Avantis Resp Emerg MKTS Eq-EAVSEETF
13F holders, Q1 2024 (March 31)33holders
1famous investor
$49.07avg. 13F price*
At the end of Q1 2024, 33 institutions reported holding Avantis Resp Emerg MKTS Eq-E (AVSE) in their 13F filings. The largest holders were Willow Creek Wealth Management Inc. ($4.7M), Corient Private Wealth LP ($3.9M) and HighTower Advisors, LLC ($3.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis Resp Emerg MKTS Eq-E
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072315
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.1M |
| Exits | 1 | $140K |
Ownership 33 holders
| Willow Creek Wealth Management Inc. | 0.56% | Add +0.8% | 96,747 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -45.6% | 79,755 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Add +14.1% | 70,374 | $3.5M |
| Jane Street Group, LLC | 0.00% | Reduce -24.9% | 62,564 | $3.1M |
| Mariner, LLC | 0.00% | Add +8.3% | 32,534 | $1.6M |
| Old Mission Capital LLC | 0.04% | Reduce -58.5% | 29,292 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 28,011 | $1.4M |
| Trademark Financial Management, LLC | 1.03% | Add +6.8% | 25,441 | $1.2M |
| Opes Wealth Management LLC | 0.23% | New | 20,499 | $1.0M |
| Northland Capital Management LLC | 0.68% | Reduce -0.3% | 19,722 | $968K |
| Highland Financial Advisors, LLC | 0.30% | Reduce -3.7% | 15,348 | $753K |
| Merriman Wealth Management, LLC | 0.03% | Add +2.0% | 14,397 | $706K |
| Citadel Advisors | 0.00% | New | 14,256 | $699K |
| Asset Dedication, LLC | 0.05% | Add +0.3% | 13,786 | $678K |
| Wealthstream Advisors, Inc. | 0.23% | Reduce -2.9% | 12,123 | $595K |
| WMS Partners, LLC | 0.04% | Add +2.6% | 11,110 | $545K |
| Trellis Wealth Advisors LLC | 0.25% | No change | 9,050 | $444K |
| Bank of Montreal | 0.00% | New | 7,718 | $382K |
| Plancorp, LLC | 0.01% | No change | 5,755 | $282K |
| Tarbox Family Office, Inc. | 0.05% | Add +3.4% | 5,471 | $268K |
| Level Financial Advisors | 0.12% | Add +0.4% | 5,230 | $257K |
| Team Hewins, LLC | 0.10% | Add +0.5% | 5,154 | $253K |
| Savant Capital, LLC | 0.00% | No change | 4,892 | $240K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.3% | 4,513 | $221K |
| WealthCollab, LLC | 0.09% | No change | 2,460 | $121K |
| PrairieView Partners, LLC | 0.01% | Add +1.1% | 1,985 | $98K |
| True Wealth Design, LLC | 0.02% | Add +83.6% | 1,755 | $86K |
| Orion Capital Management LLC | 0.03% | No change | 1,156 | $57K |
| Red Lighthouse Investment Management, LLC | 0.02% | Add +15.7% | 1,116 | $55K |
| Grand Wealth Management, LLC | 0.01% | No change | 600 | $29K |
| Elevation Wealth Partners, LLC | 0.01% | Add +2.6% | 480 | $24K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 166 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -29.7% | 130 | $6K |
"% of holder's portfolio" is AVSE's weight in each manager's 13F, not the share of Avantis Resp Emerg MKTS Eq-E the manager owns.