AVANTIS ALL INTL MKTS EQ ETF AVNM
$82.05
+0.5% 52w: $61.40 – $84.40
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data61.4072.9084.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
53
+13 QoQ
13F value
$469.3M
+15.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$28K calls / — puts
Institutional value by quarter
Number of holders
Who owns AVNM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | Wealth advisor | 2.0M | $154.3M | 1.1% | +4.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 771.3K | $58.8M | 0.1% | +19.8% |
| Geometric Wealth Advisors | Wealth advisor | 713.6K | $54.4M | 6.8% | +4.3% |
| Wealth Management Partners, LLC | Wealth advisor | 381.0K | $29.0M | 8.3% | +12.5% |
| BWM Planning, LLC | Wealth advisor | 379.0K | $28.9M | 7.6% | +13.0% |
| Duncan Williams Asset Management, LLC | Wealth advisor | 313.9K | $23.9M | 6.6% | +12.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 215.7K | $16.4M | 0.0% | +5.5% |
| LPL Financial LLC | Bank broker | 196.8K | $15.0M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 189.6K | $14.4M | 0.0% | -0.5% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 149.0K | $11.3M | 4.7% | +12.4% |
| Cerity Partners LLC | Diversified mechanical | 145.4K | $11.1M | 0.0% | New |
| Peak Asset Management, LLC | Other | 125.0K | $9.5M | 1.7% | +5.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 67.9K | $5.2M | 0.0% | +58.3% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 60.9K | $4.6M | 0.3% | +12.3% |
| B&D White Capital Company, LLC | Wealth advisor | 55.7K | $4.2M | 0.5% | -60.1% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 47.3K | $3.6M | 0.2% | +5.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 35.4K | $2.7M | 0.0% | +42.2% |
| Altus Wealth Group LLC | Wealth advisor | 30.5K | $2.3M | 1.0% | +5.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 21.0K | $1.6M | 0.0% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 20.9K | $1.6M | 0.0% | +0.5% |
| Farther Finance Advisors, LLC | Wealth advisor | 20.4K | $1.6M | 0.0% | +14.2% |
| Acumen Wealth Advisors, LLC | Other | 19.7K | $1.5M | 0.4% | New |
| JANE STREET GROUP, LLC | Market maker | 18.6K | $1.4M | 0.0% | New |
| Oak Wealth Advisors LLC | Wealth advisor | 17.8K | $1.4M | 0.7% | +9.0% |
| Strathmore Capital Advisors, Inc. | Wealth advisor | 16.6K | $1.3M | 0.4% | +33.6% |
| Equitable Holdings, Inc. | Wealth advisor | 11.1K | $842K | 0.0% | New |
| N.E.W. Advisory Services LLC | Wealth advisor | 11.0K | $838K | 0.1% | +221.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 10.7K | $813K | 0.0% | New |
| SFG Wealth Management, LLC. | Wealth advisor | 10.5K | $801K | 0.3% | New |
| North Ridge Wealth Advisors, Inc. | Wealth advisor | 9.6K | $733K | 0.4% | -1.2% |
| Orcam Financial Group | Wealth advisor | 8.9K | $679K | 0.5% | +0.1% |
| Cloud Capital Management, LLC | Wealth advisor | 8.1K | $615K | 0.3% | -5.6% |
| Hutchens & Kramer Investment Management Group, LLC | Wealth advisor | 7.6K | $576K | 0.2% | +12.2% |
| FMB WEALTH MANAGEMENT | Wealth advisor | 7.0K | $531K | 0.2% | +15.2% |
| ROYAL BANK OF CANADA | Bank broker | 6.9K | $529K | 0.0% | +137.5% |
| GWN SECURITIES INC. | Wealth advisor | 6.3K | $478K | 0.1% | New |
| AE Wealth Management LLC | Wealth advisor | 5.1K | $392K | 0.0% | Held |
| XY Planning Network, Inc. | Wealth advisor | 3.8K | $293K | 0.0% | Held |
| HRT FINANCIAL LP | Diversified mechanical | 3.3K | $249K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 3.0K | $228K | 0.0% | New |
| EHRLICH FINANCIAL GROUP | Wealth advisor | 2.8K | $216K | 0.1% | New |
| Frankly Finances, LLC | Wealth advisor | 2.7K | $209K | 0.2% | Held |
| Allworth Financial LP | Wealth advisor | 636 | $48K | 0.0% | +28.7% |
| CWM, LLC | Wealth advisor | 477 | $36K | 0.0% | +42.4% |
| Team Financial Group, LLC | Wealth advisor | 400 | $31K | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 181 | $14K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 174 | $13K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 110 | $8K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 89 | $7K | 0.0% | Held |
| Orion Capital Management LLC | Wealth advisor | 57 | $4K | 0.0% | Held |
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