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Avantis International Small Cap Value ETF (AVDV) Institutional Ownership

Avantis International Small Cap Value ETF logo
$64.96 +0.30 (+0.46%)
As of 01/17/2025 04:10 PM 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)
29
Total
Institutional Inflows
(last 12 months)
$72.04M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$7.08M
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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
1/16/2025 Lam Group Inc.8,680$565K0.4%-44.3%0.010%
1/13/2025 First National Bank Sioux Falls61,638$4.01M1.7%+12.1%0.071%
1/13/2025 Emprise Bank137,766$8.97M5.1%+27.8%0.158%
1/10/2025 Fortitude Family Office LLC64,744$4.21M1.5%+23.5%0.074%
1/3/2025 Versant 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%
11/1/2024Hollencrest Capital Management1,311$93K0.0%-48.2%0.002%
10/29/2024 First National Bank Sioux Falls54,988$3.89M1.8%+13.0%0.063%
10/29/2024Farther Finance Advisors LLC28,345$2.00M0.1%+22.3%0.032%
10/25/2024Strategic Blueprint LLC111,406$7.87M0.5%+1.0%0.128%
10/25/2024 Fortitude Family Office LLC52,432$3.71M1.5%+3.8%0.060%
10/24/2024Morton Brown Family Wealth LLC169,806$12M4.3%+171.8%0.194%
10/23/2024Klaas Financial Asset Advisors LLC79,192$5.60M1.0%+2.3%0.091%
10/18/2024 Lam Group Inc.15,575$1.10M0.8%+61.9%0.018%
10/10/2024Gibson Capital LLC23,913$1.69M0.3%+13.6%0.027%
10/9/2024 UMB Bank n.a.16,220$1.15M0.0%-3.9%0.019%
10/8/2024 Versant Capital Management Inc52,471$3.71M0.8%-0.6%0.060%
10/1/2024 Emprise Bank107,803$7.62M4.4%+20.8%0.123%
8/16/2024Nemes Rush Group LLC1,075$70K0.0%+69.3%0.001%
8/14/2024EverSource Wealth Advisors LLC43,124$2.93M0.2%+6.7%0.049%
8/9/2024Brown Brothers Harriman & Co.810$53K0.0%+110.4%0.001%
8/9/2024Prime Capital Investment Advisors LLC284,704$18.49M0.3%-0.7%0.326%
8/8/2024Frontier Asset Management LLC90,159$5.86M2.1%+10.2%0.103%
8/6/2024Fidelity D & D Bancorp Inc.28,460$1.85M1.4%+2.5%0.033%
7/31/2024Farther Finance Advisors LLC23,174$1.51M0.1%+1.8%0.027%
7/31/2024 First National Bank Sioux Falls48,645$3.16M1.6%+32.1%0.056%
7/30/2024Morton Brown Family Wealth LLC62,464$4.21M1.6%N/A0.072%
7/29/2024 Emprise Bank89,225$5.80M3.6%+22.7%0.102%
7/29/2024Nations Financial Group Inc. IA ADV6,415$417K0.0%+3.5%0.007%
7/27/2024Strategic Blueprint LLC110,329$7.17M0.5%+1.8%0.126%
7/11/2024Symmetry Partners LLC177,148$11.51M0.6%-7.0%0.203%
7/10/2024 Fortitude Family Office LLC50,532$3.28M1.9%N/A0.058%
6/11/2024EverSource Wealth Advisors LLC40,419$2.61M0.2%-8.2%0.046%
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5/21/2024LRI Investments LLC1,650$109K0.0%N/A0.002%
5/15/2024CoreFirst Bank & Trust83,697$5.51M3.4%-1.2%0.096%
5/15/2024LRI Investments LLC1,650$110K0.0%N/A0.002%
5/14/2024OLD Mission Capital LLC414,622$27.31M0.5%+239.4%0.475%
5/2/2024Haverford Trust Co1,619,214$106.64M1.1%+9.9%1.865%
4/26/2024Opus Capital Group LLC315,305$20.77M3.0%+1.0%0.363%
4/23/2024Strategic Blueprint LLC108,340$7.14M0.5%+1.8%0.125%
4/16/2024 First National Bank Sioux Falls36,823$2.43M1.3%+15.2%0.068%
4/11/2024Bull Oak Capital LLC46,641$3.07M2.1%+14,163.3%0.086%
4/8/2024 Emprise Bank72,744$4.79M3.2%N/A0.133%
3/18/2024CoreFirst Bank & Trust84,726$5.30M3.5%+22.4%0.155%
2/20/2024Able Wealth Management LLC8,614$538K0.5%N/A0.016%
2/9/2024EverSource Wealth Advisors LLC44,053$2.75M0.3%+8.2%0.081%
2/9/2024 Certified Advisory Corp10,822$676K0.1%+86.0%0.020%
2/8/2024Haverford Trust Co1,473,914$92.11M1.0%-5.2%2.704%
2/1/2024 First National Bank Sioux Falls31,974$2.00M1.0%+25.6%0.059%
2/1/2024Gradient Capital Advisors LLC21,710$1.36M0.5%+2.7%0.040%
1/31/2024Opus Capital Group LLC312,276$19.51M3.2%+3.3%0.573%
1/25/2024Strategic Blueprint LLC106,458$6.65M0.5%+2.7%0.195%
1/24/2024Prime Capital Investment Advisors LLC239,832$14.99M0.2%+37.4%0.440%
1/19/2024 AdvisorNet Financial Inc1,972$123K0.0%+349.2%0.004%
1/19/2024Life Planning Partners Inc4,070$254K0.2%N/A0.007%
1/12/2024Fidelity D & D Bancorp Inc.27,687$1.73M1.3%-2.4%0.051%
1/9/2024 Versant Capital Management Inc52,741$3.30M1.0%+0.8%0.097%
1/2/2024Symmetry Partners LLC190,512$11.92M0.6%-15.4%0.349%
12/18/2023CoreFirst Bank & Trust69,220$4.00M2.8%+34.2%0.127%
11/30/2023Fidelity D & D Bancorp Inc.28,354$1.64M1.7%N/A0.052%
11/13/2023Hollencrest Capital Management2,391$138K0.0%N/A0.004%
11/13/2023 Certified Advisory Corp5,817$337K0.0%-12.6%0.011%
11/13/2023Asset Dedication LLC8,266$479K0.0%+2.7%0.015%
11/13/2023Frontier Asset Management LLC80,345$4.65M2.1%N/A0.147%
11/9/2023Prime Capital Investment Advisors LLC174,570$10.10M0.2%+2.8%0.320%
11/4/2023EverSource Wealth Advisors LLC40,727$2.36M0.2%+8.2%0.075%
10/27/2023Gibson Capital LLC21,219$1.23M0.3%-1.4%0.039%
10/19/2023SOL Capital Management CO3,700$214K0.0%-10.3%0.007%
10/18/2023Strategic Blueprint LLC103,676$6.00M0.6%+3.5%0.190%
10/12/2023RVW Wealth LLC4,076$236K0.0%-15.2%0.007%
10/12/2023 AdvisorNet Financial Inc439$25K0.0%N/A0.001%
10/12/2023 First National Bank Sioux Falls25,456$1.47M0.9%+29.6%0.047%
10/12/2023 Versant Capital Management Inc52,323$3.03M1.0%+1.1%0.096%
9/12/2023Farther Finance Advisors LLC23,460$1.35M0.3%+5.5%0.043%
8/22/2023Asset Dedication LLC8,049$464K0.0%-4.2%0.015%
8/8/2023Haverford Trust Co1,552,896$89.39M1.0%+7.8%2.849%
8/7/2023CoreFirst Bank & Trust51,571$2.97M2.1%+26.2%0.095%
8/4/2023EverSource Wealth Advisors LLC37,629$2.17M0.2%-1.2%0.077%
7/31/2023Opus Capital Group LLC310,333$17.86M3.1%+1.9%0.636%
7/19/2023Gradient Capital Advisors LLC21,110$1.22M0.5%-1.9%0.043%
7/18/2023 First National Bank Sioux Falls19,637$1.13M0.7%+28.8%0.040%
7/17/2023Gibson Capital LLC21,525$1.24M0.3%+1.1%0.044%
7/10/2023 Versant Capital Management Inc51,762$2.98M1.0%-2.3%0.106%
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5/11/2023EverSource Wealth Advisors LLC38,076$2.23M0.3%-1.2%0.078%
5/5/2023Prime Capital Investment Advisors LLC4,488$262K0.0%N/A0.011%
4/28/2023Strategic Blueprint LLC99,138$5.80M0.6%+1.7%0.233%
4/26/2023James Investment Research Inc.892$52K0.0%+45.0%0.002%
4/25/2023Parallel Advisors LLC743$43K0.0%N/A0.002%
4/24/2023Opus Capital Group LLC304,483$17.81M3.3%+1.8%0.714%
4/24/2023Asset Dedication LLC8,403$493K0.0%+25.3%0.020%
4/18/2023WMG Financial Advisors LLC34,676$2.52M2.1%-9.7%0.081%
4/18/2023 First National Bank Sioux Falls15,251$892K0.6%+50.5%0.036%
4/18/2023Gradient Capital Advisors LLC21,524$1.26M0.5%-6.1%0.050%
(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, 45 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), OLD Mission Capital LLC ($27.31M), Prime Capital Investment Advisors LLC ($20.92M), Opus Capital Group LLC ($20.77M), Morton Brown Family Wealth LLC ($12M), Symmetry Partners LLC ($11.51M), and Emprise Bank ($8.97M).Learn more on AVDV's institutional investors.

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

Of the 42 institutional investors that purchased Avantis International Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($293.01K), Haverford Trust Co ($273.35K), Morton Brown Family Wealth LLC ($169.81K), Emprise Bank ($137.77K), Frontier Asset Management LLC ($88.67K), Prime Capital Investment Advisors LLC ($85.84K), and Fortitude Family Office LLC ($64.74K).

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

Institutional investors have bought a total of 1,468,967 shares in the last 24 months. This purchase volume represents approximately $93.89M in transactions.

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

Of the 19 institutional investors that sold Avantis International Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Haverford Trust Co ($80.26K), Symmetry Partners LLC ($48.12K), Lam Group Inc. ($6.90K), EverSource Wealth Advisors LLC ($5.81K), WMG Financial Advisors LLC ($3.74K), Intelligent Financial Strategies ($2.75K), and Prime Capital Investment Advisors LLC ($1.88K).

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

Institutional investors have sold a total of 160,089 shares in the last 24 months. This volume of shares sold represents approximately $10.05M in transactions.


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This page (NYSEARCA:AVDV) was last updated on 1/20/2025 by MarketBeat.com Staff
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