AVANTIS REPS INTERN EQUI ETF AVSD
$80.49
+1.1% 52w: $63.32 – $80.50
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data63.3271.9180.50
Jun 20, 2025 Jul 2, 2026
Institutional holders
89
+7 QoQ
13F value
$350.0M
+19.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVSD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | Other | 2.0M | $145.9M | 3.4% | Held |
| MASECO LLP | Wealth advisor | 701.8K | $51.7M | 1.6% | New |
| Strategic Financial Planning, Inc. | Wealth advisor | 310.6K | $16.8M | 9.8% | New |
| FMR LLC | Long only active | 159.7K | $11.8M | 0.0% | +7.2% |
| Corient Private Wealth LLC | Diversified mechanical | 137.8K | $10.1M | 0.0% | -49.7% |
| HUB Investment Partners, LLC | Other | 122.2K | $9.0M | 0.2% | +0.1% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 116.4K | $8.6M | 0.0% | New |
| Trailhead Planners LLC | Wealth advisor | 80.3K | $5.9M | 5.7% | -0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 79.2K | $5.8M | 0.0% | +21.3% |
| Riverwater Partners LLC | Other | 75.9K | $5.6M | 1.9% | +8.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 70.3K | $5.2M | 0.0% | +22.1% |
| Clarity Asset Management, Inc. | Wealth advisor | 63.8K | $4.7M | 2.4% | -69.4% |
| LPL Financial LLC | Bank broker | 60.5K | $4.5M | 0.0% | +2.3% |
| HighTower Advisors, LLC | Diversified mechanical | 54.2K | $4.0M | 0.0% | -2.1% |
| EP Wealth Advisors, LLC | Wealth advisor | 53.2K | $3.9M | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 50.0K | $3.7M | 0.0% | -50.6% |
| Waverly Advisors, LLC | Wealth advisor | 40.3K | $3.0M | 0.0% | -0.3% |
| Focus Partners Wealth | Wealth advisor | 40.1K | $3.0M | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 31.6K | $2.3M | 0.0% | New |
| Greenspring Advisors, LLC | Wealth advisor | 30.9K | $2.3M | 0.1% | -3.1% |
| Mason & Associates Inc | Wealth advisor | 28.7K | $2.0M | 0.4% | +10.6% |
| Northland Capital Management LLC | Wealth advisor | 27.7K | $2.0M | 1.1% | -3.5% |
| Highland Financial Advisors, LLC | Wealth advisor | 27.4K | $2.0M | 0.5% | +6.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 26.3K | $1.9M | 0.0% | +94.6% |
| Trellis Wealth Advisors LLC | Wealth advisor | 24.9K | $1.8M | 0.7% | -4.3% |
| JANE STREET GROUP, LLC | Market maker | 21.3K | $1.6M | 0.0% | +14.7% |
| Revolve Wealth Partners, LLC | Wealth advisor | 20.7K | $1.5M | 0.2% | -4.1% |
| Capital Analysts, LLC | Wealth advisor | 20.0K | $1.5M | 0.0% | New |
| MB Generational Wealth, LLC | Wealth advisor | 19.8K | $1.5M | 0.8% | Held |
| Vestment Financial LLC | Wealth advisor | 16.1K | $1.3M | 0.6% | +4.6% |
| Henrickson Nauta Wealth Advisors, Inc. | Wealth advisor | 17.0K | $1.3M | 0.4% | -50.0% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 16.0K | $1.2M | 0.0% | +18.4% |
| Burton Enright Welch | Wealth advisor | 15.2K | $1.1M | 0.2% | +143.2% |
| Mariner, LLC | Diversified mechanical | 13.8K | $1.0M | 0.0% | +41.9% |
| Opes Wealth Management LLC | Wealth advisor | 12.6K | $930K | 0.2% | +3.6% |
| Savant Capital, LLC | Wealth advisor | 12.4K | $910K | 0.0% | -0.5% |
| Bridgewater Advisors Inc. | Wealth advisor | 11.4K | $904K | 0.1% | +1.3% |
| Team Hewins, LLC | Wealth advisor | 12.3K | $904K | 0.3% | -1.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 12.0K | $881K | 0.0% | +8.6% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 11.0K | $812K | 0.0% | -2.8% |
| Trademark Financial Management, LLC | Wealth advisor | 10.3K | $760K | 0.4% | -52.7% |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 10.2K | $749K | 0.1% | -3.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 9.3K | $687K | 0.0% | -0.9% |
| Diversified Portfolios, Inc. | Wealth advisor | 9.3K | $686K | 0.1% | Held |
| Financial Plan, Inc. | Wealth advisor | 9.0K | $659K | 0.1% | +24.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 8.0K | $589K | 0.0% | -3.3% |
| HB Wealth Management, LLC | Wealth advisor | 7.4K | $545K | 0.0% | -23.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 6.8K | $501K | 0.0% | New |
| Signature Resources Capital Management, LLC | Wealth advisor | 6.5K | $477K | 0.2% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 6.4K | $474K | 0.0% | New |
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.