Avantis Reps Intern Equi ETFAVSDETF

13F holders, Q1 2025 (March 31)
62holders +7
11new positions
2sold out
$59.96avg. 13F price*

At the end of Q1 2025, 62 institutions reported holding Avantis Reps Intern Equi ETF (AVSD) in their 13F filings, up 7 from Q4 2024. 11 opened new positions and 2 sold out. The largest holders were Willow Creek Wealth Management Inc. ($12.2M), Clarity Asset Management, Inc. ($11.3M) and Corient Private Wealth LP ($10.1M).

Company
Avantis Reps Intern Equi ETF
Filed as
AMERICAN CENTY ETF TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$12.0M
Exits2$987K

All 13F filers, Q4 2024 → Q1 2025: 244,093 shares bought and 172,241 shares sold, net +71,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

Willow Creek Wealth Management Inc. 1.19% Add +1.1% 203,422 $12.2M
Clarity Asset Management, Inc. 7.30% Reduce -31.6% 188,948 $11.3M
Corient Private Wealth LP 0.02% Reduce -6.9% 168,608 $10.1M
Raymond James Financial Inc. 0.00% New 88,884 $5.3M
Focus Partners Wealth 0.01% New 68,995 $4.1M
LongView Asset Management LLC 3.46% Reduce -6.3% 67,277 $4.0M
Commonwealth Equity Services, LLC 0.00% Reduce -0.7% 57,534 $3.5M
Waverly Advisors, LLC 0.04% Reduce -0.6% 55,609 $3.3M
HighTower Advisors, LLC 0.00% Reduce -18.9% 52,647 $3.2M
Riverwater Partners LLC 1.16% Add +225.3% 37,641 $2.3M
Wealthstream Advisors, Inc. 0.36% Reduce -0.7% 32,046 $1.9M
Northland Capital Management LLC 1.13% Reduce -9.3% 27,811 $1.7M
Trellis Wealth Advisors LLC 0.76% No change 26,219 $1.6M
Highland Financial Advisors, LLC 0.55% Reduce -20.1% 25,686 $1.5M
Trademark Financial Management, LLC 1.10% Reduce -3.8% 24,067 $1.4M
Revolve Wealth Partners, LLC 0.19% Add +11.7% 21,868 $1.3M
MB Generational Wealth, LLC 0.93% Reduce -5.6% 20,694 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -38.1% 20,471 $1.2M
Henrickson Nauta Wealth Advisors, Inc. 0.40% No change 17,010 $966K
PrairieView Partners, LLC 0.08% Reduce -0.4% 12,769 $765K
Team Hewins, LLC 0.30% Add +4.0% 12,697 $762K
Opes Wealth Management LLC 0.14% Add +80.3% 11,890 $713K
Mariner, LLC 0.00% Reduce -8.2% 11,571 $694K
Journey Strategic Wealth LLC 0.02% Add +9.5% 11,226 $673K
Vestment Financial LLC 0.44% Add +19.9% 10,265 $617K
HB Wealth Management, LLC 0.00% New 9,751 $585K
Diversified Portfolios, Inc. 0.06% Reduce -18.5% 9,309 $558K
Bridgewater Advisors Inc. 0.04% New 6,977 $438K
TCI Wealth Advisors, Inc. 0.03% Reduce -6.6% 6,868 $412K
Envestnet Asset Management Inc. 0.00% Add +36.8% 6,864 $412K
Herold Advisors, Inc. 0.09% New 6,635 $398K
Truist Financial Corp. 0.00% Add +29.2% 6,481 $389K
WealthShield Partners, LLC 0.05% Add +19.2% 6,200 $372K
Tortoise Investment Management, LLC 0.04% No change 6,070 $364K
Plancorp, LLC 0.01% No change 5,840 $350K
Jane Street Group, LLC 0.00% Reduce -53.1% 5,838 $350K
LPL Financial LLC 0.00% New 5,630 $338K
Tarbox Family Office, Inc. 0.05% Reduce -0.3% 5,481 $329K
Oak Wealth Advisors LLC 0.22% No change 4,890 $293K
Focus Partners Advisor Solutions, LLC 0.00% New 4,693 $282K
Kelman-Lazarov, Inc. 0.05% Reduce -14.2% 4,235 $254K
Evanson Asset Management, LLC 0.02% No change 4,004 $240K
Pacific Asset Management, LLC 0.21% No change 3,897 $234K
Sprinkle Financial Consultants LLC 0.14% New 3,564 $214K
Austin Asset Management Co Inc 0.05% New 3,480 $209K
Addison Advisors LLC 0.05% No change 3,030 $182K
Grand Wealth Management, LLC 0.09% No change 2,800 $168K
North Ridge Wealth Advisors, Inc. 0.10% No change 2,440 $146K
Orion Capital Management LLC 0.06% Reduce -14.3% 2,380 $143K
Cwm, LLC 0.00% No change 1,787 $107K
True Wealth Design, LLC 0.04% Add +766.7% 1,534 $92K
WealthCollab, LLC 0.05% Add +9.3% 1,460 $88K
Red Lighthouse Investment Management, LLC 0.04% Reduce -33.8% 1,512 $86K
Parkworth Wealth Management, Inc. 0.05% No change 990 $59K
Osaic Holdings, Inc. 0.00% No change 737 $44K
Asset Dedication, LLC 0.00% Reduce -27.8% 496 $30K
Elevation Wealth Partners, LLC 0.01% New 457 $27K
Signature Resources Capital Management, LLC 0.02% No change 404 $24K
FMR LLC 0.00% No change 294 $18K
Curio Wealth, LLC 0.01% Reduce -99.2% 2 $15K
Royal Bank of Canada 0.00% New 99 $6K
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.