Avantis Resp Emerg MKTS Eq-EAVSEETF
13F holders, Q3 2024 (September 30)36holders +4
6new positions
2sold out
1famous investor
$55.33avg. 13F price*
At the end of Q3 2024, 36 institutions reported holding Avantis Resp Emerg MKTS Eq-E (AVSE) in their 13F filings, up 4 from Q2 2024. 6 opened new positions and 2 sold out. The largest holders were Corient Private Wealth LP ($8.2M), Willow Creek Wealth Management Inc. ($5.6M) and HighTower Advisors, LLC ($4.0M). 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 (Q3 2024)
- CUSIP
- 025072315
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.9M |
| Exits | 2 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 98,248 shares bought and 24,883 shares sold, net +73,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Corient Private Wealth LP | 0.01% | Add +0.4% | 148,995 | $8.2M |
| Willow Creek Wealth Management Inc. | 0.59% | Add +4.0% | 101,283 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.4% | 71,873 | $4.0M |
| Jane Street Group, LLC | 0.00% | Add +84.7% | 44,899 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +46.0% | 40,821 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -0.0% | 31,362 | $1.7M |
| Trademark Financial Management, LLC | 1.10% | Add +0.4% | 25,079 | $1.4M |
| Opes Wealth Management LLC | 0.23% | Add +3.6% | 21,699 | $1.2M |
| Citadel Advisors | 0.00% | New | 18,599 | $1.0M |
| Highland Financial Advisors, LLC | 0.36% | Add +3.2% | 18,086 | $1.0M |
| Northland Capital Management LLC | 0.57% | Reduce -1.3% | 17,928 | $992K |
| Asset Dedication, LLC | 0.06% | Add +22.1% | 16,622 | $920K |
| Merriman Wealth Management, LLC | 0.03% | No change | 13,320 | $737K |
| Wealthstream Advisors, Inc. | 0.12% | Reduce -2.7% | 11,826 | $654K |
| Journey Strategic Wealth LLC | 0.02% | New | 10,659 | $590K |
| Bank of Montreal | 0.00% | New | 9,844 | $551K |
| Trellis Wealth Advisors LLC | 0.25% | No change | 9,054 | $501K |
| LexAurum Advisors, LLC | 0.10% | New | 8,457 | $468K |
| WMS Partners, LLC | 0.02% | Add +15.0% | 6,880 | $381K |
| Tarbox Family Office, Inc. | 0.06% | Add +10.4% | 6,078 | $336K |
| Plancorp, LLC | 0.01% | No change | 5,755 | $318K |
| Level Financial Advisors | 0.12% | No change | 5,598 | $310K |
| Team Hewins, LLC | 0.11% | Reduce -0.6% | 5,123 | $283K |
| Savant Capital, LLC | 0.00% | Add +1.0% | 4,963 | $275K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 4,513 | $250K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,425 | $245K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.0% | 4,207 | $233K |
| Burton Enright Welch | 0.05% | No change | 4,204 | $233K |
| WealthCollab, LLC | 0.13% | Add +38.9% | 3,470 | $192K |
| PrairieView Partners, LLC | 0.02% | Add +24.3% | 2,801 | $154K |
| Addison Advisors LLC | 0.03% | Add +9.6% | 2,160 | $119K |
| True Wealth Design, LLC | 0.04% | Reduce -5.9% | 1,652 | $91K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 1,116 | $62K |
| Tortoise Investment Management, LLC | 0.00% | New | 700 | $39K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 484 | $27K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 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.