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Avantis Emerging Markets Small Cap Equity ETF (AVEE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Avantis Emerging Markets Small Cap Equity ETF (NYSEARCA:AVEE)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$12.57M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$4.34M
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AVEE Institutional Buying and Selling by Quarter

Avantis Emerging Markets Small Cap Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Timonier Family Office LTD.64,508$3.89M1.5%+15.7%8.601%
8/6/2025 Cloud Capital Management LLC6,249$377K0.2%+23.9%0.833%
7/31/2025 CAP Partners LLC13,224$797K0.5%+2.8%1.763%
7/30/2025 Mills Wealth Advisors LLC16,926$1.02M0.5%+3.0%2.257%
7/25/2025 Index Fund Advisors Inc.72,006$4.34M0.2%+128.2%9.601%
7/17/2025 ERn Financial LLC5,842$352K0.1%N/A0.779%
7/17/2025 Avior Wealth Management LLC20,594$1.24M0.0%+4.2%2.746%
7/10/2025 Cypress Point Wealth Management LLC8,595$518K0.1%-11.6%1.146%
5/15/2025Tortoise Investment Management LLC5,044$265K0.0%+75.9%0.776%
5/13/2025American Century Companies Inc.89,608$4.71M0.0%+6.6%13.786%
5/13/2025Ariadne Wealth Management LP33,639$1.84M1.0%-2.8%5.175%
5/8/2025 CAP Partners LLC12,861$675K0.5%-30.7%1.979%
4/30/2025 Index Fund Advisors Inc.31,549$1.66M0.1%+474.5%5.736%
4/29/2025 Cloud Capital Management LLC5,044$264K0.2%N/A0.917%
4/29/2025 Mills Wealth Advisors LLC16,439$863K0.5%+11.8%2.989%
4/23/2025Timonier Family Office LTD.55,756$2.93M1.3%+47.0%10.137%
4/21/2025 Avior Wealth Management LLC19,768$1.04M0.0%N/A3.594%
4/16/2025 Lam Group Inc.7,545$396K0.3%-5.0%1.372%
4/16/2025 Cypress Point Wealth Management LLC9,726$511K0.2%+29.0%1.768%
2/17/2025Citadel Advisors LLC72,417$3.86M0.0%-11.6%28.967%
2/12/2025OLD Mission Capital LLC23,038$1.23M0.0%-72.9%9.215%
2/12/2025Ariadne Wealth Management LP34,621$1.86M0.9%+17.0%13.848%
2/11/2025American Century Companies Inc.84,045$4.48M0.0%+7.4%33.618%
2/7/2025Tortoise Investment Management LLC2,867$153K0.0%+161.8%1.147%
2/5/2025 Mills Wealth Advisors LLC14,706$784K0.4%+16.4%5.882%
2/3/2025Timonier Family Office LTD.37,922$2.02M1.0%N/A15.169%
1/29/2025 CAP Partners LLC18,546$989K0.7%+5.9%7.418%
1/29/2025 Index Fund Advisors Inc.5,492$293K0.0%+33.0%2.197%
1/28/2025 Efficient Frontier Advisors LLC7,085$378K0.2%+83.5%2.834%
1/21/2025 Cypress Point Wealth Management LLC7,542$402K0.1%+15.5%3.017%
1/16/2025 Lam Group Inc.7,945$423K0.3%-18.0%3.178%
11/15/2024Jane Street Group LLC14,526$855K0.0%+27.3%5.810%
11/7/2024 CAP Partners LLC17,521$1.03M0.8%+5.8%7.008%
10/23/2024 Index Fund Advisors Inc.4,130$243K0.0%N/A1.652%
10/21/2024 Mills Wealth Advisors LLC12,637$744K0.5%+18.1%5.055%
10/18/2024 Lam Group Inc.9,685$570K0.4%+37.0%3.874%
10/2/2024 Efficient Frontier Advisors LLC3,861$227K0.1%N/A1.544%
8/26/2024Ariadne Wealth Management LP11,147$618K0.3%N/A4.459%
8/9/2024 Mills Wealth Advisors LLC10,696$593K0.4%+23.4%4.278%
8/8/2024American Century Companies Inc.70,878$3.93M0.0%+9.5%28.351%
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7/27/2024 Cypress Point Wealth Management LLC6,354$352K0.2%+26.9%2.542%
7/19/2024 CAP Partners LLC16,553$918K0.7%+7.9%6.621%
4/18/2024 CAP Partners LLC15,342$812K0.7%+8.2%0.000%
4/5/2024 Lam Group Inc.6,370$337K0.3%+55.4%0.000%
2/12/2024 CAP Partners LLC14,185$758K0.7%N/A0.000%
(Data available from 1/1/2016 forward)

AVEE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVEE shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Avantis Emerging Markets Small Cap Equity ETF. The most heavily invested institutionals were American Century Companies Inc. ($4.71M), Index Fund Advisors Inc. ($4.34M), Timonier Family Office LTD. ($3.89M), Citadel Advisors LLC ($3.86M), Ariadne Wealth Management LP ($1.84M), Avior Wealth Management LLC ($1.24M), and OLD Mission Capital LLC ($1.23M).Learn more on Avantis Emerging Markets Small Cap Equity ETF's institutional investors.

Which institutional investors have been buying Avantis Emerging Markets Small Cap Equity ETF's stock?

Of the 14 institutional investors that purchased Avantis Emerging Markets Small Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Index Fund Advisors Inc. ($72.01K), Timonier Family Office LTD. ($64.51K), Avior Wealth Management LLC ($20.59K), CAP Partners LLC ($18.91K), American Century Companies Inc. ($17.49K), Ariadne Wealth Management LP ($16.19K), and Mills Wealth Advisors LLC ($8.26K).

How much institutional buying is happening at Avantis Emerging Markets Small Cap Equity ETF?

Institutional investors have bought a total of 227,292 shares in the last 24 months. This purchase volume represents approximately $12.57M in transactions.

Which of Avantis Emerging Markets Small Cap Equity ETF's major shareholders have been selling company stock?

The following institutional investors have sold Avantis Emerging Markets Small Cap Equity ETF stock in the last 24 months: OLD Mission Capital LLC ($62.00K), Citadel Advisors LLC ($9.52K), CAP Partners LLC ($5.69K), Lam Group Inc. ($2.14K), Cypress Point Wealth Management LLC ($1.13K), and Ariadne Wealth Management LP ($982.00).

How much institutional selling is happening at Avantis Emerging Markets Small Cap Equity ETF?

Institutional investors have sold a total of 81,458 shares in the last 24 months. This volume of shares sold represents approximately $4.34M in transactions.



This page (NYSEARCA:AVEE) was last updated on 8/8/2025 by MarketBeat.com Staff
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