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Avantis All International Markets Equity ETF (AVNM) Institutional Ownership

$81.31 -0.10 (-0.12%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis All International Markets Equity ETF (NYSEARCA:AVNM)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$154.16M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$7.47M
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AVNM Institutional Buying and Selling by Quarter

Avantis All International Markets Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Royal Bank of Canada6,947$529K0.0%+137.5%0.091%
5/14/2026B&D White Capital Company LLC55,743$4.25M0.5%-60.1%0.733%
5/13/2026Acumen Wealth Advisors LLC19,696$1.50M0.4%N/A0.259%
5/4/2026 Team Financial Group LLC400$30K0.0%N/A0.005%
4/27/2026 Altus Wealth Group LLC30,545$2.33M1.0%+5.9%0.407%
4/20/2026Kestra Private Wealth Services LLC35,401$2.70M0.0%+42.2%0.478%
4/17/2026 Wealth Management Partners LLC380,960$29.02M8.3%+12.5%5.148%
2/17/2026Osaic Holdings Inc.42,908$3.16M0.0%+39.1%0.640%
2/17/2026Captrust Financial Advisors20,780$1.53M0.0%N/A0.310%
2/17/2026Royal Bank of Canada2,925$215K0.0%+167.9%0.044%
2/16/2026B&D White Capital Company LLC139,865$10.28M1.2%+0.3%2.088%
2/13/2026 Altus Wealth Group LLC28,847$2.12M0.8%+0.9%0.431%
2/13/2026Ausdal Financial Partners Inc.44,783$3.29M0.2%+1.6%0.668%
2/12/2026Commonwealth Equity Services LLC643,907$47.34M0.1%-1.6%9.611%
2/12/2026Cloud Capital Management LLC8,566$629K0.3%+2.8%0.128%
2/11/2026Howard Bailey Securities LLC132,605$9.75M3.8%N/A1.979%
2/11/2026 Oak Wealth Advisors LLC16,292$1.20M0.7%+23.6%0.243%
2/10/2026Thoroughbred Financial Services LLC54,235$3.99M0.2%+37.8%0.809%
2/6/2026Geometric Wealth Advisors684,435$50.32M6.5%+1.5%10.215%
2/6/2026Global Retirement Partners LLC1,348$99K0.0%N/A0.020%
2/5/2026 Duncan Williams Asset Management LLC280,261$22.21M5.6%+3,251.6%4.183%
2/5/2026Peak Asset Management LLC118,758$8.73M1.5%+2.0%1.773%
2/5/2026Allworth Financial LP494$36K0.0%N/A0.007%
2/2/2026Truist Financial Corp204,500$15.04M0.0%+3.9%3.052%
1/29/2026Kestra Private Wealth Services LLC24,901$1.83M0.0%+22.7%0.377%
1/28/2026Edge Financial Advisors LLC164,799$12.12M5.3%+279.8%2.497%
1/26/2026 Frankly Finances LLC2,742$202K0.2%N/A0.042%
1/26/2026 Merit Financial Group LLC1,944,852$142.99M1.1%+9.1%29.467%
1/26/2026CWM LLC335$25K0.0%+188.8%0.005%
1/26/2026 XY Planning Network Inc.3,785$278K0.0%+16.7%0.057%
1/23/2026 Farther Finance Advisors LLC17,858$1.31M0.0%N/A0.275%
1/22/2026FMB Wealth Management6,048$445K0.2%+48.8%0.093%
1/21/2026BIP Wealth LLC3,942$290K0.0%-9.2%0.061%
1/14/2026 BWM Planning LLC335,347$24.66M6.6%+28.9%5.240%
1/12/2026 Wealth Management Partners LLC338,676$24.90M7.1%+2.6%5.292%
1/8/2026 Hutchens & Kramer Investment Management Group LLC6,747$496K0.2%+49.6%0.105%
11/17/2025Kestra Private Wealth Services LLC20,289$1.43M0.0%N/A0.362%
11/17/2025Susquehanna International Group LLP4,079$288K0.0%N/A0.073%
11/17/2025Ausdal Financial Partners Inc.44,058$3.11M0.2%+6.2%0.787%
11/13/2025Modern Wealth Management LLC4,468$315K0.0%N/A0.080%
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11/10/2025Thoroughbred Financial Services LLC39,372$2.78M0.2%+43.5%0.703%
11/10/2025Geometric Wealth Advisors674,489$47.62M6.3%+0.6%12.044%
11/7/2025 Merit Financial Group LLC1,782,622$125.85M1.2%+4.1%31.833%
11/5/2025Envestnet Asset Management Inc.189,820$13.40M0.0%N/A3.451%
11/3/2025AE Wealth Management LLC5,143$363K0.0%N/A0.094%
11/3/2025Truist Financial Corp196,747$14.04M0.0%N/A3.577%
11/3/2025 Hutchens & Kramer Investment Management Group LLC4,510$318K0.1%+17.6%0.082%
10/31/2025 BWM Planning LLC260,098$18.36M5.5%+9.0%4.729%
10/31/2025Edge Financial Advisors LLC43,396$3.06M1.4%+101.0%0.789%
10/24/2025 Oak Wealth Advisors LLC13,183$931K0.5%+12.7%0.249%
10/23/2025B&D White Capital Company LLC139,506$9.85M1.3%+1.3%2.632%
10/22/2025Commonwealth Equity Services LLC654,291$46.19M0.1%+0.8%12.345%
10/21/2025 Wealth Management Partners LLC330,022$23.30M7.4%+0.3%6.227%
10/21/2025 Altus Wealth Group LLC28,589$2.02M0.8%+3.6%0.539%
10/20/2025 Merit Financial Group LLC1,782,652$125.86M1.2%+4.1%33.635%
9/4/2025Osaic Holdings Inc.29,894$1.95M0.0%+30.7%0.604%
8/18/2025N.E.W. Advisory Services LLC3,427$224K0.0%-17.0%0.069%
8/15/2025North Ridge Wealth Advisors Inc.9,739$636K0.4%+1,916.4%0.198%
8/14/2025Jane Street Group LLC51,461$3.36M0.0%+1,399.0%1.040%
8/14/2025Ausdal Financial Partners Inc.41,481$2.71M0.2%+27.7%0.838%
8/14/2025Peak Asset Management LLC109,949$7.18M1.3%+8.7%2.221%
8/12/2025 BWM Planning LLC238,643$15.59M5.4%+23.6%4.841%
8/8/2025Thoroughbred Financial Services LLC27,441$1.79M0.1%+34.8%0.557%
8/6/2025Geometric Wealth Advisors670,665$43.80M6.5%+207.2%13.604%
8/6/2025Cloud Capital Management LLC8,345$549K0.3%+83.7%0.169%
8/5/2025 Hutchens & Kramer Investment Management Group LLC3,835$251K0.1%N/A0.078%
8/1/2025Cobblestone Capital Advisors LLC NY21,710$1.42M0.1%-7.4%0.440%
7/31/2025BIP Wealth LLC4,342$284K0.0%-27.8%0.088%
7/30/2025Paragon Advisors LLC11,574$756K0.2%+4.6%0.235%
7/24/2025Edge Financial Advisors LLC21,588$1.41M0.7%N/A0.438%
7/22/2025 Merit Financial Group LLC1,712,314$111.83M1.2%N/A34.733%
7/18/2025FMB Wealth Management3,929$257K0.1%N/A0.080%
7/17/2025 XY Planning Network Inc.3,244$212K0.1%N/A0.066%
7/15/2025 Oak Wealth Advisors LLC11,696$764K0.5%+58.8%0.238%
7/11/2025 Wealth Management Partners LLC329,088$21.37M7.6%N/A6.744%
7/10/2025Fortress Wealth Management Inc.4,130$270K0.1%N/A0.085%
7/10/2025Strathmore Capital Advisors Inc.14,207$935K0.4%N/A0.291%
5/19/2025Jane Street Group LLC3,433$200K0.0%-93.3%0.076%
5/14/2025BWM Planning LLC193,078$11.26M4.8%+9.8%4.272%
5/14/2025B&D White Capital Company LLC137,506$8.02M1.2%+12.8%3.042%
5/12/2025Cobblestone Capital Advisors LLC NY23,445$1.37M0.1%+15.1%0.519%
5/9/2025Geometric Wealth Advisors218,321$12.73M2.2%+0.5%7.554%
5/9/2025Thoroughbred Financial Services LLC20,350$1.19M0.1%+199.7%0.704%
5/9/2025Commonwealth Equity Services LLC625,690$36.49M0.1%N/A21.650%
5/7/2025N.E.W. Advisory Services LLC4,127$241K0.0%N/A0.143%
5/7/2025Peak Asset Management LLC101,158$5.90M1.1%+6.0%3.500%
5/2/2025BIP Wealth LLC6,015$351K0.0%+61.0%0.208%
4/29/2025Cloud Capital Management LLC4,543$264K0.2%N/A0.157%
4/25/2025Altus Wealth Group LLC27,678$1.61M0.8%+5.3%0.958%
4/24/2025Oak Wealth Advisors LLC7,364$429K0.3%+31.9%0.255%
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2/17/2025Citadel Advisors LLC105,024$5.75M0.0%N/A36.215%
2/17/2025BIP Wealth LLC3,735$205K0.0%N/A1.288%
2/14/2025Jane Street Group LLC51,076$2.80M0.0%+117.8%17.612%
2/14/2025Oak Wealth Advisors LLC5,583$306K0.2%N/A1.925%
2/12/2025Thoroughbred Financial Services LLC6,790$371K0.0%N/A2.341%
2/12/2025Ausdal Financial Partners Inc.37,545$2.06M0.2%+53.4%12.947%
2/10/2025Altus Wealth Group LLC26,289$1.44M0.6%+17.6%9.065%
2/7/2025Geometric Wealth Advisors217,247$11.90M2.2%+8.4%74.913%
2/7/2025Morling Financial Advisors LLC712$39K0.0%N/A0.246%
2/5/2025Cobblestone Capital Advisors LLC NY20,375$1.12M0.1%+160.5%7.026%


AVNM Institutional Ownership - Frequently Asked Questions

During the previous two years, 44 institutional investors and hedge funds held shares of Avantis All International Markets Equity ETF. The most heavily invested institutionals were Merit Financial Group LLC ($142.99M), Geometric Wealth Advisors ($50.32M), Commonwealth Equity Services LLC ($47.34M), Wealth Management Partners LLC ($29.02M), BWM Planning LLC ($24.66M), Duncan Williams Asset Management LLC ($22.21M), and Truist Financial Corp ($15.04M).Learn more on Avantis All International Markets Equity ETF's institutional investors.

Of the 44 institutional investors that purchased Avantis All International Markets Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Merit Financial Group LLC ($2.02M), Geometric Wealth Advisors ($684.44K), Commonwealth Equity Services LLC ($630.59K), Wealth Management Partners LLC ($380.96K), BWM Planning LLC ($335.35K), Duncan Williams Asset Management LLC ($271.90K), and Truist Financial Corp ($204.50K).

Institutional investors have bought a total of 2,185,608 shares in the last 24 months. This purchase volume represents approximately $154.16M in transactions.

The following institutional investors have sold Avantis All International Markets Equity ETF stock in the last 24 months: B&D White Capital Company LLC ($84.12K), Commonwealth Equity Services LLC ($10.38K), BIP Wealth LLC ($2.07K), Cobblestone Capital Advisors LLC NY ($1.74K), and N.E.W. Advisory Services LLC ($700.00).

Institutional investors have sold a total of 99,014 shares in the last 24 months. This volume of shares sold represents approximately $7.47M in transactions.


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This page (NYSEARCA:AVNM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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