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Avantis International Small Cap Value ETF (AVDV) Institutional Ownership

Avantis International Small Cap Value ETF logo
$108.33 +0.53 (+0.49%)
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)
56
Total
Institutional Inflows
(last 12 months)
$60.08M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$17.08M
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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
5/8/2026 Wilkerson Advisory Group LLC4,296$429K0.1%-6.1%0.002%
5/7/2026 Parallel Advisors LLC3,332$333K0.0%+3.1%0.002%
5/6/2026 Cornerstone Planning Group LLC1,509$160K0.0%+118.4%0.001%
5/5/2026 Bank 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%
4/30/2026 Fidelity 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%
4/24/2026 Root 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%
4/22/2026 Janney 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%
4/18/2026 Western Pacific Wealth Management LP1,650$165K0.2%N/A0.001%
4/17/2026 First National Bank Sioux Falls84,956$9.04M2.5%+7.5%0.048%
4/17/2026 Gibson Capital LLC17,001$1.70M0.3%-18.0%0.010%
3/2/2026 Sankala Group LLC5,860$551K0.5%N/A0.004%
2/26/2026 Anchor Investment Management LLC1,131$106K0.0%N/A0.001%
2/23/2026 Monetary Solutions Ltd460$43K0.0%N/A0.000%
2/20/2026Sunbelt Securities Inc.423$40K0.0%+1,739.1%0.000%
2/18/2026 Strive Financial Group LLC484$45K0.0%N/A0.000%
2/17/2026 Advisory Services Network LLC39,820$3.74M0.1%+4.8%0.024%
2/17/2026 Captrust Financial Advisors14,410$1.35M0.0%-2.0%0.009%
2/16/2026 Okabena Investment Services Inc.2,518$237K0.0%N/A0.002%
2/13/2026 Wilkerson Advisory Group LLC4,576$430K0.2%N/A0.003%
2/12/2026 Cloud Capital Management LLC27,697$2.60M1.2%+22.1%0.017%
2/12/2026 Brown Brothers Harriman & Co.6,080$571K0.0%+7,500.0%0.004%
2/11/2026 Dorsey & Whitney Trust CO LLC2,726$256K0.0%+11.4%0.002%
2/11/2026 Janney Montgomery Scott LLC4,933$464K0.0%N/A0.003%
2/11/2026 Nemes Rush Group LLC4,193$394K0.0%+24.7%0.003%
2/11/2026 Parallel Advisors LLC3,233$304K0.0%-19.0%0.002%
2/11/2026 Curio Wealth LLC58,005$5.48M1.9%+8.8%0.035%
2/11/2026 Continuum Advisory LLC36,476$3.43M0.3%-5.4%0.022%
2/10/2026 Natixis Advisors LLC65,673$6.17M0.0%+40.4%0.039%
2/10/2026 Operose Advisors LLC946$89K0.0%+150.3%0.001%
2/9/2026 Fidelity D & D Bancorp Inc.93,035$8.74M3.8%+104.2%0.056%
2/9/2026 RHL Group LLC411$39K0.0%N/A0.000%
2/6/2026 Gradient Capital Advisors LLC21,975$2.07M0.5%-1.7%0.013%
2/2/2026 Cornerstone Planning Group LLC691$71K0.0%-25.9%0.000%
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1/30/2026 First National Bank Sioux Falls79,044$7.43M2.2%+16.7%0.048%
1/30/2026 Strategic Blueprint LLC70,559$6.63M0.4%-53.3%0.043%
1/30/2026 Opus Capital Group LLC341,559$32.10M3.5%+0.5%0.207%
1/30/2026 Torren Management LLC24,620$2.31M1.2%N/A0.015%
1/30/2026 Rogco 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%
1/21/2026 Prime 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%
1/1/2026 JPMorgan 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%
11/17/2025 Greenline Partners LLC370,839$33.02M4.0%+7.2%0.249%
11/17/2025 Community Bank N.A.85,063$7.57M0.9%+2.0%0.057%
11/17/2025 Ameriprise Financial Inc.4,187$373K0.0%+17.4%0.003%
11/13/2025 Nemes Rush Group LLC3,362$299K0.0%-9.5%0.002%
11/13/2025CoreFirst Bank & Trust112,892$10.05M5.4%-1.8%0.076%
11/13/2025 Curio Wealth LLC53,297$4.75M1.9%+3.2%0.036%
11/12/2025 Davis R M Inc.3,846$342K0.0%N/A0.003%
11/10/2025 EverSource Wealth Advisors LLC51,432$4.58M0.2%+2.3%0.035%
11/7/2025 JPMorgan Chase & Co.3,504$312K0.0%-56.6%0.002%
11/5/2025 Prime Capital Investment Advisors LLC285,856$25.45M0.3%-2.2%0.192%
11/4/2025 Cornerstone Planning Group LLC933$84K0.0%+68.4%0.001%
11/3/2025 Cloud 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%
10/29/2025 Root 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%
10/24/2025 Gibson Capital LLC20,719$1.85M0.3%-8.3%0.015%
10/23/2025 Lam Group Inc.10,100$899K0.6%-1.5%0.007%
10/23/2025 Strategic Blueprint LLC151,161$13.46M0.6%-1.6%0.106%
10/22/2025 CoreCap Advisors LLC16,011$1.43M0.1%+6.7%0.011%
10/21/2025 First National Bank Sioux Falls67,742$6.03M1.9%-2.3%0.048%
10/21/2025 Salomon & Ludwin LLC1,031$93K0.0%N/A0.001%
10/21/2025 Morton Brown Family Wealth LLC236,947$21.10M6.1%-0.4%0.167%
10/17/2025 Fortitude Family Office LLC62,253$5.54M1.5%+12.4%0.044%
10/16/2025 Emprise Bank259,894$23.14M10.0%+5.8%0.183%
10/14/2025 Farther Finance Advisors LLC40,865$3.64M0.1%+3.2%0.029%
10/14/2025 Confluence Investment Management LLC98,253$8.75M0.1%N/A0.069%
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10/10/2025 Fifth Third Securities Inc.16,305$1.45M0.1%+17.6%0.012%
10/10/2025 Corsicana & Co.462$41K0.0%N/A0.000%
8/15/2025 Captrust Financial Advisors14,880$1.18M0.0%+9.0%0.011%
8/15/2025 Fidelity D & D Bancorp Inc.39,904$3.16M1.9%-0.8%0.030%
8/15/2025 Ameriprise Financial Inc.3,566$283K0.0%N/A0.003%
8/14/2025CoreFirst Bank & Trust114,987$9.12M5.1%-0.1%0.086%
8/13/2025 EverSource Wealth Advisors LLC50,298$3.99M0.2%+9.3%0.038%
8/12/2025 Nemes Rush Group LLC3,714$294K0.0%+23.7%0.003%
8/12/2025 JPMorgan Chase & Co.8,079$641K0.0%+217.1%0.006%
8/6/2025First Horizon Advisors Inc.326$26K0.0%+61.4%0.000%


AVDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 81 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), Prime Capital Investment Advisors LLC ($25.68M), Emprise Bank ($25.09M), and Morton Brown Family Wealth LLC ($24.11M).Learn more on Avantis International Small Cap Value ETF's institutional investors.

Of the 74 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 ($194.24K), Confluence Investment Management LLC ($124.41K), CoreFirst Bank & Trust ($115.12K), Fortitude Family Office LLC ($98.49K), and Farther Finance Advisors LLC ($96.58K).

Institutional investors have bought a total of 667,784 shares in the last 24 months. This purchase volume represents approximately $60.08M in transactions.

Of the 27 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 ($32.43K), Fortitude Family Office LLC ($29.11K), JPMorgan Chase & Co. ($9.15K), Gibson Capital LLC ($8.86K), Opus Capital Group LLC ($6.41K), and Torren Management LLC ($3.76K).

Institutional investors have sold a total of 191,240 shares in the last 24 months. This volume of shares sold represents approximately $17.08M in transactions.


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This page (NYSEARCA:AVDV) was last updated on 5/18/2026 by MarketBeat.com Staff.
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