Avantis International EquityAVDEETF

13F holders, Q1 2024 (March 31)
318holders
2famous investors
$63.72avg. 13F price*

At the end of Q1 2024, 318 institutions reported holding Avantis International Equity (AVDE) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($262.0M), HighTower Advisors, LLC ($156.2M) and Rockwood Wealth Management, LLC ($135.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis International Equity
Filed as
AMERICAN CENTY ETF TR (Q1 2024)
CUSIP
025072703
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 318Q1 2024Q2 2024: 331Q2 2024Q3 2024: 345Q3 2024Q4 2024: 414Q4 2024Q1 2025: 434Q1 2025Q2 2025: 499Q2 2025Q3 2025: 514Q3 2025Q4 2025: 615Q4 2025Q1 2026: 676Q1 2026Q2 2026: 728Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions30$9.2M
Exits15$37.7M

Ownership 318 holders

Wealth Enhancement Advisory Services, LLC 0.68% Add +8.3% 4,109,921 $262.0M
HighTower Advisors, LLC 0.25% Add +3.5% 2,450,044 $156.2M
Rockwood Wealth Management, LLC 17.54% Add +14.3% 2,131,007 $135.8M
Annex Advisory Services, LLC 4.70% Add +6.4% 2,075,377 $132.3M
WMS Partners, LLC 7.59% Add +3.6% 1,728,586 $110.2M
American Century Companies Inc. 0.07% Add +4.5% 1,725,523 $110.0M
Corient Private Wealth LP 0.18% Add +110.4% 1,606,482 $102.4M
Oak Root LLC 13.11% Reduce -0.1% 1,535,164 $97.9M
LPL Financial LLC 0.04% Add +3.7% 1,035,010 $66.0M
Adero Partners, LLC 4.77% Add +8.4% 989,422 $63.1M
Waypoint Wealth Partners Inc. 17.61% Add +3.5% 971,107 $61.9M
Envestnet Asset Management Inc. 0.02% Add +19.3% 923,174 $58.8M
Plancorp, LLC 2.53% Reduce -1.3% 913,252 $58.2M
Creative Planning 0.06% Reduce -18.4% 901,279 $57.4M
PrairieView Partners, LLC 6.06% Add +2.1% 828,318 $52.8M
Northwestern Mutual Wealth Management Co. 0.05% Add +12.6% 770,316 $49.1M
Werba Rubin Papier Wealth Management 13.55% Add +0.4% 733,204 $46.7M
Waypoint Capital Advisors, LLC 10.93% Add +7.0% 655,760 $41.8M
Pacific Life Fund Advisors LLC 4.01% Reduce -4.4% 640,893 $40.9M
ESL Trust Services, LLC 10.67% Add +0.2% 639,727 $40.8M
OneDigital Investment Advisors LLC 0.62% Reduce -2.5% 623,491 $39.7M
Morgan Stanley 0.00% Add +21.4% 616,969 $39.3M
Versant Capital Management, Inc 11.17% Reduce -1.7% 613,926 $39.1M
Atwood & Palmer Inc. 2.87% Add +10.4% 593,902 $37.9M
Greenup Street Wealth Management LLC 9.35% Add +5.7% 584,381 $37.2M
JPMorgan Chase & Co. 0.00% Add +0.4% 566,966 $36.1M
CGN Advisors LLC 3.74% Add +14.6% 462,883 $29.5M
Janiczek Wealth Management, LLC 6.21% Add +4.9% 457,652 $29.2M
Raymond James Financial Services Advisors, Inc. 0.04% Add +2.7% 453,649 $28.9M
RVW Wealth, LLC 2.94% Reduce -0.9% 449,570 $28.7M
Diversified Portfolios, Inc. 4.00% Add +14.3% 445,350 $28.4M
Cwm, LLC 0.13% Add +8.8% 416,074 $26.5M
Wells Fargo & Company 0.01% Add +15.1% 407,717 $26.0M
BSW Wealth Partners 4.40% Add +2143.6% 407,608 $26.0M
UBS Group AG 0.01% Add +8.0% 359,496 $22.9M
Executive Wealth Management, LLC 2.00% Reduce -39.4% 360,178 $22.9M
Quantum Financial Advisors, LLC 4.17% Add +1.6% 355,802 $22.7M
Bank of America Corp. 0.00% Reduce -28.0% 329,097 $21.0M
HUB Investment Partners, LLC 1.14% Add +2.5% 323,915 $20.6M
Red Lighthouse Investment Management, LLC 8.24% Add +1.0% 321,344 $20.5M
Correct Capital Wealth Management 4.66% Add +0.1% 316,700 $20.2M
Cardiff Park Advisors, LLC 1.84% Add +2.5% 302,650 $19.3M
Grand Wealth Management, LLC 9.20% Add +12.6% 302,636 $19.3M
BCR Wealth Strategies, LLC 12.79% Add +1.1% 296,406 $18.9M
SC&H Financial Advisors, Inc. 4.86% Add +5.1% 292,963 $18.7M
Krilogy Financial LLC 1.40% Reduce -0.2% 286,528 $18.3M
Tarbox Family Office, Inc. 3.18% Add +11.5% 283,451 $18.1M
Annapolis Financial Services, LLC 5.83% Reduce -32.8% 277,964 $17.7M
Fifth Third Bancorp 0.07% Add +9.2% 274,677 $17.5M
Foundations Investment Advisors, LLC 0.45% Add +19.9% 270,976 $17.3M
Bridgewater Advisors Inc. 2.57% Reduce -1.2% 269,033 $17.1M
Trellis Wealth Advisors LLC 9.38% Add +0.1% 260,342 $16.6M
Cannon Financial Strategists, Inc. 3.26% Reduce -0.9% 260,149 $16.6M
Highland Financial Advisors, LLC 6.58% Add +3.4% 257,947 $16.4M
Old Mission Capital LLC 0.40% Add +32.4% 257,094 $16.4M
Commonwealth Equity Services, LLC 0.03% Add +10.5% 256,892 $16.4M
WCG Wealth Advisors LLC 1.36% Add +5.3% 255,919 $16.3M
Strategic Blueprint, LLC 1.12% Add +3.0% 246,768 $15.7M
Chilton Capital Management LLC 0.70% Reduce -1.5% 231,769 $14.8M
Henrickson Nauta Wealth Advisors, Inc. 6.46% Reduce -1.1% 232,295 $14.6M
Websterrogers Financial Advisors, LLC 4.87% Add +8.4% 215,046 $13.7M
WR Wealth Planners, LLC 4.00% Reduce -1.1% 202,037 $12.9M
Apella Capital, LLC 0.65% Reduce -4.7% 200,485 $12.8M
Awm Capital, LLC 2.13% Reduce -1.1% 200,121 $12.8M
Family Investment Center, Inc. 4.06% Reduce -41.7% 197,618 $12.6M
Park Avenue Securities LLC 0.16% Add +10.6% 197,556 $12.6M
Burton Enright Welch 2.93% Reduce -0.8% 191,143 $12.2M
Savant Capital, LLC 0.13% Add +26.1% 181,613 $11.6M
MML Investors Services, LLC 0.05% Add +49.2% 179,604 $11.4M
Passive Capital Management, LLC. 4.38% Add +2.5% 175,601 $11.2M
First National Bank Sioux Falls 5.79% Add +11.6% 166,266 $10.6M
Zhang Financial LLC 0.77% Add +49.2% 163,368 $10.4M
Symmetry Partners, LLC 0.81% Reduce -15.1% 162,281 $10.3M
Hill Investment Group Partners, LLC 1.45% Reduce -1.3% 161,183 $10.3M
Bank of New York Mellon Corp 0.00% Add +34.0% 159,738 $10.2M
FAS Wealth Partners, Inc. 0.89% Add +4.3% 157,874 $10.1M
Arq Wealth Advisors, LLC 4.31% Add +4.3% 155,837 $9.9M
WMG Financial Advisors, LLC 5.48% Add +9.2% 150,306 $9.6M
CVA Family Office, LLC 1.70% Reduce -1.1% 149,423 $9.5M
Symphony Financial, Ltd. Co. 2.15% Reduce -46.9% 144,883 $9.2M
Lutz Financial Services LLC 0.80% Reduce -1.0% 144,102 $9.2M
Signature Resources Capital Management, LLC 8.45% Reduce -0.9% 148,981 $9.0M
Stratos Wealth Partners, LTD. 0.15% Add +40.2% 141,136 $9.0M
Focus Partners Advisor Solutions, LLC 0.26% Add +612.9% 138,539 $8.8M
IAG Wealth Partners, LLC 1.89% Add +19.0% 137,890 $8.8M
Elevation Wealth Partners, LLC 4.35% Add +3.7% 136,686 $8.7M
WorthPointe, LLC 4.26% Add +3.9% 132,631 $8.5M
TCI Wealth Advisors, Inc. 0.83% Reduce -0.2% 132,427 $8.4M
Canvas Wealth Advisors, LLC 2.76% Reduce -1.9% 133,873 $8.2M
Concurrent Investment Advisors, LLC 0.33% Add +183.5% 127,742 $8.1M
Disciplina Capital Management LLC 1.37% Add +69.0% 127,043 $8.1M
Stephens Consulting, LLC 2.45% Reduce -2.0% 125,315 $8.0M
Echo Wealth Management, LLC 6.51% Add +12.5% 123,062 $7.8M
Larson Financial Group LLC 0.59% Reduce -3.3% 120,043 $7.7M
HTG Investment Advisors, Inc. 4.43% Add +10.7% 119,778 $7.6M
Northwest Wealth Management, LLC 2.01% Reduce -1.3% 114,918 $7.3M
True Wealth Design, LLC 1.74% Reduce -0.8% 109,775 $7.0M
Buckingham Strategic Wealth, LLC 0.07% Reduce -0.0% 108,787 $6.9M
Castle Wealth Management LLC 3.62% Add +7.1% 108,559 $6.9M
NewEdge Advisors, LLC 0.06% Reduce -9.0% 106,097 $6.8M
Trilogy Capital Inc. 0.38% Add +66.4% 102,931 $6.6M
Sage Rhino Capital LLC 1.53% Add +1.3% 101,557 $6.5M
Clarity Capital Advisors, LLC 5.10% Add +0.4% 100,241 $6.4M
Perigon Wealth Management, LLC 0.19% Reduce -1.4% 99,059 $6.3M
Gateway Wealth Partners, LLC 2.24% Add +23.3% 97,953 $6.2M
Financial Futures Ltd Liability Co. 4.12% Reduce -3.1% 97,444 $6.2M
Physician Wealth Solutions Inc. 5.14% Add +1.0% 96,055 $6.1M
Great Point Wealth Advisors, LLC 1.41% Reduce -4.2% 94,575 $6.0M
ShankerValleau Wealth Advisors, Inc. 2.73% Add +1.6% 92,911 $5.9M
Raffa Wealth Management, LLC 1.71% Add +20.8% 90,193 $5.7M
Signature Estate & Investment Advisors LLC 0.16% Add +1.5% 89,081 $5.7M
Visionary Wealth Advisors 0.37% Add +20.3% 85,825 $5.5M
Financial Symmetry Inc 4.69% Reduce -0.4% 84,090 $5.4M
Pathstone Holdings, LLC 0.03% Reduce -7.3% 83,076 $5.3M
Jane Street Group, LLC 0.01% Reduce -48.5% 78,311 $5.0M
Chicago Partners Investment Group LLC 0.20% Add +8.0% 76,376 $4.8M
Annandale Capital, LLC 1.06% Add +67.7% 73,658 $4.7M
Orion Porfolio Solutions, LLC 0.05% Reduce -8.3% 72,594 $4.6M
Orion Portfolio Solutions, LLC 0.05% Reduce -8.3% 72,594 $4.6M
Kelman-Lazarov, Inc. 0.89% Add +1.0% 71,720 $4.6M
FMB Wealth Management 3.59% Add +0.7% 70,628 $4.5M
Rockefeller Capital Management L.P. 0.01% Add +378.3% 69,659 $4.4M
Wedmont Private Capital 0.32% No change 68,673 $4.4M
Brookstone Capital Management 0.08% Reduce -16.4% 68,706 $4.4M
McLean Asset Management Corp 1.47% Add +11.1% 67,198 $4.3M
REDW Wealth LLC 1.16% Add +5.3% 67,256 $4.3M
ORBA Wealth Advisors, L.L.C. 2.37% Reduce -1.1% 67,113 $4.3M
Advisory Resource Group 0.97% Add +10.7% 66,476 $4.2M
Robertson Stephens Wealth Management, LLC 0.23% No change 65,819 $4.2M
Evensky & Katz LLC 0.28% Reduce -2.0% 61,606 $3.9M
Cresset Asset Management, LLC 0.02% No change 60,000 $3.8M
Strategic Financial Concepts, LLC 0.92% Add +1117.6% 59,821 $3.8M
Schwarz Dygos Wheeler Investment Advisors LLC 1.08% Add +2.8% 59,631 $3.8M
AlphaQ Advisors LLC 2.29% Add +2.8% 59,590 $3.8M
Moisand Fitzgerald Tamayo, LLC 0.57% Add +2.0% 58,445 $3.7M
Bayshore Asset Management, LLC 1.81% Add +5.7% 58,012 $3.7M
Osaic Holdings, Inc. 0.01% Reduce -59.7% 55,369 $3.5M
Anderson Hoagland & Co. 0.39% Add +3.0% 55,814 $3.5M
Flagstone Financial Management 1.33% Reduce -1.7% 54,001 $3.4M
PCG Wealth Advisors, LLC 1.58% Reduce -4.4% 52,251 $3.3M
CENTRAL TRUST Co 0.08% Reduce -1.5% 49,821 $3.2M
Austin Asset Management Co Inc 0.66% Reduce -10.6% 47,470 $3.0M
D.A. Davidson & Co. 0.03% Add +11.0% 47,370 $3.0M
Ausdal Financial Partners, Inc. 0.35% Add +3.6% 47,168 $3.0M
Plum Street Advisors, LLC 1.49% Add +2.8% 44,014 $3.0M
Cypress Point Wealth Management, LLC 1.50% Add +21.0% 45,942 $2.9M
Jackson Thornton Wealth Management, LLC 0.49% Reduce -0.1% 44,966 $2.9M
Waterfront Wealth Inc. 0.78% Add +9.5% 44,890 $2.8M
Valued Wealth Advisors LLC 1.96% Reduce -3.4% 43,462 $2.8M
SOL Capital Management CO 0.33% Reduce -8.5% 40,573 $2.6M
Private Advisor Group, LLC 0.02% Reduce -0.1% 39,550 $2.5M
Transcendent Capital Group LLC 1.46% Add +0.5% 39,393 $2.5M
Mariner, LLC 0.00% Add +13.3% 36,945 $2.4M
Quarry Hill Advisors, LLC 1.71% Reduce -1.0% 36,477 $2.3M
Sterneck Capital Management, LLC 1.39% Add +0.2% 36,338 $2.3M
Orion Capital Management LLC 1.22% Add +5.8% 35,799 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.3% 34,232 $2.2M
SJS Investment Consulting Inc. 0.43% Reduce -0.1% 33,806 $2.2M
Abacus Planning Group, Inc. 0.40% Reduce -8.7% 32,247 $2.1M
Collective Family Office LLC 0.66% Add +45.0% 32,105 $2.0M
Private Capital Management LLC 0.45% Add +4.4% 32,077 $2.0M
Citizens & Northern Corp. 0.68% Reduce -1.4% 31,601 $2.0M
Farther Finance Advisors, LLC 0.12% Add +84.7% 31,631 $2.0M
Herold Advisors, Inc. 0.46% Add +43.2% 29,883 $1.9M
Cetera Trust Company, N.A 1.13% No change 29,437 $1.9M
Tortoise Investment Management, LLC 0.22% Add +2.7% 28,463 $1.8M
Brown Financial Advisory 1.39% No change 28,078 $1.8M
CAP Partners, LLC 1.57% Add +4.8% 27,984 $1.8M
Trademark Financial Management, LLC 1.47% Reduce -46.9% 27,887 $1.8M
Meredith Wealth Planning 0.97% Add +2.9% 27,209 $1.7M
Kestra Advisory Services, LLC 0.01% Add +61.2% 27,163 $1.7M
Comerica Bank 0.01% Add +1.9% 26,694 $1.7M
Morris Financial Concepts, Inc. 0.86% Reduce -1.5% 26,325 $1.7M
Lakeridge Wealth Management LLC 1.07% Add +19.4% 25,858 $1.6M
Forum Financial Management, LP 0.03% Reduce -16.1% 25,700 $1.6M
Waverly Advisors, LLC 0.04% Reduce -1.5% 25,454 $1.6M
UMB Bank, n.a. 0.02% Add +3.1% 24,321 $1.6M
First Trust Direct Indexing L.P. 0.11% New 23,757 $1.5M
Fonville Wealth Management LLC 0.67% Reduce -4.4% 23,599 $1.5M
Nova R Wealth, Inc. 0.78% Add +70.6% 23,466 $1.5M
LexAurum Advisors, LLC 0.38% Add +3.2% 23,296 $1.5M
Aire Advisors, LLC 0.33% No change 23,022 $1.5M
Cascade Financial Partners, LLC 0.21% — 23,195 $1.4M
Merriman Wealth Management, LLC 0.06% Add +7.3% 22,061 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -12.6% 21,850 $1.4M
Evanson Asset Management, LLC 0.10% Add +29.6% 21,145 $1.3M
Grove Bank & Trust 0.23% Add +4.1% 21,111 $1.3M
Seed Wealth Management, Inc. 1.26% No change 20,715 $1.3M
Royal Bank of Canada 0.00% Add +8.8% 20,367 $1.3M
Clear Point Advisors Inc. 1.06% Add +6.2% 20,159 $1.3M
North Ridge Wealth Advisors, Inc. 0.98% Add +11.4% 19,848 $1.3M
SageView Advisory Group, LLC 0.06% Reduce -1.7% 19,636 $1.3M
Lam Group, Inc. 1.02% Add +2.6% 19,580 $1.2M
Magnus Financial Group LLC 0.15% Reduce -14.9% 19,314 $1.2M
Wealthstream Advisors, Inc. 0.45% Add +33.5% 18,608 $1.2M
Nwam LLC 0.09% Reduce -32.5% 18,298 $1.2M
Eaton-Cambridge Inc. 0.61% Reduce -4.9% 18,028 $1.1M
IHT Wealth Management, LLC 0.04% Add +13.5% 17,341 $1.1M
Vanguard Group Inc. 0.00% New 17,267 $1.1M
Greenwich Wealth Management LLC 0.09% Add +4.5% 17,173 $1.1M
USAdvisors Wealth Management, LLC 0.40% Add +1.0% 16,790 $1.1M
Apollon Wealth Management, LLC 0.03% No change 16,787 $1.1M
Financial Engines Advisors L.L.C. 0.00% New 16,566 $1.1M
Jones Financial Companies LLLP 0.00% Add +6245.2% 15,863 $1.0M
Level Financial Advisors 0.45% Reduce -1.6% 15,537 $990K
ARK & TLK Investments, LLC 0.37% Add +25.0% 14,901 $950K
Renaissance Technologies 0.00% New 14,100 $899K
Evoke Wealth, LLC 0.03% Add +148.0% 14,015 $893K
Hutchens & Kramer Investment Management Group, LLC 0.53% Add +3.8% 14,003 $889K
Prosperity Planning, Inc. 0.40% Add +3.2% 12,944 $825K
Raymond James Trust N.A. 0.02% No change 12,248 $781K
Truepoint, Inc. 0.02% Reduce -10.4% 12,226 $779K
IAM Advisory, LLC 0.20% Add +9.1% 11,547 $736K
Prudential Financial Inc. 0.00% Add +23.9% 11,331 $722K
Slagle Financial, LLC 0.37% Reduce -52.9% 10,619 $677K
Lion Street Advisors, LLC 0.28% No change 11,199 $677K
Wealthfront Advisers LLC 0.00% Add +17.2% 10,010 $638K
Earned Wealth Advisors, LLC 0.24% Add +11.3% 9,914 $632K
Tillman Hartley LLC 0.22% No change 9,885 $630K
Glenview Trust Co 0.01% Add +10.5% 9,849 $628K
Life Planning Partners, Inc 0.62% Add +5.2% 9,824 $626K
GEM Asset Management, LLC 0.41% Reduce -0.8% 10,042 $616K
Private Wealth Management Group, LLC 0.28% Add +1.9% 9,594 $612K
Good Life Advisors, LLC 0.05% Add +20.9% 9,530 $607K
Certified Advisory Corp 0.08% Add +9.0% 9,304 $593K
AQR Capital Management 0.00% Add +25.6% 9,123 $582K
Alpha Financial Advisors, LLC 0.27% Reduce -1.3% 9,004 $574K
Vista Capital Partners, Inc. 0.07% Add +9.8% 8,409 $536K
MN Wealth Advisors, LLC 0.33% Reduce -7.2% 8,277 $528K
Visionary Horizons, LLC 0.41% Add +1.8% 8,403 $522K
Advisory Services Network, LLC 0.01% Add +14.0% 8,059 $514K
Silver Oak Securities, Incorporated 0.08% Reduce -27.9% 7,962 $508K
Hilltop Holdings Inc. 0.06% Add +2.6% 7,957 $507K
Ifrah Financial Services, Inc. 0.14% New 7,932 $506K
Equitable Holdings, Inc. 0.01% Add +47.7% 7,861 $501K
Tanglewood Legacy Advisors, LLC 0.23% Reduce -16.2% 7,380 $470K
Soundmark Wealth Management, LLC 0.21% No change 7,358 $469K
HB Wealth Management, LLC 0.01% Add +1.4% 7,312 $466K
Global Trust Asset Management, LLC 0.19% Reduce -4.0% 7,188 $458K
Avior Wealth Management, LLC 0.02% Add +3.6% 7,142 $455K
Truist Financial Corp. 0.00% New 7,053 $450K
CWA Asset Management Group, LLC 0.03% Add +2.3% 6,939 $442K
CreativeOne Wealth, LLC 0.02% New 6,731 $429K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.7% 6,601 $421K
KKM Financial LLC 0.19% New 6,176 $394K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.3% 6,160 $393K
TFB Advisors LLC 0.14% Add +11.6% 6,198 $383K
Raymond James & Associates 0.00% Add +34.3% 5,981 $381K
Aprio Wealth Management, LLC 0.07% No change 5,850 $373K
Fragasso Financial Advisors Inc 0.03% Reduce -22.2% 5,626 $359K
L & S Advisors Inc 0.04% No change 5,494 $350K
Capasso Planning Partners LLC 0.14% No change 5,307 $338K
Axxcess Wealth Management, LLC 0.01% Add +54.0% 5,189 $331K
Global Retirement Partners, LLC 0.01% Reduce -0.2% 5,111 $326K
Intelligent Financial Strategies 0.20% Reduce -11.3% 5,090 $324K
Retirement Income Solutions, Inc. 0.07% No change 5,069 $323K
Encompass More Asset Management 0.27% Reduce -26.6% 5,041 $321K
Blue Trust, Inc. 0.00% Add +5.1% 5,017 $320K
Jacobi Capital Management LLC 0.03% Reduce -80.0% 5,010 $319K
United Capital Financial Advisors, LLC 0.00% No change 4,897 $312K
Trustmark Bank Trust Department 0.03% No change 4,839 $308K
Steward Partners Investment Advisory, LLC 0.00% Add +6.0% 4,826 $308K
Oceanside Advisors LLC 0.25% Add +2.2% 4,704 $300K
GPS Wealth Strategies Group, LLC 0.05% No change 4,426 $282K
Cetera Investment Advisers 0.00% New 4,350 $277K
Sprinkle Financial Consultants LLC 0.23% Add +2.1% 4,307 $275K
Wedbush Securities Inc. 0.01% New 4,301 $274K
Nations Financial Group Inc, /Ia/ 0.02% No change 4,286 $273K
NorthCrest Asset Manangement, LLC 0.01% New 4,220 $269K
PFG Investments, LLC 0.02% New 4,193 $267K
Almanack Investment Partners, LLC. 0.04% No change 4,125 $263K
Cooper/Haims Advisors, LLC 0.15% No change 4,043 $258K
EverSource Wealth Advisors, LLC 0.02% Reduce -85.3% 4,148 $257K
Paragon Advisors, LLC 0.10% New 3,989 $254K
Lunt Capital Management, Inc. 0.12% No change 3,910 $249K
Asset Dedication, LLC 0.02% Reduce -0.3% 3,806 $249K
Greenspring Advisors, LLC 0.06% No change 3,858 $246K
Janney Montgomery Scott LLC 0.00% No change 3,775 $241K
Atria Wealth Solutions, Inc. 0.00% New 3,538 $225K
Mather Group, Llc. 0.00% No change 3,730 $225K
Allworth Financial LP 0.00% No change 3,517 $224K
&partners 0.03% New 3,484 $222K
Midwest Heritage Bank, FSB 0.11% New 3,286 $209K
Accel Wealth Management 0.09% New 3,253 $207K
Simplicity Wealth,LLC 0.00% New 3,166 $202K
O'shaughnessy Asset Management, LLC 0.00% New 3,020 $192K
EnRich Financial Partners LLC 0.06% New 2,495 $159K
WealthShield Partners, LLC 0.02% No change 2,400 $153K
Clarity Asset Management, Inc. 0.10% Reduce -11.0% 2,317 $148K
Private Trust Co. NA 0.01% No change 2,089 $133K
Bank of Montreal 0.00% Add +139.9% 1,468 $94K
Dogwood Wealth Management LLC 0.06% Reduce -23.5% 1,317 $84K
LRI Investments, LLC 0.02% — 1,098 $70K
Lanark Financial, Inc. 0.01% Add +0.2% 1,063 $67K
Activest Wealth Management 0.03% New 938 $60K
REAP Financial Group, LLC 0.01% Reduce -58.0% 717 $46K
Elevate Wealth Advisory, Inc. 0.03% Reduce -0.7% 551 $35K
Marquette Asset Management, LLC 0.01% No change 497 $32K
Quadrant Capital Group LLC 0.00% New 457 $29K
Parkside Financial Bank & Trust 0.00% Reduce -3.3% 355 $23K
Colonial Trust Co / SC 0.00% New 200 $13K
Angeles Wealth Management, LLC 0.00% New 180 $11K
Guardian Wealth Advisors, LLC / NC 0.00% No change 160 $10K
Aptus Capital Advisors, LLC 0.00% No change 160 $10K
Clearstead Trust, LLC 0.00% New 117 $7K
ICA Group Wealth Management, LLC 0.00% Reduce -87.0% 91 $6K
Ruedi Wealth Management, Inc. 0.00% No change 56 $4K
Tidemark, LLC 0.00% Reduce -61.2% 52 $3K
Salem Investment Counselors Inc. 0.00% New 49 $3K
NorthRock Partners, LLC 0.00% Reduce -4.5% 42 $3K
Pinnacle Bancorp, Inc. 0.00% No change 35 $2K
Aspire Private Capital, LLC 0.00% New 34 $2K
CoreCap Advisors, LLC 0.00% New 32 $2K
Family Capital Trust Co 0.00% New 30 $2K
Key Financial Inc 0.00% No change 17 $1K
Citigroup Inc. 0.00% Add +1500.0% 16 $1K
Rothschild Investment LLC 0.00% New 15 $956
Addison Advisors LLC 0.00% No change 9 $598

"% of holder's portfolio" is AVDE's weight in each manager's 13F, not the share of Avantis International Equity the manager owns.