AVANTIS EMERGING MARKETS VAL AVES
$64.85
+0.8% 52w: $50.11 – $68.76
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data50.1159.4368.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
166
+15 QoQ
13F value
$1.06B
+86.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVES?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 2.6M | $155.1M | 3.1% | New |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 2.2M | $130.1M | 0.1% | +22.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.2M | $129.8M | 0.0% | +805.7% |
| First Command Advisory Services, Inc. | Wealth advisor | 1.8M | $106.6M | 0.7% | New |
| Focus Partners Wealth | Wealth advisor | 737.5K | $44.2M | 0.0% | 0.0% |
| Empowered Funds, LLC | Diversified mechanical | 713.8K | $42.8M | 0.3% | New |
| Symmetry Partners, LLC | Wealth advisor | 389.7K | $23.4M | 1.3% | +3.1% |
| Armbruster Capital Management, Inc. | Wealth advisor | 348.4K | $20.9M | 3.4% | +0.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 303.7K | $18.2M | 0.1% | -1.5% |
| Meredith Wealth Planning | Wealth advisor | 285.8K | $17.1M | 4.6% | +2.0% |
| HighTower Advisors, LLC | Diversified mechanical | 245.2K | $14.7M | 0.0% | -1.1% |
| Three Arch Wealth Management LLC | Wealth advisor | 239.9K | $14.4M | 2.6% | +3.1% |
| B&D White Capital Company, LLC | Wealth advisor | 230.8K | $13.8M | 1.7% | -22.9% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | Wealth advisor | 220.8K | $13.2M | 4.5% | +1.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 211.6K | $12.7M | 0.0% | +281.3% |
| Allegiance Financial Group Advisory Services LLC | Wealth advisor | 196.4K | $11.8M | 2.3% | +6.3% |
| BSW Wealth Partners | Wealth advisor | 192.5K | $11.5M | 1.4% | -0.3% |
| FIDELITY D & D BANCORP INC | Wealth advisor | 184.6K | $11.1M | 4.4% | +16.9% |
| ANDERSON HOAGLAND & CO | Wealth advisor | 164.1K | $9.8M | 0.8% | +6.6% |
| Perigon Wealth Management, LLC | Wealth advisor | 157.8K | $9.5M | 0.2% | +2.7% |
| Austin Wealth Management, LLC | Wealth advisor | 152.2K | $9.2M | 2.1% | -26.3% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | Other | 148.5K | $8.9M | 1.8% | +6.7% |
| Apeiron RIA LLC | Wealth advisor | 147.7K | $8.9M | 2.1% | -3.0% |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 143.6K | $8.6M | 0.8% | -1.3% |
| Golden Bell Financial Planning LLC | Wealth advisor | 134.5K | $8.1M | 6.4% | -6.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 123.4K | $7.4M | 0.0% | +297.7% |
| Cornerstone Wealth Partners, LLC | Wealth advisor | 118.0K | $7.1M | 4.0% | +15.5% |
| Summit Portfolio Management, LTD. | Wealth advisor | 109.0K | $6.5M | 4.2% | — |
| Cascade Financial Partners, LLC | Wealth advisor | 108.7K | $6.5M | 0.7% | +24.3% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 105.1K | $6.3M | 0.1% | +429.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 104.6K | $6.3M | 0.1% | -15.0% |
| ATLas Financial Planning LLC | Wealth advisor | 100.1K | $6.0M | 5.4% | +4.1% |
| AlphaCore Capital LLC | Wealth advisor | 95.2K | $5.7M | 0.1% | -4.1% |
| Oceanside Advisors LLC | Wealth advisor | 93.5K | $5.6M | 3.2% | +1.4% |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | Wealth advisor | 91.0K | $5.5M | 3.7% | +6.7% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 87.8K | $5.3M | 0.1% | -5.7% |
| BAYSHORE ASSET MANAGEMENT, LLC | Wealth advisor | 86.0K | $5.2M | 2.1% | -6.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 80.2K | $4.8M | 0.0% | +10.3% |
| Greenspring Advisors, LLC | Wealth advisor | 78.2K | $4.7M | 0.3% | +3.9% |
| Simplicity Wealth,LLC | Wealth advisor | 71.6K | $4.3M | 0.2% | -0.9% |
| Northland Capital Management LLC | Wealth advisor | 71.4K | $4.3M | 2.3% | +6.5% |
| MB Generational Wealth, LLC | Wealth advisor | 71.4K | $4.3M | 2.4% | +0.8% |
| Tortoise Investment Management, LLC | Wealth advisor | 67.7K | $4.1M | 0.3% | -1.4% |
| EJMK Ventures LLC | Wealth advisor | 66.6K | $4.0M | 2.2% | +108.5% |
| Corient Private Wealth LLC | Diversified mechanical | 65.6K | $3.9M | 0.0% | -49.3% |
| PFC CAPITAL GROUP, INC. | Other | 64.8K | $3.9M | 1.7% | +4.5% |
| CSS LLC/IL | Other | 63.0K | $3.8M | 0.5% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 62.8K | $3.8M | 0.0% | -11.0% |
| Trailhead Planners LLC | Wealth advisor | 55.2K | $3.3M | 3.2% | +2.9% |
| ENTREWEALTH, LLC | Wealth advisor | 55.2K | $3.3M | 1.5% | +9.1% |
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.
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Top funds holding AVES