Avantis Reps Intern Equi ETFAVSDETF
13F holders, Q3 2024 (September 30)46holders +2
4new positions
2sold out
$60.58avg. 13F price*
At the end of Q3 2024, 46 institutions reported holding Avantis Reps Intern Equi ETF (AVSD) in their 13F filings, up 2 from Q2 2024. 4 opened new positions and 2 sold out. The largest holders were Clarity Asset Management, Inc. ($16.6M), Willow Creek Wealth Management Inc. ($11.8M) and Corient Private Wealth LP ($10.7M).
- Company
- Avantis Reps Intern Equi ETF
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072299
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $457K |
| Exits | 2 | $415K |
All 13F filers, Q2 2024 → Q3 2024: 35,186 shares bought and 59,247 shares sold, net −24,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Clarity Asset Management, Inc. | 11.51% | Add +2.1% | 273,319 | $16.6M |
| Willow Creek Wealth Management Inc. | 1.24% | Add +5.0% | 194,895 | $11.8M |
| Corient Private Wealth LP | 0.02% | Add +0.4% | 176,473 | $10.7M |
| Merriman Wealth Management, LLC | 0.17% | Reduce -1.8% | 67,653 | $4.1M |
| Waverly Advisors, LLC | 0.07% | Reduce -1.5% | 58,749 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.3% | 57,952 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.5% | 55,480 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 42,461 | $2.6M |
| Northland Capital Management LLC | 1.21% | Reduce -0.8% | 34,990 | $2.1M |
| Highland Financial Advisors, LLC | 0.69% | Add +6.5% | 31,969 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -61.7% | 28,630 | $1.7M |
| Wealthstream Advisors, Inc. | 0.31% | Add +3.4% | 27,748 | $1.7M |
| Trellis Wealth Advisors LLC | 0.80% | No change | 26,495 | $1.6M |
| MB Generational Wealth, LLC | 0.96% | No change | 21,917 | $1.3M |
| Trademark Financial Management, LLC | 1.01% | Add +1.2% | 20,968 | $1.3M |
| Revolve Wealth Partners, LLC | 0.16% | Add +9.4% | 17,443 | $1.1M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.41% | Reduce -2.9% | 17,010 | $1.0M |
| PrairieView Partners, LLC | 0.07% | Add +17.0% | 11,634 | $704K |
| Diversified Portfolios, Inc. | 0.07% | No change | 11,424 | $692K |
| Team Hewins, LLC | 0.23% | Reduce -4.9% | 9,738 | $590K |
| WMS Partners, LLC | 0.03% | Add +18.5% | 8,620 | $522K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -9.5% | 7,794 | $472K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -2.0% | 7,354 | $446K |
| Opes Wealth Management LLC | 0.08% | Add +4.4% | 7,045 | $427K |
| WealthShield Partners, LLC | 0.05% | No change | 6,350 | $385K |
| Plancorp, LLC | 0.01% | No change | 5,840 | $354K |
| Tarbox Family Office, Inc. | 0.05% | Add +9.3% | 5,464 | $331K |
| Tortoise Investment Management, LLC | 0.03% | Add +12.7% | 5,070 | $307K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 4,938 | $299K |
| Passive Capital Management, LLC. | 0.10% | Reduce -9.5% | 4,596 | $278K |
| Truist Financial Corp. | 0.00% | No change | 4,363 | $264K |
| Envestnet Asset Management Inc. | 0.00% | No change | 4,363 | $264K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,950 | $239K |
| Bank of Montreal | 0.00% | New | 3,706 | $225K |
| Addison Advisors LLC | 0.05% | New | 3,030 | $184K |
| Grand Wealth Management, LLC | 0.10% | No change | 2,800 | $170K |
| Red Lighthouse Investment Management, LLC | 0.05% | Add +50.4% | 2,274 | $138K |
| WealthCollab, LLC | 0.08% | Add +26.0% | 1,963 | $119K |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.7% | 737 | $45K |
| UBS Group AG | 0.00% | New | 508 | $31K |
| Asset Dedication, LLC | 0.00% | No change | 507 | $31K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 453 | $27K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 404 | $24K |
| FMR LLC | 0.00% | New | 294 | $18K |
| True Wealth Design, LLC | 0.00% | No change | 143 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 37 | $2K |
"% 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.