Avantis Emerging Markets ValAVESETF

13F holders, Q4 2024 (December 31)
117holders +12
9new positions
6sold out
1famous investor
$46.18avg. 13F price*

At the end of Q4 2024, 117 institutions reported holding Avantis Emerging Markets Val (AVES) in their 13F filings, up 12 from Q3 2024. 9 opened new positions and 6 sold out. The largest holders were Merriman Wealth Management, LLC ($36.9M), American Century Companies Inc. ($35.9M) and Empowered Funds, LLC ($34.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis Emerging Markets Val
Filed as
AMERICAN CENTY ETF TR (Q4 2024)
CUSIP
025072372
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 90Q1 2024Q2 2024: 94Q2 2024Q3 2024: 105Q3 2024Q4 2024: 117Q4 2024Q1 2025: 121Q1 2025Q2 2025: 127Q2 2025Q3 2025: 136Q3 2025Q4 2025: 153Q4 2025Q1 2026: 168Q1 2026Q2 2026: 185Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$10.8M
Exits6$1.3M

All 13F filers, Q3 2024 → Q4 2024: 935,320 shares bought and 170,275 shares sold, net +765,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 117 holders

Merriman Wealth Management, LLC 1.53% Add +3.1% 797,725 $36.9M
American Century Companies Inc. 0.02% Add +18.3% 776,136 $35.9M
Empowered Funds, LLC 0.51% Add +5.2% 755,782 $34.9M
CCM Investment Group, LLC 3.80% — 753,552 $34.9M
Armbruster Capital Management, Inc. 2.92% Add +2.7% 311,142 $14.4M
Jane Street Group, LLC 0.02% Add +254.6% 270,814 $12.5M
Pathstone Holdings, LLC 0.05% Add +9.5% 241,560 $11.1M
Meredith Wealth Planning 4.72% Add +5.5% 229,444 $10.6M
Red Lighthouse Investment Management, LLC 3.98% Add +0.1% 217,668 $10.1M
BSW Wealth Partners 1.23% Reduce -1.9% 181,162 $8.4M
Envestnet Asset Management Inc. 0.00% Add +20.5% 171,236 $7.9M
Golden Bell Financial Planning LLC 7.50% — 161,560 $7.5M
Anderson Hoagland & Co. 0.73% Reduce -0.5% 154,280 $7.1M
Perigon Wealth Management, LLC 0.16% Add +2.9% 139,895 $6.4M
Allegiance Financial Group Advisory Services LLC 1.93% Add +12.7% 128,682 $5.9M
Schwarz Dygos Wheeler Investment Advisors LLC 1.44% Add +2.5% 125,768 $5.8M
Apeiron RIA LLC 1.49% Add +39.2% 115,621 $5.3M
Global Strategic Investment Solutions, LLC 0.60% New 110,922 $5.1M
Austin Wealth Management, LLC 1.05% Add +10.7% 110,878 $5.1M
Enzi Wealth 1.76% Add +7.1% 99,996 $4.6M
Symmetry Partners, LLC 0.64% Add +202.8% 97,984 $4.5M
HighTower Advisors, LLC 0.01% Reduce -3.3% 97,060 $4.5M
Fidelity D & D Bancorp Inc. 2.96% Add +17.6% 96,261 $4.4M
Focus Partners Advisor Solutions, LLC 0.07% New 93,073 $4.3M
Bayshore Asset Management, LLC 1.97% Add +0.1% 92,919 $4.3M
Corient Private Wealth LP 0.01% Reduce -4.9% 91,543 $4.2M
MB Generational Wealth, LLC 2.95% Add +1.3% 87,025 $4.0M
Oceanside Advisors LLC 2.94% Add +3.2% 85,254 $3.9M
Fortress Wealth Management, Inc. 1.76% Add +23.7% 78,499 $3.6M
Bannerman Wealth Management Group, LLC 2.79% — 73,073 $3.4M
Parkshore Wealth Management, Inc. 1.98% — 71,318 $3.3M
Tortoise Investment Management, LLC 0.31% Add +10.6% 63,346 $2.9M
Northland Capital Management LLC 2.09% Reduce -7.4% 60,913 $2.8M
CSS LLC 0.52% No change 59,803 $2.8M
Cascade Financial Partners, LLC 0.34% Add +5.1% 56,498 $2.6M
Callan Capital, LLC 0.18% Add +47.8% 52,181 $2.4M
MML Investors Services, LLC 0.01% Add +9.2% 51,467 $2.4M
Creative Planning 0.00% Reduce -5.2% 49,388 $2.3M
Private Advisor Group, LLC 0.01% Reduce -56.2% 44,671 $2.1M
Strategic Blueprint, LLC 0.12% Add +7.1% 43,973 $2.0M
Old Mission Capital LLC 0.04% Reduce -38.6% 41,350 $1.9M
LPL Financial LLC 0.00% Add +21.7% 39,963 $1.8M
Axxcess Wealth Management, LLC 0.04% Add +10.4% 35,401 $1.6M
Wedmont Private Capital 0.08% Add +0.6% 34,272 $1.5M
B&D White Capital Company, LLC 0.23% Add +40.0% 29,226 $1.4M
Cypress Point Wealth Management, LLC 0.42% Add +7.2% 28,976 $1.3M
CoreFirst Bank & Trust 0.79% Add +15.2% 28,685 $1.3M
Asset Dedication, LLC 0.09% Reduce -0.0% 25,041 $1.2M
UMB Bank, n.a. 0.02% Reduce -0.5% 23,921 $1.1M
Focus Partners Wealth 0.00% Add +0.1% 22,299 $1.0M
Entrewealth, LLC 0.82% — 16,971 $889K
Commonwealth Equity Services, LLC 0.00% Add +6.3% 18,491 $854K
Greenspring Advisors, LLC 0.19% Add +6.7% 18,363 $848K
Mraz, Amerine & Associates, Inc. 0.14% Reduce -2.5% 17,525 $810K
Goldman Sachs Group Inc. 0.00% New 16,345 $755K
Sensible Money, LLC 0.33% Add +0.1% 16,329 $754K
NCM Capital Management, LLC 0.34% Add +0.8% 16,167 $747K
Jackson Creek Investment Advisors LLC 0.22% Add +2.2% 15,893 $734K
Capital Investment Advisory Services, LLC 0.07% Add +5.4% 14,892 $688K
Breakwater Capital Group 0.13% Reduce -3.9% 14,656 $677K
Good Life Advisors, LLC 0.05% Add +44.2% 14,058 $649K
AQR Capital Management 0.00% Add +186.0% 12,660 $585K
Lam Group, Inc. 0.40% Reduce -30.4% 12,015 $555K
Jones Financial Companies LLLP 0.00% Add +23.6% 11,824 $546K
Versant Capital Management, Inc 0.12% Add +2.7% 11,675 $539K
TFB Advisors LLC 0.15% Add +3.7% 11,288 $522K
PrairieView Partners, LLC 0.05% Reduce -1.7% 11,200 $517K
WMS Partners, LLC 0.03% Reduce -0.2% 10,781 $498K
Waverly Advisors, LLC 0.01% Reduce -0.1% 10,488 $485K
Vestment Financial LLC 0.36% — 10,166 $466K
Werba Rubin Papier Wealth Management 0.11% Add +4.2% 10,026 $463K
DBK Financial Counsel, LLC 0.46% No change 9,830 $454K
Jacobi Capital Management LLC 0.03% Add +24.1% 9,794 $452K
WMG Financial Advisors, LLC 0.18% No change 9,150 $423K
Comprehensive Money Management Services LLC 0.34% — 8,940 $413K
Accredited Wealth Management, LLC 0.34% — 8,409 $388K
Guidance Capital, Inc. 0.10% Add +33.7% 7,039 $327K
Ariadne Wealth Management, LP 0.14% New 6,719 $315K
Seed Wealth Management, Inc. 0.25% Add +13.3% 6,800 $314K
JPMorgan Chase & Co. 0.00% Reduce -49.4% 6,782 $313K
Cardiff Park Advisors, LLC 0.03% Add +2.2% 6,422 $297K
Cresset Asset Management, LLC 0.00% Reduce -81.2% 6,217 $287K
Pacific Asset Management, LLC 0.27% — 6,182 $286K
XY Planning Network, Inc. 0.20% — 5,705 $264K
FMB Wealth Management 0.14% No change 5,490 $254K
Kestra Advisory Services, LLC 0.00% New 5,240 $242K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.6% 4,989 $230K
Efficient Frontier Advisors LLC 0.15% Add +3.1% 4,912 $227K
Gibson Capital, LLC 0.04% No change 4,635 $214K
WealthShield Partners, LLC 0.03% Reduce -0.5% 4,569 $211K
Empirical Finance, LLC 0.01% Reduce -10.3% 4,355 $201K
Farther Finance Advisors, LLC 0.01% Add +1493.6% 3,713 $172K
True Wealth Design, LLC 0.05% Add +7.8% 2,851 $132K
IFP Advisors, Inc 0.00% No change 2,720 $126K
Private Trust Co. NA 0.01% No change 1,944 $90K
Osaic Holdings, Inc. 0.00% Add +0.8% 1,867 $86K
Morgan Stanley 0.00% Add +0.9% 1,611 $74K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,529 $71K
Parkside Financial Bank & Trust 0.01% Add +12.0% 1,322 $61K
Principal Securities, Inc. 0.00% Add +1.8% 1,209 $56K
Allworth Financial LP 0.00% No change 1,028 $48K
O'shaughnessy Asset Management, LLC 0.00% No change 689 $32K
Bank of Montreal 0.00% Add +4.3% 600 $28K
UBS Group AG 0.00% Add +263.1% 374 $17K
Bessemer Group Inc. 0.00% No change 361 $17K
WealthCollab, LLC 0.01% No change 341 $16K
Kings Path Partners LLC 0.01% No change 339 $16K
Orion Capital Management LLC 0.01% New 329 $15K
Beaird Harris Wealth Management, LLC 0.00% No change 305 $14K
Cwm, LLC 0.00% New 182 $8K
Elevate Wealth Advisory, Inc. 0.01% No change 172 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -93.1% 69 $3K
Rothschild Investment LLC 0.00% Add +3.5% 60 $3K
Kestra Investment Management, LLC 0.00% New 53 $2K
Global Retirement Partners, LLC 0.00% No change 50 $2K
FMR LLC 0.00% New 39 $2K
1620 Investment Advisors, Inc. 0.00% No change 25 $1K

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