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Avantis International Equity ETF (AVDE) Institutional Ownership

Avantis International Equity ETF logo
$63.36 +1.21 (+1.95%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis International Equity ETF (NYSEARCA:AVDE)

Number of
Institutional Buyers
(last 12 months)
232
Total
Institutional Inflows
(last 12 months)
$1.41B
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$222.75M
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AVDE Institutional Buying and Selling by Quarter

Avantis International Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Cornerstone Wealth Management LLC85,966$5.28M0.4%+141.4%0.124%
1/17/2025 Endeavor Private Wealth Inc.41,644$2.56M2.4%N/A0.060%
1/17/2025 Magnus Financial Group LLC15,921$977K0.1%-5.8%0.023%
1/17/2025 Signature Resources Capital Management LLC129,975$7.98M7.1%+0.7%0.188%
1/17/2025 Tarbox Family Office Inc.311,355$19.11M3.2%+3.4%0.450%
1/17/2025 Prosperity Planning Inc.21,551$1.32M0.4%+19.9%0.031%
1/16/2025 Lam Group Inc.21,655$1.33M0.9%-19.4%0.031%
1/16/2025 Atwood & Palmer Inc.690,441$42.37M2.9%+6.3%0.998%
1/16/2025 Bridgewater Advisors Inc.340,063$20.73M2.2%+28.1%0.491%
1/16/2025 UMB Bank n.a.26,517$1.63M0.0%+4.9%0.038%
1/16/2025 Annex Advisory Services LLC4,935,212$302.87M9.1%-14.3%7.132%
1/16/2025 Grove Bank & Trust26,868$1.65M0.2%+6.4%0.039%
1/15/2025 IAM Advisory LLC190,988$11.72M3.0%-1.4%0.276%
1/15/2025 Krilogy Financial LLC302,947$18.59M1.2%+4.2%0.438%
1/15/2025 HB Wealth Management LLC7,210$442K0.0%-11.1%0.010%
1/15/2025 CGN Advisors LLC563,921$34.61M3.4%+8.2%0.815%
1/15/2025 Sax Wealth Advisors LLC92,796$5.70M0.4%N/A0.134%
1/15/2025 Decker Retirement Planning Inc.8,284$508K0.3%N/A0.012%
1/15/2025 Certified Advisory Corp17,573$1.08M0.1%+7.6%0.025%
1/14/2025 Financial Enhancement Group LLC12,846$779K0.1%N/A0.019%
1/14/2025 Websterrogers Financial Advisors LLC212,958$13.07M4.5%+7.6%0.308%
1/14/2025 Apella Capital LLC256,547$15.74M0.6%+48.6%0.371%
1/14/2025 Park Avenue Securities LLC330,302$20.27M0.2%+21.9%0.477%
1/14/2025 Fifth Third Wealth Advisors LLC4,546$279K0.0%N/A0.007%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.232,340$14.26M5.8%-0.1%0.336%
1/14/2025 Quantum Financial Advisors LLC435,493$26.73M3.7%+9.9%0.629%
1/14/2025 Seed Wealth Management Inc.16,490$1.01M0.8%-3.9%0.024%
1/14/2025 Breakwater Capital Group7,864$483K0.1%+7.8%0.011%
1/13/2025 First National Bank Sioux Falls247,984$15.22M6.5%+13.3%0.358%
1/13/2025 Wedmont Private Capital75,132$4.57M0.2%+8.7%0.109%
1/13/2025 Brookstone Capital Management15,867$974K0.0%-34.2%0.023%
1/13/2025 Paragon Advisors LLC11,741$721K0.2%+192.2%0.017%
1/10/2025 Wealth Enhancement Advisory Services LLC4,558,487$305.56M0.6%+0.1%6.587%
1/8/2025 Collective Family Office LLC35,233$2.16M0.6%+5.7%0.051%
1/8/2025 Sterneck Capital Management LLC33,136$2.03M1.1%+1.4%0.048%
1/6/2025 Ridgeline Wealth LLC12,118$744K0.6%N/A0.018%
1/6/2025 ShankerValleau Wealth Advisors Inc.98,204$6.03M1.9%+4.6%0.142%
1/6/2025 CWA Asset Management Group LLC7,600$466K0.0%+5.1%0.011%
1/3/2025 Versant Capital Management Inc654,518$40.17M8.7%+0.2%0.946%
1/2/2025 Global Wealth Strategies & Associates525$32K0.0%N/A0.001%
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12/26/2024JPMorgan Chase & Co.96,504$6.47M0.0%-58.3%0.139%
11/25/2024Wilmington Savings Fund Society FSB1,575$106K0.0%N/A0.002%
11/25/2024World Investment Advisors LLC152,502$10.22M0.2%-29.7%0.220%
11/20/2024Advisory Resource Group73,752$4.94M1.1%+3.2%0.107%
11/18/2024Orion Capital Management LLC36,447$2.44M1.2%+1.4%0.053%
11/15/2024Executive Wealth Management LLC390,808$26.20M2.1%N/A0.565%
11/15/2024MML Investors Services LLC175,082$11.74M0.0%+7.2%0.253%
11/15/2024Passive Capital Management LLC.190,823$12.79M4.5%+1.9%0.276%
11/15/2024Orion Portfolio Solutions LLC63,147$4.23M0.1%-1.3%0.091%
11/15/2024Quantinno Capital Management LP3,879$260K0.0%N/A0.006%
11/15/2024HighTower Advisors LLC2,408,414$161.43M0.2%+2.1%3.480%
11/15/2024Hilltop Holdings Inc.8,420$564K0.0%+12.0%0.012%
11/15/2024True Wealth Design LLC53,199$3.57M1.4%-49.7%0.077%
11/14/2024Encompass More Asset Management3,936$264K0.1%-20.3%0.006%
11/14/2024Rockefeller Capital Management L.P.194,089$13.01M0.0%+115.2%0.280%
11/14/2024CreativeOne Wealth LLC7,823$524K0.0%N/A0.011%
11/13/2024WorthPointe LLC149,992$10.05M4.2%+4.6%0.217%
11/13/2024Private Trust Co. NA11,205$751K0.1%+56.7%0.016%
11/12/2024Larson Financial Group LLC113,363$7.60M0.4%-2.9%0.164%
11/12/2024Truepoint Inc.15,689$1.05M0.0%+10.7%0.023%
11/12/2024KKM Financial LLC7,041$472K0.2%+5.4%0.010%
11/12/2024 Certified Advisory Corp16,334$1.10M0.1%+41.4%0.024%
11/12/2024Nwam LLC26,641$1.79M0.1%N/A0.038%
11/9/2024LPL Financial LLC1,356,991$90.96M0.0%+21.5%1.961%
11/8/2024Citizens Financial Group Inc. RI4,125$276K0.0%N/A0.006%
11/8/2024EverSource Wealth Advisors LLC47,571$3.19M0.2%+1,043.0%0.069%
11/8/2024Yardley Wealth Management LLC326,001$21.85M13.0%N/A0.471%
11/7/2024Pathstone Holdings LLC105,434$7.07M0.0%-4.9%0.152%
11/7/2024EnRich Financial Partners LLC2,560$172K0.1%+17.4%0.004%
11/7/2024CAP Partners LLC32,030$2.15M1.6%+5.3%0.046%
11/6/2024Adero Partners LLC1,070,814$71.78M4.8%+4.0%1.547%
11/6/2024 Paragon Advisors LLC4,018$269K0.1%-4.7%0.006%
11/6/2024Signature Estate & Investment Advisors LLC75,663$5.07M0.1%-15.3%0.109%
11/6/2024OneDigital Investment Advisors LLC629,040$42.17M0.5%+0.4%0.909%
11/6/2024Diversified Portfolios Inc.579,028$38.81M4.4%+14.8%0.837%
11/6/2024Pinnacle Financial Partners Inc12,100$811K0.0%N/A0.017%
11/5/2024Savvy Advisors Inc.3,856$258K0.1%N/A0.006%
11/5/2024Apollon Wealth Management LLC18,287$1.23M0.0%-2.7%0.026%
11/5/2024Northwest Wealth Management LLC127,705$8.56M2.0%+9.8%0.185%
11/4/2024Axxcess Wealth Management LLC18,162$1.22M0.0%+90.3%0.026%
11/4/2024HTG Investment Advisors Inc.224,677$15.06M7.1%+11.3%0.325%
11/4/2024FMB Wealth Management66,774$4.48M2.5%+1.2%0.096%
11/2/2024Transcendent Capital Group LLC26,563$1.78M0.9%-31.6%0.038%
11/2/2024Austin Asset Management Co Inc45,602$3.06M0.6%-3.5%0.066%
11/1/2024Cypress Point Wealth Management LLC48,103$3.22M1.3%+4.4%0.070%
11/1/2024Executive Wealth Management LLC390,808$26.20M3.3%N/A0.565%
11/1/2024 CWA Asset Management Group LLC7,231$485K0.0%N/A0.010%
11/1/2024Physician Wealth Solutions Inc.98,182$6.30M3.1%+1.6%0.142%
11/1/2024Capital Performance Advisors LLP10,916$732K0.2%+6.1%0.016%
11/1/2024Vista Capital Partners Inc.7,934$532K0.1%-9.0%0.011%
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10/31/2024TFB Advisors LLC6,368$427K0.1%+3.0%0.009%
10/31/2024 Bridgewater Advisors Inc.265,562$17.11M1.8%+0.3%0.384%
10/31/2024Trademark Financial Management LLC13,327$893K0.7%-7.0%0.019%
10/31/2024Concurrent Investment Advisors LLC170,154$11.41M0.3%+16.9%0.246%
10/30/2024Cornerstone Capital Inc.13,420$900K0.1%+106.9%0.019%
10/30/2024Falcon Wealth Planning47,924$3.21M0.4%N/A0.069%
10/30/2024Oak Root LLC1,516,371$101.64M12.8%-1.2%2.191%
10/30/2024Highland Financial Advisors LLC310,596$20.82M7.4%+4.0%0.449%
10/30/2024Lutz Financial Services LLC144,443$9.68M0.8%+0.7%0.209%
10/29/2024Forum Financial Management LP24,514$1.64M0.0%+15.2%0.035%
(Data available from 1/1/2016 forward)

AVDE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVDE shares?

During the previous two years, 324 institutional investors and hedge funds held shares of Avantis International Equity ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($305.56M), Annex Advisory Services LLC ($302.87M), Strategic Financial Concepts LLC ($295.41M), Rockwood Wealth Management LLC ($162.90M), HighTower Advisors LLC ($161.43M), WMS Partners LLC ($110.18M), and Oak Root LLC ($101.64M).Learn more on AVDE's institutional investors.

Which institutional investors have been buying Avantis International Equity ETF stock?

Of the 296 institutional investors that purchased Avantis International Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Annex Advisory Services LLC ($5.76M), Strategic Financial Concepts LLC ($4.75M), Wealth Enhancement Advisory Services LLC ($3.46M), Creative Planning ($2.84M), HighTower Advisors LLC ($1.84M), Rockwood Wealth Management LLC ($1.26M), and Executive Wealth Management LLC ($1.12M).

How much institutional buying is happening at Avantis International Equity ETF?

Institutional investors have bought a total of 45,215,121 shares in the last 24 months. This purchase volume represents approximately $2.68B in transactions.

Which Avantis International Equity ETF major shareholders have been selling company stock?

Of the 159 institutional investors that sold Avantis International Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Annex Advisory Services LLC ($825.19K), Resources Investment Advisors LLC. ($794.86K), Creative Planning ($615.31K), Websterrogers Financial Advisors LLC ($312.11K), Greenup Street Wealth Management LLC ($239.16K), American Century Companies Inc. ($238.72K), and Family Investment Center Inc. ($228.31K).

How much institutional selling is happening at Avantis International Equity ETF?

Institutional investors have sold a total of 5,918,006 shares in the last 24 months. This volume of shares sold represents approximately $352.85M in transactions.


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This page (NYSEARCA:AVDE) was last updated on 1/21/2025 by MarketBeat.com Staff
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