Avantis Resp Emerg MKTS Eq-EAVSEETF
13F holders, Q2 2024 (June 30)32holders −1
3new positions
4sold out
$51.74avg. 13F price*
At the end of Q2 2024, 32 institutions reported holding Avantis Resp Emerg MKTS Eq-E (AVSE) in their 13F filings, down 1 from Q1 2024. 3 opened new positions and 4 sold out. The largest holders were Corient Private Wealth LP ($7.7M), Willow Creek Wealth Management Inc. ($5.0M) and HighTower Advisors, LLC ($3.8M).
- Company
- Avantis Resp Emerg MKTS Eq-E
- Filed as
- AMERICAN CENTY ETF TR (Q2 2024)
- CUSIP
- 025072315
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $537K |
| Exits | 4 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 85,616 shares bought and 77,887 shares sold, net +7,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Corient Private Wealth LP | 0.01% | Add +86.0% | 148,375 | $7.7M |
| Willow Creek Wealth Management Inc. | 0.57% | Add +0.7% | 97,430 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Add +3.6% | 72,907 | $3.8M |
| Mariner, LLC | 0.00% | Reduce -3.6% | 31,366 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 27,959 | $1.4M |
| Trademark Financial Management, LLC | 1.05% | Reduce -1.8% | 24,978 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -61.1% | 24,313 | $1.3M |
| Old Mission Capital LLC | 0.03% | Reduce -24.9% | 21,997 | $1.1M |
| Opes Wealth Management LLC | 0.23% | Add +2.2% | 20,944 | $1.1M |
| Northland Capital Management LLC | 0.66% | Reduce -7.9% | 18,159 | $940K |
| Highland Financial Advisors, LLC | 0.34% | Add +14.2% | 17,532 | $907K |
| Asset Dedication, LLC | 0.05% | Reduce -1.2% | 13,617 | $705K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -7.5% | 13,320 | $689K |
| Wealthstream Advisors, Inc. | 0.23% | Add +0.2% | 12,151 | $629K |
| Trellis Wealth Advisors LLC | 0.26% | Add +0.0% | 9,054 | $469K |
| WMS Partners, LLC | 0.02% | Reduce -46.2% | 5,982 | $310K |
| Plancorp, LLC | 0.01% | No change | 5,755 | $298K |
| Level Financial Advisors | 0.13% | Add +7.0% | 5,598 | $290K |
| Tarbox Family Office, Inc. | 0.05% | Add +0.6% | 5,504 | $285K |
| Team Hewins, LLC | 0.11% | Add +0.0% | 5,155 | $267K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 4,916 | $254K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 4,513 | $234K |
| Apollon Wealth Management, LLC | 0.01% | New | 4,208 | $218K |
| Burton Enright Welch | 0.05% | New | 4,204 | $218K |
| WealthCollab, LLC | 0.09% | Add +1.6% | 2,499 | $129K |
| PrairieView Partners, LLC | 0.01% | Add +13.5% | 2,253 | $116K |
| Addison Advisors LLC | 0.03% | New | 1,970 | $102K |
| True Wealth Design, LLC | 0.02% | No change | 1,755 | $91K |
| Orion Capital Management LLC | 0.03% | No change | 1,156 | $60K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 1,116 | $58K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.8% | 484 | $25K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -10.2% | 149 | $8K |
"% 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.