Avantis Emerging Markets ValAVESETF
13F holders, Q1 2024 (March 31)90holders
$47.45avg. 13F price*
At the end of Q1 2024, 90 institutions reported holding Avantis Emerging Markets Val (AVES) in their 13F filings. The largest holders were Merriman Wealth Management, LLC ($34.9M), American Century Companies Inc. ($21.7M) and Armbruster Capital Management, Inc. ($13.9M).
- Company
- Avantis Emerging Markets Val
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072372
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $25.1M |
| Exits | 8 | $9.8M |
Ownership 90 holders
| Merriman Wealth Management, LLC | 1.55% | Add +11.9% | 735,776 | $34.9M |
| American Century Companies Inc. | 0.01% | Add +22.6% | 458,491 | $21.7M |
| Armbruster Capital Management, Inc. | 2.95% | Add +3.0% | 293,001 | $13.9M |
| Balyasny Asset Management L.P. | 0.03% | New | 234,080 | $11.1M |
| Red Lighthouse Investment Management, LLC | 4.11% | Add +1.5% | 215,670 | $10.2M |
| Meredith Wealth Planning | 5.56% | Add +3.4% | 210,358 | $10.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.1% | 175,623 | $8.3M |
| Anderson Hoagland & Co. | 0.92% | Reduce -16.2% | 171,261 | $8.2M |
| BSW Wealth Partners | 0.98% | Add +2135.4% | 121,496 | $5.8M |
| Perigon Wealth Management, LLC | 0.15% | New | 100,995 | $4.8M |
| HighTower Advisors, LLC | 0.01% | New | 99,994 | $4.8M |
| Allegiance Financial Group Advisory Services LLC | 1.86% | Add +16.4% | 95,961 | $4.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.24% | New | 92,389 | $4.4M |
| Bayshore Asset Management, LLC | 2.14% | Add +7.7% | 92,051 | $4.4M |
| Austin Wealth Management, LLC | 1.02% | Add +18.5% | 82,693 | $4.1M |
| MB Generational Wealth, LLC | 3.02% | Add +25.7% | 81,239 | $3.8M |
| Oceanside Advisors LLC | 3.12% | Add +4.4% | 79,498 | $3.8M |
| Enzi Wealth | 1.64% | Add +44.8% | 74,629 | $3.5M |
| Fidelity D & D Bancorp Inc. | 2.61% | Add +9.8% | 73,330 | $3.5M |
| Apeiron RIA LLC | 0.83% | Add +4.5% | 60,323 | $2.9M |
| CSS LLC | 0.69% | Add +22.5% | 59,805 | $2.8M |
| Creative Planning | 0.00% | Reduce -8.6% | 57,461 | $2.7M |
| Tortoise Investment Management, LLC | 0.30% | Add +8.5% | 52,221 | $2.5M |
| Northland Capital Management LLC | 1.53% | Add +1.3% | 46,274 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.6% | 44,018 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -68.3% | 43,203 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +109.5% | 41,831 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 41,680 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +8.9% | 41,109 | $1.9M |
| Callan Capital, LLC | 0.17% | Add +2.8% | 40,559 | $1.9M |
| Strategic Blueprint, LLC | 0.13% | Add +2.2% | 38,236 | $1.8M |
| Cascade Financial Partners, LLC | 0.24% | — | 35,109 | $1.7M |
| Wedmont Private Capital | 0.12% | Add +0.4% | 34,018 | $1.7M |
| UMB Bank, n.a. | 0.02% | Reduce -14.4% | 27,618 | $1.3M |
| Cypress Point Wealth Management, LLC | 0.65% | Add +59.1% | 26,866 | $1.3M |
| Asset Dedication, LLC | 0.09% | Add +0.6% | 24,237 | $1.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -5.7% | 21,276 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.5% | 19,246 | $912K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +0.1% | 18,592 | $881K |
| Mraz, Amerine & Associates, Inc. | 0.16% | Reduce -2.7% | 18,315 | $868K |
| Sensible Money, LLC | 0.42% | No change | 16,318 | $773K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 15,786 | $748K |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 15,090 | $715K |
| Jackson Creek Investment Advisors LLC | 0.24% | Reduce -4.6% | 14,012 | $664K |
| Breakwater Capital Group | 0.15% | Add +42.1% | 12,655 | $600K |
| NCM Capital Management, LLC | 0.33% | Add +7.0% | 12,530 | $594K |
| All Season Financial Advisors, Inc. | 0.48% | Add +12.7% | 12,353 | $585K |
| Lam Group, Inc. | 0.47% | Add +153.2% | 12,265 | $581K |
| Versant Capital Management, Inc | 0.16% | Reduce -1.0% | 12,031 | $570K |
| WMS Partners, LLC | 0.04% | No change | 12,000 | $569K |
| CoreFirst Bank & Trust | 0.35% | Add +131.2% | 11,872 | $563K |
| PrairieView Partners, LLC | 0.06% | Reduce -1.9% | 11,392 | $540K |
| Greenspring Advisors, LLC | 0.12% | Add +132.4% | 10,341 | $490K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +9.5% | 10,324 | $489K |
| DBK Financial Counsel, LLC | 0.49% | Add +45.9% | 9,920 | $470K |
| TFB Advisors LLC | 0.16% | Reduce -2.1% | 9,088 | $436K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.4% | 7,411 | $351K |
| Seed Wealth Management, Inc. | 0.27% | No change | 6,000 | $285K |
| BlackDiamond Wealth Management, LLC | 0.20% | Reduce -0.5% | 5,848 | $277K |
| Good Life Advisors, LLC | 0.02% | Add +19.8% | 5,800 | $275K |
| Balboa Wealth Partners | 0.08% | No change | 5,493 | $260K |
| FMB Wealth Management | 0.21% | No change | 5,490 | $260K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -10.5% | 5,418 | $257K |
| WMG Financial Advisors, LLC | 0.14% | No change | 5,000 | $237K |
| Empirical Finance, LLC | 0.01% | No change | 4,855 | $230K |
| Efficient Frontier Advisors LLC | 0.18% | No change | 4,719 | $224K |
| WealthShield Partners, LLC | 0.04% | Add +0.7% | 4,569 | $217K |
| True Wealth Design, LLC | 0.04% | No change | 3,464 | $164K |
| IFP Advisors, Inc | 0.01% | No change | 2,720 | $129K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,849 | $88K |
| FAS Wealth Partners, Inc. | 0.01% | New | 1,627 | $77K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,529 | $72K |
| Morgan Stanley | 0.00% | No change | 1,091 | $52K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -20.0% | 1,038 | $49K |
| Orion Capital Management LLC | 0.03% | Reduce -2.2% | 1,031 | $49K |
| Allworth Financial LP | 0.00% | No change | 1,028 | $49K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +0.2% | 1,004 | $48K |
| CVA Family Office, LLC | 0.01% | No change | 900 | $43K |
| Private Trust Co. NA | 0.00% | No change | 706 | $33K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 689 | $33K |
| Bessemer Group Inc. | 0.00% | New | 361 | $17K |
| WealthCollab, LLC | 0.01% | No change | 341 | $16K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -70.2% | 305 | $14K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 165 | $8K |
| UBS Group AG | 0.00% | Add +106.7% | 62 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 40 | $2K |
| Rothschild Investment LLC | 0.00% | New | 33 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 2 | $77 |
| FMR LLC | 0.00% | New | 1 | $47 |
"% of holder's portfolio" is AVES's weight in each manager's 13F, not the share of Avantis Emerging Markets Val the manager owns.