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Avantis International Small Cap Equity ETF (AVDS) Institutional Ownership

$75.55 +0.54 (+0.72%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis International Small Cap Equity ETF (NYSEARCA:AVDS)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$54.08M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$11.50M
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AVDS Institutional Buying and Selling by Quarter

Avantis International Small Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Nvest Wealth Strategies Inc.59,263$4.46M2.8%+5.6%1.445%
7/10/2026 Lam Group Inc.23,860$1.80M0.9%+14.2%0.582%
7/9/2026 Adamsbrown Wealth Consultants LLC125,642$9.46M1.8%+5.0%3.064%
7/9/2026 Breakwater Capital Group9,090$684K0.1%+9.7%0.222%
7/8/2026 Colorado Capital Management Inc.9,966$750K0.3%+6.2%0.243%
7/8/2026 Evanson Financial LLC17,263$1.30M0.1%N/A0.421%
7/8/2026 Hardin Capital Partners LLC3,109$234K0.1%+7.8%0.076%
7/7/2026 CoreCap Advisors LLC22,230$1.67M0.0%+18.3%0.542%
5/14/2026B&D White Capital Company LLC4,838$348K0.0%+26.8%0.131%
5/7/2026 True North Advisors LLC409,040$29.39M3.4%+13,422.0%11.055%
5/1/2026Simplicity Wealth LLC85,631$6.15M0.3%-1.2%2.379%
4/30/2026Kestra Advisory Services LLC4,195$301K0.0%+198.8%0.117%
4/28/2026Ascentis Independent Advisors2,541$183K0.0%-41.2%0.071%
4/22/2026 Lam Group Inc.20,900$1.50M0.8%+39.6%0.581%
4/20/2026 Breakwater Capital Group8,284$595K0.1%+5.9%0.230%
4/20/2026 Factor Wealth Management LTD3,938$283K0.1%+5.2%0.109%
2/17/2026Cornerstone Wealth Partners LLC69,268$4.84M3.4%N/A2.234%
2/16/2026MML Investors Services LLC50,238$3.51M0.0%+14.5%1.621%
2/16/2026Ariadne Wealth Management LP12,244$855K0.4%-74.9%0.395%
2/16/2026B&D White Capital Company LLC3,814$266K0.0%N/A0.123%
2/13/2026Kestra Advisory Services LLC1,404$98K0.0%N/A0.045%
2/13/2026Integrated Wealth Concepts LLC36,952$2.58M0.0%+4.8%1.192%
2/13/2026Tillman Hartley LLC3,626$253K0.1%+21.3%0.117%
2/13/2026Summit Financial LLC6,757$472K0.0%+20.9%0.218%
2/12/2026Commonwealth Equity Services LLC9,092$635K0.0%+140.0%0.293%
2/12/2026Cloud Capital Management LLC12,613$880K0.4%+6.8%0.407%
2/11/2026Atlanta Consulting Group Advisors LLC12,419$867K0.2%+184.1%0.401%
2/11/2026LPL Financial LLC4,452$311K0.0%N/A0.144%
2/11/2026Endeavor Private Wealth Inc.14,919$1.04M0.3%+111.1%0.481%
2/6/2026Freedom Investment Management Inc.226,992$15.85M4.6%-6.0%7.322%
2/5/2026 Plancorp LLC14,990$1.05M0.0%+1.4%0.484%
2/2/2026Integrity Wealth Solutions LLC5,085$355K0.1%+17.7%0.164%
1/30/2026Simplicity Wealth LLC86,663$6.05M0.4%+5.5%3.210%
1/29/2026Golden State Equity Partners4,318$301K0.0%N/A0.160%
1/26/2026Kelman Lazarov Inc.49,472$3.45M0.5%+0.7%1.832%
1/26/2026CWM LLC155,562$10.86M0.0%+11.0%5.762%
1/26/2026WorthPointe LLC6,280$438K0.1%N/A0.233%
1/23/2026 Lam Group Inc.14,975$1.05M0.6%+166.5%0.555%
1/22/2026 True North Advisors LLC3,025$211K0.0%N/A0.112%
1/13/2026 CoreCap Advisors LLC18,145$1.27M0.0%+27.5%0.756%
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1/13/2026Westwood Wealth Management3,477$243K0.2%N/A0.139%
1/9/2026 Breakwater Capital Group7,824$546K0.1%+20.4%0.326%
1/5/2026 Park Avenue Securities LLC84,804$5.92M0.1%+10.9%3.534%
11/20/2025Ariadne Wealth Management LP48,738$3.27M1.5%-7.1%2.321%
11/17/2025Integrated Wealth Concepts LLC35,275$2.38M0.0%+287.2%1.680%
11/17/2025Citadel Advisors LLC52,385$3.54M0.0%+30.3%2.495%
11/12/2025Tillman Hartley LLC2,989$202K0.1%N/A0.142%
11/12/2025 Dogwood Wealth Management LLC1,615$109K0.0%N/A0.077%
11/10/2025OneDigital Investment Advisors LLC56,410$3.81M0.0%-17.7%2.686%
11/6/2025 PFG Private Wealth Management LLC4,320$292K0.1%N/A0.206%
11/6/2025 Breakwater Capital Group6,501$439K0.1%+42.7%0.310%
11/5/2025Atlanta Consulting Group Advisors LLC4,371$295K0.1%N/A0.208%
11/5/2025Envestnet Asset Management Inc.147,458$9.96M0.0%+10.4%7.022%
10/30/2025Simplicity Wealth LLC82,149$5.55M0.3%-50.2%3.912%
10/24/2025 Colorado Capital Management Inc.9,124$616K0.2%+12.7%0.434%
10/23/2025 Park Avenue Securities LLC76,437$5.16M0.0%+13.4%3.640%
10/22/2025 CoreCap Advisors LLC14,230$961K0.0%+11.1%0.678%
10/22/2025Endeavor Private Wealth Inc.7,066$477K0.1%+7.7%0.336%
10/17/2025 Clune & Associates LTD.3,696$250K0.1%N/A0.176%
10/15/2025CWM LLC140,193$9.47M0.0%+22.1%6.676%
10/15/2025 Plancorp LLC14,790$999K0.0%+6.6%0.704%
10/14/2025 Farther Finance Advisors LLC12,108$818K0.0%-30.8%0.577%
8/15/2025MML Investors Services LLC46,926$2.92M0.0%+9.0%2.793%
8/12/2025American Century Companies Inc.99,551$6.19M0.0%+6.9%5.656%
8/12/2025Lionshead Wealth Management LLC3,743$233K0.2%N/A0.223%
8/6/2025Cloud Capital Management LLC11,748$742K0.5%-6.6%0.699%
8/5/2025Integrity Wealth Solutions LLC4,028$251K0.1%+6.1%0.240%
8/4/2025Haven Private LLC3,843$239K0.1%-8.2%0.229%
8/1/2025Envestnet Asset Management Inc.133,511$8.31M0.0%+11.7%7.947%
7/30/2025Freedom Investment Management Inc.259,414$16.14M1.3%-3.8%15.441%
7/29/2025Kelman Lazarov Inc.49,201$3.06M0.5%+14.6%2.929%
7/29/2025Werba Rubin Papier Wealth Management11,128$692K0.1%+2.6%0.662%
7/25/2025Ruedi Wealth Management Inc.6,766$421K0.1%N/A0.403%
7/25/2025CWM LLC114,778$7.14M0.0%+16.6%6.832%
7/24/2025Endeavor Private Wealth Inc.6,563$408K0.2%+29.4%0.391%
7/22/2025Simplicity Wealth LLC165,040$10.27M0.4%+113.1%9.824%
7/16/2025 Plancorp LLC13,870$863K0.0%+7.8%0.826%
7/15/2025Evanson Asset Management LLC11,967$744K0.0%+85.9%0.712%
7/14/2025 Park Avenue Securities LLC67,409$4.19M0.0%+15.5%4.012%
7/11/2025 Colorado Capital Management Inc.8,096$504K0.2%+5.1%0.482%
7/11/2025 Farther Finance Advisors LLC17,495$1.09M0.0%+100.0%1.041%
7/9/2025 Breakwater Capital Group4,556$283K0.0%N/A0.271%
7/3/2025 Lam Group Inc.5,645$351K0.2%+5.5%0.336%
5/19/2025Jane Street Group LLC82,915$4.50M0.0%+230.7%5.315%
5/14/2025Freedom Investment Management Inc.269,544$14.64M1.2%-0.2%17.278%
5/13/2025American Century Companies Inc.93,168$5.06M0.0%+6.8%5.972%
5/13/2025Ariadne Wealth Management LP51,905$3.00M1.6%+1.8%3.327%
5/9/2025Haven Private LLC4,184$227K0.1%-45.6%0.268%
5/8/2025Endeavor Private Wealth Inc.5,070$275K0.1%+38.2%0.325%
5/6/2025Kelman Lazarov Inc.42,945$2.33M0.4%+39.9%2.753%
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5/1/2025CWM LLC98,420$5.34M0.0%N/A6.650%
4/30/2025Allworth Financial LP522$29K0.0%+56.3%0.035%
4/29/2025Envestnet Asset Management Inc.119,489$6.49M0.0%+128.3%8.074%
4/29/2025Cloud Capital Management LLC12,574$682K0.5%N/A0.850%
4/22/2025Integrity Wealth Solutions LLC3,798$206K0.1%N/A0.257%
4/18/2025Colorado Capital Management Inc.7,703$418K0.2%+15.7%0.520%
4/16/2025Lam Group Inc.5,350$291K0.2%-7.8%0.361%
4/15/2025Simplicity Wealth LLC77,430$4.20M0.3%N/A5.232%
4/14/2025Farther Finance Advisors LLC8,749$476K0.0%+23.2%0.591%
4/14/2025Park Avenue Securities LLC58,372$3.17M0.0%N/A3.944%


AVDS Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of Avantis International Small Cap Equity ETF. The most heavily invested institutionals were True North Advisors LLC ($29.39M), Freedom Investment Management Inc. ($15.85M), CWM LLC ($10.86M), Envestnet Asset Management Inc. ($9.96M), Adamsbrown Wealth Consultants LLC ($9.46M), American Century Companies Inc. ($6.19M), and Simplicity Wealth LLC ($6.15M).Learn more on Avantis International Small Cap Equity ETF's institutional investors.

Of the 48 institutional investors that purchased Avantis International Small Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: True North Advisors LLC ($409.04K), Freedom Investment Management Inc. ($290.58K), Simplicity Wealth LLC ($169.55K), CWM LLC ($155.56K), Envestnet Asset Management Inc. ($95.13K), Citadel Advisors LLC ($88.96K), and Park Avenue Securities LLC ($84.80K).

Institutional investors have bought a total of 767,158 shares in the last 24 months. This purchase volume represents approximately $54.08M in transactions.

The following institutional investors have sold Avantis International Small Cap Equity ETF stock in the last 24 months: Simplicity Wealth LLC ($83.92K), Ariadne Wealth Management LP ($40.23K), Freedom Investment Management Inc. ($24.61K), OneDigital Investment Advisors LLC ($12.13K), Farther Finance Advisors LLC ($5.39K), Ascentis Independent Advisors ($1.78K), and Cloud Capital Management LLC ($826.00).

Institutional investors have sold a total of 169,223 shares in the last 24 months. This volume of shares sold represents approximately $11.50M in transactions.


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This page (NYSEARCA:AVDS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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