-Cambridge Inc. 0.20% of their portfolio PHOENIX, AZ 7,1367.1k $613.1k $613.1k 0.20% Reduced -762 -762
60 Vawter Financial, Ltd. 0.25% of their portfolio COLUMBUS, OH 6,8966.9k $592.5k $592.5k 0.25% Added +246 +246
61 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 6,8516.9k $588.6k $588.6k 0.00% New
62 Creative Capital Management Investments LLC 0.17% of their portfolio SAN DIEGO, CA 6,4636.5k $555.2k $555.2k 0.17% Added +252 +252
63 Ferguson Johnson Wealth Management Inc 0.46% of their portfolio ROCKVILLE, MD 6,4106.4k $550.0k $550.0k 0.46% First filing
64 TCI Wealth Advisors, Inc. 0.03% of their portfolio Tucson, AZ 6,2256.2k $534.8k $534.8k 0.03% Added +106 +106
65 GEM Asset Management, LLC 0.24% of their portfolio Plymouth, MI 6,1146.1k $536.8k $536.8k 0.24% Added +260 +260
66 SAGE RHINO CAPITAL LLC 0.09% of their portfolio MENLO PARK, CA 5,8135.8k $499.4k $499.4k 0.09% Added +955 +955
67 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,4925.5k $471.8k $471.8k 0.00% Added +123 +123
68 Holcombe Financial, Inc. 0.28% of their portfolio ATLANTA, GA 5,2545.3k $451.4k $451.4k 0.28% Added +71 +71
69 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,7684.8k $409.6k $409.6k 0.00% Added +78 +78
70 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 4,7244.7k $406.0k $406.0k 0.02% Added +823 +823
71 Henrickson Nauta Wealth Advisors, Inc. 0.06% of their portfolio BELMONT, MI 4,7184.7k $416.7k $416.7k 0.06% New
72 SAX WEALTH ADVISORS, LLC 0.02% of their portfolio PARSIPPANY, NJ 4,6434.6k $398.9k $398.9k 0.02% Reduced -959 -959
73 marrick wealth, LLC 0.32% of their portfolio IRVINE, CA 4,5064.5k $387.1k $387.1k 0.32% First filing
74 BARLOW WEALTH PARTNERS, LLC 0.04% of their portfolio LOUISVILLE, KY 4,4724.5k $396.9k $396.9k 0.04% Unchanged
75 Aprio Wealth Management, LLC 0.02% of their portfolio ATLANTA, GA 4,2854.3k $368.1k $368.1k 0.02% New
76 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 3,9674.0k $340.8k $340.8k 0.01% New
77 Canvas Wealth Advisors, LLC 0.06% of their portfolio SHAWNEE, KS 3,9493.9k $339.3k $339.3k 0.06% Added +388 +388
78 Three Arch Wealth Management LLC 0.06% of their portfolio IRVINE, CA 3,9123.9k $336.1k $336.1k 0.06% First filing
79 Arlington Financial Advisors, LLC 0.05% of their portfolio SANTA BARBARA, CA 3,7863.8k $325.3k $325.3k 0.05% Added +147 +147
80 BCR Wealth Strategies, LLC 0.10% of their portfolio VESTAVIA, AL 3,6593.7k $314.0k $314.0k 0.10% Added +58 +58
81 Meritas Wealth Management, LLC 0.14% of their portfolio SAN RAFAEL, CA 3,4373.4k $295.3k $295.3k 0.14% Added +791 +791
82 Great Point Wealth Advisors, LLC 0.05% of their portfolio BOSTON, MA 3,3693.4k $289.4k $289.4k 0.05% Reduced -58 -58
83 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio HILLSDALE, NY 3,2133.2k $276.0k $276.0k 0.10% Added +852 +852
84 Accurate Wealth Management, LLC 0.04% of their portfolio WESLEY CHAPEL, FL 3,2103.2k $284.9k $284.9k 0.04% New
85 Physician Wealth Advisors, Inc. 0.04% of their portfolio MIDVALE, UT 3,0413.0k $261.2k $261.2k 0.04% Added +26 +26
86 Fonville Wealth Management LLC 0.05% of their portfolio RICHMOND, VA 2,9452.9k $253.0k $253.0k 0.05% Added +217 +217
87 WESPAC Advisors SoCal, LLC 0.05% of their portfolio Pasadena, CA 2,9142.9k $250.3k $250.3k 0.05% Reduced -122 -122
88 McCartney Wealth Management LLC 0.21% of their portfolio CLAYTON, MO 2,8892.9k $248.2k $248.2k 0.21% First filing
89 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,8672.9k $246.3k $246.3k 0.00% Unchanged
90 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,8052.8k $240.9k $240.9k 0.01% Added +128 +128
91 NORTHWEST WEALTH MANAGEMENT, LLC 0.04% of their portfolio SPENCER, IA 2,7042.7k $232.3k $232.3k 0.04% Reduced -15 -15
92 Annandale Capital, LLC 0.04% of their portfolio DALLAS, TX 2,6992.7k $232.0k $232.0k 0.04% Reduced -1 -1
93 VISTA CAPITAL PARTNERS, INC. 0.02% of their portfolio PORTLAND, OR 2,6982.7k $231.8k $231.8k 0.02% Added +26 +26
94 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 2,5062.5k $215.3k $215.3k 0.00% New
95 Magnus Financial Group LLC 0.02% of their portfolio NEW YORK, NY 2,4312.4k $208.8k $208.8k 0.02% New
96 BAYSHORE ASSET MANAGEMENT, LLC 0.08% of their portfolio CORAL GABLES, FL 2,3712.4k $203.7k $203.7k 0.08% Reduced -67 -67
97 Beaird Harris Wealth Management, LLC 0.01% of their portfolio DALLAS, TX 2,0952.1k $179.9k $179.9k 0.01% Added +29 +29
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,8321.8k $157.4k $157.4k 0.00% Added +232 +232
99 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,5851.6k $136.9k $136.9k 0.00% Added +1.3k +1,251
100 LRI Investments, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 1,4411.4k $123.8k $123.8k 0.01% Added +12 +12