Avantis Emerging Markets ValAVESETF

13F holders, Q1 2025 (March 31)
121holders +4
14new positions
8sold out
2famous investors
$47.11avg. 13F price*

At the end of Q1 2025, 121 institutions reported holding Avantis Emerging Markets Val (AVES) in their 13F filings, up 4 from Q4 2024. 14 opened new positions and 8 sold out. The largest holders were American Century Companies Inc. ($45.1M), Focus Partners Wealth ($39.3M) and CCM Investment Group, LLC ($37.8M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Avantis Emerging Markets Val
Filed as
AMERICAN CENTY ETF TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions14$14.2M
Exits8$3.3M

All 13F filers, Q4 2024 → Q1 2025: 1,927,361 shares bought and 339,507 shares sold, net +1,587,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 121 holders

American Century Companies Inc. 0.03% Add +23.3% 956,758 $45.1M
Focus Partners Wealth 0.10% Add +3632.6% 832,321 $39.3M
CCM Investment Group, LLC 3.99% Add +5.7% 796,318 $37.8M
Empowered Funds, LLC 0.53% Add +5.4% 796,550 $37.6M
Armbruster Capital Management, Inc. 3.02% Add +3.0% 320,566 $15.1M
Pathstone Holdings, LLC 0.06% Add +13.9% 275,120 $13.0M
Meredith Wealth Planning 4.91% Add +3.0% 236,254 $11.1M
Red Lighthouse Investment Management, LLC 4.17% Reduce -0.9% 215,670 $10.2M
Envestnet Asset Management Inc. 0.00% Add +20.2% 205,807 $9.7M
HighTower Advisors, LLC 0.01% Add +102.0% 196,015 $9.2M
BSW Wealth Partners 1.31% Add +1.1% 183,098 $8.6M
Golden Bell Financial Planning LLC 7.37% Reduce -0.4% 160,941 $7.6M
Global Strategic Investment Solutions, LLC 0.83% Add +37.1% 152,102 $7.2M
Allegiance Financial Group Advisory Services LLC 2.04% Add +10.4% 142,045 $6.7M
Anderson Hoagland & Co. 0.77% Add +0.7% 155,404 $6.5M
Schwarz Dygos Wheeler Investment Advisors LLC 1.45% Add +2.9% 129,351 $6.1M
Austin Wealth Management, LLC 1.22% Add +15.2% 127,750 $6.1M
Perigon Wealth Management, LLC 0.15% Reduce -8.6% 127,888 $6.0M
Symmetry Partners, LLC 0.82% Add +27.7% 125,134 $5.9M
Apeiron RIA LLC 1.68% Add +2.0% 117,922 $5.6M
Fidelity D & D Bancorp Inc. 3.34% Add +11.7% 107,503 $5.1M
Enzi Wealth 2.01% Add +4.0% 104,017 $5.0M
Focus Partners Advisor Solutions, LLC 0.07% Add +7.0% 99,580 $4.7M
Bayshore Asset Management, LLC 2.32% Add +6.3% 98,806 $4.7M
B&D White Capital Company, LLC 0.67% Add +228.3% 95,952 $4.5M
Fortress Wealth Management, Inc. 2.34% Add +21.7% 95,545 $4.5M
Oceanside Advisors LLC 3.12% Add +7.3% 91,493 $4.3M
Corient Private Wealth LP 0.01% Reduce -0.5% 91,077 $4.3M
MB Generational Wealth, LLC 3.07% Add +0.3% 87,241 $4.1M
Menora Mivtachim Holdings LTD. 0.03% New 84,065 $4.0M
Bannerman Wealth Management Group, LLC 3.06% Add +8.9% 79,587 $3.8M
Cascade Financial Partners, LLC 0.45% Add +34.8% 76,140 $3.6M
Tortoise Investment Management, LLC 0.35% Add +12.9% 71,531 $3.4M
MML Investors Services, LLC 0.01% Add +27.6% 65,672 $3.1M
Parkshore Wealth Management, Inc. 1.79% Reduce -8.6% 65,200 $3.1M
Simplicity Wealth,LLC 0.24% New 64,578 $3.0M
Northland Capital Management LLC 1.96% Add +0.9% 61,448 $2.9M
CSS LLC 0.56% No change 59,803 $2.8M
Callan Capital, LLC 0.20% Add +7.4% 56,044 $2.6M
Jane Street Group, LLC 0.00% Reduce -81.4% 50,426 $2.4M
Park Avenue Securities LLC 0.03% New 49,275 $2.3M
LPL Financial LLC 0.00% Add +18.6% 47,399 $2.2M
Strategic Blueprint, LLC 0.12% Add +7.6% 47,305 $2.2M
Creative Planning 0.00% Reduce -6.0% 46,425 $2.2M
Private Advisor Group, LLC 0.01% Reduce -0.6% 44,404 $2.1M
Wedmont Private Capital 0.10% Add +25.1% 42,885 $1.9M
Axxcess Wealth Management, LLC 0.05% Add +11.1% 39,316 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +73.7% 32,109 $1.5M
CoreFirst Bank & Trust 0.93% Add +6.4% 30,512 $1.4M
Entrewealth, LLC 1.01% Add +64.0% 27,836 $1.3M
Cypress Point Wealth Management, LLC 0.41% Reduce -4.5% 27,670 $1.3M
Cresset Asset Management, LLC 0.01% Add +309.3% 25,446 $1.2M
Asset Dedication, LLC 0.10% Reduce -0.1% 25,012 $1.2M
UMB Bank, n.a. 0.02% Reduce -1.9% 23,461 $1.1M
AlphaCore Capital LLC 0.09% New 21,578 $1.0M
PFC Capital Group, Inc. 0.50% New 20,919 $986K
Greenspring Advisors, LLC 0.21% Add +3.1% 18,941 $893K
Mraz, Amerine & Associates, Inc. 0.14% Reduce -0.5% 17,433 $826K
AQR Capital Management 0.00% Add +36.4% 17,265 $814K
Capital Investment Advisory Services, LLC 0.07% Add +14.8% 17,095 $806K
NCM Capital Management, LLC 0.36% Add +3.8% 16,776 $791K
Sensible Money, LLC 0.33% No change 16,329 $770K
Forum Financial Management, LP 0.01% New 15,196 $717K
Good Life Advisors, LLC 0.05% Add +6.6% 14,992 $707K
Jackson Creek Investment Advisors LLC 0.22% Reduce -7.3% 14,730 $695K
Jones Financial Companies LLLP 0.00% Add +14.8% 13,569 $643K
Breakwater Capital Group 0.11% Reduce -12.1% 12,885 $608K
Werba Rubin Papier Wealth Management 0.13% Add +24.0% 12,433 $586K
Versant Capital Management, Inc 0.09% No change 11,675 $551K
Jacobi Capital Management LLC 0.04% Add +18.5% 11,605 $547K
TFB Advisors LLC 0.15% No change 11,288 $532K
PrairieView Partners, LLC 0.06% No change 11,200 $528K
Waverly Advisors, LLC 0.01% Add +0.2% 10,509 $496K
Vestment Financial LLC 0.35% No change 10,166 $483K
HB Wealth Management, LLC 0.00% New 10,180 $480K
DBK Financial Counsel, LLC 0.46% No change 9,830 $464K
Citadel Advisors 0.00% New 9,710 $458K
Comprehensive Money Management Services LLC 0.36% Add +5.6% 9,440 $445K
WMG Financial Advisors, LLC 0.18% No change 9,150 $432K
CoreCap Advisors, LLC 0.02% New 8,395 $396K
Guidance Capital, Inc. 0.12% Add +12.0% 7,881 $386K
Goldman Sachs Group Inc. 0.00% Reduce -55.2% 7,316 $345K
Seed Wealth Management, Inc. 0.27% Add +4.8% 7,130 $336K
Ariadne Wealth Management, LP 0.17% No change 6,719 $330K
Lam Group, Inc. 0.24% Reduce -42.1% 6,960 $328K
Pacific Asset Management, LLC 0.26% No change 6,182 $292K
Cloud Capital Management, LLC 0.20% — 5,964 $281K
Efficient Frontier Advisors LLC 0.18% Add +16.6% 5,730 $270K
Wealthcare Advisory Partners LLC 0.01% New 5,653 $267K
Bank of America Corp. 0.00% New 5,588 $264K
FMB Wealth Management 0.14% No change 5,490 $259K
Farther Finance Advisors, LLC 0.01% Add +45.2% 5,392 $256K
Betterment LLC 0.00% New 4,981 $235K
XY Planning Network, Inc. 0.15% Reduce -18.2% 4,666 $220K
WealthShield Partners, LLC 0.03% No change 4,569 $215K
Empirical Finance, LLC 0.01% No change 4,355 $205K
Cardiff Park Advisors, LLC 0.02% Reduce -33.9% 4,244 $200K
True Wealth Design, LLC 0.05% No change 2,851 $134K
IFP Advisors, Inc 0.00% No change 2,720 $128K
Northwestern Mutual Wealth Management Co. 0.00% Add +77.9% 2,720 $128K

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

Show all 121 holders