Avantis Emerging Markets EqAVEMETF

13F holders, Q1 2024 (March 31)
384holders
1famous investor
$57.97avg. 13F price*

At the end of Q1 2024, 384 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings. The largest holders were Savant Capital, LLC ($764.4M), Envestnet Asset Management Inc. ($426.6M) and Morgan Stanley ($151.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Avantis Emerging Markets Eq
Filed as
AMERICAN CENTY ETF TR (Q1 2024)
CUSIP
025072604
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 384Q1 2024Q2 2024: 414Q2 2024Q3 2024: 449Q3 2024Q4 2024: 514Q4 2024Q1 2025: 554Q1 2025Q2 2025: 582Q2 2025Q3 2025: 671Q3 2025Q4 2025: 800Q4 2025Q1 2026: 919Q1 2026Q2 2026: 1,009Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions45$79.6M
Exits19$390.1M

Ownership 384 holders

Savant Capital, LLC 8.77% Add +7.5% 13,188,846 $764.4M
Envestnet Asset Management Inc. 0.16% Add +9.9% 7,359,644 $426.6M
Morgan Stanley 0.01% Add +2.7% 2,613,440 $151.5M
Annex Advisory Services, LLC 4.75% Add +16.3% 2,309,443 $133.9M
Haverford Trust Co 1.35% Add +1.7% 2,232,347 $129.4M
HighTower Advisors, LLC 0.17% Add +30.7% 1,807,286 $104.7M
Cerity Partners LLC 0.24% Reduce -2.0% 1,585,100 $91.9M
American Century Companies Inc. 0.06% Add +2.9% 1,561,230 $90.5M
Pure Financial Advisors, LLC 2.76% Add +0.8% 1,519,459 $88.1M
Creative Planning 0.09% Reduce -8.8% 1,355,297 $78.6M
Northwestern Mutual Wealth Management Co. 0.08% Reduce -7.5% 1,328,679 $77.0M
Wells Fargo & Company 0.02% Add +29.0% 1,280,145 $74.2M
Oak Root LLC 9.22% Add +0.2% 1,187,668 $68.8M
CW Advisors, LLC 1.14% Reduce -19.8% 1,141,702 $66.2M
LPL Financial LLC 0.03% Add +17.7% 986,640 $57.2M
WMS Partners, LLC 3.92% Add +2.2% 981,239 $56.9M
Jane Street Group, LLC 0.07% Add +90.9% 908,457 $52.7M
Adero Partners, LLC 3.62% Add +9.5% 825,490 $47.8M
Neuberger Berman Group LLC 0.04% Add +55.9% 757,764 $43.9M
Summit Financial Strategies, Inc. 6.03% Add +9.1% 745,826 $43.2M
Beaird Harris Wealth Management, LLC 3.89% Add +5.7% 688,868 $39.9M
Gradient Investments LLC 0.81% Reduce -2.6% 603,285 $35.0M
Larson Financial Group LLC 2.52% Reduce -6.0% 563,089 $32.6M
Foster & Motley Inc. 2.24% Add +0.6% 562,410 $32.6M
Atwood & Palmer Inc. 2.39% Add +10.9% 544,248 $31.5M
Tarbox Family Office, Inc. 5.36% Add +9.1% 525,789 $30.5M
Greenup Street Wealth Management LLC 7.18% Add +23.4% 493,134 $28.6M
HUB Investment Partners, LLC 1.53% Add +4.0% 478,061 $27.7M
Great Valley Advisor Group, Inc. 0.83% Add +13.7% 470,838 $27.3M
Waddell & Associates, LLC 3.66% Add +2.9% 467,540 $27.1M
Waypoint Wealth Partners Inc. 7.40% Add +1.6% 448,660 $26.0M
West Paces Advisors Inc. 6.42% Add +6.1% 420,573 $24.4M
Rockwood Wealth Management, LLC 3.13% Reduce -4.1% 418,574 $24.3M
Symmetry Partners, LLC 1.88% Reduce -8.8% 415,427 $24.1M
JPMorgan Chase & Co. 0.00% Reduce -2.7% 408,482 $23.7M
Truepoint, Inc. 0.67% Reduce -14.4% 408,177 $23.7M
Bank of America Corp. 0.00% Add +34.2% 405,478 $23.5M
Arlington Financial Advisors, LLC 5.14% New 404,141 $23.4M
Corient Private Wealth LP 0.04% Reduce -55.3% 373,743 $21.7M
Correct Capital Wealth Management 4.99% Add +0.3% 372,953 $21.6M
Morton Brown Family Wealth, LLC 8.55% Add +10.7% 357,498 $20.7M
Versant Capital Management, Inc 5.81% Reduce -0.3% 351,185 $20.4M
Ritter Daniher Financial Advisory LLC / DE 6.68% Add +4.3% 348,193 $20.2M
Royal Bank of Canada 0.00% Reduce -16.1% 342,333 $19.8M
Orion Porfolio Solutions, LLC 0.21% Add +2600.4% 335,339 $19.4M
Orion Portfolio Solutions, LLC 0.21% Add +2600.4% 335,339 $19.4M
PrairieView Partners, LLC 2.17% Add +3.2% 326,020 $18.9M
High Probability Advisors, LLC 3.49% Add +4.4% 324,527 $18.8M
Apollon Wealth Management, LLC 0.59% Add +35.4% 322,307 $18.7M
Cannon Financial Strategists, Inc. 3.61% Add +10.7% 317,098 $18.4M
Buckingham Strategic Wealth, LLC 0.19% Add +1.0% 312,761 $18.1M
TCI Wealth Advisors, Inc. 1.63% Reduce -6.9% 285,367 $16.5M
Waypoint Capital Advisors, LLC 4.26% Add +12.0% 280,802 $16.3M
Quantum Financial Advisors, LLC 2.96% Reduce -0.4% 277,999 $16.1M
Focus Partners Advisor Solutions, LLC 0.46% Add +688.4% 274,509 $15.9M
WJ Interests, LLC 8.00% Add +4.2% 261,746 $15.2M
JRM Investment Counsel, LLC 5.28% Add +41.5% 254,418 $14.7M
Empowered Funds, LLC 0.26% New 249,912 $14.5M
Fifth Third Bancorp 0.06% Reduce -3.2% 249,347 $14.5M
MML Investors Services, LLC 0.06% Add +45.5% 245,046 $14.2M
JNBA Financial Advisors 1.48% Reduce -28.3% 243,107 $14.1M
SC&H Financial Advisors, Inc. 3.55% Add +7.0% 234,944 $13.6M
Websterrogers Financial Advisors, LLC 4.75% Add +20.3% 230,465 $13.4M
Venturi Wealth Management, LLC 0.85% Add +4.0% 227,669 $13.2M
Vantage Financial Partners Ltd., Inc. 3.40% Add +69.3% 224,929 $13.0M
Diversified Portfolios, Inc. 1.82% Add +31.3% 223,604 $13.0M
Concord Wealth Partners 2.33% Add +0.3% 223,530 $13.0M
Amplius Wealth Advisors, LLC 1.43% Reduce -47.9% 220,372 $12.8M
Plancorp, LLC 0.53% Reduce -2.2% 211,149 $12.2M
Berger Financial Group, Inc 1.00% New 209,716 $12.2M
Commonwealth Equity Services, LLC 0.02% Add +14.3% 205,414 $11.9M
Concord Asset Management, LLC 3.09% Add +1.9% 202,553 $11.7M
Park Avenue Securities LLC 0.15% Add +7.0% 202,328 $11.7M
Waverly Advisors, LLC 0.26% Reduce -6.4% 192,974 $11.2M
UBS Group AG 0.00% Reduce -53.1% 192,330 $11.1M
OneDigital Investment Advisors LLC 0.17% Add +3.8% 191,666 $11.1M
Jones Financial Companies LLLP 0.01% Add +39.2% 190,478 $11.0M
CGN Advisors LLC 1.38% Reduce -22.3% 187,669 $10.9M
Hill Investment Group Partners, LLC 1.49% Reduce -1.9% 181,602 $10.5M
Burton Enright Welch 2.53% Add +1.4% 181,521 $10.5M
Aire Advisors, LLC 2.28% Add +1.1% 174,169 $10.1M
Dynamic Advisor Solutions LLC 0.34% Add +32.5% 172,586 $10.0M
Cardiff Park Advisors, LLC 0.95% Add +2.9% 171,945 $10.0M
Foundations Investment Advisors, LLC 0.26% Add +2.8% 171,611 $9.9M
Wealth Enhancement Advisory Services, LLC 0.03% Add +9.8% 171,373 $9.9M
ERn Financial, LLC 1.72% Add +2.7% 171,371 $9.9M
Destiny Wealth Partners, LLC 1.78% Reduce -9.7% 170,944 $9.9M
Opus Capital Group, LLC 1.42% Add +3.1% 168,041 $9.7M
Grand Wealth Management, LLC 4.49% Add +13.6% 162,527 $9.4M
Werba Rubin Papier Wealth Management 2.68% Reduce -0.5% 159,375 $9.2M
Allen Capital Group, LLC 1.28% Add +2670.4% 152,094 $8.8M
Northwest Wealth Management, LLC 2.39% Reduce -1.5% 150,685 $8.7M
Merit Financial Group, LLC 0.20% Add +14.1% 141,357 $8.5M
Visionary Horizons, LLC 6.40% Add +3.9% 143,251 $8.2M
WealthPLAN Partners, LLC 0.85% Reduce -0.6% 140,891 $8.2M
Valued Wealth Advisors LLC 5.75% Add +974.2% 140,027 $8.1M
Kavar Capital Partners Group, LLC 1.47% Reduce -48.1% 137,863 $8.0M
Total Wealth Planning, LLC 1.37% Reduce -3.5% 137,295 $8.0M
Flagstone Financial Management 3.07% Reduce -22.5% 137,282 $8.0M
Cwm, LLC 0.04% Add +108.8% 133,677 $7.7M

"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.

Show all 384 holders