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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $66.4M |
| Exits | 17 | $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 |
| Kavar Capital Partners Group, LLC | 1.54% | Add +1.6% | 140,100 | $8.6M |
| WealthPLAN Partners, LLC | 0.91% | Reduce -1.3% | 139,108 | $8.5M |
| Merit Financial Group, LLC | 0.19% | Reduce -2.8% | 137,359 | $8.4M |
| Fonville Wealth Management LLC | 3.31% | Add +14.8% | 136,882 | $8.4M |
| Visionary Horizons, LLC | 6.07% | Reduce -5.2% | 135,783 | $8.3M |
| Signet Financial Management, LLC | 1.11% | Add +4.2% | 135,200 | $8.3M |
| Annapolis Financial Services, LLC | 2.67% | Add +14.1% | 135,065 | $8.3M |
| Total Wealth Planning, LLC | 1.32% | Reduce -6.9% | 127,877 | $8.1M |
| Grand Wealth Management, LLC | 4.68% | Reduce -20.6% | 129,041 | $7.9M |
| Old Mission Capital LLC | 0.20% | Add +1611.2% | 127,687 | $7.8M |
| Shotwell Rutter Baer Inc | 6.87% | Add +0.7% | 123,934 | $7.8M |
| Passive Capital Management, LLC. | 2.81% | Add +4.5% | 124,118 | $7.6M |
| Fragasso Financial Advisors Inc | 0.62% | Add +13.2% | 122,771 | $7.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.15% | Reduce -0.7% | 120,784 | $7.4M |
| Libra Wealth LLC | 3.18% | Add +23.7% | 120,299 | $7.3M |
| Flagstone Financial Management | 2.70% | Reduce -13.4% | 118,915 | $7.3M |
| Prosperity Planning, Inc. | 2.40% | Add +2.6% | 114,245 | $7.0M |
| Team Hewins, LLC | 2.90% | Add +1.1% | 114,092 | $7.0M |
| SJS Investment Consulting Inc. | 1.31% | Add +25.0% | 110,602 | $6.8M |
| Merriman Wealth Management, LLC | 0.29% | Reduce -0.7% | 110,132 | $6.7M |
| Kelman-Lazarov, Inc. | 1.24% | Reduce -0.3% | 109,135 | $6.7M |
| Capasso Planning Partners LLC | 2.06% | Reduce -3.9% | 103,621 | $6.3M |
| Bridgewater Advisors Inc. | 0.76% | Reduce -4.3% | 102,423 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +26.8% | 96,349 | $5.9M |
| CreativeOne Wealth, LLC | 0.30% | New | 95,392 | $5.8M |
| Highland Financial Advisors, LLC | 2.12% | Add +5.4% | 93,354 | $5.7M |
| Acima Private Wealth, LLC | 2.10% | New | 93,349 | $5.7M |
| Wealth Management Partners, LLC | 2.77% | Add +0.5% | 93,118 | $5.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -8.5% | 92,218 | $5.6M |
| Awm Capital, LLC | 0.85% | Reduce -0.8% | 91,952 | $5.6M |
| WCG Wealth Advisors LLC | 0.41% | Add +3.0% | 91,407 | $5.6M |
| GeoWealth Management, LLC | 0.24% | Add +21.8% | 91,329 | $5.6M |
| Echo Wealth Management, LLC | 4.20% | Add +4.4% | 91,298 | $5.6M |
| McLean Asset Management Corp | 1.79% | Add +17.7% | 87,804 | $5.5M |
| WMG Financial Advisors, LLC | 2.92% | Add +12.4% | 90,222 | $5.5M |
| Red Lighthouse Investment Management, LLC | 2.30% | Add +0.9% | 89,960 | $5.5M |
| WealthPlan Investment Management, LLC | 0.79% | Reduce -0.0% | 85,707 | $5.2M |
| Certified Advisory Corp | 0.66% | Add +17.7% | 85,619 | $5.2M |
| Raymond James & Associates | 0.00% | Add +6.0% | 85,489 | $5.2M |
| Tortoise Investment Management, LLC | 0.58% | Add +2.8% | 83,694 | $5.1M |
| Financial Futures Ltd Liability Co. | 3.13% | Add +0.1% | 82,709 | $5.1M |
| Collective Family Office LLC | 1.48% | Add +1.7% | 82,551 | $5.0M |
| Landmark Wealth Management, Inc. | 2.77% | New | 82,236 | $5.0M |
| Pacific Life Fund Advisors LLC | 0.50% | Reduce -8.4% | 81,256 | $5.0M |
| Mariner, LLC | 0.01% | Add +23.5% | 80,994 | $4.9M |
| Avantax Advisory Services, Inc. | 0.04% | New | 80,246 | $4.9M |
| Fortress Wealth Management, Inc. | 2.49% | Add +1.4% | 79,710 | $4.9M |
| Wealthstar Advisors, LLC | 3.91% | New | 78,883 | $4.8M |
| Apella Capital, LLC | 0.21% | Reduce -15.0% | 76,562 | $4.8M |
| Trellis Wealth Advisors LLC | 2.56% | Reduce -4.1% | 76,279 | $4.7M |
| Chicago Partners Investment Group LLC | 0.18% | Reduce -0.8% | 76,979 | $4.6M |
| Dopkins Wealth Management, LLC | 2.77% | Reduce -0.0% | 74,652 | $4.6M |
| Great Point Wealth Advisors, LLC | 1.02% | Reduce -7.1% | 72,849 | $4.5M |
| Arq Wealth Advisors, LLC | 1.90% | Add +2.2% | 71,977 | $4.4M |
| EnRich Financial Partners LLC | 1.51% | Reduce -0.3% | 67,508 | $4.1M |
| Carlson Capital Management | 0.19% | Reduce -0.2% | 67,422 | $4.1M |
| First Hawaiian Bank | 0.14% | Add +380.3% | 66,333 | $4.1M |
| Cypress Point Wealth Management, LLC | 1.91% | Add +1.4% | 65,986 | $4.0M |
| Cherry Tree Wealth Management, LLC | 1.00% | Add +3.1% | 65,308 | $4.0M |
| ORBA Wealth Advisors, L.L.C. | 2.05% | Add +0.8% | 64,846 | $4.0M |
| Objectivity Squared, LLC | 2.97% | Add +6.8% | 61,641 | $3.9M |
| REDW Wealth LLC | 1.01% | Add +3.2% | 63,028 | $3.9M |
| Annandale Capital, LLC | 0.80% | Add +33.8% | 62,899 | $3.8M |
| Elevation Wealth Partners, LLC | 1.79% | Add +2.8% | 62,005 | $3.8M |
| IAG Wealth Partners, LLC | 0.75% | Add +5.3% | 61,313 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Add +19.0% | 57,931 | $3.5M |
| Level Financial Advisors | 1.53% | Add +2.4% | 57,661 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +1.9% | 57,299 | $3.5M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -8.9% | 57,144 | $3.5M |
| Sanctuary Advisors, LLC | 0.03% | — | 58,967 | $3.5M |
| WorthPointe, LLC | 1.57% | Add +8.1% | 56,207 | $3.4M |
| LexAurum Advisors, LLC | 0.84% | Reduce -4.5% | 55,961 | $3.4M |
| Financial Symmetry Inc | 2.61% | Reduce -0.0% | 54,861 | $3.4M |
| Signature Resources Capital Management, LLC | 2.69% | Add +5.1% | 53,023 | $3.2M |
| Peak Asset Management, LLC | 0.63% | Add +5.3% | 52,891 | $3.2M |
| Apeiron RIA LLC | 0.99% | Add +0.1% | 52,779 | $3.2M |
| Waterfront Wealth Inc. | 0.85% | Add +2.1% | 51,114 | $3.1M |
| CoreFirst Bank & Trust | 2.09% | Reduce -6.8% | 50,861 | $3.1M |
| Disciplina Capital Management LLC | 0.51% | Reduce -2.7% | 50,832 | $3.1M |
| Tidemark, LLC | 1.42% | Add +104.6% | 50,389 | $3.1M |
| SOL Capital Management CO | 0.37% | Reduce -13.3% | 49,918 | $3.0M |
| Farther Finance Advisors, LLC | 0.15% | Add +12.8% | 49,313 | $3.0M |
| Kings Path Partners LLC | 1.42% | — | 49,323 | $3.0M |
| Brown Financial Advisory | 2.32% | No change | 49,289 | $3.0M |
| Strategic Blueprint, LLC | 0.20% | Add +1.4% | 48,961 | $3.0M |
| IHT Wealth Management, LLC | 0.11% | Add +37.5% | 48,772 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.31% | Reduce -9.5% | 48,210 | $2.9M |
| Wedmont Private Capital | 0.18% | Add +1.3% | 46,292 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | New | 47,944 | $2.9M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -0.7% | 47,850 | $2.9M |
| Armbruster Capital Management, Inc. | 0.59% | Add +33.6% | 46,555 | $2.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +193.5% | 45,930 | $2.8M |
| HTG Investment Advisors, Inc. | 1.48% | Add +1.5% | 45,085 | $2.8M |
| Physician Wealth Solutions Inc. | 1.96% | Add +5.0% | 44,973 | $2.7M |
| Equita Financial Network, Inc. | 1.12% | Reduce -6.8% | 44,001 | $2.7M |
| Sterneck Capital Management, LLC | 1.52% | Add +9.1% | 43,911 | $2.7M |
| Gateway Wealth Partners, LLC | 0.81% | Add +27.4% | 43,684 | $2.7M |
| Dogwood Wealth Management LLC | 1.63% | Add +63.9% | 43,312 | $2.6M |
| Prosperity Consulting Group, LLC | 0.35% | Reduce -7.2% | 42,076 | $2.6M |
| WealthCollab, LLC | 1.81% | Add +3.0% | 41,198 | $2.5M |
| Shore Point Advisors, LLC | 1.39% | Add +1.9% | 40,052 | $2.4M |
| Transcendent Capital Group LLC | 1.41% | Reduce -2.1% | 40,016 | $2.4M |
| Private Advisor Group, LLC | 0.02% | Add +6.1% | 38,884 | $2.4M |
| Flow Traders U.S. LLC | 0.11% | New | 37,067 | $2.3M |
| Mraz, Amerine & Associates, Inc. | 0.43% | Add +11.6% | 34,555 | $2.1M |
| IFP Advisors, Inc | 0.08% | Add +13.7% | 34,126 | $2.1M |
| Sentinel Pension Advisors, LLC | 0.42% | Reduce -5.4% | 33,303 | $2.0M |
| Summit Wealth Partners, LLC | 0.42% | Add +80.5% | 33,292 | $2.0M |
| Brown Financial Advisors | 0.90% | — | 33,091 | $2.0M |
| Atria Investments, Inc | 0.03% | Add +5.1% | 32,739 | $2.0M |
| CAP Partners, LLC | 1.62% | Add +6.2% | 32,583 | $2.0M |
| Canvas Wealth Advisors, LLC | 0.61% | Add +16.6% | 33,091 | $2.0M |
| Private Wealth Management Group, LLC | 0.82% | Reduce -3.5% | 31,125 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +77.0% | 30,794 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Add +96.7% | 30,370 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +111.3% | 29,706 | $1.8M |
| Sprinkle Financial Consultants LLC | 1.43% | Add +6.3% | 29,647 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -4.0% | 29,503 | $1.8M |
| SpiderRock Advisors, LLC | 0.05% | Add +0.2% | 29,241 | $1.8M |
| Grove Bank & Trust | 0.28% | Add +8.4% | 28,528 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.91% | Add +117.4% | 28,298 | $1.7M |
| TFB Advisors LLC | 0.55% | Reduce -1.7% | 27,543 | $1.7M |
| IMA Advisory Services, Inc. | 0.73% | Add +1.1% | 26,881 | $1.6M |
| Plum Street Advisors, LLC | 0.96% | Reduce -0.4% | 26,840 | $1.6M |
| Asset Dedication, LLC | 0.11% | Reduce -0.9% | 26,315 | $1.6M |
| D'Orazio & Associates, Inc. | 0.24% | Add +8.6% | 25,269 | $1.5M |
| Ieq Capital, LLC | 0.02% | No change | 24,850 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +60.2% | 24,470 | $1.5M |
| True Wealth Design, LLC | 0.37% | Reduce -1.5% | 24,387 | $1.5M |
| Sagace Wealth Management LLC | 1.46% | — | 24,339 | $1.5M |
| Good Life Advisors, LLC | 0.12% | Reduce -3.1% | 24,151 | $1.5M |
| Evensky & Katz LLC | 0.10% | Add +0.2% | 23,488 | $1.4M |
| Apollon Financial, LLC | 0.46% | Add +2.8% | 23,276 | $1.4M |
| Clarity Capital Advisors, LLC | 1.07% | Add +1.4% | 22,702 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.1% | 22,304 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +0.4% | 21,528 | $1.3M |
| RVW Wealth, LLC | 0.13% | Reduce -4.3% | 21,412 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +71.8% | 21,409 | $1.3M |
| Seaside Wealth Management, Inc. | 0.54% | Add +8.2% | 21,220 | $1.3M |
| Geneos Wealth Management Inc. | 0.06% | Add +3.5% | 21,058 | $1.3M |
| Stewardship Advisors, LLC | 0.42% | Reduce -47.3% | 20,919 | $1.3M |
| Leading Edge Financial Planning LLC | 0.51% | New | 20,831 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.5% | 20,601 | $1.3M |
| Quarry Hill Advisors, LLC | 0.83% | Add +0.6% | 20,326 | $1.2M |
| All Season Financial Advisors, Inc. | 1.11% | Add +11.9% | 20,004 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +451.8% | 19,938 | $1.2M |
| Mattson Financial Services, LLC | 0.41% | — | 18,892 | $1.2M |
| Ariadne Wealth Management, LP | 0.90% | — | 18,723 | $1.1M |
| Sax Wealth Advisors, LLC | 0.11% | New | 18,602 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 17,779 | $1.1M |
| Sage Rhino Capital LLC | 0.26% | Reduce -2.9% | 17,605 | $1.1M |
| M Holdings Securities, Inc. | 0.14% | New | 17,588 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +12.4% | 16,739 | $1.0M |
| Wealthstream Advisors, Inc. | 0.37% | Add +1.2% | 16,503 | $1.0M |
| Simplicity Wealth,LLC | 0.02% | New | 16,083 | $982K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.6% | 15,806 | $966K |
| BCR Wealth Strategies, LLC | 0.62% | Reduce -0.6% | 15,707 | $959K |
| Bayshore Asset Management, LLC | 0.47% | No change | 15,437 | $943K |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.7% | 15,403 | $941K |
| Mutual Advisors, LLC | 0.03% | Add +142.3% | 15,621 | $939K |
| Cetera Trust Company, N.A | 0.59% | No change | 15,357 | $938K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.3% | 15,303 | $935K |
| Equitable Holdings, Inc. | 0.01% | Add +7.8% | 15,297 | $934K |
| &partners | 0.04% | Add +8.6% | 15,137 | $925K |
| Vannoy Advisory Group, Inc. | 0.69% | No change | 14,590 | $891K |
| Comerica Bank | 0.00% | Add +1.8% | 14,538 | $888K |
| Verdence Capital Advisors LLC | 0.08% | Add +9.6% | 14,000 | $855K |
| Hoxton Planning & Management, LLC | 0.39% | No change | 13,833 | $845K |
| Lam Group, Inc. | 0.71% | Reduce -6.3% | 13,820 | $844K |
| Tillman Hartley LLC | 0.29% | Add +1.4% | 13,811 | $844K |
| FMB Wealth Management | 0.64% | Reduce -2.5% | 13,764 | $841K |
| Forum Financial Management, LP | 0.01% | Reduce -32.7% | 13,605 | $831K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Reduce -4.8% | 13,543 | $827K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.4% | 13,188 | $806K |
| Flputnam Investment Management Co. | 0.01% | New | 12,943 | $791K |
| Convergence Financial, LLC | 0.21% | Add +232.9% | 12,939 | $790K |
| Summit X, LLC | 0.18% | Add +56.5% | 12,792 | $785K |
| Ameritas Advisory Services, LLC | 0.03% | Add +60.9% | 12,671 | $774K |
| Seed Wealth Management, Inc. | 0.67% | No change | 12,610 | $770K |
| Capital Analysts, LLC | 0.03% | New | 12,516 | $765K |
| Prudential Financial Inc. | 0.00% | Add +86.2% | 12,477 | $762K |
| Morris Financial Concepts, Inc. | 0.36% | Reduce -2.5% | 12,426 | $759K |
| Breakwater Capital Group | 0.17% | New | 12,395 | $757K |
| Earned Wealth Advisors, LLC | 0.28% | Add +3.1% | 12,113 | $740K |
| Creative Capital Management Investments LLC | 0.35% | Add +6.3% | 11,852 | $724K |
| PCG Wealth Advisors, LLC | 0.31% | Add +2.3% | 11,616 | $710K |
| PNC Financial Services Group, Inc. | 0.00% | Add +127.4% | 11,365 | $694K |
| Atlas Wealth LLC | 0.12% | Reduce -11.2% | 11,124 | $692K |
| Herold Advisors, Inc. | 0.15% | Add +53.4% | 10,917 | $667K |
| Telos Capital Management, Inc. | 0.07% | New | 10,805 | $660K |
| Glenview Trust Co | 0.01% | No change | 10,803 | $660K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 10,763 | $657K |
| Activest Wealth Management | 0.21% | Add +12.2% | 10,374 | $634K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 10,298 | $629K |
| Sensible Money, LLC | 0.30% | Add +0.0% | 10,062 | $615K |
| DBK Financial Counsel, LLC | 0.66% | Add +16.1% | 9,878 | $603K |
| Orion Capital Management LLC | 0.32% | Reduce -0.8% | 9,803 | $599K |
| Dixon Fnancial Services, Inc. | 0.32% | No change | 9,314 | $569K |
| Symphony Financial, Ltd. Co. | 0.10% | Add +22.3% | 9,262 | $563K |
| Trademark Financial Management, LLC | 0.46% | New | 9,158 | $559K |
| Renaissance Technologies | 0.00% | Add +49.2% | 9,100 | $556K |
| Haverford Financial Services, Inc. | 0.16% | No change | 8,855 | $541K |
| Evanson Asset Management, LLC | 0.04% | Add +0.9% | 8,587 | $525K |
| Ifrah Financial Services, Inc. | 0.15% | Reduce -0.7% | 8,525 | $521K |
| MB Generational Wealth, LLC | 0.40% | No change | 8,345 | $510K |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 8,302 | $507K |
| Intelligence Driven Advisers, LLC | 0.07% | Reduce -41.7% | 8,278 | $506K |
| North Ridge Wealth Advisors, Inc. | 0.38% | Reduce -6.1% | 8,100 | $495K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +111.0% | 8,028 | $490K |
| World Investment Advisors | 0.03% | New | 7,804 | $477K |
| Lakeridge Wealth Management LLC | 0.29% | Add +19.2% | 7,776 | $475K |
| Hilltop Holdings Inc. | 0.06% | Reduce -5.2% | 7,756 | $474K |
| ARK & TLK Investments, LLC | 0.18% | Add +6.9% | 7,677 | $469K |
| Wealthfront Advisers LLC | 0.00% | Add +6.5% | 7,653 | $468K |
| Lion Street Advisors, LLC | 0.17% | Add +30.8% | 7,607 | $465K |
| Caprock Group, LLC | 0.02% | Add +8.0% | 7,582 | $463K |
| Flagstar Securities, Inc. | 0.13% | Add +0.9% | 7,495 | $458K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +7.9% | 7,413 | $453K |
| Private Capital Management LLC | 0.09% | Reduce -16.8% | 7,402 | $452K |
| Cozad Asset Management Inc. | 0.05% | Add +111.1% | 7,390 | $451K |
| Abacus Planning Group, Inc. | 0.09% | Reduce -1.8% | 7,261 | $444K |
| Family Investment Center, Inc. | 0.13% | Add +17.5% | 7,076 | $432K |
| Cambridge Financial Group, LLC | 0.20% | No change | 7,055 | $431K |
| Hardin Capital Partners, LLC | 0.28% | — | 7,004 | $428K |
| Raffa Wealth Management, LLC | 0.12% | Add +0.4% | 7,002 | $428K |
| Austin Asset Management Co Inc | 0.09% | Add +0.6% | 6,611 | $404K |
| Betterment LLC | 0.00% | New | 6,333 | $387K |
| UMB Bank, n.a. | 0.01% | Add +0.8% | 6,301 | $385K |
| Certuity, LLC | 0.03% | Add +0.9% | 6,266 | $383K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -1.8% | 6,143 | $375K |
| B&D White Capital Company, LLC | 0.08% | Reduce -3.5% | 6,069 | $371K |
| Citizens & Northern Corp. | 0.12% | Reduce -11.0% | 6,023 | $368K |
| USAdvisors Wealth Management, LLC | 0.12% | Add +0.6% | 5,778 | $353K |
| Peak Planning Group, LLC | 0.17% | Reduce -6.0% | 5,763 | $352K |
| First National Bank Sioux Falls | 0.18% | No change | 5,750 | $351K |
| Lauterbach Financial Advisors, LLC | 0.23% | Add +36.3% | 5,813 | $344K |
| Global Retirement Partners, LLC | 0.01% | Add +1007.9% | 5,340 | $326K |
| Ruedi Wealth Management, Inc. | 0.13% | Reduce -0.0% | 5,319 | $325K |
| AQR Capital Management | 0.00% | New | 5,061 | $309K |
| Eaton-Cambridge Inc. | 0.16% | Reduce -0.9% | 5,016 | $306K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Add +0.4% | 4,855 | $297K |
| Cornerstone Management, Inc. | 0.06% | Add +5.3% | 4,680 | $286K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +13.7% | 4,561 | $279K |
| Vista Capital Partners, Inc. | 0.03% | Add +1.2% | 4,528 | $277K |
| Mattern Wealth Management LLC | 0.07% | New | 4,463 | $273K |
| Squire Investment Management Company, LLC | 0.15% | No change | 4,407 | $269K |
| Truist Financial Corp. | 0.00% | Reduce -6.7% | 4,384 | $268K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 4,200 | $257K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 4,118 | $252K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 4,027 | $246K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 3,738 | $228K |
| Collaborative Wealth Managment Inc. | 0.11% | Add +1.3% | 3,610 | $221K |
| Avion Wealth | 0.06% | No change | 3,610 | $220K |
| Atlas Brown,Inc. | 0.08% | New | 3,483 | $213K |
| Cornerstone Capital, Inc. | 0.02% | New | 3,466 | $212K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 3,459 | $211K |
| Motco | 0.01% | New | 3,433 | $210K |
| Greenspring Advisors, LLC | 0.05% | New | 3,412 | $208K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.7% | 3,067 | $187K |
| WR Wealth Planners, LLC | 0.05% | Reduce -0.4% | 2,917 | $178K |
| Strategic Financial Concepts, LLC | 0.10% | Add +7528.9% | 2,157,235 | $166K |
| Silver Oak Securities, Incorporated | 0.02% | New | 2,635 | $161K |
| US Bancorp \de | 0.00% | Reduce -11.3% | 2,518 | $154K |
| Global Trust Asset Management, LLC | 0.06% | No change | 2,311 | $141K |
| Nemes Rush Group LLC | 0.01% | Add +68.1% | 1,787 | $109K |
| Northwest Capital Management Inc | 0.04% | Reduce -11.9% | 1,764 | $108K |
| Private Trust Co. NA | 0.01% | Add +105.9% | 1,750 | $107K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.6% | 1,720 | $105K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 1,505 | $92K |
| Mather Group, Llc. | 0.00% | No change | 1,576 | $91K |
| First Horizon Advisors, Inc. | 0.00% | Add +54.4% | 1,473 | $90K |
| Smartleaf Asset Management LLC | 0.01% | New | 1,337 | $81K |
| Bessemer Group Inc. | 0.00% | No change | 1,186 | $72K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -19.5% | 1,155 | $71K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.4% | 1,045 | $64K |
| Creative Financial Designs Inc. | 0.01% | Add +7.7% | 1,038 | $63K |
| Principal Securities, Inc. | 0.00% | Add +77.0% | 991 | $61K |
| Westside Investment Management, Inc. | 0.01% | No change | 840 | $51K |
| TruNorth Capital Management, LLC | 0.02% | No change | 800 | $49K |
| WealthShield Partners, LLC | 0.01% | No change | 800 | $49K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -3.3% | 639 | $39K |
| FMR LLC | 0.00% | Add +15475.0% | 623 | $38K |
| CVA Family Office, LLC | 0.01% | Add +59.7% | 559 | $34K |
| Gleason Group, Inc. | 0.01% | New | 546 | $33K |
| Blue Trust, Inc. | 0.00% | No change | 574 | $33K |
| CNB Bank | 0.01% | New | 477 | $29K |
| Harbour Investments, Inc. | 0.00% | Add +8.6% | 468 | $29K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 376 | $23K |
| Triad Wealth Partners, LLC | 0.01% | New | 308 | $19K |
| Private Ocean, LLC | 0.00% | New | 293 | $18K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -25.5% | 289 | $18K |
| Clear Point Advisors Inc. | 0.01% | No change | 272 | $17K |
| Angeles Wealth Management, LLC | 0.00% | No change | 231 | $14K |
| Timber Creek Capital Management LLC | 0.00% | No change | 226 | $14K |
| Arax Advisory Partners | 0.00% | No change | 198 | $12K |
| Sound Income Strategies, LLC | 0.00% | New | 179 | $11K |
| Operose Advisors LLC | 0.00% | New | 155 | $9K |
| Abich Financial Wealth Management LLC | 0.01% | New | 149 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -28.9% | 128 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -19.1% | 123 | $7K |
| Oakworth Capital, Inc. | 0.00% | New | 109 | $7K |
| Carmichael Hill & Associates, Inc. | 0.00% | Add +1.0% | 103 | $6K |
| MidAtlantic Capital Management, Inc. | 0.00% | New | 83 | $5K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 61 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 64 | $4K |
| Bokf, NA | 0.00% | No change | 51 | $3K |
| Elevate Wealth Advisory, Inc. | 0.00% | Add +5.0% | 42 | $3K |
| Aspire Private Capital, LLC | 0.00% | New | 33 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 20 | $1K |
| American Capital Advisory, LLC | 0.00% | New | 15 | $846 |
| Assetmark, Inc. | 0.00% | New | 13 | $794 |
| Addison Advisors LLC | 0.00% | Add +11.1% | 10 | $583 |
| Key Financial Inc | 0.00% | No change | 6 | $367 |
| Bank of Montreal | 0.00% | Reduce -99.8% | 2 | $124 |
"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.