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Avantis Responsible Emerging Markets Equity ETF (AVSE) Institutional Ownership

$81.44 +1.09 (+1.36%)
Closing price 04:10 PM Eastern
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$81.48 +0.05 (+0.06%)
As of 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)
42
Total
Institutional Inflows
(last 12 months)
$55.90M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$21.66M
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Skip Chart & View Institutional Buying and Selling Data

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
9/23/2026Envestnet Asset Management Inc.7,547$618K0.0%+17.1%0.260%
9/9/2026Tarbox Family Office Inc.7,441$609K0.1%+21.9%0.266%
9/2/2026Citadel Advisors LLC40,679$3.33M0.0%-76.5%1.453%
8/27/2026Corient Private Wealth LP41,581$3.40M0.0%-63.3%1.485%
8/21/2026Mason & Associates Inc16,854$1.38M0.2%+17.4%0.602%
8/20/2026Orgel Wealth Management LLC127,788$10.46M0.2%N/A4.564%
7/10/2026Highland Financial Advisors LLC30,967$2.53M0.6%+26.8%1.106%
7/8/2026Elevation Wealth Partners LLC384$31K0.0%-25.1%0.014%
5/6/2026Birchwood Financial Partners Inc.478$32K0.0%N/A0.018%
5/5/2026MB Generational Wealth LLC6,361$423K0.2%-5.2%0.236%
5/2/2026Vestment Financial LLC7,792$519K0.3%+4.1%0.289%
4/30/2026Mason & Associates Inc14,356$924K0.2%+3.4%0.532%
4/30/2026Team Hewins LLC6,791$452K0.1%-3.1%0.252%
4/28/2026Walkner Condon Financial Advisors LLC7,055$470K0.1%-4.6%0.261%
4/27/2026HB Wealth Management LLC4,987$332K0.0%-22.0%0.185%
4/27/2026Private Advisor Group LLC4,356$290K0.0%N/A0.161%
4/27/2026Trademark Financial Management LLC3,073$205K0.1%-72.4%0.114%
4/23/2026Apollon Wealth Management LLC8,523$567K0.0%+25.7%0.316%
4/21/2026Maseco LLP435,371$29.00M0.9%N/A16.125%
3/2/2026Sankala Group LLC1,323$86K0.1%N/A0.049%
2/18/2026Mercer Global Advisors Inc. ADV32,281$2.10M0.0%+17.9%1.196%
2/18/2026EP Wealth Advisors LLC3,865$251K0.0%N/A0.143%
2/16/2026Focus Partners Wealth151,473$9.84M0.0%-3.8%5.610%
2/13/2026Kestra Advisory Services LLC1,201$78K0.0%N/A0.044%
2/13/2026Burton Enright Welch5,900$383K0.1%N/A0.219%
2/12/2026Jane Street Group LLC49,115$3.19M0.0%+50.2%1.819%
2/12/2026Commonwealth Equity Services LLC43,277$2.81M0.0%+1.4%1.603%
2/12/2026Riverwater Partners LLC125,369$8.15M3.2%+6.1%4.643%
2/12/2026Trailhead Planners LLC38,290$2.49M2.4%N/A1.418%
2/11/2026Focus Partners Advisor Solutions LLC5,147$334K0.0%-34.3%0.191%
2/11/2026LPL Financial LLC11,871$771K0.0%+11.4%0.440%
2/11/2026Curio Wealth LLC5,176$335K0.1%+19.7%0.192%
2/10/2026Greenspring Advisors LLC9,449$614K0.0%N/A0.350%
2/10/2026Savant Capital LLC13,526$879K0.0%-3.0%0.501%
2/6/2026HighTower Advisors LLC65,972$4.29M0.0%-6.6%2.443%
2/3/2026WealthShield Partners LLC1,300$84K0.0%N/A0.048%
1/30/2026Torren Management LLC1,752$114K0.1%N/A0.065%
1/28/2026Trademark Financial Management LLC11,129$723K0.4%+46.2%0.412%
1/28/2026Financial Plan Inc.3,166$206K0.0%N/A0.117%
1/26/2026Asset Dedication LLC10,106$657K0.0%+1.5%0.374%
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1/26/2026Kelman Lazarov Inc.3,732$242K0.0%-12.7%0.138%
1/23/2026Highland Financial Advisors LLC22,685$1.47M0.4%-1.3%0.873%
1/23/2026ABLE Financial Group LLC3,975$258K0.1%+11.8%0.153%
1/23/2026Vestment Financial LLC7,486$504K0.3%-2.6%0.288%
1/22/2026Apollon Wealth Management LLC6,780$440K0.0%-2.1%0.261%
1/21/2026Signature Resources Capital Management LLC2,136$139K0.1%+42.3%0.082%
1/21/2026Walkner Condon Financial Advisors LLC7,397$481K0.1%+8.1%0.285%
1/20/2026Northland Capital Management LLC14,294$929K0.5%+2.6%0.550%
1/14/2026Leonard Rickey Investment Advisors P.L.L.C.5,549$361K0.1%N/A0.213%
1/14/2026Accurate Wealth Management LLC5,767$388K0.0%N/A0.222%
11/24/2025Opes Wealth Management LLC22,487$1.43M0.2%-0.8%0.899%
11/20/2025Asset Dedication LLC9,961$633K0.0%-9.3%0.398%
11/17/2025Susquehanna International Group LLP7,160$455K0.0%-67.0%0.286%
11/17/2025Mercer Global Advisors Inc. ADV27,379$1.74M0.0%N/A1.095%
11/17/2025Focus Partners Wealth157,498$10.01M0.0%+5.2%6.300%
11/17/2025Citadel Advisors LLC20,457$1.30M0.0%-61.1%0.818%
11/12/2025Focus Partners Advisor Solutions LLC7,833$516K0.0%N/A0.313%
11/12/2025Kelman Lazarov Inc.4,277$272K0.0%-9.8%0.171%
11/12/2025Journey Strategic Wealth LLC15,272$971K0.0%+4.9%0.611%
11/12/2025Willow Creek Wealth Management Inc.137,460$8.74M0.7%+0.5%5.498%
11/7/2025HighTower Advisors LLC70,656$4.49M0.0%+30.9%2.826%
11/6/2025Wealthstream Advisors Inc.8,042$511K0.1%-16.8%0.322%
11/6/2025MB Generational Wealth LLC6,842$435K0.3%N/A0.274%
11/6/2025LexAurum Advisors LLC8,341$530K0.1%-3.2%0.334%
11/5/2025Savant Capital LLC13,939$886K0.0%+34.3%0.558%
11/5/2025Envestnet Asset Management Inc.3,782$240K0.0%-13.2%0.151%
11/3/2025Truist Financial Corp3,686$234K0.0%+6.7%0.147%
10/31/2025Riverwater Partners LLC118,140$7.51M3.1%+43.2%4.726%
10/29/2025Walkner Condon Financial Advisors LLC6,840$435K0.1%N/A0.274%
10/23/2025HB Wealth Management LLC6,391$406K0.0%-4.5%0.256%
10/22/2025Highland Financial Advisors LLC22,979$1.46M0.4%+12.2%0.919%
10/21/2025Global Retirement Partners LLC933$59K0.0%N/A0.037%
10/17/2025Apollon Wealth Management LLC6,928$440K0.0%+3.8%0.277%
10/16/2025Vestment Financial LLC7,683$494K0.3%+3.7%0.307%
10/16/2025Signature Resources Capital Management LLC1,501$95K0.1%+907.4%0.060%
10/6/2025Cambridge Financial Group LLC4,038$257K0.1%-14.8%0.162%
9/26/2025Corient Private Wealth LLC120,827$7.08M0.0%-14.9%4.932%
9/9/2025Cambridge Financial Group LLC4,740$278K0.1%N/A0.193%
8/19/2025Asset Dedication LLC10,980$644K0.0%+13.8%0.448%
8/15/2025North Ridge Wealth Advisors Inc.1,365$80K0.0%N/A0.056%
8/15/2025Corient Private Wealth LLC120,827$7.08M0.0%-14.9%4.932%
8/15/2025EP Wealth Advisors LLC3,865$227K0.0%-37.9%0.158%
8/14/2025Jane Street Group LLC31,427$1.84M0.0%-37.7%1.283%
8/12/2025Journey Strategic Wealth LLC14,560$854K0.0%-5.7%0.594%
8/7/2025Addison Advisors LLC3,680$216K0.1%+15.7%0.150%
8/6/2025True Wealth Design LLC2,697$158K0.1%-8.2%0.110%
8/6/2025Savant Capital LLC10,377$608K0.0%+127.6%0.424%
8/1/2025Riverwater Partners LLC82,508$4.84M2.3%+16.8%3.368%
8/1/2025Envestnet Asset Management Inc.4,358$256K0.0%N/A0.178%
7/31/2025Curio Wealth LLC4,204$246K0.1%+46,611.1%0.172%
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7/31/2025Trademark Financial Management LLC7,547$442K0.3%+3.5%0.308%
7/31/2025AlTi Global Inc.8,432$494K0.0%N/A0.344%
7/31/2025Opes Wealth Management LLC22,679$1.33M0.2%+0.8%0.926%
7/29/2025Wealthstream Advisors Inc.9,661$566K0.1%-13.8%0.394%
7/25/2025Apollon Wealth Management LLC6,672$391K0.0%+39.8%0.272%
7/25/2025PrairieView Partners LLC3,783$221K0.0%-5.5%0.154%
7/18/2025Truist Financial Corp3,454$203K0.0%N/A0.141%
7/17/2025LexAurum Advisors LLC8,613$505K0.1%-9.5%0.352%
7/17/2025Willow Creek Wealth Management Inc.136,736$8.02M0.7%+17.4%5.581%
7/16/2025TCI Wealth Advisors Inc.3,981$233K0.0%-11.8%0.162%


AVSE Institutional Ownership - Frequently Asked Questions

During the previous two years, 67 institutional investors and hedge funds held shares of Avantis Responsible Emerging Markets Equity ETF. The most heavily invested institutionals were Maseco LLP ($29.00M), Northwest & Ethical Investments L.P. ($11.50M), Orgel Wealth Management LLC ($10.46M), Focus Partners Wealth ($9.84M), Willow Creek Wealth Management Inc. ($8.74M), Riverwater Partners LLC ($8.15M), and Corient Private Wealth LLC ($7.08M).Learn more on Avantis Responsible Emerging Markets Equity ETF's institutional investors.

Of the 60 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 ($847.09K), Northwest & Ethical Investments L.P. ($223.75K), Orgel Wealth Management LLC ($127.79K), Riverwater Partners LLC ($125.37K), Jane Street Group LLC ($76.24K), Raymond James Financial Inc. ($67.15K), and Trailhead Planners LLC ($38.29K).

Institutional investors have bought a total of 815,961 shares in the last 24 months. This purchase volume represents approximately $55.90M in transactions.

Of the 23 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: Citadel Advisors LLC ($164.36K), Corient Private Wealth LP ($71.76K), Susquehanna International Group LLP ($14.52K), Trademark Financial Management LLC ($8.06K), Focus Partners Wealth ($6.03K), HighTower Advisors LLC ($4.68K), and Focus Partners Advisor Solutions LLC ($2.69K).

Institutional investors have sold a total of 281,276 shares in the last 24 months. This volume of shares sold represents approximately $21.66M in transactions.


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Institutional ownership data for NYSEARCA:AVSE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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