Free Trial
→ Buffett's Final Warning: 'The Dollar Is Going to Hell' (From Decentralized Masters) (Ad)tc pixel Free AVEE Stock Alerts

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

$69.24 -0.27 (-0.39%)
Closing price 04:10 PM Eastern
Extended Trading
$69.26 +0.03 (+0.04%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$14.67M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.11M
Get AVEE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis Emerging Markets Small Cap Equity 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

AVEE Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Avior Wealth Management LLC14,146$970K0.0%N/A0.707%
9/9/2026Tortoise Investment Management LLC184,695$12.80M1.0%+2.2%10.261%
9/9/2026Integrated Wealth Concepts LLC587$41K0.0%N/A0.033%
8/21/2026WorthPointe LLC3,574$248K0.1%N/A0.199%
7/10/2026Lam Group Inc.9,845$683K0.3%+6.0%0.547%
7/9/2026Ares Financial Consulting LLC2,432$169K0.1%+807.5%0.135%
7/8/2026Evanson Financial LLC2,936$204K0.0%N/A0.163%
7/7/2026Avior Wealth Management LLC15,259$1.06M0.0%-4.0%0.848%
5/14/2026B&D White Capital Company LLC5,463$347K0.0%+10.8%0.321%
5/2/2026CAP Partners LLC14,406$914K0.5%+4.6%0.847%
4/30/2026Summit Portfolio Management LTD.5,436$345K0.2%N/A0.320%
4/22/2026Lam Group Inc.9,285$589K0.3%+5.0%0.546%
2/18/2026OLD Mission Capital LLC12,052$752K0.0%N/A0.861%
2/17/2026Cornerstone Wealth Partners LLC92,165$5.75M4.0%N/A6.583%
2/16/2026Ariadne Wealth Management LP26,397$1.78M0.8%-2.7%1.886%
2/16/2026B&D White Capital Company LLC4,932$308K0.0%N/A0.352%
2/12/2026Jane Street Group LLC4,142$259K0.0%N/A0.296%
2/12/2026Cloud Capital Management LLC7,791$486K0.2%+14.5%0.557%
2/10/2026Goldman Sachs Group Inc.7,586$473K0.0%-49.5%0.542%
2/10/2026ARK & TLK Investments LLC11,259$703K0.2%+199.1%0.804%
2/6/2026Tortoise Investment Management LLC13,015$812K0.1%+46.1%0.930%
2/5/2026Plancorp LLC4,110$257K0.0%N/A0.294%
2/4/2026CAP Partners LLC13,771$859K0.5%+1.8%0.984%
2/4/2026Timonier Family Office LTD.78,632$4.91M1.6%+6.8%5.617%
2/2/2026Vista Capital Partners Inc.22,944$1.43M0.1%-7.3%1.639%
2/2/2026Cypress Point Wealth Management LLC13,465$840K0.2%+47.8%0.962%
1/29/2026Index Fund Advisors Inc.107,357$6.70M0.3%+21.8%8.946%
1/27/2026Mills Wealth Advisors LLC15,337$957K0.4%-4.4%1.278%
1/23/2026Lam Group Inc.8,840$552K0.3%+5.1%0.737%
1/15/2026ERn Financial LLC10,189$636K0.1%+11.5%0.849%
1/6/2026Avior Wealth Management LLC18,378$1.15M0.0%-4.0%1.671%
11/20/2025Ariadne Wealth Management LP27,128$1.73M0.8%-9.2%3.014%
11/17/2025Citadel Advisors LLC12,138$778K0.0%-1.3%1.349%
11/14/2025Cardiff Park Advisors LLC5,208$334K0.0%-8.0%0.579%
11/13/2025Tortoise Investment Management LLC8,906$571K0.1%+22.7%0.990%
11/7/2025Vista Capital Partners Inc.24,752$1.59M0.2%-7.8%2.750%
11/5/2025Timonier Family Office LTD.73,604$4.72M1.5%+14.1%8.178%
11/3/2025Cloud Capital Management LLC6,804$435K0.2%+8.9%0.756%
10/31/2025ARK & TLK Investments LLC3,764$241K0.1%N/A0.418%
10/30/2025ERn Financial LLC9,139$586K0.1%+56.4%1.015%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
10/29/2025CAP Partners LLC13,522$867K0.5%+2.3%1.502%
10/23/2025Lam Group Inc.8,410$539K0.3%+13.0%0.934%
10/22/2025Index Fund Advisors Inc.88,131$5.65M0.3%+22.4%9.792%
10/10/2025Mills Wealth Advisors LLC16,035$1.03M0.4%-5.3%1.782%
10/8/2025Cypress Point Wealth Management LLC9,113$584K0.1%+6.0%1.013%
9/26/2025Corient Private Wealth LLC3,690$222K0.0%-15.4%0.461%
8/15/2025Corient Private Wealth LLC3,690$222K0.0%-15.4%0.461%
8/14/2025Vista Capital Partners Inc.26,840$1.62M0.2%N/A3.355%
8/12/2025American Century Companies Inc.95,757$5.77M0.0%+6.9%11.970%
8/8/2025Tortoise Investment Management LLC7,256$437K0.0%+43.9%0.967%
8/7/2025Timonier Family Office LTD.64,508$3.89M1.5%+15.7%8.601%
8/6/2025Cloud Capital Management LLC6,249$377K0.2%+23.9%0.833%
7/31/2025CAP Partners LLC13,224$797K0.5%+2.8%1.763%
7/30/2025Mills Wealth Advisors LLC16,926$1.02M0.5%+3.0%2.257%
7/25/2025Index Fund Advisors Inc.72,006$4.34M0.2%+128.2%9.601%
7/17/2025ERn Financial LLC5,842$352K0.1%N/A0.779%
7/17/2025Avior Wealth Management LLC20,594$1.24M0.0%+4.2%2.746%
7/10/2025Cypress 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%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
7/27/2024Cypress Point Wealth Management LLC6,354$352K0.2%+26.9%2.542%
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), Avior Wealth Management LLC ($34.74K), Vista Capital Partners Inc. ($26.84K), American Century Companies Inc. ($17.48K), and Tortoise Investment Management LLC ($15.91K).

Institutional investors have bought a total of 231,080 shares in the last 24 months. This purchase volume represents approximately $14.67M 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), Avior Wealth Management LLC ($1.39K), Mills Wealth Advisors LLC ($698.00), Cardiff Park Advisors LLC ($450.00), and Citadel Advisors LLC ($160.00).

Institutional investors have sold a total of 17,519 shares in the last 24 months. This volume of shares sold represents approximately $1.11M 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 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel