AVANTIS EMERGING MARKETS EQ AVEM
$92.44
-1.2% 52w: $64.30 – $100.18
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data64.3082.24100.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
911
+114 QoQ
13F value
$18.36B
-16.1% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$338K calls / — puts
Institutional value by quarter
Number of holders
Who owns AVEM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 28.7M | $2.31B | 0.2% | +45.1% |
| Savant Capital, LLC | Wealth advisor | 18.8M | $1.52B | 7.3% | +2.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 16.1M | $1.30B | 0.3% | +3.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 9.9M | $796.9M | 1.2% | +2.7% |
| MORGAN STANLEY | Bank broker | 8.0M | $643.7M | 0.0% | +41.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.3M | $585.5M | 0.1% | +28.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 5.2M | $421.4M | 0.1% | +82.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 5.0M | $399.5M | 0.2% | +36.6% |
| LPL Financial LLC | Bank broker | 4.7M | $380.0M | 0.1% | +26.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 4.3M | $335.1M | 0.2% | +39.9% |
| Cerity Partners LLC | Diversified mechanical | 3.4M | $271.6M | 0.4% | +16.8% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 3.1M | $246.3M | 0.1% | +15.7% |
| Kestra Investment Management, LLC | Wealth advisor | 3.1M | $245.9M | 4.2% | +106.8% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 2.4M | $192.0M | 1.6% | +1.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.3M | $187.7M | 0.1% | +6.0% |
| Haverford Trust Co | Other | 2.2M | $173.9M | 1.6% | +4.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.1M | $167.2M | 0.1% | +62.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.9M | $156.0M | 0.2% | +9.7% |
| OneDigital Investment Advisors LLC | Wealth advisor | 1.9M | $152.2M | 1.5% | -15.9% |
| HighTower Advisors, LLC | Diversified mechanical | 1.9M | $151.3M | 0.2% | -16.4% |
| Cetera Investment Advisers | Wealth advisor | 1.9M | $150.5M | 0.2% | +13.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.8M | $147.7M | 0.4% | -7.0% |
| Focus Partners Wealth | Wealth advisor | 1.7M | $147.0M | 0.2% | -1.5% |
| Annex Advisory Services, LLC | Wealth advisor | 1.5M | $123.5M | 2.3% | -27.2% |
| BOKF, NA | Diversified mechanical | 1.5M | $123.1M | 1.9% | +5.6% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 1.5M | $119.3M | 0.1% | +16.3% |
| JPMORGAN CHASE & CO | Bank broker | 1.4M | $110.0M | 0.0% | +8.2% |
| Pure Financial Advisors, LLC | Wealth advisor | 1.2M | $98.4M | 1.4% | -7.9% |
| MASECO LLP | Wealth advisor | 1.2M | $93.5M | 2.9% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.1M | $92.5M | 1.4% | +48.4% |
| Gradient Investments LLC | Wealth advisor | 1.1M | $92.1M | 1.4% | +3.4% |
| Modern Wealth Management, LLC | Wealth advisor | 1.1M | $90.3M | 1.6% | +25.8% |
| UBS Group AG | Bank broker | 1.1M | $89.6M | 0.0% | +9.3% |
| Avantax Planning Partners, Inc. | Wealth advisor | 1.1M | $86.8M | 2.4% | -2.9% |
| Oak Root LLC | Wealth advisor | 1.1M | $86.7M | 10.6% | Held |
| NICOLET BANKSHARES INC | Wealth advisor | 1.1M | $86.4M | 3.2% | +362.6% |
| Apella Capital, LLC | Wealth advisor | 960.2K | $86.3M | 1.3% | +12.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.1M | $85.6M | 0.0% | -33.7% |
| HB Wealth Management, LLC | Wealth advisor | 1.1M | $85.5M | 0.6% | +1.7% |
| Corient Private Wealth LLC | Diversified mechanical | 1.0M | $82.6M | 0.1% | -49.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 961.0K | $77.4M | 0.1% | +0.6% |
| Creative Planning | Wealth advisor | 919.6K | $74.1M | 0.1% | -5.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 884.3K | $71.3M | 1.3% | +2.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 879.7K | $70.9M | 0.1% | +38.4% |
| Cresset Asset Management, LLC | Wealth advisor | 862.9K | $69.5M | 0.3% | -1.5% |
| Summit Financial Strategies, Inc. | Wealth advisor | 829.3K | $66.8M | 5.3% | -3.2% |
| Midwest Trust Co | Other | 767.6K | $61.9M | 0.8% | -0.8% |
| Parallel Advisors, LLC | Wealth advisor | 760.2K | $61.3M | 1.1% | +1654.5% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 756.0K | $60.9M | 0.7% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 748.2K | $60.8M | 0.6% | +25.5% |
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.