Go Pro
→ DOJ Admits It In Court—Your Cash Can Be Seized Without Warning (From Priority Gold) (Ad)tc pixel Free AVDV Stock Alerts

Avantis International Small Cap Value ETF (AVDV) Institutional Ownership

Avantis International Small Cap Value ETF logo
$105.30 +1.70 (+1.64%)
As of 09:52 AM Eastern
Compare

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)
$60.95M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$17.84M
Get AVDV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis International Small Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AVDV Institutional Buying and Selling by Quarter

Avantis International Small Cap Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026Confluence 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%
5/8/2026Wilkerson 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%
4/30/2026Torren 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%
4/30/2026Frankly Finances LLC25,578$2.55M2.3%-1.2%0.014%
4/27/2026Sound Income Strategies LLC436$44K0.0%+111.7%0.000%
4/24/2026Root Financial Partners LLC7,243$723K0.0%+670.5%0.004%
4/24/2026Harbor Investment Advisory LLC4,135$413K0.0%+12.5%0.002%
4/22/2026Lam 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%
4/21/2026Morton Brown Family Wealth LLC241,467$24.11M6.4%+2.5%0.137%
4/20/2026Longview 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%
2/13/2026Wilkerson 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%
The energy story near the Grand Canyon (Ad)

A drilling crew near the Grand Canyon confirmed what the IEA calls one of the largest energy resources ever measured - enough to meet global electricity demand 140 times over. They drilled nearly three miles down in just 16 days, a job the Department of Energy projected would take 64. Google signed a 15-year deal. Bill Gates wrote a $100 million check. On July 4th, Washington hands this resource a regulatory edge no other energy source has.tc pixel

See the one company sitting at the center of this discovery
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%
2/6/2026Gradient 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%
1/30/2026Torren Management LLC24,620$2.31M1.2%N/A0.015%
1/30/2026Rogco LP422$40K0.0%N/A0.000%
1/29/2026Dougherty Wealth Advisers LLC8,470$796K0.4%N/A0.005%
1/28/2026Financial Symmetry Inc3,555$334K0.1%-4.4%0.002%
1/28/2026Morton Brown Family Wealth LLC235,539$22.13M6.0%-0.6%0.143%
1/28/2026Emprise Bank266,985$25.09M10.4%+2.7%0.162%
1/27/2026Klaas Financial Asset Advisors LLC82,619$7.76M1.1%-0.9%0.050%
1/26/2026Frankly Finances LLC25,883$2.43M2.1%N/A0.016%
1/23/2026Lam Group Inc.16,605$1.56M0.9%+64.4%0.010%
1/23/2026Farther Finance Advisors LLC108,621$10.21M0.1%+165.8%0.066%
1/23/2026Fifth 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%
1/21/2026Carolina Wealth Advisors LLC805$76K0.0%N/A0.000%
1/15/2026Fortitude Family Office LLC69,381$6.52M1.5%+11.5%0.043%
1/13/2026CoreCap Advisors LLC19,447$1.83M0.1%+21.5%0.012%
1/5/2026Confluence 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%
12/2/2025IFP 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%
11/3/2025LRI Investments LLC19,174$1.71M0.1%-0.8%0.013%
10/29/2025Root Financial Partners LLC898$80K0.0%N/A0.001%
10/27/2025Versant Capital Management Inc52,738$4.70M0.6%+2.4%0.037%
10/27/2025Harbor Investment Advisory LLC3,675$327K0.0%+1,463.8%0.003%
10/27/2025Gradient Capital Advisors LLC22,356$1.99M0.5%-3.1%0.016%
10/24/2025Gibson Capital LLC20,719$1.85M0.3%-8.3%0.015%
10/23/2025Lam Group Inc.10,100$899K0.6%-1.5%0.007%
10/23/2025Strategic Blueprint LLC151,161$13.46M0.6%-1.6%0.106%
10/22/2025CoreCap 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%
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning (Ad)

The Department of Justice recently argued in court that cash may not be legally your property - raising concerns about government authority to freeze or seize private accounts. Greece raided pensions. Cyprus drained bank accounts. Poland seized retirement funds. Priority Gold has put together a free Wealth Defense Guide for Americans looking to move assets beyond potential government reach.tc pixel

Download your free Wealth Defense Guide and review your options today
10/21/2025Salomon & Ludwin LLC1,031$93K0.0%N/A0.001%
10/21/2025Morton Brown Family Wealth LLC236,947$21.10M6.1%-0.4%0.167%
10/17/2025Fortitude Family Office LLC62,253$5.54M1.5%+12.4%0.044%
10/16/2025Emprise Bank259,894$23.14M10.0%+5.8%0.183%
10/14/2025Farther Finance Advisors LLC40,865$3.64M0.1%+3.2%0.029%
10/14/2025Confluence Investment Management LLC98,253$8.75M0.1%N/A0.069%
10/10/2025Fifth Third Securities Inc.16,305$1.45M0.1%+17.6%0.012%
10/10/2025Corsicana & Co.462$41K0.0%N/A0.000%
8/15/2025Captrust Financial Advisors14,880$1.18M0.0%+9.0%0.011%
8/15/2025Fidelity D & D Bancorp Inc.39,904$3.16M1.9%-0.8%0.030%


AVDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 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 75 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 ($129.27K), 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 675,710 shares in the last 24 months. This purchase volume represents approximately $60.95M 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), CoreFirst Bank & Trust ($9.82K), JPMorgan Chase & Co. ($9.15K), Gibson Capital LLC ($8.86K), and Opus Capital Group LLC ($6.41K).

Institutional investors have sold a total of 198,829 shares in the last 24 months. This volume of shares sold represents approximately $17.84M in transactions.


Related Companies

This page (NYSEARCA:AVDV) was last updated on 7/2/2026 by MarketBeat.com Staff.
From Our Partners
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning
The Department of Justice recently argued in court that cash may not be legally your property - raising concer...
Priority Gold | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Urgent exposé on the "Mar-a-Lago Trade"
Dr. David Eifrig, former Goldman Sachs VP and Senior Partner at Stansberry Research, has released an urgent ex...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Gold Is About to Do Something It Hasn’t in 90 Years
The U.S. Treasury still carries America's gold reserves at $42 per ounce — a price set generations ago. Buried...
US Gold Bureau | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel