Vault-13

AMERICAN CENTY ETF TR AVGE

AVANTIS ALL EQT · ETP · CUSIP 025072232

129 institutional holders +5 vs Q4 2025
2,888,1782.9m shares reported held*
$254.4mreported value*
9 new 71 added 31 reduced 5 sold out net bought ≈ $40.5m (+465.7k 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 ≈ $88.09.

Trends to Q1 2026

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: 124Q1 26: 129129Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026129

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 82 bought or addedQ4 25: 29 cut or sold outQ1 26: 80 bought or addedQ1 26: 36 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245814
Q3 20245620
Q4 20246125
Q1 20256225
Q2 20256035
Q3 20257224
Q4 20258229
Q1 20268036

Biggest buyers

COMMONWEALTH EQUITY SERVICES, LLC Added +164,962+165.0k
IEQ CAPITAL, LLC New +100,131+100.1k
AQR CAPITAL MANAGEMENT LLC Added +100,131+100.1k
Meredith Wealth Planning Added +45,898+45.9k
Werba Rubin Papier Wealth Management New +37,528+37.5k
CreativeOne Wealth, LLC New +34,659+34.7k
Compass Ion Advisors, LLC Added +17,931+17.9k
LPL Financial LLC Added +12,608+12.6k
Paragon Advisors, LLC Added +10,855+10.9k
Index Fund Advisors, Inc. Added +10,665+10.7k

Biggest sellers

Austin Wealth Management, LLC Sold out -45,820-45.8k
Corient Private Wealth LP Reduced -35,749-35.7k
Collaborative Wealth Managment Inc. Reduced -28,298-28.3k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -26,819-26.8k
Focus Partners Advisor Solutions, LLC Reduced -11,048-11.0k
Magnus Financial Group LLC Sold out -2,431-2.4k
Henrickson Nauta Wealth Advisors, Inc. Reduced -2,425-2.4k
Nova R Wealth, Inc. Reduced -2,222-2.2k
CURIO WEALTH, LLC Reduced -2,070-2.1k
Magnolia Private Wealth, LLC Reduced -1,920-1.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Meredith Wealth Planning 6.64% of their portfolio MARYVILLE, IL 278,601278.6k $24.5m $24.5m 6.64% Added +45.9k +45,898
2 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 229,663229.7k $20.2m $20.2m 0.03% Added +165.0k +164,962
3 Greenspring Advisors, LLC 0.93% of their portfolio Towson, MD 174,176174.2k $15.3m $15.3m 0.93% Reduced -100 -100
4 BIP Wealth, LLC 0.39% of their portfolio ATLANTA, GA 108,447108.4k $9.5m $9.5m 0.39% Added +4.7k +4,651
5 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 108,276108.3k $9.5m $9.5m 0.00% Added +100.1k +100,131
6 IEQ CAPITAL, LLC 0.04% of their portfolio Foster City, CA 100,131100.1k $8.8m $8.8m 0.04% New
7 Nova R Wealth, Inc. 2.74% of their portfolio OVERLAND PARK, KS 97,67797.7k $8.6m $8.6m 2.74% Reduced -2.2k -2,222
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 89,65389.7k $7.9m $7.9m 0.00% Added +12.6k +12,608
9 Index Fund Advisors, Inc. 0.34% of their portfolio IRVINE, CA 86,74686.7k $7.6m $7.6m 0.34% Added +10.7k +10,665
10 Compass Ion Advisors, LLC 0.72% of their portfolio CONSHOHOCKEN, PA 86,19786.2k $7.6m $7.6m 0.72% Added +17.9k +17,931
11 Paragon Advisors, LLC 1.75% of their portfolio COLLEGE STATION, TX 73,67273.7k $6.5m $6.5m 1.75% Added +10.9k +10,855
12 Pacific Asset Management, LLC 3.62% of their portfolio Gig Harbor, WA 73,56373.6k $6.5m $6.5m 3.62% Added +3.6k +3,644
13 Intelligent Financial Strategies 2.97% of their portfolio EXCELSIOR, MN 64,83164.8k $5.7m $5.7m 2.97% Reduced -463 -463
14 FMB WEALTH MANAGEMENT 2.26% of their portfolio WESTLAKE VILLAGE, CA 61,99262.0k $5.5m $5.5m 2.26% Reduced -788 -788
15 Sprinkle Financial Consultants LLC 2.31% of their portfolio LITTLETON, CO 56,82956.8k $5.0m $5.0m 2.31% Added +953 +953
16 Frankly Finances, LLC 4.23% of their portfolio WINTER PARK, FL 53,05953.1k $4.7m $4.7m 4.23% Added +1.4k +1,420
17 Align Financial, LLC 2.23% of their portfolio HERMANTOWN, MN 44,49344.5k $3.9m $3.9m 2.23% Added +5.7k +5,692
18 B&D White Capital Company, LLC 0.48% of their portfolio Lakeway, TX 43,78243.8k $3.9m $3.9m 0.48% Reduced -1.4k -1,380
19 Fermata Advisors, LLC 0.85% of their portfolio SONOMA, CA 43,09443.1k $3.8m $3.8m 0.85% Added +2.5k +2,505
20 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 38,16338.2k $3.4m $3.4m 0.00% Reduced -35.7k -35,749
21 Werba Rubin Papier Wealth Management 0.46% of their portfolio SAN JOSE, CA 37,52837.5k $3.3m $3.3m 0.46% New
22 ENTREWEALTH, LLC 1.42% of their portfolio AUSTIN, TX 36,07636.1k $3.2m $3.2m 1.42% Added +6.9k +6,925
23 Magnolia Private Wealth, LLC 2.08% of their portfolio PHILADELPHIA, PA 35,39035.4k $3.1m $3.1m 2.08% Reduced -1.9k -1,920
24 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 34,65934.7k $3.1m $3.1m 0.07% New
25 Yardley Wealth Management LLC 1.51% of their portfolio YARDLEY, PA 33,52133.5k $3.0m $3.0m 1.51% Added +3.4k +3,406
26 Cogent Private Wealth, Inc. 2.06% of their portfolio ORLANDO, FL 32,47432.5k $2.9m $2.9m 2.06% Added +2.1k +2,136
27 Wilkerson Advisory Group LLC 0.97% of their portfolio COLUMBIA, MO 32,20732.2k $2.8m $2.8m 0.97% Added +1.1k +1,050
28 Evanson Asset Management, LLC 0.15% of their portfolio CARMEL, CA 31,93631.9k $2.8m $2.8m 0.15% Reduced -325 -325
29 Hutchens & Kramer Investment Management Group, LLC 0.85% of their portfolio CARMEL, IN 30,68630.7k $2.7m $2.7m 0.85% Added +2.2k +2,227
30 SC&H Financial Advisors, Inc. 0.40% of their portfolio HUNT VALLEY, MD 30,18630.2k $2.7m $2.7m 0.40% Added +2.5k +2,491
31 Betterment LLC 0.00% of their portfolio NEW YORK, NY 29,06229.1k $2.6m $2.6m 0.00% Added +157 +157
32 Ridgeline Wealth, LLC 1.76% of their portfolio MESA, AZ 27,94027.9k $2.5m $2.5m 1.76% Added +61 +61
33 WCG Wealth Advisors LLC 0.06% of their portfolio LAS VEGAS, NV 24,57124.6k $2.2m $2.2m 0.06% Reduced -24 -24
34 CWM, LLC 0.00% of their portfolio OMAHA, NE 21,26021.3k $1.9m $1.9m 0.00% Added +221 +221
35 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 20,83920.8k $1.8m $1.8m 0.01% Added +6.8k +6,838
36 WMG Financial Advisors, LLC 0.71% of their portfolio Knoxville, TN 19,35019.4k $1.7m $1.7m 0.71% Added +3.5k +3,452
37 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 19,33219.3k $1.7m $1.7m 0.03% Reduced -1.6k -1,576
38 CURIO WEALTH, LLC 0.56% of their portfolio ANNAPOLIS, MD 18,50018.5k $1.6m $1.6m 0.56% Reduced -2.1k -2,070
39 Oceanside Advisors LLC 0.91% of their portfolio MOUNT PLEASANT, SC 18,07318.1k $1.6m $1.6m 0.91% Added +615 +615
40 Integrity Wealth Solutions LLC 0.60% of their portfolio DENVER, CO 17,34517.3k $1.5m $1.5m 0.60% Added +2.1k +2,070
41 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 16,92816.9k $1.5m $1.5m 0.02% Reduced -11.0k -11,048
42 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,20516.2k $1.4m $1.4m 0.00% Reduced -24 -24
43 ARQ WEALTH ADVISORS, LLC 0.25% of their portfolio SCOTTSDALE, AZ 15,87215.9k $1.4m $1.4m 0.25% Added +5.7k +5,659
44 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 14,46814.5k $1.4m $1.4m 0.02% Reduced -1.3k -1,261
45 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 13,65913.7k $1.2m $1.2m 0.01% Reduced -602 -602
46 LAM GROUP, INC. 0.63% of their portfolio LAKE OSWEGO, OR 12,99113.0k $1.1m $1.1m 0.63% Added +524 +524
47 Avantax Planning Partners, Inc. 0.03% of their portfolio DUBUQUE, IA 12,75612.8k $1.1m $1.1m 0.03% Added +55 +55
48 Financial Plan, Inc. 0.11% of their portfolio BELLINGHAM, WA 11,72711.7k $1.0m $1.0m 0.11% Added +1.2k +1,229
49 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,40711.4k $1.0m $1.0m 0.00% Reduced -201 -201
50 Plancorp, LLC 0.03% of their portfolio SAINT LOUIS, MO 11,10911.1k $1.0m $1.0m 0.03% Added +1.6k +1,564
51 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,67110.7k $945.4k $945.4k 0.01% Reduced -39 -39
52 HUB Investment Partners, LLC 0.02% of their portfolio AUSTIN, TX 10,52010.5k $926.0k $926.0k 0.02% Added +426 +426
53 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 9,9199.9k $873.0k $873.0k 0.01% Added +517 +517
54 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 9,8369.8k $845.0k $845.0k 0.01% Added +3.0k +2,985
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,5399.5k $839.6k $839.6k 0.00% Added +13 +13
56 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,3779.4k $825.4k $825.4k 0.01% Unchanged
57 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 9,3069.3k $819.1k $819.1k 0.05% Reduced -683 -683
58 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 8,9468.9k $787.4k $787.4k 0.01% New
59 Nemes Rush Group LLC 0.07% of their portfolio NOVI, MI 8,9338.9k $786.3k $786.3k 0.07% Added +193 +193
60 Vawter Financial, Ltd. 0.30% of their portfolio COLUMBUS, OH 8,2278.2k $724.1k $724.1k 0.30% Added +1.3k +1,331
61 Versant Capital Management, Inc 0.07% of their portfolio PHOENIX, AZ 7,9357.9k $698.4k $698.4k 0.07% Added +791 +791
62 Eaton-Cambridge Inc. 0.21% of their portfolio PHOENIX, AZ 7,6957.7k $677.3k $677.3k 0.21% Added +559 +559
63 Ferguson Johnson Wealth Management Inc 0.53% of their portfolio ROCKVILLE, MD 7,3657.4k $648.0k $648.0k 0.53% Added +955 +955
64 marrick wealth, LLC 0.52% of their portfolio IRVINE, CA 7,0867.1k $623.7k $623.7k 0.52% Added +2.6k +2,580
65 Creative Capital Management Investments LLC 0.17% of their portfolio SAN DIEGO, CA 6,8256.8k $600.7k $600.7k 0.17% Added +362 +362
66 SAGE RHINO CAPITAL LLC 0.11% of their portfolio MENLO PARK, CA 6,4566.5k $568.3k $568.3k 0.11% Added +643 +643
67 GEM Asset Management, LLC 0.25% of their portfolio Plymouth, MI 6,3446.3k $558.4k $558.4k 0.25% Added +230 +230
68 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,2226.2k $547.7k $547.7k 0.00% Added +730 +730
69 TCI Wealth Advisors, Inc. 0.03% of their portfolio Tucson, AZ 6,2056.2k $546.2k $546.2k 0.03% Reduced -20 -20
70 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,8255.8k $512.7k $512.7k 0.00% Added +1.1k +1,057
71 Holcombe Financial, Inc. 0.29% of their portfolio ATLANTA, GA 5,5155.5k $485.5k $485.5k 0.29% Added +261 +261
72 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 5,3165.3k $468.0k $468.0k 0.02% Added +592 +592
73 Accurate Wealth Management, LLC 0.05% of their portfolio WESLEY CHAPEL, FL 4,9324.9k $454.5k $454.5k 0.05% Added +1.7k +1,722
74 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 4,7744.8k $420.2k $420.2k 0.00% New
75 Canvas Wealth Advisors, LLC 0.07% of their portfolio SHAWNEE, KS 4,7234.7k $415.7k $415.7k 0.07% Added +774 +774
76 SAX WEALTH ADVISORS, LLC 0.02% of their portfolio PARSIPPANY, NJ 4,6434.6k $398.9k $398.9k 0.02% Unchanged
77 Collaborative Wealth Managment Inc. 0.19% of their portfolio LAKE MARY, FL 4,6394.6k $408.3k $408.3k 0.19% Reduced -28.3k -28,298
78 BARLOW WEALTH PARTNERS, LLC 0.05% of their portfolio LOUISVILLE, KY 4,4724.5k $424.7k $424.7k 0.05% Unchanged
79 Meritas Wealth Management, LLC 0.17% of their portfolio SAN RAFAEL, CA 4,3254.3k $380.7k $380.7k 0.17% Added +888 +888
80 Aprio Wealth Management, LLC 0.02% of their portfolio ATLANTA, GA 4,3204.3k $380.3k $380.3k 0.02% Added +35 +35
81 BCR Wealth Strategies, LLC 0.12% of their portfolio VESTAVIA, AL 4,2344.2k $372.0k $372.0k 0.12% Added +575 +575
82 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 4,2274.2k $372.1k $372.1k 0.01% Added +260 +260
83 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio HILLSDALE, NY 3,9534.0k $348.0k $348.0k 0.12% Added +740 +740
84 Great Point Wealth Advisors, LLC 0.06% of their portfolio BOSTON, MA 3,8633.9k $340.0k $340.0k 0.06% Added +494 +494
85 Arlington Financial Advisors, LLC 0.05% of their portfolio SANTA BARBARA, CA 3,7563.8k $330.6k $330.6k 0.05% Reduced -30 -30
86 Fonville Wealth Management LLC 0.06% of their portfolio RICHMOND, VA 3,2903.3k $289.6k $289.6k 0.06% Added +345 +345
87 McCartney Wealth Management LLC 0.22% of their portfolio CLAYTON, MO 2,9563.0k $260.2k $260.2k 0.22% Added +67 +67
88 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio SANDY, UT 2,9092.9k $273.9k $273.9k 0.00% New
89 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,8712.9k $252.7k $252.7k 0.01% Added +66 +66
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,8672.9k $252.4k $252.4k 0.00% Unchanged
91 BAYSHORE ASSET MANAGEMENT, LLC 0.10% of their portfolio CORAL GABLES, FL 2,8352.8k $249.5k $249.5k 0.10% Added +464 +464
92 WESPAC Advisors SoCal, LLC 0.05% of their portfolio Pasadena, CA 2,7442.7k $241.5k $241.5k 0.05% Reduced -170 -170
93 Annandale Capital, LLC 0.04% of their portfolio DALLAS, TX 2,6992.7k $238.0k $238.0k 0.04% Unchanged
94 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 2,6722.7k $235.2k $235.2k 0.00% Added +166 +166
95 VISTA CAPITAL PARTNERS, INC. 0.02% of their portfolio PORTLAND, OR 2,6622.7k $234.3k $234.3k 0.02% Reduced -36 -36
96 NORTHWEST WEALTH MANAGEMENT, LLC 0.03% of their portfolio SPENCER, IA 2,4282.4k $213.7k $213.7k 0.03% Reduced -276 -276
97 Three Arch Wealth Management LLC 0.04% of their portfolio IRVINE, CA 2,3742.4k $209.0k $209.0k 0.04% Reduced -1.5k -1,538
98 Physician Wealth Advisors, Inc. 0.03% of their portfolio MIDVALE, UT 2,3482.3k $206.7k $206.7k 0.03% Reduced -693 -693
99 Aspen Capital Management, LLC 0.05% of their portfolio BOISE, ID 2,3362.3k $205.6k $205.6k 0.05% New
100 Beaird Harris Wealth Management, LLC 0.01% of their portfolio DALLAS, TX 2,2982.3k $202.3k $202.3k 0.01% Added +203 +203