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

$68.36 -1.16 (-1.67%)
Closing price 04:10 PM Eastern
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$68.30 -0.06 (-0.09%)
As of 07:30 PM Eastern
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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)
19
Total
Institutional Inflows
(last 12 months)
$13.74M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.20M
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Skip Chart & View Institutional Buying and Selling Data

AVEE Institutional Buying and Selling by Quarter

Avantis Emerging Markets 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
9/9/2026 Tortoise Investment Management LLC184,695$12.80M1.0%+2.2%10.261%
9/9/2026 Integrated Wealth Concepts LLC587$41K0.0%N/A0.033%
8/21/2026 WorthPointe LLC3,574$248K0.1%N/A0.199%
7/10/2026 Lam Group Inc.9,845$683K0.3%+6.0%0.547%
7/9/2026 Ares Financial Consulting LLC2,432$169K0.1%+807.5%0.135%
7/8/2026 Evanson Financial LLC2,936$204K0.0%N/A0.163%
7/7/2026 Avior Wealth Management LLC15,259$1.06M0.0%-4.0%0.848%
5/14/2026 B&D White Capital Company LLC5,463$347K0.0%+10.8%0.321%
5/2/2026 CAP Partners LLC14,406$914K0.5%+4.6%0.847%
4/30/2026Summit Portfolio Management LTD.5,436$345K0.2%N/A0.320%
4/22/2026 Lam Group Inc.9,285$589K0.3%+5.0%0.546%
2/18/2026 OLD Mission Capital LLC12,052$752K0.0%N/A0.861%
2/17/2026 Cornerstone Wealth Partners LLC92,165$5.75M4.0%N/A6.583%
2/16/2026 Ariadne Wealth Management LP26,397$1.78M0.8%-2.7%1.886%
2/16/2026 B&D White Capital Company LLC4,932$308K0.0%N/A0.352%
2/12/2026 Jane Street Group LLC4,142$259K0.0%N/A0.296%
2/12/2026 Cloud Capital Management LLC7,791$486K0.2%+14.5%0.557%
2/10/2026 Goldman Sachs Group Inc.7,586$473K0.0%-49.5%0.542%
2/10/2026 ARK & TLK Investments LLC11,259$703K0.2%+199.1%0.804%
2/6/2026 Tortoise Investment Management LLC13,015$812K0.1%+46.1%0.930%
2/5/2026 Plancorp LLC4,110$257K0.0%N/A0.294%
2/4/2026 CAP Partners LLC13,771$859K0.5%+1.8%0.984%
2/4/2026 Timonier Family Office LTD.78,632$4.91M1.6%+6.8%5.617%
2/2/2026 Vista Capital Partners Inc.22,944$1.43M0.1%-7.3%1.639%
2/2/2026 Cypress Point Wealth Management LLC13,465$840K0.2%+47.8%0.962%
1/29/2026 Index Fund Advisors Inc.107,357$6.70M0.3%+21.8%8.946%
1/27/2026 Mills Wealth Advisors LLC15,337$957K0.4%-4.4%1.278%
1/23/2026 Lam Group Inc.8,840$552K0.3%+5.1%0.737%
1/15/2026 ERn Financial LLC10,189$636K0.1%+11.5%0.849%
1/6/2026 Avior Wealth Management LLC18,378$1.15M0.0%-4.0%1.671%
11/20/2025 Ariadne Wealth Management LP27,128$1.73M0.8%-9.2%3.014%
11/17/2025 Citadel Advisors LLC12,138$778K0.0%-1.3%1.349%
11/14/2025 Cardiff Park Advisors LLC5,208$334K0.0%-8.0%0.579%
11/13/2025 Tortoise Investment Management LLC8,906$571K0.1%+22.7%0.990%
11/7/2025 Vista Capital Partners Inc.24,752$1.59M0.2%-7.8%2.750%
11/5/2025 Timonier Family Office LTD.73,604$4.72M1.5%+14.1%8.178%
11/3/2025 Cloud Capital Management LLC6,804$435K0.2%+8.9%0.756%
10/31/2025 ARK & TLK Investments LLC3,764$241K0.1%N/A0.418%
10/30/2025 ERn Financial LLC9,139$586K0.1%+56.4%1.015%
10/29/2025 CAP Partners LLC13,522$867K0.5%+2.3%1.502%
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10/23/2025 Lam Group Inc.8,410$539K0.3%+13.0%0.934%
10/22/2025 Index Fund Advisors Inc.88,131$5.65M0.3%+22.4%9.792%
10/10/2025 Mills Wealth Advisors LLC16,035$1.03M0.4%-5.3%1.782%
10/8/2025 Cypress Point Wealth Management LLC9,113$584K0.1%+6.0%1.013%
9/26/2025 Corient Private Wealth LLC3,690$222K0.0%-15.4%0.461%
8/15/2025 Corient Private Wealth LLC3,690$222K0.0%-15.4%0.461%
8/14/2025 Vista Capital Partners Inc.26,840$1.62M0.2%N/A3.355%
8/12/2025 American Century Companies Inc.95,757$5.77M0.0%+6.9%11.970%
8/8/2025 Tortoise Investment Management LLC7,256$437K0.0%+43.9%0.967%
8/7/2025 Timonier 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%
5/8/2025CAP Partners LLC12,861$675K0.5%-30.7%1.979%
4/30/2025Index Fund Advisors Inc.31,549$1.66M0.1%+474.5%5.736%
4/29/2025Cloud Capital Management LLC5,044$264K0.2%N/A0.917%
4/29/2025Mills 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%
4/21/2025Avior Wealth Management LLC19,768$1.04M0.0%N/A3.594%
4/16/2025Lam Group Inc.7,545$396K0.3%-5.0%1.372%
4/16/2025Cypress 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%
2/5/2025Mills Wealth Advisors LLC14,706$784K0.4%+16.4%5.882%
2/3/2025Timonier Family Office LTD.37,922$2.02M1.0%N/A15.169%
1/29/2025CAP Partners LLC18,546$989K0.7%+5.9%7.418%
1/29/2025Index Fund Advisors Inc.5,492$293K0.0%+33.0%2.197%
1/28/2025Efficient Frontier Advisors LLC7,085$378K0.2%+83.5%2.834%
1/21/2025Cypress Point Wealth Management LLC7,542$402K0.1%+15.5%3.017%
1/16/2025Lam Group Inc.7,945$423K0.3%-18.0%3.178%
11/15/2024Jane Street Group LLC14,526$855K0.0%+27.3%5.810%
11/7/2024CAP Partners LLC17,521$1.03M0.8%+5.8%7.008%
10/23/2024Index Fund Advisors Inc.4,130$243K0.0%N/A1.652%
10/21/2024Mills Wealth Advisors LLC12,637$744K0.5%+18.1%5.055%
10/18/2024Lam Group Inc.9,685$570K0.4%+37.0%3.874%
10/2/2024Efficient Frontier Advisors LLC3,861$227K0.1%N/A1.544%
8/26/2024Ariadne Wealth Management LP11,147$618K0.3%N/A4.459%
8/9/2024Mills 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%
7/27/2024Cypress Point Wealth Management LLC6,354$352K0.2%+26.9%2.542%
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7/19/2024CAP Partners LLC16,553$918K0.7%+7.9%6.621%
4/18/2024CAP Partners LLC15,342$812K0.7%+8.2%0.000%
4/5/2024Lam Group Inc.6,370$337K0.3%+55.4%0.000%
2/12/2024CAP Partners LLC14,185$758K0.7%N/A0.000%


AVEE Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 institutional investors and hedge funds held shares of Avantis Emerging Markets Small Cap Equity ETF. The most heavily invested institutionals were Tortoise Investment Management LLC ($12.80M), Index Fund Advisors Inc. ($6.70M), American Century Companies Inc. ($5.77M), Cornerstone Wealth Partners LLC ($5.75M), Timonier Family Office LTD. ($4.91M), Ariadne Wealth Management LP ($1.78M), and Vista Capital Partners Inc. ($1.43M).Learn more on Avantis Emerging Markets Small Cap Equity ETF's institutional investors.

Of the 25 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. ($107.36K), Cornerstone Wealth Partners LLC ($92.17K), Timonier Family Office LTD. ($78.63K), Vista Capital Partners Inc. ($26.84K), Avior Wealth Management LLC ($20.59K), American Century Companies Inc. ($17.48K), and Tortoise Investment Management LLC ($15.91K).

Institutional investors have bought a total of 217,452 shares in the last 24 months. This purchase volume represents approximately $13.74M in transactions.

The following institutional investors have sold Avantis Emerging Markets Small Cap Equity ETF stock in the last 24 months: Goldman Sachs Group Inc. ($7.44K), Vista Capital Partners Inc. ($3.90K), Ariadne Wealth Management LP ($3.49K), Mills Wealth Advisors LLC ($1.59K), Avior Wealth Management LLC ($1.39K), Corient Private Wealth LLC ($673.00), and Cardiff Park Advisors LLC ($450.00).

Institutional investors have sold a total of 19,083 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AVEE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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