AVANTIS INTERNATIONAL EQUITY AVDE
$89.92
+1.0% 52w: $74.27 – $90.97
Latest 13F among current holders filed 13 days ago (Aug 20, 2026)
Price — last 12 months
research preview data74.2782.6290.97
Aug 18, 2025 Jul 2, 2026
Institutional holders
674
+61 QoQ
13F value
$12.45B
+18.3% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$526K calls / — puts
Institutional value by quarter
Number of holders
Who owns AVDE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | Bank broker | 7.5M | $636.5M | 0.1% | +21.9% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 5.0M | $426.5M | — | +20.9% |
| Corient Private Wealth LLC | Diversified mechanical | 5.0M | $424.1M | 0.6% | -51.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.9M | $417.1M | 0.1% | +11.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 4.7M | $398.1M | — | -8.3% |
| LPL Financial LLC | Bank broker | 4.3M | $362.3M | 0.1% | +30.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.0M | $339.7M | 0.0% | +32.4% |
| MORGAN STANLEY | Bank broker | 3.9M | $326.7M | 0.0% | +37.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.5M | $300.3M | 0.2% | +11.9% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 3.4M | $289.1M | 6.1% | +134.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.1M | $262.7M | 0.2% | +5.8% |
| Rockwood Wealth Management, LLC | Wealth advisor | 3.0M | $255.2M | 18.3% | +2.5% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 2.9M | $246.9M | — | Held |
| HighTower Advisors, LLC | Diversified mechanical | 2.6M | $222.9M | 0.2% | +12.6% |
| MASECO LLP | Wealth advisor | 2.0M | $166.2M | 5.2% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.8M | $154.2M | 0.0% | +94.5% |
| Advance Capital Management, Inc. | Wealth advisor | 1.7M | $147.0M | 5.6% | +1709.5% |
| HB Wealth Management, LLC | Wealth advisor | 1.7M | $141.3M | 0.9% | -0.6% |
| UBS Group AG | Bank broker | 1.6M | $134.7M | 0.0% | +49.6% |
| Annex Advisory Services, LLC | Wealth advisor | 1.6M | $132.0M | 2.5% | -17.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $128.2M | 0.0% | +51.3% |
| Oak Root LLC | Wealth advisor | 1.4M | $121.1M | — | Held |
| CWM, LLC | Wealth advisor | 1.4M | $120.1M | 0.3% | +23.0% |
| Gradient Investments LLC | Wealth advisor | 1.4M | $120.0M | 1.9% | +3.9% |
| Focus Partners Wealth | Wealth advisor | 1.3M | $114.3M | 0.1% | -6.8% |
| Financial Plan, Inc. | Wealth advisor | 1.2M | $100.7M | — | +4.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.1M | $92.2M | 0.2% | +38.1% |
| GREENUP STREET WEALTH MANAGEMENT LLC | Wealth advisor | 1.1M | $92.2M | 13.0% | -6.3% |
| First National Trust Co | Other | 1.0M | $86.3M | 2.9% | +13.1% |
| GW HENSSLER & ASSOCIATES LTD | Other | 1.0M | $85.4M | 4.0% | +60.1% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 934.4K | $79.3M | 0.4% | -6.0% |
| Diversified Portfolios, Inc. | Wealth advisor | 932.7K | $79.1M | 6.5% | -1.2% |
| Parallel Advisors, LLC | Wealth advisor | 925.2K | $78.5M | 1.4% | +22.2% |
| Plancorp, LLC | Wealth advisor | 864.6K | $77.3M | 2.2% | -0.2% |
| Waverly Advisors, LLC | Wealth advisor | 864.5K | $73.3M | 0.6% | +33.9% |
| Cerity Partners LLC | Diversified mechanical | 857.5K | $72.7M | 0.1% | +3.4% |
| Werba Rubin Papier Wealth Management | Wealth advisor | 835.1K | $70.8M | 9.9% | New |
| Modern Wealth Management, LLC | Wealth advisor | 809.0K | $69.7M | 1.2% | +28.9% |
| Apella Capital, LLC | Wealth advisor | 757.2K | $69.0M | 1.0% | +11.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 805.7K | $68.4M | 0.0% | +50.7% |
| CORRECT CAPITAL WEALTH MANAGEMENT | Wealth advisor | 798.2K | $67.7M | 12.6% | +4.4% |
| &PARTNERS | Diversified mechanical | 794.0K | $67.5M | 0.3% | +42.0% |
| ATWOOD & PALMER INC | Other | 767.5K | $65.1M | 3.7% | +1.4% |
| ESL Trust Services, LLC | Wealth advisor | 748.1K | $63.5M | 12.1% | +0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 729.4K | $61.9M | 0.1% | +17.8% |
| Savant Capital, LLC | Wealth advisor | 720.5K | $61.1M | 0.3% | +8.9% |
| JNBA Financial Advisors | Wealth advisor | 708.2K | $60.1M | 5.0% | New |
| HUB Investment Partners, LLC | Other | 681.3K | $57.8M | 1.4% | +6.2% |
| Cresset Asset Management, LLC | Wealth advisor | 677.1K | $57.4M | 0.2% | +3.3% |
| JSF Financial, LLC | Wealth advisor | 671.7K | $57.0M | 11.2% | +80.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.