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Avantis Emerging Markets ex-China Equity ETF (AVXC) Institutional Ownership

Avantis Emerging Markets ex-China Equity ETF logo
$81.48 0.00 (0.00%)
As of 07/2/2026 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis Emerging Markets ex-China Equity ETF (NASDAQ:AVXC)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$103.42M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$6.84M
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AVXC Institutional Buying and Selling by Quarter

Avantis Emerging Markets ex-China Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026Clearwater Capital Advisors LLC464,766$31.43M2.5%+13.8%10.563%
5/7/2026Beta Wealth Group Inc.4,634$313K0.1%N/A0.105%
5/5/2026Avantax Planning Partners Inc.4,004$271K0.0%-6.0%0.091%
5/4/2026Retirement Planning Group LLC24,182$1.64M0.1%-2.3%0.550%
4/29/2026Corus Family Wealth Advisors17,871$1.21M1.0%+20.7%0.416%
4/29/2026Global Strategic Investment Solutions LLC5,768$390K0.0%+4.8%0.134%
4/28/2026Bogart Wealth LLC694$47K0.0%N/A0.016%
4/28/2026CWS Financial Advisors LLC25,609$1.73M0.4%N/A0.596%
4/23/2026Networth Advisors LLC34,951$2.36M1.7%+14.3%0.813%
4/21/2026Madrid Wealth Management LLC31,462$2.13M1.6%+28.7%0.732%
4/21/2026Pacific Sage Partners LLC147,423$9.97M1.6%-1.0%3.428%
4/20/2026Centennial Wealth Advisory LLC5,492$371K0.1%-11.0%0.128%
4/17/2026AdvisorNet Financial Inc580$39K0.0%N/A0.013%
2/18/2026Mercer Global Advisors Inc. ADV334,097$21.31M0.0%+3.2%9.546%
2/18/2026OLD Mission Capital LLC8,967$572K0.0%-61.5%0.256%
2/17/2026Osaic Holdings Inc.2,334$149K0.0%+67.2%0.067%
2/12/2026Jane Street Group LLC10,404$663K0.0%N/A0.297%
2/12/2026Bank of Montreal Can442$28K0.0%N/A0.013%
2/12/2026Prudent Man Investment Management Inc.10,086$643K0.2%-53.6%0.288%
2/11/2026LPL Financial LLC4,171$266K0.0%N/A0.119%
2/9/2026Clearwater Capital Advisors LLC408,240$26.03M2.2%+0.5%11.664%
2/6/2026Lloyd Advisory Services LLC.1,001$64K0.0%N/A0.029%
2/6/2026Mach 1 Financial Group LLC50,345$3.21M0.7%N/A1.438%
2/6/2026Trajan Wealth LLC209,271$13.35M0.6%-4.1%5.979%
2/6/2026Csenge Advisory Group4,687$299K0.0%+9.9%0.134%
2/5/2026Avantax Planning Partners Inc.4,258$272K0.0%-8.1%0.122%
2/4/2026Corus Family Wealth Advisors14,804$944K0.8%+18.9%0.423%
2/3/2026Retirement Planning Group LLC24,739$1.58M0.1%-2.2%0.707%
2/2/2026Montag A & Associates Inc.3,210$205K0.0%N/A0.092%
2/2/2026Madrid Wealth Management LLC24,442$1.56M1.3%N/A0.698%
1/29/2026Global Strategic Investment Solutions LLC5,506$351K0.0%+5.6%0.162%
1/26/2026Asset Dedication LLC2,805$179K0.0%+63.6%0.083%
1/26/2026AE Wealth Management LLC1,045,963$66.70M0.4%+56.4%30.764%
1/23/2026Tyche Wealth Partners LLC11,156$711K0.1%+18.0%0.328%
1/23/2026BSW Wealth Partners6,218$397K0.0%-5.5%0.183%
1/23/2026Vestment Financial LLC224,409$14.83M7.7%+3.2%6.600%
1/22/2026Networth Advisors LLC30,574$1.95M1.4%N/A0.899%
1/16/2026Pacific Sage Partners LLC148,846$9.49M1.5%+0.9%4.378%
1/16/2026Red Lighthouse Investment Management LLC4,974$317K0.1%+3.4%0.146%
1/16/2026Applied Capital LLC9,801$625K0.2%-4.4%0.288%
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1/15/2026Fortitude Family Office LLC30,857$1.97M0.5%-5.8%0.908%
1/14/2026Centennial Wealth Advisory LLC6,170$393K0.1%+4.4%0.181%
1/14/2026Wealthcare Advisory Partners LLC108,645$6.93M0.1%+12.9%3.195%
1/8/2026Ridgeline Wealth LLC59,629$3.80M2.6%+2.4%1.754%
1/7/2026Tounjian Advisory Partners LLC79,920$5.10M1.7%-2.5%2.351%
1/6/2026Avior Wealth Management LLC72,843$4.65M0.1%-17.4%2.142%
1/1/2026JPMorgan Chase & Co.44,521$2.67M0.0%-16.0%1.535%
11/20/2025Asset Dedication LLC1,715$103K0.0%+249.3%0.059%
11/18/2025Corus Family Wealth Advisors12,452$746K0.5%+55.0%0.429%
11/17/2025Mercer Global Advisors Inc. ADV323,614$19.39M0.0%+59.9%11.159%
11/17/2025Citadel Advisors LLC8,258$495K0.0%-66.3%0.285%
11/17/2025Bank of America Corp DE555$33K0.0%N/A0.019%
11/12/2025Tounjian Advisory Partners LLC81,990$4.91M1.6%-5.1%2.827%
11/10/2025MAI Capital Management435$26K0.0%N/A0.015%
11/10/2025Trajan Wealth LLC218,170$13.08M0.6%-4.3%7.523%
11/10/2025Advyzon Investment Management LLC4,047$243K0.0%N/A0.140%
11/7/2025Wealthcare Advisory Partners LLC96,208$5.77M0.1%+34.7%3.318%
11/7/2025JPMorgan Chase & Co.44,521$2.67M0.0%-16.0%1.535%
11/6/2025Pacific Sage Partners LLC147,502$8.84M1.5%N/A5.086%
11/4/2025Tyche Wealth Partners LLC9,457$567K0.1%+49.8%0.326%
11/3/2025AE Wealth Management LLC668,888$40.09M0.3%+15.7%23.065%
10/31/2025Red Lighthouse Investment Management LLC4,811$288K0.1%+22.3%0.166%
10/27/2025Retirement Planning Group LLC25,308$1.52M0.1%-1.0%0.873%
10/22/2025Centennial Wealth Advisory LLC5,911$354K0.1%+19.1%0.204%
10/21/2025Applied Capital LLC10,248$614K0.2%-7.5%0.353%
10/20/2025Balance Wealth LLC4,906$294K0.1%-4.2%0.169%
10/17/2025Fortitude Family Office LLC32,742$1.96M0.5%-0.7%1.129%
10/16/2025Vestment Financial LLC217,547$13.15M7.5%+143.8%7.502%
10/10/2025Ridgeline Wealth LLC58,251$3.49M2.6%+8.1%2.009%
9/4/2025Osaic Holdings Inc.1,378$78K0.0%N/A0.051%
8/19/2025Asset Dedication LLC491$28K0.0%N/A0.018%
8/14/2025Jane Street Group LLC90,640$5.13M0.0%N/A3.357%
8/14/2025Balance Wealth LLC5,123$290K0.2%N/A0.190%
8/13/2025Flow Traders U.S. LLC89,511$5.07M0.2%N/A3.315%
8/12/2025JPMorgan Chase & Co.52,971$3.00M0.0%+18.0%1.962%
8/6/2025AE Wealth Management LLC578,087$32.73M0.2%+23.8%21.411%
8/1/2025Red Lighthouse Investment Management LLC3,933$223K0.1%N/A0.146%
7/30/2025Retirement Planning Group LLC25,565$1.45M0.1%+49.7%0.947%
7/29/2025Schubert & Co8,035$455K0.3%+29.2%0.298%
7/23/2025Tyche Wealth Partners LLC6,314$357K0.1%N/A0.234%
7/22/2025Global Strategic Investment Solutions LLC5,310$301K0.0%-5.0%0.197%
7/22/2025Wealthcare Advisory Partners LLC71,438$4.05M0.1%-0.4%2.646%
7/18/2025BSW Wealth Partners6,578$372K0.1%+11.9%0.255%
7/17/2025Applied Capital LLC11,084$628K0.3%-8.9%0.430%
7/17/2025Avior Wealth Management LLC104,344$5.91M0.2%+139.8%4.044%
7/16/2025Plancorp LLC4,075$231K0.0%N/A0.162%
7/15/2025Vestment Financial LLC89,243$5.08M3.2%N/A3.541%
7/15/2025Fortitude Family Office LLC32,975$1.87M0.6%N/A1.309%
7/11/2025Ridgeline Wealth LLC53,862$3.05M2.5%+18.1%2.137%
7/9/2025Tounjian Advisory Partners LLC86,400$4.89M0.9%-0.9%3.429%
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7/8/2025RMR Wealth Builders4,780$271K0.0%N/A0.190%
5/15/2025OLD Mission Capital LLC66,206$3.22M0.0%N/A3.448%
5/14/2025CreativeOne Wealth LLC12,212$594K0.0%N/A0.636%
5/14/2025Kestra Advisory Services LLC16,162$786K0.0%N/A0.842%
5/13/2025Trajan Wealth LLC233,541$11.36M0.6%+2.3%12.164%
5/7/2025Schubert & Co6,218$302K0.2%N/A0.324%
5/6/2025AE Wealth Management LLC466,847$22.71M0.2%-16.7%24.315%
5/1/2025Park Square Financial Group LLC904$44K0.0%N/A0.052%
4/29/2025Avantax Planning Partners Inc.5,618$273K0.0%N/A0.323%
4/24/2025BSW Wealth Partners5,876$286K0.0%N/A0.408%


AVXC Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 institutional investors and hedge funds held shares of Avantis Emerging Markets ex-China Equity ETF. The most heavily invested institutionals were AE Wealth Management LLC ($66.70M), Clearwater Capital Advisors LLC ($31.43M), Mercer Global Advisors Inc. ADV ($21.31M), Vestment Financial LLC ($14.83M), Trajan Wealth LLC ($13.35M), Pacific Sage Partners LLC ($9.97M), and Wealthcare Advisory Partners LLC ($6.93M).Learn more on Avantis Emerging Markets ex-China Equity ETF's institutional investors.

Of the 52 institutional investors that purchased Avantis Emerging Markets ex-China Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($579.12K), Trajan Wealth LLC ($233.54K), Vestment Financial LLC ($224.41K), Pacific Sage Partners LLC ($148.85K), Mercer Global Advisors Inc. ADV ($131.68K), Wealthcare Advisory Partners LLC ($108.96K), and Jane Street Group LLC ($105.48K).

Institutional investors have bought a total of 1,706,866 shares in the last 24 months. This purchase volume represents approximately $103.42M in transactions.

Of the 17 institutional investors that sold Avantis Emerging Markets ex-China Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trajan Wealth LLC ($18.79K), JPMorgan Chase & Co. ($16.90K), Citadel Advisors LLC ($16.24K), Avior Wealth Management LLC ($15.38K), OLD Mission Capital LLC ($14.33K), Prudent Man Investment Management Inc. ($11.66K), and Tounjian Advisory Partners LLC ($7.26K).

Institutional investors have sold a total of 110,340 shares in the last 24 months. This volume of shares sold represents approximately $6.84M in transactions.


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This page (NASDAQ:AVXC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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