AVANTIS INT LRG CAP VAL ETF AVIV
$78.42
+1.6% 52w: $58.83 – $79.55
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data58.8369.1979.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
183
+14 QoQ
13F value
$957.3M
+16.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVIV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 3.2M | $239.4M | 0.1% | +22.5% |
| Savant Capital, LLC | Wealth advisor | 639.2K | $47.8M | 0.2% | -19.8% |
| IAG Wealth Partners, LLC | Wealth advisor | 580.5K | $43.4M | 4.8% | +7.2% |
| ATWOOD & PALMER INC | Other | 499.1K | $37.3M | 2.1% | +2.2% |
| B&D White Capital Company, LLC | Wealth advisor | 359.4K | $26.9M | 3.3% | -3.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 350.1K | $25.4M | 0.0% | +39.3% |
| Allegiance Financial Group Advisory Services LLC | Wealth advisor | 303.4K | $22.7M | 4.5% | +4.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 274.6K | $20.5M | 0.0% | +65.2% |
| LPL Financial LLC | Bank broker | 269.4K | $20.2M | 0.0% | +65.2% |
| Linscomb Wealth, Inc. | Wealth advisor | 257.8K | $19.3M | 0.9% | -6.0% |
| FAS Wealth Partners, Inc. | Wealth advisor | 243.4K | $18.2M | 1.1% | -10.1% |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 231.4K | $17.3M | 1.7% | -2.2% |
| Foundry Financial Group, Inc. | Wealth advisor | 218.4K | $16.3M | 8.1% | -9.8% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | Wealth advisor | 207.0K | $15.5M | 4.4% | +2.2% |
| Austin Wealth Management, LLC | Wealth advisor | 160.7K | $12.2M | 2.8% | -26.8% |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 142.7K | $11.2M | 1.7% | +3.5% |
| Symmetry Partners, LLC | Wealth advisor | 142.3K | $10.6M | 0.6% | +8.9% |
| CWM, LLC | Wealth advisor | 141.0K | $10.6M | 0.0% | +9.6% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 127.3K | $9.5M | 0.1% | -30.8% |
| NWAM LLC | Wealth advisor | 123.6K | $9.3M | 0.5% | +26.8% |
| Wright Wealth LLC | Wealth advisor | 120.1K | $9.0M | 6.0% | +1.4% |
| Northland Capital Management LLC | Wealth advisor | 119.4K | $8.9M | 4.9% | +6.2% |
| Golden Bell Financial Planning LLC | Wealth advisor | 118.8K | $8.9M | 7.1% | +1.6% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 115.4K | $8.6M | 0.6% | -3.9% |
| BAYSHORE ASSET MANAGEMENT, LLC | Wealth advisor | 111.5K | $8.3M | 3.3% | -5.1% |
| Summit Portfolio Management, LTD. | Wealth advisor | 111.3K | $8.3M | 5.4% | — |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 111.1K | $8.3M | 0.0% | +465.2% |
| Fonville Wealth Management LLC | Wealth advisor | 107.5K | $8.0M | 1.5% | -1.8% |
| Paladin Advisory Group, LLC | Wealth advisor | 100.5K | $7.5M | 5.7% | +0.2% |
| KILNER CAPITAL ADVISORS, LLC | Wealth advisor | 99.2K | $7.4M | 7.1% | -3.3% |
| JANE STREET GROUP, LLC | Market maker | 95.7K | $7.2M | 0.0% | -20.2% |
| Focus Partners Wealth | Wealth advisor | 94.2K | $7.0M | 0.0% | +3.9% |
| Tortoise Investment Management, LLC | Wealth advisor | 91.3K | $6.8M | 0.6% | -0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 89.1K | $6.7M | 0.0% | -6.5% |
| ATLas Financial Planning LLC | Wealth advisor | 88.0K | $6.6M | 5.9% | +5.7% |
| Chicago Partners Investment Group LLC | Wealth advisor | 79.6K | $6.2M | 0.1% | -1.2% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 82.1K | $6.1M | 0.2% | New |
| Factor Wealth Management LTD | Wealth advisor | 80.9K | $6.1M | 1.1% | -11.5% |
| Cornerstone Wealth Partners, LLC | Wealth advisor | 77.3K | $5.8M | 3.3% | +12.7% |
| Navigoe, LLC | Wealth advisor | 73.4K | $5.5M | 3.2% | +4.8% |
| Wealth Management Nebraska | Wealth advisor | 72.8K | $5.4M | 0.6% | -2.4% |
| Telos Capital Management, Inc. | Other | 71.7K | $5.4M | 0.5% | New |
| Haven Private, LLC | Wealth advisor | 70.9K | $5.3M | 2.3% | +5.2% |
| Harbor Group, Inc. | Wealth advisor | 69.3K | $5.2M | 0.7% | +31.0% |
| COLLECTIVE FAMILY OFFICE LLC | Wealth advisor | 69.2K | $5.2M | 1.2% | -1.3% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 64.0K | $4.8M | 0.0% | +22.1% |
| ENTREWEALTH, LLC | Wealth advisor | 61.8K | $4.6M | 2.1% | +12.6% |
| McLean Asset Management Corp | Wealth advisor | 61.5K | $4.6M | 0.8% | +28.9% |
| Corient Private Wealth LLC | Diversified mechanical | 61.5K | $4.6M | 0.0% | -46.1% |
| Prosperity Planning, Inc. | Wealth advisor | 60.3K | $4.5M | 1.6% | +7.5% |
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.
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