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Avantis International Small Cap Value ETF (AVDV) Institutional Ownership

Avantis International Small Cap Value ETF logo
$103.51 -1.22 (-1.16%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis International Small Cap Value ETF (NYSEARCA:AVDV)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$58.85M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$14.32M
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AVDV Institutional Buying and Selling by Quarter

Avantis International Small Cap Value 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 Lam Group Inc.22,885$2.36M1.2%+10.1%0.012%
7/10/2026 Torren Management LLC20,559$2.12M1.1%-1.4%0.011%
7/9/2026 Allied Private Wealth LLC2,291$236K0.2%N/A0.001%
7/9/2026 Exchange Bank8,379$863K0.5%+13.1%0.005%
7/9/2026 Worth Asset Management LLC2,013$207K0.1%N/A0.001%
7/8/2026 Emprise Bank295,845$30.49M11.2%+2.6%0.160%
7/7/2026 Harbor Investment Advisory LLC4,465$460K0.0%+8.0%0.002%
7/7/2026 CoreCap Advisors LLC22,251$2.29M0.1%+13.0%0.012%
7/2/2026 Versant Capital Management Inc51,778$5.34M0.5%-0.5%0.028%
7/1/2026 Confluence Investment Management LLC125,698$12.95M0.2%+4.0%0.068%
6/3/2026CoreFirst Bank & Trust95,842$9.57M5.1%-7.3%0.054%
6/3/2026Parallel Advisors LLC3,332$333K0.0%+3.1%0.002%
5/22/2026Segall Bryant & Hamill LLC66,525$6.64M0.1%+1.4%0.037%
5/18/2026Sunbelt Securities Inc.1,530$153K0.0%+261.7%0.001%
5/18/2026EverSource Wealth Advisors LLC55,388$5.53M0.2%+7.7%0.031%
5/8/2026 Wilkerson Advisory Group LLC4,296$429K0.1%-6.1%0.002%
5/7/2026Parallel Advisors LLC3,332$333K0.0%+3.1%0.002%
5/6/2026Cornerstone Planning Group LLC1,509$160K0.0%+118.4%0.001%
5/5/2026Bank of New York Mellon Corp4,342$434K0.0%-33.8%0.002%
4/30/2026 Torren Management LLC20,856$2.08M1.0%-15.3%0.012%
4/30/2026Fidelity D & D Bancorp Inc.99,054$9.89M4.0%+6.5%0.056%
4/30/2026 Frankly Finances LLC25,578$2.55M2.3%-1.2%0.014%
4/27/2026 Sound Income Strategies LLC436$44K0.0%+111.7%0.000%
4/24/2026Root Financial Partners LLC7,243$723K0.0%+670.5%0.004%
4/24/2026 Harbor Investment Advisory LLC4,135$413K0.0%+12.5%0.002%
4/22/2026 Lam Group Inc.20,780$2.08M1.1%+25.1%0.012%
4/22/2026Janney Montgomery Scott LLC24,864$2.48M0.0%+404.0%0.014%
4/21/2026 Morton Brown Family Wealth LLC241,467$24.11M6.4%+2.5%0.137%
4/20/2026 Longview Financial Advisors Inc.804$80K0.0%N/A0.000%
4/18/2026Western Pacific Wealth Management LP1,650$165K0.2%N/A0.001%
4/17/2026First National Bank Sioux Falls84,956$9.04M2.5%+7.5%0.048%
4/17/2026Gibson Capital LLC17,001$1.70M0.3%-18.0%0.010%
3/2/2026Sankala Group LLC5,860$551K0.5%N/A0.004%
2/26/2026Anchor Investment Management LLC1,131$106K0.0%N/A0.001%
2/23/2026Monetary Solutions Ltd460$43K0.0%N/A0.000%
2/20/2026Sunbelt Securities Inc.423$40K0.0%+1,739.1%0.000%
2/18/2026Strive Financial Group LLC484$45K0.0%N/A0.000%
2/17/2026Advisory Services Network LLC39,820$3.74M0.1%+4.8%0.024%
2/17/2026Captrust Financial Advisors14,410$1.35M0.0%-2.0%0.009%
2/16/2026Okabena Investment Services Inc.2,518$237K0.0%N/A0.002%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
2/13/2026 Wilkerson Advisory Group LLC4,576$430K0.2%N/A0.003%
2/12/2026Cloud Capital Management LLC27,697$2.60M1.2%+22.1%0.017%
2/12/2026Brown Brothers Harriman & Co.6,080$571K0.0%+7,500.0%0.004%
2/11/2026Dorsey & Whitney Trust CO LLC2,726$256K0.0%+11.4%0.002%
2/11/2026Janney Montgomery Scott LLC4,933$464K0.0%N/A0.003%
2/11/2026Nemes Rush Group LLC4,193$394K0.0%+24.7%0.003%
2/11/2026Parallel Advisors LLC3,233$304K0.0%-19.0%0.002%
2/11/2026Curio Wealth LLC58,005$5.48M1.9%+8.8%0.035%
2/11/2026Continuum Advisory LLC36,476$3.43M0.3%-5.4%0.022%
2/10/2026Natixis Advisors LLC65,673$6.17M0.0%+40.4%0.039%
2/10/2026Operose Advisors LLC946$89K0.0%+150.3%0.001%
2/9/2026Fidelity D & D Bancorp Inc.93,035$8.74M3.8%+104.2%0.056%
2/9/2026RHL Group LLC411$39K0.0%N/A0.000%
2/6/2026 Gradient Capital Advisors LLC21,975$2.07M0.5%-1.7%0.013%
2/2/2026Cornerstone Planning Group LLC691$71K0.0%-25.9%0.000%
1/30/2026First National Bank Sioux Falls79,044$7.43M2.2%+16.7%0.048%
1/30/2026Strategic Blueprint LLC70,559$6.63M0.4%-53.3%0.043%
1/30/2026Opus Capital Group LLC341,559$32.10M3.5%+0.5%0.207%
1/30/2026 Torren Management LLC24,620$2.31M1.2%N/A0.015%
1/30/2026Rogco LP422$40K0.0%N/A0.000%
1/29/2026 Dougherty Wealth Advisers LLC8,470$796K0.4%N/A0.005%
1/28/2026 Financial Symmetry Inc3,555$334K0.1%-4.4%0.002%
1/28/2026 Morton Brown Family Wealth LLC235,539$22.13M6.0%-0.6%0.143%
1/28/2026 Emprise Bank266,985$25.09M10.4%+2.7%0.162%
1/27/2026 Klaas Financial Asset Advisors LLC82,619$7.76M1.1%-0.9%0.050%
1/26/2026 Frankly Finances LLC25,883$2.43M2.1%N/A0.016%
1/23/2026 Lam Group Inc.16,605$1.56M0.9%+64.4%0.010%
1/23/2026 Farther Finance Advisors LLC108,621$10.21M0.1%+165.8%0.066%
1/23/2026 Fifth Third Securities Inc.18,704$1.76M0.1%+14.7%0.011%
1/21/2026Prime Capital Investment Advisors LLC273,326$25.68M0.3%-4.4%0.165%
1/21/2026 Carolina Wealth Advisors LLC805$76K0.0%N/A0.000%
1/15/2026 Fortitude Family Office LLC69,381$6.52M1.5%+11.5%0.043%
1/13/2026 CoreCap Advisors LLC19,447$1.83M0.1%+21.5%0.012%
1/5/2026 Confluence Investment Management LLC124,409$11.69M0.2%+26.6%0.077%
1/1/2026JPMorgan Chase & Co.3,504$312K0.0%-56.6%0.002%
12/5/2025Vestwell Advisors LLC742$66K0.0%N/A0.000%
12/2/2025 IFP Advisors Inc996$89K0.0%-19.8%0.001%
11/17/2025Greenline Partners LLC370,839$33.02M4.0%+7.2%0.249%
11/17/2025Community Bank N.A.85,063$7.57M0.9%+2.0%0.057%
11/17/2025Ameriprise Financial Inc.4,187$373K0.0%+17.4%0.003%
11/13/2025Nemes Rush Group LLC3,362$299K0.0%-9.5%0.002%
11/13/2025CoreFirst Bank & Trust112,892$10.05M5.4%-1.8%0.076%
11/13/2025Curio Wealth LLC53,297$4.75M1.9%+3.2%0.036%
11/12/2025Davis R M Inc.3,846$342K0.0%N/A0.003%
11/10/2025EverSource Wealth Advisors LLC51,432$4.58M0.2%+2.3%0.035%
11/7/2025JPMorgan Chase & Co.3,504$312K0.0%-56.6%0.002%
11/5/2025Prime Capital Investment Advisors LLC285,856$25.45M0.3%-2.2%0.192%
11/4/2025Cornerstone Planning Group LLC933$84K0.0%+68.4%0.001%
11/3/2025Cloud Capital Management LLC22,677$2.02M1.1%+20.0%0.015%
11/3/2025 LRI Investments LLC19,174$1.71M0.1%-0.8%0.013%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
10/29/2025Root Financial Partners LLC898$80K0.0%N/A0.001%
10/27/2025 Versant Capital Management Inc52,738$4.70M0.6%+2.4%0.037%
10/27/2025 Harbor Investment Advisory LLC3,675$327K0.0%+1,463.8%0.003%
10/27/2025 Gradient Capital Advisors LLC22,356$1.99M0.5%-3.1%0.016%
10/24/2025Gibson Capital LLC20,719$1.85M0.3%-8.3%0.015%
10/23/2025 Lam Group Inc.10,100$899K0.6%-1.5%0.007%
10/23/2025Strategic Blueprint LLC151,161$13.46M0.6%-1.6%0.106%
10/22/2025 CoreCap Advisors LLC16,011$1.43M0.1%+6.7%0.011%
10/21/2025First National Bank Sioux Falls67,742$6.03M1.9%-2.3%0.048%
10/21/2025Salomon & Ludwin LLC1,031$93K0.0%N/A0.001%


AVDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 institutional investors and hedge funds held shares of Avantis International Small Cap Value ETF. The most heavily invested institutionals were Haverford Trust Co ($116.42M), Frontier Asset Management LLC ($41.57M), Greenline Partners LLC ($33.02M), Opus Capital Group LLC ($32.10M), Emprise Bank ($30.49M), Prime Capital Investment Advisors LLC ($25.68M), and Morton Brown Family Wealth LLC ($24.11M).Learn more on Avantis International Small Cap Value ETF's institutional investors.

Of the 77 institutional investors that purchased Avantis International Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Frontier Asset Management LLC ($552.37K), Morton Brown Family Wealth LLC ($243.74K), Emprise Bank ($201.70K), Confluence Investment Management LLC ($129.27K), CoreFirst Bank & Trust ($115.12K), Farther Finance Advisors LLC ($96.58K), and Curio Wealth LLC ($96.43K).

Institutional investors have bought a total of 643,872 shares in the last 24 months. This purchase volume represents approximately $58.85M in transactions.

Of the 25 institutional investors that sold Avantis International Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Blueprint LLC ($83.02K), Prime Capital Investment Advisors LLC ($18.89K), CoreFirst Bank & Trust ($9.82K), JPMorgan Chase & Co. ($9.15K), Gibson Capital LLC ($8.86K), Opus Capital Group LLC ($6.41K), and Torren Management LLC ($4.06K).

Institutional investors have sold a total of 154,292 shares in the last 24 months. This volume of shares sold represents approximately $14.32M in transactions.


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This page (NYSEARCA:AVDV) was last updated on 7/23/2026 by MarketBeat.com Staff.
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