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Avantis International Small Cap Value ETF (AVDV) Institutional Ownership

Avantis International Small Cap Value ETF logo
$87.32 +0.20 (+0.23%)
As of 10:40 AM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis International Small Cap Value ETF (NYSEARCA:AVDV)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$105.59M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$16.30M
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AVDV Institutional Buying and Selling by Quarter

Avantis International Small Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Captrust Financial Advisors14,880$1.18M0.0%+9.0%0.011%
8/15/2025Fidelity D & D Bancorp Inc.39,904$3.16M1.9%-0.8%0.030%
8/15/2025Ameriprise Financial Inc.3,566$283K0.0%N/A0.003%
8/14/2025CoreFirst Bank & Trust114,987$9.12M5.1%-0.1%0.086%
8/13/2025EverSource Wealth Advisors LLC50,298$3.99M0.2%+9.3%0.038%
8/12/2025Nemes Rush Group LLC3,714$294K0.0%+23.7%0.003%
8/12/2025JPMorgan Chase & Co.8,079$641K0.0%+217.1%0.006%
8/6/2025First Horizon Advisors Inc.326$26K0.0%+61.4%0.000%
8/6/2025Cloud Capital Management LLC18,893$1.53M1.0%+24.5%0.014%
7/31/2025Curio Wealth LLC51,647$4.10M1.8%+19,918.2%0.039%
7/31/2025Opus Capital Group LLC340,110$26.96M3.2%-1.8%0.255%
7/30/2025Strategic Blueprint LLC153,583$12.18M0.6%+0.5%0.115%
7/29/2025Financial Symmetry Inc3,720$295K0.2%-12.3%0.003%
7/25/2025Community Bank N.A.83,363$6.61M0.9%+0.2%0.064%
7/25/2025Gibson Capital LLC22,584$1.79M0.4%-12.6%0.017%
7/24/2025Morton Brown Family Wealth LLC237,808$18.85M5.7%+10.0%0.182%
7/23/2025Prime Capital Investment Advisors LLC292,219$23.17M0.3%-4.4%0.225%
7/17/2025Fifth Third Securities Inc.13,866$1.10M0.1%+1.2%0.011%
7/16/2025Gradient Capital Advisors LLC23,080$1.83M0.5%-4.0%0.019%
7/15/2025RVW Wealth LLC2,815$223K0.0%-7.4%0.002%
7/15/2025Fortitude Family Office LLC55,362$4.39M1.4%-34.5%0.045%
7/11/2025Farther Finance Advisors LLC39,613$3.14M0.1%+116.8%0.032%
7/11/2025Pinnacle Bancorp Inc.380$30K0.0%+117.1%0.000%
7/10/2025Klaas Financial Asset Advisors LLC83,405$6.61M1.0%+1.9%0.068%
7/9/2025Bank of New Hampshire1,578$125K0.0%N/A0.001%
7/9/2025Emprise Bank245,701$19.48M9.3%+9.5%0.201%
7/8/2025Parallel Advisors LLC3,974$315K0.0%+112.1%0.003%
7/7/2025Versant Capital Management Inc51,523$4.09M0.6%-2.4%0.042%
7/3/2025Lam Group Inc.10,255$813K0.5%+14.8%0.009%
7/1/2025First National Bank Sioux Falls69,302$5.49M2.0%+4.5%0.061%
5/15/2025OLD Mission Capital LLC13,593$948K0.0%N/A0.012%
5/13/2025EverSource Wealth Advisors LLC46,001$3.21M0.2%+3.6%0.041%
5/8/2025RVW Wealth LLC3,039$212K0.0%-67.8%0.003%
5/8/2025Natixis Advisors LLC31,546$2.20M0.0%+14.4%0.028%
5/7/2025Frontier Asset Management LLC596,072$41.57M12.1%+1,045.7%0.533%
5/7/2025Nemes Rush Group LLC3,003$209K0.0%+32.2%0.003%
5/5/2025Gradient Capital Advisors LLC24,032$1.68M0.5%+7.8%0.021%
5/5/2025Hollencrest Capital Management1,610$112K0.0%+22.8%0.001%
5/2/2025Whittier Trust Co. of Nevada Inc.623$43K0.0%+379.2%0.001%
5/1/2025LRI Investments LLC19,331$1.35M0.1%+1,071.6%0.017%
5/1/2025Fidelity D & D Bancorp Inc.40,231$2.81M1.8%+5.2%0.036%
5/1/2025Fifth Third Securities Inc.13,699$955K0.1%+39.4%0.012%
4/30/2025Cornerstone Planning Group LLC967$68K0.0%N/A0.001%
4/30/2025Financial Symmetry Inc4,243$296K0.2%+10.2%0.004%
4/30/2025Opus Capital Group LLC346,515$24.17M3.1%-1.8%0.310%
4/29/2025Cloud Capital Management LLC15,176$1.06M0.8%N/A0.014%
4/29/2025CoreFirst Bank & Trust115,118$8.03M5.2%+25.1%0.103%
4/29/2025Strategic Blueprint LLC152,806$10.66M0.6%+32.6%0.137%
4/28/2025Salomon & Ludwin LLC1,085$76K0.0%N/A0.001%
4/25/2025Morton Brown Family Wealth LLC216,244$15.08M5.1%+7.3%0.193%
4/24/2025Klaas Financial Asset Advisors LLC81,863$5.71M1.0%+1.3%0.073%
4/21/2025Community Bank N.A.83,196$5.80M0.8%+360.0%0.076%
4/16/2025Lam Group Inc.8,930$623K0.5%+2.9%0.008%
4/16/2025Fortitude Family Office LLC84,469$5.89M2.1%+30.5%0.077%
4/15/2025Exchange Bank8,629$602K0.5%N/A0.008%
4/15/2025Gibson Capital LLC25,847$1.80M0.4%+8.1%0.024%
4/15/2025First National Bank Sioux Falls66,291$4.62M1.9%+7.5%0.060%
4/14/2025Farther Finance Advisors LLC18,270$1.27M0.0%+3.7%0.017%
4/8/2025Parallel Advisors LLC1,874$131K0.0%N/A0.002%
4/1/2025Emprise Bank224,402$15.65M8.4%+62.9%0.207%
2/27/2025Fidelity D & D Bancorp Inc.38,251$2.49M1.7%+23.3%0.036%
2/21/2025Fidelity D & D Bancorp Inc.38,251$2.49M1.8%+23.3%0.044%
2/18/2025JDM Financial Group LLC449$29K0.0%+274.2%0.001%
2/18/2025Continuum Advisory LLC41,651$2.71M0.3%+1.6%0.048%
2/17/2025Ameriprise Financial Inc.3,564$232K0.0%+25.8%0.004%
2/13/2025Operose Advisors LLC657$43K0.0%N/A0.001%
2/13/2025Bessemer Group Inc.719$47K0.0%-89.9%0.001%
2/13/2025Shakespeare Wealth Management LLC4,207$274K0.1%N/A0.005%
2/12/2025Nemes Rush Group LLC2,272$148K0.0%+257.8%0.003%
2/12/2025JPMorgan Chase & Co.6,353$413K0.0%-94.1%0.007%
2/11/2025CoreFirst Bank & Trust91,990$5.99M3.6%N/A0.105%
2/11/2025Community Bank N.A.18,086$1.18M0.2%+50.0%0.021%
2/10/2025Curio Wealth LLC38,684$2.52M1.4%N/A0.044%
2/10/2025Natixis Advisors LLC27,582$1.80M0.0%+63.3%0.032%
2/10/2025Farther Finance Advisors LLC17,623$1.15M0.0%-37.8%0.020%
2/10/2025EverSource Wealth Advisors LLC44,408$2.89M0.2%+6.1%0.051%
2/7/2025Frontier Asset Management LLC52,027$3.39M1.1%-42.3%0.060%
2/5/2025WR Wealth Planners LLC5,423$353K0.1%-9.8%0.006%
2/5/2025Bull Oak Capital LLC62,973$4.10M2.3%+6.8%0.072%
2/4/2025Financial Symmetry Inc3,852$251K0.2%N/A0.004%
1/31/2025Morton Brown Family Wealth LLC201,498$13.11M4.6%+18.7%0.231%
1/31/2025Opus Capital Group LLC353,030$22.98M2.9%+2.7%0.404%
1/29/2025Gradient Capital Advisors LLC22,293$1.45M0.5%+7.4%0.026%
1/23/2025Fifth Third Securities Inc.9,824$639K0.1%N/A0.011%
1/23/2025RVW Wealth LLC9,438$614K0.1%N/A0.011%
1/23/2025Strategic Blueprint LLC115,243$7.50M0.4%+3.4%0.132%
1/22/2025Klaas Financial Asset Advisors LLC80,817$5.26M0.9%+2.1%0.093%
1/16/2025Lam Group Inc.8,680$565K0.4%-44.3%0.010%
1/13/2025First National Bank Sioux Falls61,638$4.01M1.7%+12.1%0.071%
1/13/2025Emprise Bank137,766$8.97M5.1%+27.8%0.158%
1/10/2025Fortitude Family Office LLC64,744$4.21M1.5%+23.5%0.074%
1/3/2025Versant Capital Management Inc52,782$3.44M0.7%+0.6%0.060%
12/6/2024Fidelity D & D Bancorp Inc.31,013$2.19M1.5%+9.0%0.036%
11/15/2024Continuum Advisory LLC40,981$2.70M0.3%+5.0%0.047%
11/15/2024Community Bank N.A.12,061$852K0.1%N/A0.014%
11/14/2024Captrust Financial Advisors12,522$885K0.0%+2.2%0.014%
11/8/2024EverSource Wealth Advisors LLC41,870$2.96M0.2%-2.9%0.048%
11/5/2024Haverford Trust Co1,647,368$116.42M1.1%+1.0%1.886%
11/5/2024Prime Capital Investment Advisors LLC296,017$20.92M0.3%+4.0%0.339%
11/1/2024Able Wealth Management LLC4,647$328K0.2%-18.3%0.005%
(Data available from 1/1/2016 forward)

AVDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVDV shares?

During the previous two years, 57 institutional investors and hedge funds held shares of Avantis International Small Cap Value ETF. The most heavily invested institutionals were Haverford Trust Co ($116.42M), Frontier Asset Management LLC ($41.57M), Opus Capital Group LLC ($26.96M), Prime Capital Investment Advisors LLC ($23.17M), Emprise Bank ($19.48M), Morton Brown Family Wealth LLC ($18.85M), and Strategic Blueprint LLC ($12.18M).Learn more on Avantis International Small Cap Value ETF's institutional investors.

Which institutional investors have been buying Avantis International Small Cap Value ETF's stock?

Of the 52 institutional investors that purchased Avantis International Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Frontier Asset Management LLC ($632.72K), OLD Mission Capital LLC ($306.07K), Emprise Bank ($245.70K), Morton Brown Family Wealth LLC ($237.81K), Haverford Trust Co ($161.19K), CoreFirst Bank & Trust ($148.27K), and Curio Wealth LLC ($90.07K).

How much institutional buying is happening at Avantis International Small Cap Value ETF?

Institutional investors have bought a total of 1,511,379 shares in the last 24 months. This purchase volume represents approximately $105.59M in transactions.

Which of Avantis International Small Cap Value ETF's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Avantis International Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($101.00K), Frontier Asset Management LLC ($38.19K), Fortitude Family Office LLC ($29.11K), Prime Capital Investment Advisors LLC ($13.54K), Opus Capital Group LLC ($12.92K), Farther Finance Advisors LLC ($10.72K), and Lam Group Inc. ($6.90K).

How much institutional selling is happening at Avantis International Small Cap Value ETF?

Institutional investors have sold a total of 236,969 shares in the last 24 months. This volume of shares sold represents approximately $16.30M in transactions.


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This page (NYSEARCA:AVDV) was last updated on 9/10/2025 by MarketBeat.com Staff
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