AVANTIS INTL S/C VALUE ETF AVDV
$104.42
+0.8% 52w: $81.85 – $108.96
Latest 13F among current holders filed 13 days ago (Aug 20, 2026)
Price — last 12 months
research preview data81.8595.41108.96
Aug 18, 2025 Jul 2, 2026
Institutional holders
657
+72 QoQ
13F value
$13.71B
+9.5% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
6
Q1 2026
Options barometer
5.5×
$2.4M calls / $439K puts
Institutional value by quarter
Number of holders
Who owns AVDV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 30.4M | $2.93B | 1.4% | -1.9% |
| Creative Planning | Wealth advisor | 23.8M | $2.37B | 1.6% | +5.3% |
| Savant Capital, LLC | Wealth advisor | 11.5M | $1.15B | 5.6% | +0.7% |
| Focus Partners Wealth | Wealth advisor | 4.4M | $437.3M | 0.5% | +6.2% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 4.1M | $410.9M | 4.1% | +5.5% |
| Accredited Investors Inc. | Wealth advisor | 2.6M | $263.0M | 14.2% | +0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.6M | $255.9M | 0.1% | +12.3% |
| Mason Investment Advisory Services, Inc. | Wealth advisor | 2.4M | $235.7M | 10.9% | -2.3% |
| Modera Wealth Management, LLC | Wealth advisor | 2.2M | $218.5M | 2.6% | +5.2% |
| Haverford Trust Co | Other | 1.7M | $165.8M | 1.5% | +1.3% |
| Pure Financial Advisors, LLC | Wealth advisor | 1.6M | $164.6M | 2.4% | -3.7% |
| LPL Financial LLC | Bank broker | 1.6M | $163.4M | 0.0% | +14.7% |
| Cerity Partners LLC | Diversified mechanical | 1.4M | $142.2M | 0.2% | +6.7% |
| Corient Private Wealth LLC | Diversified mechanical | 1.3M | $132.6M | 0.2% | -47.7% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 1.2M | $120.0M | — | +15.8% |
| MORGAN STANLEY | Bank broker | 1.1M | $109.2M | 0.0% | +26.0% |
| BANK OF MONTREAL /CAN/ | Bank broker | 957.1K | $95.6M | 0.0% | +2.1% |
| Unison Advisors LLC | Wealth advisor | 827.5K | $82.6M | — | -0.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 800.2K | $79.9M | 0.0% | +160.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 762.8K | $76.2M | 0.0% | +27.0% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 697.5K | $69.7M | 3.7% | -0.3% |
| Frontier Asset Management, LLC | Wealth advisor | 660.3K | $65.9M | — | +13.1% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 647.2K | $64.6M | 0.4% | +1.7% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 630.6K | $63.0M | 1.1% | +3.0% |
| Wealth Management Nebraska | Wealth advisor | 565.0K | $56.4M | 5.7% | +2.2% |
| Burton Enright Welch | Wealth advisor | 557.4K | $55.7M | 7.6% | -1.8% |
| Empowered Funds, LLC | Diversified mechanical | 543.3K | $54.3M | 0.3% | New |
| EP Wealth Advisors, LLC | Wealth advisor | 532.1K | $53.1M | 0.3% | +1936.1% |
| Apella Capital, LLC | Wealth advisor | 489.8K | $52.8M | 0.8% | +4.1% |
| Horizon Investments, LLC | Diversified mechanical | 527.6K | $52.7M | 0.6% | -11.1% |
| HighTower Advisors, LLC | Diversified mechanical | 517.4K | $51.7M | 0.1% | -10.6% |
| Hill Investment Group Partners, LLC | Wealth advisor | 506.1K | $50.5M | — | -0.6% |
| Petersen Hastings Wealth Advisors Inc. | Wealth advisor | 505.7K | $50.5M | 4.6% | -0.6% |
| Foster Group, Inc. | Wealth advisor | 495.6K | $49.5M | 1.5% | -9.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 479.0K | $47.8M | — | -2.8% |
| Brickley Wealth Management | Wealth advisor | 451.3K | $45.1M | 7.7% | -0.4% |
| Cetera Investment Advisers | Wealth advisor | 448.4K | $44.8M | 0.0% | +12.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 443.1K | $44.2M | 0.0% | New |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 426.7K | $42.6M | 2.9% | -2.4% |
| Greenline Partners, LLC | Wealth advisor | 411.9K | $41.1M | — | +2.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 402.1K | $40.2M | 0.0% | +40.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 384.0K | $38.4M | 0.0% | -8.9% |
| Moisand Fitzgerald Tamayo, LLC | Wealth advisor | 378.2K | $37.8M | 4.1% | -5.1% |
| Cresset Asset Management, LLC | Wealth advisor | 340.7K | $34.0M | 0.1% | -12.5% |
| Allegiance Financial Group Advisory Services LLC | Wealth advisor | 339.0K | $33.8M | 6.7% | +1.2% |
| Symmetry Partners, LLC | Wealth advisor | 337.8K | $33.7M | 1.9% | +1.0% |
| Marquette Asset Management, LLC | Wealth advisor | 330.3K | $33.0M | 4.9% | +0.7% |
| Werba Rubin Papier Wealth Management | Wealth advisor | 327.5K | $32.7M | 4.6% | New |
| AlphaCore Capital LLC | Wealth advisor | 322.6K | $32.2M | 0.8% | -3.5% |
| Meredith Wealth Planning | Wealth advisor | 313.6K | $31.3M | — | -2.7% |
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.