AVANTIS RESP EMERG MKTS EQ-E AVSE
$78.14
-1.4% 52w: $54.78 – $84.57
Latest 13F among current holders filed 37 days ago (May 29, 2026)
Price — last 12 months
research preview data54.7869.6884.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
64
+1 QoQ
13F value
$118.0M
+32.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVSE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MASECO LLP | Wealth advisor | 435.4K | $29.0M | 0.9% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 173.0K | $11.5M | 0.0% | +155.5% |
| Focus Partners Wealth | Wealth advisor | 151.5K | $10.1M | 0.0% | Held |
| Riverwater Partners LLC | Other | 132.6K | $8.8M | 2.9% | +5.7% |
| Corient Private Wealth LLC | Diversified mechanical | 113.3K | $7.5M | 0.0% | -50.1% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 107.8K | $7.2M | 0.2% | New |
| Strategic Financial Planning, Inc. | Wealth advisor | 240.9K | $6.3M | 3.7% | New |
| HighTower Advisors, LLC | Diversified mechanical | 66.1K | $4.4M | 0.0% | +0.2% |
| Trailhead Planners LLC | Wealth advisor | 38.8K | $2.6M | 2.5% | +1.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 38.6K | $2.6M | 0.0% | -10.8% |
| EP Wealth Advisors, LLC | Wealth advisor | 38.6K | $2.6M | 0.0% | +897.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 36.3K | $2.4M | 0.0% | +12.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 27.3K | $1.8M | 0.0% | +633.8% |
| Highland Financial Advisors, LLC | Wealth advisor | 24.4K | $1.6M | 0.4% | +7.7% |
| Opes Wealth Management LLC | Wealth advisor | 22.2K | $1.5M | 0.3% | -0.7% |
| Accurate Wealth Management, LLC | Other | 14.6K | $1.0M | 0.1% | +153.7% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 15.6K | $1.0M | 0.0% | -1.5% |
| Mason & Associates Inc | Wealth advisor | 14.4K | $924K | 0.2% | +3.4% |
| Northland Capital Management LLC | Wealth advisor | 13.8K | $916K | 0.5% | -3.7% |
| Savant Capital, LLC | Wealth advisor | 13.5K | $900K | 0.0% | Held |
| LPL Financial LLC | Bank broker | 13.0K | $863K | 0.0% | +9.2% |
| Burton Enright Welch | Wealth advisor | 11.6K | $771K | 0.1% | +96.3% |
| Asset Dedication, LLC | Wealth advisor | 10.2K | $679K | 0.0% | +0.9% |
| Greenspring Advisors, LLC | Wealth advisor | 9.2K | $610K | 0.0% | -3.1% |
| Vestment Financial LLC | Wealth advisor | 7.8K | $578K | 0.3% | +4.1% |
| Trellis Wealth Advisors LLC | Wealth advisor | 8.6K | $569K | 0.2% | -4.3% |
| Apollon Wealth Management, LLC | Diversified mechanical | 8.5K | $567K | 0.0% | +25.7% |
| LexAurum Advisors, LLC | Wealth advisor | 7.6K | $504K | 0.1% | — |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 7.1K | $470K | 0.1% | -4.6% |
| Team Hewins, LLC | Wealth advisor | 6.8K | $452K | 0.1% | -3.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.4K | $429K | 0.0% | +26.4% |
| MB Generational Wealth, LLC | Wealth advisor | 6.4K | $423K | 0.2% | -5.2% |
| Plancorp, LLC | Wealth advisor | 5.8K | $411K | 0.0% | Held |
| Level Financial Advisors | Wealth advisor | 6.2K | $411K | 0.1% | +9.9% |
| Tarbox Family Office, Inc. | Wealth advisor | 6.1K | $406K | 0.1% | -0.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 5.9K | $392K | 0.0% | +14.3% |
| Leonard Rickey Investment Advisors P.L.L.C. | Wealth advisor | 5.6K | $375K | 0.1% | +1.5% |
| Dunhill Financial, LLC | Wealth advisor | 5.3K | $352K | 0.1% | +29266.7% |
| CURIO WEALTH, LLC | Wealth advisor | 5.2K | $345K | 0.1% | Held |
| HB Wealth Management, LLC | Wealth advisor | 5.0K | $332K | 0.0% | -22.0% |
| Private Advisor Group, LLC | Wealth advisor | 4.4K | $290K | 0.0% | New |
| Cambridge Financial Group, LLC | Wealth advisor | 4.1K | $273K | 0.1% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 4.0K | $265K | 0.0% | +8.0% |
| ABLE Financial Group, LLC | Wealth advisor | 3.9K | $263K | 0.1% | -0.8% |
| Kelman-Lazarov, Inc. | Wealth advisor | 3.7K | $247K | 0.0% | -0.4% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 3.6K | $241K | 0.0% | -3.0% |
| Addison Advisors LLC | Wealth advisor | 3.6K | $237K | 0.1% | Held |
| Financial Plan, Inc. | Wealth advisor | 3.2K | $211K | 0.0% | Held |
| Trademark Financial Management, LLC | Wealth advisor | 3.1K | $205K | 0.1% | -72.4% |
| True Wealth Design, LLC | Wealth advisor | 2.5K | $169K | 0.0% | -1.4% |
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.