Avantis Resp Emerg MKTS Eq-EAVSEETF

13F holders, Q1 2025 (March 31)
49holders +6
9new positions
1sold out
1famous investor
$51.58avg. 13F price*

At the end of Q1 2025, 49 institutions reported holding Avantis Resp Emerg MKTS Eq-E (AVSE) in their 13F filings, up 6 from Q4 2024. 9 opened new positions and 1 sold out. The largest holders were Northwest & Ethical Investments L.P. ($11.5M), Corient Private Wealth LP ($7.3M) and Willow Creek Wealth Management Inc. ($6.0M). 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 (Q1 2025)
CUSIP
025072315
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 33Q1 2024Q2 2024: 32Q2 2024Q3 2024: 36Q3 2024Q4 2024: 43Q4 2024Q1 2025: 49Q1 2025Q2 2025: 56Q2 2025Q3 2025: 59Q3 2025Q4 2025: 63Q4 2025Q1 2026: 64Q1 2026Q2 2026: 70Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$18.2M
Exits1$753K

All 13F filers, Q4 2024 → Q1 2025: 416,355 shares bought and 115,099 shares sold, net +301,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 49 holders

Northwest & Ethical Investments L.P. 0.31% New 223,750 $11.5M
Corient Private Wealth LP 0.01% Reduce -5.5% 141,981 $7.3M
Willow Creek Wealth Management Inc. 0.58% Add +12.4% 116,496 $6.0M
Riverwater Partners LLC 1.86% Add +173.3% 70,612 $3.6M
Raymond James Financial Inc. 0.00% New 67,153 $3.5M
HighTower Advisors, LLC 0.00% Reduce -24.6% 56,768 $2.9M
Jane Street Group, LLC 0.00% Reduce -40.0% 50,431 $2.6M
Commonwealth Equity Services, LLC 0.00% Reduce -13.1% 38,137 $2.0M
Citadel Advisors 0.00% New 37,383 $1.9M
LongView Asset Management LLC 1.42% Reduce -10.2% 32,221 $1.7M
Opes Wealth Management LLC 0.23% Add +2.0% 22,504 $1.2M
Highland Financial Advisors, LLC 0.34% Reduce -0.3% 18,290 $940K
Journey Strategic Wealth LLC 0.03% Add +6.3% 15,448 $794K
Northland Capital Management LLC 0.49% Reduce -7.3% 14,205 $730K
Focus Partners Wealth 0.00% New 13,127 $674K
Wealthstream Advisors, Inc. 0.11% Reduce -7.2% 11,214 $576K
Asset Dedication, LLC 0.04% Reduce -33.7% 9,649 $496K
LexAurum Advisors, LLC 0.09% Add +0.6% 9,519 $489K
Trellis Wealth Advisors LLC 0.22% No change 8,964 $461K
Mariner, LLC 0.00% Reduce -3.4% 8,930 $459K
Trademark Financial Management, LLC 0.29% Add +1.7% 7,289 $375K
HB Wealth Management, LLC 0.00% New 6,724 $346K
EP Wealth Advisors, LLC 0.00% No change 6,221 $320K
Tarbox Family Office, Inc. 0.05% Reduce -0.3% 6,110 $314K
Vestment Financial LLC 0.22% Add +15.8% 5,988 $309K
Plancorp, LLC 0.01% No change 5,755 $296K
Level Financial Advisors 0.10% No change 5,602 $288K
Susquehanna International Group, LLP 0.00% Reduce -77.3% 5,252 $270K
Team Hewins, LLC 0.10% Add +0.3% 5,140 $264K
Apollon Wealth Management, LLC 0.01% Add +16.5% 4,773 $245K
Kelman-Lazarov, Inc. 0.04% New 4,727 $243K
Savant Capital, LLC 0.00% Reduce -8.1% 4,560 $234K
TCI Wealth Advisors, Inc. 0.02% No change 4,513 $232K
Axxcess Wealth Management, LLC 0.01% No change 4,482 $230K
Burton Enright Welch 0.04% No change 4,204 $216K
Curio Wealth, LLC 0.11% Reduce -99.8% 9 $211K
PrairieView Partners, LLC 0.02% Reduce -1.0% 4,002 $205K
Addison Advisors LLC 0.04% Add +27.4% 3,180 $163K
True Wealth Design, LLC 0.06% Add +77.8% 2,938 $151K
WealthCollab, LLC 0.08% No change 2,493 $128K
Red Lighthouse Investment Management, LLC 0.02% Reduce -0.7% 1,116 $55K
Morgan Stanley 0.00% Add +45.4% 922 $47K
Tortoise Investment Management, LLC 0.00% No change 700 $36K
Orion Capital Management LLC 0.01% Reduce -43.4% 654 $34K
Elevation Wealth Partners, LLC 0.01% New 494 $25K
Parkworth Wealth Management, Inc. 0.02% No change 432 $22K
Signature Resources Capital Management, LLC 0.01% No change 149 $8K
Royal Bank of Canada 0.00% New 49 $3K
Osaic Holdings, Inc. 0.00% New 11 $564

"% 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.