Vault-13

AMERICAN CENTY ETF TR AVGE

AVANTIS ALL EQT · ETP · CUSIP 025072232

159 institutional holders +30 vs Q1 2026
3,373,5333.4m shares reported held*
$334.3mreported value*
35 new 79 added 26 reduced 6 sold out net bought ≈ $49.5m (+499.8k 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 ≈ $99.10.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 129Q2 26: 159159Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026159

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 80 bought or addedQ1 26: 36 cut or sold outQ2 26: 114 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245620
Q4 20246125
Q1 20256225
Q2 20256035
Q3 20257224
Q4 20258229
Q1 20268036
Q2 202611432

Biggest buyers

GFG Capital, LLC New +163,602+163.6k
Savant Capital, LLC New +38,733+38.7k
Compass Ion Advisors, LLC Added +32,649+32.6k
Cresset Asset Management, LLC Added +30,780+30.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +24,726+24.7k
Cogent Private Wealth, Inc. Added +19,372+19.4k
Meredith Wealth Planning Added +18,652+18.7k
Hutchens & Kramer Investment Management Group, LLC Added +17,279+17.3k
ARQ WEALTH ADVISORS, LLC Added +12,911+12.9k
Cambridge Investment Research Advisors, Inc. Added +12,621+12.6k

Biggest sellers

Modern Wealth Management, LLC Reduced -15,975-16.0k
Magnolia Private Wealth, LLC Reduced -10,160-10.2k
Independent Advisor Alliance Sold out -8,946-8.9k
Greenspring Advisors, LLC Reduced -8,756-8.8k
Strategic Blueprint, LLC Reduced -5,164-5.2k
Three Arch Wealth Management LLC Sold out -2,374-2.4k
Aspen Capital Management, LLC Sold out -2,336-2.3k
Nova R Wealth, Inc. Reduced -1,915-1.9k
Pacific Asset Management, LLC Reduced -1,579-1.6k
WMG Financial Advisors, LLC Reduced -1,082-1.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Meredith Wealth Planning 6.95% of their portfolio MARYVILLE, IL 297,253297.3k $29.5m $29.5m 6.95% Added +18.7k +18,652
2 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 254,389254.4k $25.2m $25.2m 0.03% Added +24.7k +24,726
3 Greenspring Advisors, LLC 0.91% of their portfolio Towson, MD 165,420165.4k $16.4m $16.4m 0.91% Reduced -8.8k -8,756
4 GFG Capital, LLC 4.46% of their portfolio MIAMI, FL 163,602163.6k $16.2m $16.2m 4.46% New
5 Compass Ion Advisors, LLC 1.02% of their portfolio CONSHOHOCKEN, PA 118,846118.8k $11.8m $11.8m 1.02% Added +32.6k +32,649
6 BIP Wealth, LLC 0.33% of their portfolio ATLANTA, GA 116,708116.7k $11.6m $11.6m 0.33% Added +8.3k +8,261
7 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 108,276108.3k $10.7m $10.7m 0.00% Unchanged
8 IEQ CAPITAL, LLC 0.05% of their portfolio Foster City, CA 100,131100.1k $9.9m $9.9m 0.05% Unchanged
9 Nova R Wealth, Inc. 2.77% of their portfolio OVERLAND PARK, KS 95,76295.8k $9.5m $9.5m 2.77% Reduced -1.9k -1,915
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 94,25694.3k $9.3m $9.3m 0.00% Added +4.6k +4,603
11 Index Fund Advisors, Inc. 0.36% of their portfolio IRVINE, CA 90,74690.7k $9.0m $9.0m 0.36% Added +4.0k +4,000
12 Paragon Advisors, LLC 1.53% of their portfolio COLLEGE STATION, TX 73,59473.6k $7.3m $7.3m 1.53% Reduced -78 -78
13 Pacific Asset Management, LLC 3.50% of their portfolio Gig Harbor, WA 71,98472.0k $7.1m $7.1m 3.50% Reduced -1.6k -1,579
14 Intelligent Financial Strategies 3.08% of their portfolio EXCELSIOR, MN 64,52164.5k $6.4m $6.4m 3.08% Reduced -310 -310
15 FMB WEALTH MANAGEMENT 2.26% of their portfolio WESTLAKE VILLAGE, CA 62,06562.1k $6.2m $6.2m 2.26% Added +73 +73
16 Frankly Finances, LLC 4.62% of their portfolio WINTER PARK, FL 58,95859.0k $5.8m $5.8m 4.62% Added +5.9k +5,899
17 Sprinkle Financial Consultants LLC 2.23% of their portfolio LITTLETON, CO 57,47057.5k $5.7m $5.7m 2.23% Added +641 +641
18 Cogent Private Wealth, Inc. 3.21% of their portfolio ORLANDO, FL 51,84651.8k $5.1m $5.1m 3.21% Added +19.4k +19,372
19 Cresset Asset Management, LLC 0.02% of their portfolio Chicago, IL 51,61951.6k $5.1m $5.1m 0.02% Added +30.8k +30,780
20 Align Financial, LLC 2.38% of their portfolio HERMANTOWN, MN 48,46648.5k $4.8m $4.8m 2.38% Added +4.0k +3,973
21 Hutchens & Kramer Investment Management Group, LLC 1.27% of their portfolio CARMEL, IN 47,96548.0k $4.8m $4.8m 1.27% Added +17.3k +17,279
22 Werba Rubin Papier Wealth Management 0.55% of their portfolio SAN JOSE, CA 45,42445.4k $4.5m $4.5m 0.55% Added +7.9k +7,896
23 B&D White Capital Company, LLC 0.43% of their portfolio Lakeway, TX 43,78243.8k $4.3m $4.3m 0.43% Unchanged
24 Fermata Advisors, LLC 0.88% of their portfolio SONOMA, CA 43,71643.7k $4.3m $4.3m 0.88% Added +622 +622
25 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 40,71740.7k $4.0m $4.0m 0.01% Added +2.6k +2,554
26 ENTREWEALTH, LLC 1.45% of their portfolio AUSTIN, TX 38,88238.9k $3.9m $3.9m 1.45% Added +2.8k +2,806
27 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 38,73338.7k $3.8m $3.8m 0.01% New
28 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 35,78435.8k $3.5m $3.5m 0.08% Added +1.1k +1,125
29 Yardley Wealth Management LLC 1.52% of their portfolio YARDLEY, PA 33,83033.8k $3.4m $3.4m 1.52% Added +309 +309
30 SC&H Financial Advisors, Inc. 0.42% of their portfolio HUNT VALLEY, MD 32,24632.2k $3.2m $3.2m 0.42% Added +2.1k +2,060
31 Evanson Financial, LLC 0.16% of their portfolio MCLEAN, VA 32,11532.1k $3.2m $3.2m 0.16% First filing
32 Wilkerson Advisory Group LLC 0.97% of their portfolio COLUMBIA, MO 32,01332.0k $3.2m $3.2m 0.97% Reduced -194 -194
33 Betterment LLC 0.00% of their portfolio NEW YORK, NY 29,11629.1k $2.9m $2.9m 0.00% Added +54 +54
34 ARQ WEALTH ADVISORS, LLC 0.35% of their portfolio SCOTTSDALE, AZ 28,78328.8k $2.9m $2.9m 0.35% Added +12.9k +12,911
35 Ridgeline Wealth, LLC 1.60% of their portfolio MESA, AZ 27,62127.6k $2.7m $2.7m 1.60% Reduced -319 -319
36 Magnolia Private Wealth, LLC 1.37% of their portfolio PHILADELPHIA, PA 25,23025.2k $2.5m $2.5m 1.37% Reduced -10.2k -10,160
37 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,02824.0k $2.4m $2.4m 0.00% Added +12.6k +12,621
38 WCG Wealth Advisors LLC 0.06% of their portfolio LAS VEGAS, NV 24,01524.0k $2.4m $2.4m 0.06% Reduced -556 -556
39 Integrity Wealth Solutions LLC 0.76% of their portfolio DENVER, CO 20,69220.7k $2.1m $2.1m 0.76% Added +3.3k +3,347
40 CURIO WEALTH, LLC 0.60% of their portfolio ANNAPOLIS, MD 19,67419.7k $1.9m $1.9m 0.60% Added +1.2k +1,174
41 Oceanside Advisors LLC 0.95% of their portfolio MOUNT PLEASANT, SC 18,92018.9k $1.9m $1.9m 0.95% Added +847 +847
42 WMG Financial Advisors, LLC 0.68% of their portfolio Knoxville, TN 18,26818.3k $1.8m $1.8m 0.68% Reduced -1.1k -1,082
43 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 17,70017.7k $1.8m $1.8m 0.01% Added +772 +772
44 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 17,49817.5k $1.7m $1.7m 0.02% Added +3.0k +3,030
45 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,01316.0k $1.6m $1.6m 0.00% Reduced -192 -192
46 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 14,69914.7k $1.5m $1.5m 0.01% Added +1.0k +1,040
47 Modera Wealth Management, LLC 0.02% of their portfolio WESTWOOD, NJ 14,56914.6k $1.4m $1.4m 0.02% Added +4.7k +4,650
48 Avantax Planning Partners, Inc. 0.04% of their portfolio DUBUQUE, IA 14,45914.5k $1.4m $1.4m 0.04% Added +1.7k +1,703
49 Financial Plan, Inc. 0.13% of their portfolio BELLINGHAM, WA 14,32314.3k $1.4m $1.4m 0.13% Added +2.6k +2,596
50 LAM GROUP, INC. 0.70% of their portfolio LAKE OSWEGO, OR 14,22614.2k $1.4m $1.4m 0.70% Added +1.2k +1,235
51 Plancorp, LLC 0.03% of their portfolio SAINT LOUIS, MO 13,25913.3k $1.3m $1.3m 0.03% Added +2.1k +2,150
52 HUB Investment Partners, LLC 0.02% of their portfolio AUSTIN, TX 11,13611.1k $1.1m $1.1m 0.02% Added +616 +616
53 Arista Wealth Management, LLC 0.12% of their portfolio Las Vegas, NV 10,99811.0k $1.1m $1.1m 0.12% New
54 Ferguson Johnson Wealth Management Inc 0.79% of their portfolio ROCKVILLE, MD 10,95411.0k $1.1m $1.1m 0.79% Added +3.6k +3,589
55 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 10,77610.8k $1.1m $1.1m 0.01% Added +940 +940
56 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,61210.6k $1.1m $1.1m 0.01% Reduced -59 -59
57 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 10,30010.3k $1.0m $1.0m 0.02% New
58 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio SANDY, UT 10,30010.3k $1.0m $1.0m 0.02% Added +7.4k +7,391
59 Nemes Rush Group LLC 0.08% of their portfolio NOVI, MI 9,6269.6k $953.9k $953.9k 0.08% Added +693 +693
60 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,5059.5k $941.9k $941.9k 0.00% Reduced -34 -34
61 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,3779.4k $929.3k $929.3k 0.01% Unchanged
62 Vawter Financial, Ltd. 0.33% of their portfolio COLUMBUS, OH 8,9448.9k $886.4k $886.4k 0.33% Added +717 +717
63 Versant Capital Management, Inc 0.07% of their portfolio PHOENIX, AZ 8,3398.3k $826.4k $826.4k 0.07% Added +404 +404
64 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 7,7347.7k $766.4k $766.4k 0.02% Added +3.5k +3,507
65 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,6407.6k $757.1k $757.1k 0.00% Added +1.4k +1,418
66 Eaton-Cambridge Inc. 0.21% of their portfolio PHOENIX, AZ 7,4107.4k $734.3k $734.3k 0.21% Reduced -285 -285
67 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,3317.3k $726.5k $726.5k 0.00% Added +1.5k +1,506
68 marrick wealth, LLC 0.51% of their portfolio IRVINE, CA 7,3037.3k $723.8k $723.8k 0.51% Added +217 +217
69 Creative Capital Management Investments LLC 0.16% of their portfolio SAN DIEGO, CA 7,0837.1k $701.9k $701.9k 0.16% Added +258 +258
70 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 6,9827.0k $691.9k $691.9k 0.00% Added +4.1k +4,115
71 GEM Asset Management, LLC 0.26% of their portfolio Plymouth, MI 6,7096.7k $664.9k $664.9k 0.26% Added +365 +365
72 SAGE RHINO CAPITAL LLC 0.11% of their portfolio MENLO PARK, CA 6,5226.5k $646.3k $646.3k 0.11% Added +66 +66
73 TCI Wealth Advisors, Inc. 0.03% of their portfolio Tucson, AZ 6,1226.1k $606.7k $606.7k 0.03% Reduced -83 -83
74 Steffes Financial, Ltd. 0.24% of their portfolio OVERLAND PARK, KS 5,6155.6k $556.4k $556.4k 0.24% New
75 Holcombe Financial, Inc. 0.31% of their portfolio ATLANTA, GA 5,5515.6k $550.1k $550.1k 0.31% Added +36 +36
76 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,5395.5k $548.9k $548.9k 0.00% Added +765 +765
77 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 5,3895.4k $534.0k $534.0k 0.02% Added +73 +73
78 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 5,2175.2k $517.0k $517.0k 0.00% New
79 Meritas Wealth Management, LLC 0.20% of their portfolio SAN RAFAEL, CA 5,1845.2k $513.8k $513.8k 0.20% Added +859 +859
80 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,1785.2k $513.4k $513.4k 0.00% New
81 Shira Ridge Wealth Management 0.17% of their portfolio LARKSPUR, CA 5,0195.0k $497.4k $497.4k 0.17% New
82 OceanIQ Capital, LLC 0.30% of their portfolio PALO ALTO, CA 4,9004.9k $496.8k $496.8k 0.30% First filing
83 Canvas Wealth Advisors, LLC 0.07% of their portfolio SHAWNEE, KS 4,8244.8k $478.1k $478.1k 0.07% Added +101 +101
84 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,5754.6k $453.4k $453.4k 0.00% New
85 BARLOW WEALTH PARTNERS, LLC 0.05% of their portfolio LOUISVILLE, KY 4,4724.5k $438.6k $438.6k 0.05% Unchanged
86 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 4,4334.4k $439.3k $439.3k 0.00% New
87 Accurate Wealth Management, LLC 0.04% of their portfolio WESLEY CHAPEL, FL 4,4254.4k $439.2k $439.2k 0.04% Reduced -507 -507
88 SAX WEALTH ADVISORS, LLC 0.02% of their portfolio PARSIPPANY, NJ 4,3824.4k $385.7k $385.7k 0.02% Reduced -261 -261
89 Collaborative Wealth Managment Inc. 0.18% of their portfolio LAKE MARY, FL 4,3364.3k $429.7k $429.7k 0.18% Reduced -303 -303
90 Aprio Wealth Management, LLC 0.02% of their portfolio ATLANTA, GA 4,3224.3k $428.3k $428.3k 0.02% Added +2 +2
91 BCR Wealth Strategies, LLC 0.12% of their portfolio VESTAVIA, AL 4,2344.2k $419.0k $419.0k 0.12% Unchanged
92 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 4,1424.1k $410.5k $410.5k 0.02% Reduced -5.2k -5,164
93 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio HILLSDALE, NY 4,0754.1k $403.9k $403.9k 0.12% Added +122 +122
94 Great Point Wealth Advisors, LLC 0.06% of their portfolio BOSTON, MA 4,0074.0k $397.1k $397.1k 0.06% Added +144 +144
95 Arlington Financial Advisors, LLC 0.05% of their portfolio SANTA BARBARA, CA 3,9073.9k $387.2k $387.2k 0.05% Added +151 +151
96 Parkwoods Wealth Partners, LLC 0.06% of their portfolio SYRACUSE, NY 3,6293.6k $359.6k $359.6k 0.06% New
97 Fonville Wealth Management LLC 0.06% of their portfolio RICHMOND, VA 3,5543.6k $352.2k $352.2k 0.06% Added +264 +264
98 WJ Wealth Management, LLC 0.14% of their portfolio GLENDALE, AZ 3,4753.5k $344.4k $344.4k 0.14% New
99 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 3,4043.4k $337.3k $337.3k 0.01% New
100 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 3,3573.4k $332.7k $332.7k 0.00% Reduced -16.0k -15,975