Free Trial

Avantis Responsible Emerging Markets Equity ETF (AVSE) Institutional Ownership

$60.36 -0.15 (-0.25%)
As of 09/4/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Avantis Responsible Emerging Markets Equity ETF (NYSEARCA:AVSE)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$54.89M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$8.21M
Get AVSE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis Responsible Emerging Markets Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

AVSE Institutional Buying and Selling by Quarter

Avantis Responsible Emerging Markets Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/20/2025 Focus Partners Wealth13,127$674K0.0%N/A0.625%
5/19/2025 Jane Street Group LLC50,431$2.59M0.0%-40.1%2.401%
5/14/2025 Orion Capital Management LLC654$34K0.0%-43.4%0.033%
5/13/2025 Northwest & Ethical Investments L.P.223,750$11.50M0.3%N/A11.188%
5/13/2025 Raymond James Financial Inc.67,153$3.45M0.0%N/A3.358%
5/13/2025 HighTower Advisors LLC56,768$2.92M0.0%-24.6%2.838%
5/7/2025 Wealthstream Advisors Inc.11,214$576K0.1%-7.2%0.561%
5/7/2025 HB Wealth Management LLC6,724$346K0.0%N/A0.336%
5/6/2025 Kelman Lazarov Inc.4,727$243K0.0%N/A0.236%
5/6/2025 Journey Strategic Wealth LLC15,448$794K0.0%+6.3%0.772%
5/6/2025 Opes Wealth Management LLC22,504$1.16M0.2%+2.0%1.125%
5/2/2025 Apollon Wealth Management LLC4,773$245K0.0%+16.5%0.239%
5/1/2025 Asset Dedication LLC9,649$496K0.0%-33.7%0.482%
4/23/2025 Northland Capital Management LLC14,205$730K0.5%-7.3%0.710%
4/21/2025 Riverwater Partners LLC70,612$3.63M1.9%+173.3%3.531%
4/15/2025 Vestment Financial LLC5,988$309K0.2%+15.8%0.299%
4/9/2025 Elevation Wealth Partners LLC494$25K0.0%N/A0.025%
2/18/2025 Orion Capital Management LLC1,156$58K0.0%N/A0.080%
2/17/2025 Vestment Financial LLC5,173$262K0.2%N/A0.357%
2/17/2025 EP Wealth Advisors LLC6,221$314K0.0%N/A0.429%
2/14/2025 Jane Street Group LLC84,124$4.24M0.0%+87.4%5.802%
2/14/2025 WealthCollab LLC2,493$126K0.1%-28.2%0.172%
2/13/2025 Mariner LLC9,242$466K0.0%-70.5%0.637%
2/13/2025 Riverwater Partners LLC25,836$1.30M0.6%N/A1.782%
2/12/2025 OLD Mission Capital LLC14,932$753K0.0%N/A1.030%
2/10/2025 Curio Wealth LLC4,176$211K0.1%N/A0.288%
2/10/2025 Corient Private Wealth LLC150,314$7.58M0.0%+0.9%10.366%
2/10/2025 Commonwealth Equity Services LLC43,868$2.21M0.0%+7.5%3.025%
2/7/2025 HighTower Advisors LLC75,301$3.80M0.0%+4.8%5.193%
2/4/2025 Addison Advisors LLC2,495$126K0.0%+15.5%0.172%
2/4/2025 Wealthstream Advisors Inc.12,078$609K0.1%+2.1%0.833%
1/30/2025 Opes Wealth Management LLC22,054$1.11M0.2%+1.6%1.521%
1/30/2025 Highland Financial Advisors LLC18,340$925K0.3%+1.4%1.265%
1/30/2025 Trademark Financial Management LLC7,164$361K0.3%-71.4%0.494%
1/29/2025 PrairieView Partners LLC4,041$203K0.0%+44.3%0.279%
1/24/2025 Journey Strategic Wealth LLC14,534$733K0.0%+36.4%1.002%
1/23/2025 Asset Dedication LLC14,551$734K0.1%-12.5%1.004%
1/22/2025 Northland Capital Management LLC15,318$772K0.6%-14.6%1.056%
1/21/2025 Team Hewins LLC5,127$246K0.1%N/A0.354%
1/21/2025 LexAurum Advisors LLC9,466$477K0.1%+11.9%0.653%
11/15/2024 Jane Street Group LLC44,899$2.48M0.0%+84.7%3.096%
11/15/2024 HighTower Advisors LLC71,873$3.98M0.0%-1.4%4.957%
11/6/2024 Wealthstream Advisors Inc.11,826$654K0.1%-2.7%0.816%
11/4/2024 Addison Advisors LLC2,160$119K0.0%+9.6%0.149%
11/4/2024 Axxcess Wealth Management LLC4,425$245K0.0%N/A0.305%
10/30/2024 Highland Financial Advisors LLC18,086$1.00M0.4%+3.2%1.247%
10/29/2024 Opes Wealth Management LLC21,699$1.20M0.2%+3.6%1.496%
10/23/2024 Tarbox Family Office Inc.6,078$336K0.1%+10.4%0.419%
10/23/2024 Northland Capital Management LLC17,928$992K0.6%-1.3%1.236%
10/17/2024 LexAurum Advisors LLC8,457$468K0.1%N/A0.583%
10/16/2024 Asset Dedication LLC16,622$920K0.1%+22.1%1.146%
8/13/2024Merriman Wealth Management LLC13,320$689K0.0%-7.5%0.919%
8/6/2024 Opes Wealth Management LLC20,944$1.08M0.2%+2.2%1.444%
8/5/2024 Addison Advisors LLC1,970$102K0.0%N/A0.136%
8/1/2024 PrairieView Partners LLC2,253$116K0.0%+13.5%0.155%
7/31/2024 Trademark Financial Management LLC24,978$1.29M1.1%-1.8%1.723%
7/23/2024 Level Financial Advisors5,598$290K0.1%+7.0%0.386%
7/17/2024 Highland Financial Advisors LLC17,532$907K0.3%+14.2%1.209%
5/8/2024 Trademark Financial Management LLC25,441$1.25M1.0%+6.8%1.755%
4/30/2024 Commonwealth Equity Services LLC28,011$1.37M0.0%-4.9%1.932%
2/14/2024 True Wealth Design LLC956$46K0.0%N/A0.083%
2/13/2024 Trademark Financial Management LLC23,830$1.14M0.8%N/A2.072%
2/9/2024 Team Hewins LLC5,127$246K0.0%N/A0.446%
2/9/2024 Corient Private Wealth LLC146,561$7.03M0.0%+0.5%12.744%
2/8/2024 Tarbox Family Office Inc.5,293$254K0.0%+8.8%0.460%
2/5/2024 Savant Capital LLC4,892$235K0.0%N/A0.425%
2/2/2024 Red Lighthouse Investment Management LLC965$46K0.0%+34.0%0.084%
2/1/2024Annapolis Financial Services LLC2,927$140K0.0%+2,769.6%0.255%
1/29/2024 Grand Wealth Management LLC600$29K0.0%+319.6%0.052%
1/23/2024 Level Financial Advisors Inc.5,207$250K0.1%+6.0%0.453%
1/19/2024 Trellis Wealth Advisors LLC9,050$434K0.2%N/A0.787%
1/18/2024 Highland Financial Advisors LLC15,939$764K0.3%+8.0%1.386%
11/20/2023 Willow Creek Wealth Management Inc.111,589$5.01M0.7%+1.7%9.703%
11/16/2023 Orion Capital Management LLC1,156$52K0.0%N/A0.101%
(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, 49 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 45 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 999,753 shares in the last 24 months. This purchase volume represents approximately $54.89M 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.



This page (NYSEARCA:AVSE) was last updated on 9/5/2025 by MarketBeat.com Staff
From Our Partners