Avantis Emerging Markets EqAVEMETF

13F holders, Q2 2024 (June 30)
414holders +30
43new positions
17sold out
2famous investors
$59.54avg. 13F price*

At the end of Q2 2024, 414 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings, up 30 from Q1 2024. 43 opened new positions and 17 sold out. The largest holders were Savant Capital, LLC ($866.3M), Envestnet Asset Management Inc. ($498.7M) and Morgan Stanley ($189.3M). 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 Emerging Markets Eq
Filed as
AMERICAN CENTY ETF TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions43$66.4M
Exits17$28.4M

All 13F filers, Q1 2024 → Q2 2024: 9,726,404 shares bought and 2,340,119 shares sold, net +7,386,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 414 holders

Savant Capital, LLC 8.67% Add +7.5% 14,181,306 $866.3M
Envestnet Asset Management Inc. 0.17% Add +10.9% 8,162,990 $498.7M
Morgan Stanley 0.01% Add +18.5% 3,097,915 $189.3M
Haverford Trust Co 1.44% Add +0.1% 2,235,330 $136.6M
Annex Advisory Services, LLC 4.80% Reduce -3.4% 2,232,088 $136.4M
HighTower Advisors, LLC 0.17% Reduce -2.9% 1,754,594 $107.2M
Cerity Partners LLC 0.27% Add +2.7% 1,627,665 $99.4M
American Century Companies Inc. 0.06% Reduce -0.6% 1,551,851 $94.8M
Pure Financial Advisors, LLC 2.56% Reduce -0.5% 1,512,089 $92.4M
Wells Fargo & Company 0.02% Add +11.1% 1,422,177 $86.9M
Northwestern Mutual Wealth Management Co. 0.09% Add +6.8% 1,419,688 $86.7M
CW Advisors, LLC 1.28% Add +15.8% 1,321,769 $80.7M
Creative Planning 0.09% Reduce -3.7% 1,305,522 $79.8M
Oak Root LLC 9.67% No change 1,187,668 $72.6M
LPL Financial LLC 0.03% Add +10.1% 1,086,181 $66.4M
WMS Partners, LLC 3.88% Add +0.9% 990,552 $60.5M
Corient Private Wealth LP 0.10% Add +138.9% 892,865 $54.5M
Adero Partners, LLC 3.84% Add +4.5% 862,635 $52.7M
Neuberger Berman Group LLC 0.04% Add +9.3% 828,248 $50.6M
Summit Financial Strategies, Inc. 5.90% Add +4.2% 777,008 $47.5M
Gradient Investments LLC 0.76% Reduce -8.1% 554,589 $33.9M
Atwood & Palmer Inc. 2.56% Add +1.8% 553,768 $33.8M
Foster & Motley Inc. 2.31% Reduce -2.3% 549,232 $33.6M
Beaird Harris Wealth Management, LLC 3.13% Reduce -21.1% 543,628 $33.2M
Tarbox Family Office, Inc. 5.73% Add +1.1% 531,395 $32.5M
Orion Porfolio Solutions, LLC 0.34% Add +56.8% 525,867 $32.1M
Orion Portfolio Solutions, LLC 0.34% Add +56.8% 525,867 $32.1M
Great Valley Advisor Group, Inc. 0.90% Add +11.3% 524,111 $32.0M
Larson Financial Group LLC 2.18% Reduce -7.2% 522,417 $31.9M
HUB Investment Partners, LLC 1.51% Add +6.9% 511,262 $31.2M
Bank of America Corp. 0.00% Add +24.5% 504,839 $30.8M
Waddell & Associates, LLC 3.85% Add +2.4% 478,917 $29.3M
Waypoint Wealth Partners Inc. 7.89% Reduce -1.5% 441,969 $27.0M
West Paces Advisors Inc. 7.01% Add +4.6% 439,913 $26.9M
UBS Group AG 0.01% Add +116.6% 416,604 $25.5M
Rockwood Wealth Management, LLC 3.03% Reduce -2.5% 407,977 $24.9M
Arlington Financial Advisors, LLC 5.42% Add +0.2% 405,016 $24.7M
Truepoint, Inc. 0.69% Reduce -3.3% 394,881 $24.1M
Correct Capital Wealth Management 5.45% Add +2.4% 381,762 $23.3M
Greenup Street Wealth Management LLC 5.48% Reduce -22.6% 381,550 $23.3M
Symmetry Partners, LLC 1.18% Reduce -9.8% 374,744 $22.9M
Avantax Planning Partners, Inc. 0.73% New 372,525 $22.8M
Morton Brown Family Wealth, LLC 8.98% Add +3.5% 370,157 $22.7M
Versant Capital Management, Inc 5.46% Add +0.7% 353,510 $21.6M
Ritter Daniher Financial Advisory LLC / DE 6.80% Add +0.3% 349,276 $21.3M
Royal Bank of Canada 0.01% Add +0.7% 344,634 $21.1M
Apollon Wealth Management, LLC 0.64% Add +6.8% 344,353 $21.0M
Cannon Financial Strategists, Inc. 3.87% Add +4.7% 332,080 $20.3M
High Probability Advisors, LLC 3.66% Add +1.9% 330,603 $20.2M
PrairieView Partners, LLC 2.23% Reduce -0.4% 324,581 $19.8M
Buckingham Strategic Wealth, LLC 0.20% Reduce -0.2% 312,105 $19.1M
Jane Street Group, LLC 0.02% Reduce -67.4% 295,998 $18.1M
Venturi Wealth Management, LLC 1.04% Add +26.0% 286,855 $17.5M
Cresset Asset Management, LLC 0.07% Add +775.7% 279,841 $17.1M
Focus Partners Advisor Solutions, LLC 0.45% Add +1.4% 278,319 $17.0M
Waypoint Capital Advisors, LLC 4.21% Reduce -1.8% 275,682 $16.8M
WJ Interests, LLC 8.27% Add +3.9% 271,978 $16.6M
Diversified Portfolios, Inc. 2.18% Add +21.4% 271,372 $16.6M
Fifth Third Bancorp 0.06% Add +8.2% 269,675 $16.5M
TCI Wealth Advisors, Inc. 1.55% Reduce -5.7% 269,000 $16.4M
Quantum Financial Advisors, LLC 2.83% Reduce -5.0% 264,115 $16.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +53.5% 263,022 $16.1M
JRM Investment Counsel, LLC 5.75% Add +2.6% 260,945 $15.9M
Commonwealth Equity Services, LLC 0.03% Add +26.2% 259,282 $15.8M
Stifel Financial Corp. 0.02% Add +518.4% 258,253 $15.8M
MML Investors Services, LLC 0.06% Add +3.7% 254,164 $15.5M
SC&H Financial Advisors, Inc. 3.78% Add +7.6% 252,806 $15.4M
Vantage Financial Partners Ltd., Inc. 3.65% Add +6.9% 240,379 $14.7M
Trilogy Capital Inc. 0.78% Add +309.8% 234,995 $14.4M
Park Avenue Securities LLC 0.17% Add +12.6% 227,864 $13.9M
Concord Wealth Partners 2.42% Add +0.5% 224,681 $13.7M
Websterrogers Financial Advisors, LLC 4.84% Reduce -3.4% 222,557 $13.6M
Amplius Wealth Advisors, LLC 1.49% Reduce -0.6% 218,973 $13.4M
JPMorgan Chase & Co. 0.00% Reduce -48.6% 209,863 $12.8M
Plancorp, LLC 0.55% Reduce -0.8% 209,436 $12.8M
Berger Financial Group, Inc 1.01% Reduce -1.1% 207,320 $12.7M
Concord Asset Management, LLC 3.11% Add +1.5% 205,534 $12.6M
OneDigital Investment Advisors LLC 0.15% Add +2.8% 196,992 $12.0M
Waverly Advisors, LLC 0.23% Add +0.1% 193,119 $11.8M
BSW Wealth Partners 1.92% Add +45.4% 191,151 $11.7M
Fort Vancouver Investment Management, LLC 11.21% — 191,090 $11.7M
Burton Enright Welch 2.68% Add +4.7% 190,012 $11.6M
Jones Financial Companies LLLP 0.01% Reduce -1.4% 187,905 $11.5M
CGN Advisors LLC 1.31% Reduce -1.6% 184,706 $11.3M
Dynamic Advisor Solutions LLC 0.35% Add +4.9% 180,995 $11.1M
Cardiff Park Advisors, LLC 1.04% Add +2.9% 176,980 $10.8M
Foundations Investment Advisors, LLC 0.26% Add +2.1% 175,290 $10.7M
Opus Capital Group, LLC 1.51% Add +3.4% 173,666 $10.6M
Aire Advisors, LLC 2.40% Reduce -0.7% 173,012 $10.5M
ERn Financial, LLC 1.72% Reduce -1.1% 169,549 $10.4M
Mission Wealth Management, LP 0.27% Add +1334.6% 160,936 $9.8M
Hill Investment Group Partners, LLC 1.31% Reduce -11.7% 160,422 $9.7M
Destiny Wealth Partners, LLC 1.74% Reduce -7.4% 158,352 $9.7M
Allen Capital Group, LLC 1.35% Add +2.9% 156,569 $9.6M
REAP Financial Group, LLC 2.55% Add +17.1% 155,093 $9.5M
Werba Rubin Papier Wealth Management 2.50% Reduce -7.0% 148,251 $9.1M
JNBA Financial Advisors 0.95% Reduce -39.2% 147,833 $9.0M
Northwest Wealth Management, LLC 2.33% Reduce -2.3% 147,192 $9.0M
Valued Wealth Advisors LLC 6.17% Add +5.1% 147,146 $9.0M
Cwm, LLC 0.04% Add +8.4% 144,924 $8.9M

"% 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 414 holders