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Avantis Responsible Emerging Markets Equity ETF (AVSE) Institutional Ownership

$79.24 -0.45 (-0.56%)
As of 08/28/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$55.98M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$12.08M
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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
8/27/2026 Corient Private Wealth LP41,581$3.40M0.0%-63.3%1.485%
8/21/2026 Mason & Associates Inc16,854$1.38M0.2%+17.4%0.602%
8/20/2026 Orgel Wealth Management LLC127,788$10.46M0.2%N/A4.564%
7/10/2026 Highland Financial Advisors LLC30,967$2.53M0.6%+26.8%1.106%
7/8/2026 Elevation Wealth Partners LLC384$31K0.0%-25.1%0.014%
5/6/2026 Birchwood Financial Partners Inc.478$32K0.0%N/A0.018%
5/5/2026 MB Generational Wealth LLC6,361$423K0.2%-5.2%0.236%
5/2/2026 Vestment Financial LLC7,792$519K0.3%+4.1%0.289%
4/30/2026 Mason & Associates Inc14,356$924K0.2%+3.4%0.532%
4/30/2026 Team Hewins LLC6,791$452K0.1%-3.1%0.252%
4/28/2026 Walkner Condon Financial Advisors LLC7,055$470K0.1%-4.6%0.261%
4/27/2026 HB Wealth Management LLC4,987$332K0.0%-22.0%0.185%
4/27/2026 Private Advisor Group LLC4,356$290K0.0%N/A0.161%
4/27/2026 Trademark Financial Management LLC3,073$205K0.1%-72.4%0.114%
4/23/2026 Apollon Wealth Management LLC8,523$567K0.0%+25.7%0.316%
4/21/2026 Maseco LLP435,371$29.00M0.9%N/A16.125%
3/2/2026 Sankala Group LLC1,323$86K0.1%N/A0.049%
2/18/2026 Mercer Global Advisors Inc. ADV32,281$2.10M0.0%+17.9%1.196%
2/18/2026 EP Wealth Advisors LLC3,865$251K0.0%N/A0.143%
2/16/2026 Focus Partners Wealth151,473$9.84M0.0%-3.8%5.610%
2/13/2026 Kestra Advisory Services LLC1,201$78K0.0%N/A0.044%
2/13/2026 Burton Enright Welch5,900$383K0.1%N/A0.219%
2/12/2026 Jane Street Group LLC49,115$3.19M0.0%+50.2%1.819%
2/12/2026 Commonwealth Equity Services LLC43,277$2.81M0.0%+1.4%1.603%
2/12/2026 Riverwater Partners LLC125,369$8.15M3.2%+6.1%4.643%
2/12/2026 Trailhead Planners LLC38,290$2.49M2.4%N/A1.418%
2/11/2026 Focus Partners Advisor Solutions LLC5,147$334K0.0%-34.3%0.191%
2/11/2026 LPL Financial LLC11,871$771K0.0%+11.4%0.440%
2/11/2026 Curio Wealth LLC5,176$335K0.1%+19.7%0.192%
2/10/2026 Greenspring Advisors LLC9,449$614K0.0%N/A0.350%
2/10/2026 Savant Capital LLC13,526$879K0.0%-3.0%0.501%
2/6/2026 HighTower Advisors LLC65,972$4.29M0.0%-6.6%2.443%
2/3/2026 WealthShield Partners LLC1,300$84K0.0%N/A0.048%
1/30/2026 Torren Management LLC1,752$114K0.1%N/A0.065%
1/28/2026 Trademark Financial Management LLC11,129$723K0.4%+46.2%0.412%
1/28/2026 Financial Plan Inc.3,166$206K0.0%N/A0.117%
1/26/2026 Asset Dedication LLC10,106$657K0.0%+1.5%0.374%
1/26/2026 Kelman Lazarov Inc.3,732$242K0.0%-12.7%0.138%
1/23/2026 Highland Financial Advisors LLC22,685$1.47M0.4%-1.3%0.873%
1/23/2026 ABLE Financial Group LLC3,975$258K0.1%+11.8%0.153%
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1/23/2026 Vestment Financial LLC7,486$504K0.3%-2.6%0.288%
1/22/2026 Apollon Wealth Management LLC6,780$440K0.0%-2.1%0.261%
1/21/2026 Signature Resources Capital Management LLC2,136$139K0.1%+42.3%0.082%
1/21/2026 Walkner Condon Financial Advisors LLC7,397$481K0.1%+8.1%0.285%
1/20/2026 Northland Capital Management LLC14,294$929K0.5%+2.6%0.550%
1/14/2026 Leonard Rickey Investment Advisors P.L.L.C.5,549$361K0.1%N/A0.213%
1/14/2026 Accurate Wealth Management LLC5,767$388K0.0%N/A0.222%
11/24/2025Opes Wealth Management LLC22,487$1.43M0.2%-0.8%0.899%
11/20/2025 Asset Dedication LLC9,961$633K0.0%-9.3%0.398%
11/17/2025 Susquehanna International Group LLP7,160$455K0.0%-67.0%0.286%
11/17/2025 Mercer Global Advisors Inc. ADV27,379$1.74M0.0%N/A1.095%
11/17/2025 Focus Partners Wealth157,498$10.01M0.0%+5.2%6.300%
11/17/2025 Citadel Advisors LLC20,457$1.30M0.0%-61.1%0.818%
11/12/2025 Focus Partners Advisor Solutions LLC7,833$516K0.0%N/A0.313%
11/12/2025 Kelman 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%
11/7/2025 HighTower Advisors LLC70,656$4.49M0.0%+30.9%2.826%
11/6/2025Wealthstream Advisors Inc.8,042$511K0.1%-16.8%0.322%
11/6/2025 MB Generational Wealth LLC6,842$435K0.3%N/A0.274%
11/6/2025 LexAurum Advisors LLC8,341$530K0.1%-3.2%0.334%
11/5/2025 Savant Capital LLC13,939$886K0.0%+34.3%0.558%
11/5/2025 Envestnet Asset Management Inc.3,782$240K0.0%-13.2%0.151%
11/3/2025 Truist Financial Corp3,686$234K0.0%+6.7%0.147%
10/31/2025 Riverwater Partners LLC118,140$7.51M3.1%+43.2%4.726%
10/29/2025 Walkner Condon Financial Advisors LLC6,840$435K0.1%N/A0.274%
10/23/2025 HB Wealth Management LLC6,391$406K0.0%-4.5%0.256%
10/22/2025 Highland Financial Advisors LLC22,979$1.46M0.4%+12.2%0.919%
10/21/2025 Global Retirement Partners LLC933$59K0.0%N/A0.037%
10/17/2025 Apollon Wealth Management LLC6,928$440K0.0%+3.8%0.277%
10/16/2025 Vestment Financial LLC7,683$494K0.3%+3.7%0.307%
10/16/2025 Signature Resources Capital Management LLC1,501$95K0.1%+907.4%0.060%
10/6/2025 Cambridge Financial Group LLC4,038$257K0.1%-14.8%0.162%
9/26/2025 Corient Private Wealth LLC120,827$7.08M0.0%-14.9%4.932%
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%
8/15/2025North 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%
8/12/2025Journey 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%
7/31/2025Opes Wealth Management LLC22,679$1.33M0.2%+0.8%0.926%
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7/29/2025Wealthstream Advisors Inc.9,661$566K0.1%-13.8%0.394%
7/25/2025 Apollon Wealth Management LLC6,672$391K0.0%+39.8%0.272%
7/25/2025PrairieView 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%
7/17/2025Willow 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%


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 818,264 shares in the last 24 months. This purchase volume represents approximately $55.98M in transactions.

Of the 24 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: Corient Private Wealth LP ($71.76K), Citadel Advisors LLC ($32.07K), Corient Private Wealth LLC ($21.15K), Susquehanna International Group LLP ($14.52K), Trademark Financial Management LLC ($8.06K), Focus Partners Wealth ($6.03K), and HighTower Advisors LLC ($4.68K).

Institutional investors have sold a total of 170,141 shares in the last 24 months. This volume of shares sold represents approximately $12.08M in transactions.


Related Companies

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 8/27/2026. New 13F filings are added each quarter as they're published.
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