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Avantis Responsible Emerging Markets Equity ETF (AVSE) Institutional Ownership

$63.96 -0.11 (-0.17%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis Responsible Emerging Markets Equity ETF (NYSEARCA:AVSE)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$55.17M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$8.21M
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AVSE Institutional Buying and Selling by Quarter

Avantis Responsible Emerging Markets Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2025 Cambridge Financial Group LLC4,740$278K0.1%N/A0.193%
8/19/2025 Asset Dedication LLC10,980$644K0.0%+13.8%0.448%
8/15/2025 North Ridge Wealth Advisors Inc.1,365$80K0.0%N/A0.056%
8/15/2025 Corient Private Wealth LLC120,827$7.08M0.0%-14.9%4.932%
8/15/2025 EP Wealth Advisors LLC3,865$227K0.0%-37.9%0.158%
8/14/2025 Jane Street Group LLC31,427$1.84M0.0%-37.7%1.283%
8/12/2025 Journey Strategic Wealth LLC14,560$854K0.0%-5.7%0.594%
8/7/2025 Addison Advisors LLC3,680$216K0.1%+15.7%0.150%
8/6/2025 True Wealth Design LLC2,697$158K0.1%-8.2%0.110%
8/6/2025 Savant Capital LLC10,377$608K0.0%+127.6%0.424%
8/1/2025 Riverwater Partners LLC82,508$4.84M2.3%+16.8%3.368%
8/1/2025 Envestnet Asset Management Inc.4,358$256K0.0%N/A0.178%
7/31/2025 Curio Wealth LLC4,204$246K0.1%+46,611.1%0.172%
7/31/2025 Trademark Financial Management LLC7,547$442K0.3%+3.5%0.308%
7/31/2025 AlTi Global Inc.8,432$494K0.0%N/A0.344%
7/31/2025 Opes Wealth Management LLC22,679$1.33M0.2%+0.8%0.926%
7/29/2025 Wealthstream Advisors Inc.9,661$566K0.1%-13.8%0.394%
7/25/2025 Apollon Wealth Management LLC6,672$391K0.0%+39.8%0.272%
7/25/2025 PrairieView Partners LLC3,783$221K0.0%-5.5%0.154%
7/18/2025 Truist Financial Corp3,454$203K0.0%N/A0.141%
7/17/2025 LexAurum Advisors LLC8,613$505K0.1%-9.5%0.352%
7/17/2025 Willow Creek Wealth Management Inc.136,736$8.02M0.7%+17.4%5.581%
7/16/2025 TCI Wealth Advisors Inc.3,981$233K0.0%-11.8%0.162%
7/15/2025 Vestment Financial LLC7,409$436K0.3%+23.7%0.302%
7/15/2025 Maseco LLP411,718$24.13M0.9%N/A16.805%
7/14/2025 Northland Capital Management LLC14,027$822K0.5%-1.3%0.573%
7/14/2025 ABLE Financial Group LLC3,581$210K0.1%N/A0.146%
5/20/2025Focus Partners Wealth13,127$674K0.0%N/A0.625%
5/19/2025Jane Street Group LLC50,431$2.59M0.0%-40.1%2.401%
5/14/2025Orion Capital Management LLC654$34K0.0%-43.4%0.033%
5/13/2025Northwest & Ethical Investments L.P.223,750$11.50M0.3%N/A11.188%
5/13/2025Raymond James Financial Inc.67,153$3.45M0.0%N/A3.358%
5/13/2025HighTower Advisors LLC56,768$2.92M0.0%-24.6%2.838%
5/7/2025Wealthstream Advisors Inc.11,214$576K0.1%-7.2%0.561%
5/7/2025HB Wealth Management LLC6,724$346K0.0%N/A0.336%
5/6/2025Kelman Lazarov Inc.4,727$243K0.0%N/A0.236%
5/6/2025Journey Strategic Wealth LLC15,448$794K0.0%+6.3%0.772%
5/6/2025Opes Wealth Management LLC22,504$1.16M0.2%+2.0%1.125%
5/2/2025Apollon Wealth Management LLC4,773$245K0.0%+16.5%0.239%
5/1/2025Asset Dedication LLC9,649$496K0.0%-33.7%0.482%
4/23/2025Northland Capital Management LLC14,205$730K0.5%-7.3%0.710%
4/21/2025Riverwater Partners LLC70,612$3.63M1.9%+173.3%3.531%
4/15/2025Vestment Financial LLC5,988$309K0.2%+15.8%0.299%
4/9/2025Elevation Wealth Partners LLC494$25K0.0%N/A0.025%
2/18/2025Orion Capital Management LLC1,156$58K0.0%N/A0.080%
2/17/2025Vestment Financial LLC5,173$262K0.2%N/A0.357%
2/17/2025EP Wealth Advisors LLC6,221$314K0.0%N/A0.429%
2/14/2025Jane Street Group LLC84,124$4.24M0.0%+87.4%5.802%
2/14/2025WealthCollab LLC2,493$126K0.1%-28.2%0.172%
2/13/2025Mariner LLC9,242$466K0.0%-70.5%0.637%
2/13/2025Riverwater Partners LLC25,836$1.30M0.6%N/A1.782%
2/12/2025OLD Mission Capital LLC14,932$753K0.0%N/A1.030%
2/10/2025Curio Wealth LLC4,176$211K0.1%N/A0.288%
2/10/2025Corient Private Wealth LLC150,314$7.58M0.0%+0.9%10.366%
2/10/2025Commonwealth Equity Services LLC43,868$2.21M0.0%+7.5%3.025%
2/7/2025HighTower Advisors LLC75,301$3.80M0.0%+4.8%5.193%
2/4/2025Addison Advisors LLC2,495$126K0.0%+15.5%0.172%
2/4/2025Wealthstream Advisors Inc.12,078$609K0.1%+2.1%0.833%
1/30/2025Opes Wealth Management LLC22,054$1.11M0.2%+1.6%1.521%
1/30/2025Highland Financial Advisors LLC18,340$925K0.3%+1.4%1.265%
1/30/2025Trademark Financial Management LLC7,164$361K0.3%-71.4%0.494%
1/29/2025PrairieView Partners LLC4,041$203K0.0%+44.3%0.279%
1/24/2025Journey Strategic Wealth LLC14,534$733K0.0%+36.4%1.002%
1/23/2025Asset Dedication LLC14,551$734K0.1%-12.5%1.004%
1/22/2025Northland Capital Management LLC15,318$772K0.6%-14.6%1.056%
1/21/2025Team Hewins LLC5,127$246K0.1%N/A0.354%
1/21/2025LexAurum Advisors LLC9,466$477K0.1%+11.9%0.653%
11/15/2024Jane Street Group LLC44,899$2.48M0.0%+84.7%3.096%
11/15/2024HighTower Advisors LLC71,873$3.98M0.0%-1.4%4.957%
11/6/2024Wealthstream Advisors Inc.11,826$654K0.1%-2.7%0.816%
11/4/2024Addison Advisors LLC2,160$119K0.0%+9.6%0.149%
11/4/2024Axxcess Wealth Management LLC4,425$245K0.0%N/A0.305%
10/30/2024Highland Financial Advisors LLC18,086$1.00M0.4%+3.2%1.247%
10/29/2024Opes Wealth Management LLC21,699$1.20M0.2%+3.6%1.496%
10/23/2024Tarbox Family Office Inc.6,078$336K0.1%+10.4%0.419%
10/23/2024Northland Capital Management LLC17,928$992K0.6%-1.3%1.236%
10/17/2024LexAurum Advisors LLC8,457$468K0.1%N/A0.583%
10/16/2024Asset Dedication LLC16,622$920K0.1%+22.1%1.146%
8/13/2024Merriman Wealth Management LLC13,320$689K0.0%-7.5%0.919%
8/6/2024Opes Wealth Management LLC20,944$1.08M0.2%+2.2%1.444%
8/5/2024Addison Advisors LLC1,970$102K0.0%N/A0.136%
8/1/2024PrairieView Partners LLC2,253$116K0.0%+13.5%0.155%
7/31/2024Trademark Financial Management LLC24,978$1.29M1.1%-1.8%1.723%
7/23/2024Level Financial Advisors5,598$290K0.1%+7.0%0.386%
7/17/2024Highland Financial Advisors LLC17,532$907K0.3%+14.2%1.209%
5/8/2024Trademark Financial Management LLC25,441$1.25M1.0%+6.8%1.755%
4/30/2024Commonwealth Equity Services LLC28,011$1.37M0.0%-4.9%1.932%
2/14/2024True Wealth Design LLC956$46K0.0%N/A0.083%
2/13/2024Trademark Financial Management LLC23,830$1.14M0.8%N/A2.072%
2/9/2024Team Hewins LLC5,127$246K0.0%N/A0.446%
2/9/2024Corient Private Wealth LLC146,561$7.03M0.0%+0.5%12.744%
2/8/2024Tarbox Family Office Inc.5,293$254K0.0%+8.8%0.460%
2/5/2024Savant Capital LLC4,892$235K0.0%N/A0.425%
2/2/2024Red Lighthouse Investment Management LLC965$46K0.0%+34.0%0.084%
2/1/2024Annapolis Financial Services LLC2,927$140K0.0%+2,769.6%0.255%
1/29/2024Grand Wealth Management LLC600$29K0.0%+319.6%0.052%
1/23/2024Level Financial Advisors Inc.5,207$250K0.1%+6.0%0.453%
1/19/2024Trellis Wealth Advisors LLC9,050$434K0.2%N/A0.787%
1/18/2024Highland Financial Advisors LLC15,939$764K0.3%+8.0%1.386%
11/20/2023Willow Creek Wealth Management Inc.111,589$5.01M0.7%+1.7%9.703%
(Data available from 1/1/2016 forward)

AVSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSE shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Avantis Responsible Emerging Markets Equity ETF. The most heavily invested institutionals were Maseco LLP ($24.13M), Northwest & Ethical Investments L.P. ($11.50M), Willow Creek Wealth Management Inc. ($8.02M), Corient Private Wealth LLC ($7.08M), Riverwater Partners LLC ($4.84M), Raymond James Financial Inc. ($3.45M), and HighTower Advisors LLC ($2.92M).Learn more on Avantis Responsible Emerging Markets Equity ETF's institutional investors.

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

Of the 46 institutional investors that purchased Avantis Responsible Emerging Markets Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Maseco LLP ($411.72K), Northwest & Ethical Investments L.P. ($223.75K), Riverwater Partners LLC ($82.51K), Raymond James Financial Inc. ($67.15K), Jane Street Group LLC ($59.81K), Mariner LLC ($27.99K), and Trademark Financial Management LLC ($25.70K).

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

Institutional investors have bought a total of 1,004,493 shares in the last 24 months. This purchase volume represents approximately $55.17M in transactions.

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

Of the 16 institutional investors that sold Avantis Responsible Emerging Markets Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($52.70K), Mariner LLC ($22.12K), Corient Private Wealth LLC ($21.15K), HighTower Advisors LLC ($19.57K), Trademark Financial Management LLC ($17.92K), Asset Dedication LLC ($6.97K), and Northland Capital Management LLC ($4.13K).

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

Institutional investors have sold a total of 153,921 shares in the last 24 months. This volume of shares sold represents approximately $8.21M in transactions.


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This page (NYSEARCA:AVSE) was last updated on 9/18/2025 by MarketBeat.com Staff
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