AVEE Institutional Ownership
Avantis Emerging Markets Small Cap Equity ETF
1W: -4.2%
1M: -5.7%
3M: +3.6%
YTD: +2.1%
1Y: +2.1%
$64.55
+0.53 (+0.82%)
Pre-Market: $58.64 (-5.91, -9.16%)
Weekly Expected Move ±2.2%
$62
$64
$65
$67
$68
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AVEE
34
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
80M
Total Invested
7
New Positions
19
Increased
7
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (36 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | 320,717 | 21M | +47,456 | +17.4% | 11Q | SEC ↗ |
| 2 | Tortoise Investment Management, LLC | 184,695 | 12M | +3,989 | +2.2% | 8Q | SEC ↗ |
| 3 | Index Fund Advisors, Inc. | 155,463 | 10M | +18,803 | +13.8% | 8Q | SEC ↗ |
| 4 | Cornerstone Wealth Partners, LLC | 126,209 | 8M | +14,926 | +13.4% | 3Q | SEC ↗ |
| 5 | Timonier Family Office, LTD. NEW | 82,404 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 43,555 | 3M | -6,445 | -12.9% | 3Q | SEC ↗ |
| 7 | Richard P Slaughter Associates Inc NEW | 31,618 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Ariadne Wealth Management, LP | 26,831 | 2M | +381 | +1.4% | 9Q | SEC ↗ |
| 9 | Beacon Pointe Advisors, LLC | 20,930 | 1M | +2,581 | +14.1% | 2Q | SEC ↗ |
| 10 | VISTA CAPITAL PARTNERS, INC. | 19,926 | 1M | -142 | -0.7% | 5Q | SEC ↗ |
| 11 | ARK & TLK INVESTMENTS, LLC | 19,253 | 1M | +1,931 | +11.1% | 4Q | SEC ↗ |
| 12 | Cypress Point Wealth Management, LLC | 18,648 | 1M | +1,251 | +7.2% | 10Q | SEC ↗ |
| 13 | Avior Wealth Management, LLC | 15,259 | 985K | -630 | -4.0% | 6Q | SEC ↗ |
| 14 | Cloud Capital Management, LLC | 11,791 | 761K | +883 | +8.1% | 6Q | SEC ↗ |
| 15 | Three Arch Wealth Management LLC | 11,743 | 758K | — | +0.0% | 3Q | SEC ↗ |
| 16 | ERn Financial, LLC | 10,807 | 698K | +1,456 | +15.6% | 5Q | SEC ↗ |
| 17 | LAM GROUP, INC. | 9,845 | 635K | +560 | +6.0% | 11Q | SEC ↗ |
| 18 | Plancorp, LLC | 8,065 | 521K | +1,880 | +30.4% | 3Q | SEC ↗ |
| 19 | Kane Co Wealth Management, Inc. | 5,822 | 376K | +456 | +8.5% | 2Q | SEC ↗ |
| 20 | B&D White Capital Company, LLC | 5,474 | 353K | +11 | +0.2% | 3Q | SEC ↗ |
| 21 | Summit Portfolio Management, LTD. NEW | 5,436 | 351K | — | +0.0% | 1Q | SEC ↗ |
| 22 | CARDIFF PARK ADVISORS, LLC | 5,216 | 337K | +2 | +0.0% | 11Q | SEC ↗ |
| 23 | Mills Wealth Advisors LLC | 4,215 | 272K | +148 | +3.6% | 10Q | SEC ↗ |
| 24 | OneDigital Investment Advisors LLC NEW | 3,761 | 243K | — | +0.0% | 1Q | SEC ↗ |
| 25 | WorthPointe, LLC NEW | 3,574 | 231K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Corient Private Wealth LP | 3,263 | 211K | +10 | +0.3% | 9Q | SEC ↗ |
| 27 | Evanson Financial, LLC NEW | 2,936 | 190K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Ares Financial Consulting, LLC | 2,432 | 157K | +2,164 | +807.5% | 3Q | SEC ↗ |
| 29 | Integrated Wealth Concepts LLC NEW | 587 | 38K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Bogart Wealth, LLC | 336 | 22K | +2 | +0.6% | 2Q | SEC ↗ |
| 31 | ANGELES WEALTH MANAGEMENT, LLC NEW | 261 | 17K | — | +0.0% | 1Q | SEC ↗ |
| 32 | OLD MISSION CAPITAL LLC | 0 | 0K | -27,687 | -100.0% | 2Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 0 | 0K | -208 | -100.0% | 2Q | SEC ↗ |
| 34 | GOLDMAN SACHS GROUP INC | 0 | 0K | -7,586 | -100.0% | 2Q | SEC ↗ |
| 35 | CAP Partners, LLC | 0 | 0K | -14,406 | -100.0% | 10Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC | 0 | 0K | -94,119 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Timonier Family Office, LTD. | 82,404 | 5M |
| Richard P Slaughter Associates Inc | 31,618 | 2M |
| Summit Portfolio Management, LTD. | 5,436 | 351K |
| OneDigital Investment Advisors LLC | 3,761 | 243K |
| WorthPointe, LLC | 3,574 | 231K |
| Evanson Financial, LLC | 2,936 | 190K |
| Integrated Wealth Concepts LLC | 587 | 38K |
| ANGELES WEALTH MANAGEMENT, LLC | 261 | 17K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 94,119 | 6M |
| OLD MISSION CAPITAL LLC | 27,687 | 2M |
| CAP Partners, LLC | 14,406 | 930K |
| GOLDMAN SACHS GROUP INC | 7,586 | 490K |
| Farther Finance Advisors, LLC | 208 | 13K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +47,456 | +17.4% | 320,717 |
| Index Fund Advisors, Inc. | +18,803 | +13.8% | 155,463 |
| Cornerstone Wealth Partners, LLC | +14,926 | +13.4% | 126,209 |
| Tortoise Investment Management, LLC | +3,989 | +2.2% | 184,695 |
| Beacon Pointe Advisors, LLC | +2,581 | +14.1% | 20,930 |
| Ares Financial Consulting, LLC | +2,164 | +807.5% | 2,432 |
| ARK & TLK INVESTMENTS, LLC | +1,931 | +11.1% | 19,253 |
| Plancorp, LLC | +1,880 | +30.4% | 8,065 |
| ERn Financial, LLC | +1,456 | +15.6% | 10,807 |
| Cypress Point Wealth Management, LL | +1,251 | +7.2% | 18,648 |
| Cloud Capital Management, LLC | +883 | +8.1% | 11,791 |
| LAM GROUP, INC. | +560 | +6.0% | 9,845 |
| Kane Co Wealth Management, Inc. | +456 | +8.5% | 5,822 |
| Ariadne Wealth Management, LP | +381 | +1.4% | 26,831 |
| Mills Wealth Advisors LLC | +148 | +3.6% | 4,215 |
| B&D White Capital Company, LLC | +11 | +0.2% | 5,474 |
| Corient Private Wealth LP | +10 | +0.3% | 3,263 |
| CARDIFF PARK ADVISORS, LLC | +2 | +0.0% | 5,216 |
| Bogart Wealth, LLC | +2 | +0.6% | 336 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -6,445 | -12.9% | 43,555 |
| Avior Wealth Management, LLC | -630 | -4.0% | 15,259 |
| VISTA CAPITAL PARTNERS, INC. | -142 | -0.7% | 19,926 |