Avantis Reps Intern Equi ETFAVSDETF

13F holders, Q1 2024 (March 31)
48holders
$56.91avg. 13F price*

At the end of Q1 2024, 48 institutions reported holding Avantis Reps Intern Equi ETF (AVSD) in their 13F filings. The largest holders were Clarity Asset Management, Inc. ($15.0M), Willow Creek Wealth Management Inc. ($10.6M) and Old Mission Capital LLC ($5.3M).

Company
Avantis Reps Intern Equi ETF
Filed as
AMERICAN CENTY ETF TR (Q1 2024)
CUSIP
025072299
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 48Q1 2024Q2 2024: 44Q2 2024Q3 2024: 46Q3 2024Q4 2024: 55Q4 2024Q1 2025: 62Q1 2025Q2 2025: 69Q2 2025Q3 2025: 71Q3 2025Q4 2025: 82Q4 2025Q1 2026: 89Q1 2026Q2 2026: 97Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$882K
Exits3$3.2M

Ownership 48 holders

Clarity Asset Management, Inc. 10.38% Reduce -0.1% 263,983 $15.0M
Willow Creek Wealth Management Inc. 1.23% Reduce -5.6% 185,366 $10.6M
Old Mission Capital LLC 0.13% Reduce -34.0% 93,340 $5.3M
Merriman Wealth Management, LLC 0.18% Add +0.0% 71,721 $4.1M
Waverly Advisors, LLC 0.09% Add +1.7% 65,884 $3.8M
HighTower Advisors, LLC 0.01% Add +4.3% 54,422 $3.1M
Commonwealth Equity Services, LLC 0.01% Reduce -6.1% 53,564 $3.0M
Corient Private Wealth LP 0.00% Reduce -72.4% 47,268 $2.7M
Mariner, LLC 0.01% Add +0.3% 42,161 $2.4M
Jane Street Group, LLC 0.00% Reduce -6.9% 40,404 $2.3M
Northland Capital Management LLC 1.53% Reduce -0.9% 38,367 $2.2M
Highland Financial Advisors, LLC 0.62% Reduce -3.5% 27,257 $1.6M
Trellis Wealth Advisors LLC 0.85% No change 26,486 $1.5M
Wealthstream Advisors, Inc. 0.56% Reduce -1.3% 26,112 $1.5M
MB Generational Wealth, LLC 0.98% No change 21,926 $1.2M
Trademark Financial Management, LLC 0.99% Add +5.4% 21,020 $1.2M
Henrickson Nauta Wealth Advisors, Inc. 0.43% Reduce -0.7% 17,521 $980K
WMS Partners, LLC 0.06% Add +2.9% 14,424 $821K
Revolve Wealth Partners, LLC 0.13% Add +39.3% 13,036 $742K
Diversified Portfolios, Inc. 0.09% No change 11,424 $650K
Susquehanna International Group, LLP 0.00% Reduce -59.0% 11,299 $643K
Team Hewins, LLC 0.24% Add +0.4% 10,599 $603K
TCI Wealth Advisors, Inc. 0.04% Reduce -1.3% 7,504 $427K
Opes Wealth Management LLC 0.09% Add +4.1% 6,780 $386K
PrairieView Partners, LLC 0.04% Add +5.0% 6,568 $374K
Plancorp, LLC 0.01% No change 5,840 $332K
Tarbox Family Office, Inc. 0.05% Add +3.3% 4,940 $281K
Kelman-Lazarov, Inc. 0.05% No change 4,921 $280K
Passive Capital Management, LLC. 0.11% No change 4,825 $275K
WealthShield Partners, LLC 0.04% Add +26.7% 4,750 $270K
Tortoise Investment Management, LLC 0.03% No change 4,500 $256K
Journey Strategic Wealth LLC 0.01% New 4,448 $253K
Envestnet Asset Management Inc. 0.00% New 4,150 $236K
Truist Financial Corp. 0.00% New 4,150 $233K
Evanson Asset Management, LLC 0.02% No change 3,877 $221K
Grand Wealth Management, LLC 0.10% No change 3,520 $200K
Orion Capital Management LLC 0.08% Add +2.9% 2,726 $155K
Bank of Montreal 0.00% New 2,494 $142K
Red Lighthouse Investment Management, LLC 0.03% Add +44.7% 1,512 $86K
Osaic Holdings, Inc. 0.00% No change 737 $42K
WealthCollab, LLC 0.03% No change 630 $36K
Asset Dedication, LLC 0.00% No change 507 $29K
Signature Resources Capital Management, LLC 0.02% No change 484 $26K
Elevation Wealth Partners, LLC 0.01% Add +0.9% 447 $25K
True Wealth Design, LLC 0.00% New 143 $8K
UBS Group AG 0.00% New 114 $6K
Morris Financial Concepts, Inc. 0.00% New 37 $2K
FMR LLC 0.00% New 1 $57

"% of holder's portfolio" is AVSD's weight in each manager's 13F, not the share of Avantis Reps Intern Equi ETF the manager owns.