AVEM Institutional Ownership
Avantis Emerging Markets Equity ETF
1W: -1.6%
1M: -6.7%
3M: +2.7%
YTD: +11.8%
1Y: +15.9%
3Y: +85.5%
5Y: +51.3%
$88.19
+1.10 (+1.26%)
After Hours: $88.92 (+0.73, +0.83%)
Weekly Expected Move ±2.5%
$83
$85
$87
$90
$92
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AVEM
1,056
Institutional Holders
+108 vs prior quarter
0.0%
Ownership
+0.00pp
24B
Total Invested
148
New Positions
462
Increased
365
Reduced
39
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (535 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC NEW | 16,127,258 | 1.4B | +16,127,258 | — | 1Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV NEW | 9,970,793 | 879M | +9,970,793 | — | 1Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN NEW | 7,265,536 | 641M | +7,265,536 | — | 1Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 5,376,383 | 474M | +5,376,383 | — | 1Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC NEW | 5,230,166 | 461M | +5,230,166 | — | 1Q | SEC ↗ |
| 6 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,638,372 | 233M | +244,724 | +10.2% | 2Q | SEC ↗ |
| 7 | Haverford Trust Co NEW | 2,368,819 | 209M | +2,368,819 | — | 1Q | SEC ↗ |
| 8 | BOKF, NA | 1,617,712 | 143M | +133,030 | +9.0% | 2Q | SEC ↗ |
| 9 | Annex Advisory Services, LLC NEW | 1,548,921 | 137M | +1,548,921 | — | 1Q | SEC ↗ |
| 10 | Apella Capital, LLC | 1,149,116 | 101M | +151,968 | +15.2% | 2Q | SEC ↗ |
| 11 | Pure Financial Advisors, LLC | 1,125,157 | 99M | -95,782 | -7.8% | 22Q | SEC ↗ |
| 12 | HB Wealth Management, LLC | 1,108,268 | 98M | +47,729 | +4.5% | 2Q | SEC ↗ |
| 13 | Oak Root LLC | 1,075,466 | 95M | — | +0.0% | 2Q | SEC ↗ |
| 14 | Avantax Planning Partners, Inc. | 1,065,277 | 94M | -11,660 | -1.1% | 2Q | SEC ↗ |
| 15 | Gradient Investments LLC | 1,038,908 | 92M | +7,464 | +0.7% | 3Q | SEC ↗ |
| 16 | Farther Finance Advisors, LLC | 850,340 | 75M | +51,321 | +6.4% | 3Q | SEC ↗ |
| 17 | Summit Financial Strategies, Inc. NEW | 808,362 | 71M | +808,362 | — | 1Q | SEC ↗ |
| 18 | Corient Private Wealth LP NEW | 715,599 | 63M | +715,599 | — | 1Q | SEC ↗ |
| 19 | ATWOOD & PALMER INC | 683,140 | 60M | +8,623 | +1.3% | 3Q | SEC ↗ |
| 20 | Falcon Wealth Planning NEW | 632,978 | 56M | +632,978 | — | 1Q | SEC ↗ |
| 21 | Rockwood Wealth Management, LLC | 627,972 | 55M | +81,929 | +15.0% | 2Q | SEC ↗ |
| 22 | PARK AVENUE SECURITIES LLC NEW | 619,859 | 55M | +619,859 | — | 1Q | SEC ↗ |
| 23 | WADDELL & ASSOCIATES, LLC NEW | 567,849 | 50M | +567,849 | — | 1Q | SEC ↗ |
| 24 | MISSION WEALTH MANAGEMENT, LP | 567,437 | 50M | -156,377 | -21.6% | 2Q | SEC ↗ |
| 25 | Beaird Harris Wealth Management, LLC NEW | 554,738 | 49M | +554,738 | — | 1Q | SEC ↗ |
| 26 | Robertson Stephens Wealth Management, NEW | 533,185 | 47M | +533,185 | — | 1Q | SEC ↗ |
| 27 | FOSTER & MOTLEY INC NEW | 515,223 | 45M | +515,223 | — | 1Q | SEC ↗ |
| 28 | Tarbox Family Office, Inc. NEW | 498,533 | 44M | +498,533 | — | 1Q | SEC ↗ |
| 29 | Morton Brown Family Wealth, LLC NEW | 489,916 | 43M | +489,916 | — | 1Q | SEC ↗ |
| 30 | Allen Capital Group, LLC NEW | 444,815 | 39M | +444,815 | — | 1Q | SEC ↗ |
| 31 | Bogart Wealth, LLC | 435,036 | 38M | +2,002 | +0.5% | 2Q | SEC ↗ |
| 32 | Beacon Pointe Advisors, LLC NEW | 429,143 | 38M | +429,143 | — | 1Q | SEC ↗ |
| 33 | Truepoint, Inc. NEW | 427,119 | 38M | +427,119 | — | 1Q | SEC ↗ |
| 34 | Arlington Financial Advisors, LLC | 402,117 | 35M | -651 | -0.2% | 3Q | SEC ↗ |
| 35 | Ritter Daniher Financial Advisory LLC NEW | 388,904 | 34M | +388,904 | — | 1Q | SEC ↗ |
| 36 | Bridgewater Advisors Inc. | 381,114 | 34M | +296,110 | +348.3% | 2Q | SEC ↗ |
| 37 | Versant Capital Management, Inc | 371,309 | 33M | -172 | -0.0% | 3Q | SEC ↗ |
| 38 | Amplius Wealth Advisors, LLC | 362,842 | 32M | -23,955 | -6.2% | 2Q | SEC ↗ |
| 39 | Simplicity Wealth,LLC | 358,301 | 32M | +73,619 | +25.9% | 2Q | SEC ↗ |
| 40 | GW HENSSLER & ASSOCIATES LTD | 355,855 | 31M | +4,306 | +1.2% | 2Q | SEC ↗ |
| 41 | Quantum Financial Advisors, LLC | 345,315 | 30M | -7,516 | -2.1% | 2Q | SEC ↗ |
| 42 | SC&H Financial Advisors, Inc. NEW | 335,603 | 30M | +335,603 | — | 1Q | SEC ↗ |
| 43 | ACT Advisors, LLC. NEW | 324,709 | 29M | +324,709 | — | 1Q | SEC ↗ |
| 44 | Copper Harbor Investment Advisors, LLC | 319,103 | 28M | +21,357 | +7.2% | 2Q | SEC ↗ |
| 45 | HORAN Wealth, LLC NEW | 291,832 | 26M | +291,832 | — | 1Q | SEC ↗ |
| 46 | High Probability Advisors, LLC NEW | 289,841 | 26M | +289,841 | — | 1Q | SEC ↗ |
| 47 | JACKSON THORNTON WEALTH MANAGEMENT, LL | 287,748 | 25M | +271,678 | +1690.6% | 2Q | SEC ↗ |
| 48 | CGN Advisors LLC NEW | 274,549 | 24M | +274,549 | — | 1Q | SEC ↗ |
| 49 | Madison Asset Management, LLC NEW | 266,533 | 24M | +266,533 | — | 1Q | SEC ↗ |
| 50 | MassMutual Private Wealth & Trust, FSB | 265,615 | 23M | +7,807 | +3.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 16,127,258 | 1.4B |
| MERCER GLOBAL ADVISORS INC /ADV | 9,970,793 | 879M |
| WELLS FARGO & COMPANY/MN | 7,265,536 | 641M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 5,376,383 | 474M |
| AMERIPRISE FINANCIAL INC | 5,230,166 | 461M |
| Haverford Trust Co | 2,368,819 | 209M |
| Annex Advisory Services, LLC | 1,548,921 | 137M |
| Summit Financial Strategies, Inc. | 808,362 | 71M |
| Corient Private Wealth LP | 715,599 | 63M |
| Falcon Wealth Planning | 632,978 | 56M |
| PARK AVENUE SECURITIES LLC | 619,859 | 55M |
| WADDELL & ASSOCIATES, LLC | 567,849 | 50M |
| Beaird Harris Wealth Management, LL | 554,738 | 49M |
| Robertson Stephens Wealth Managemen | 533,185 | 47M |
| FOSTER & MOTLEY INC | 515,223 | 45M |
| Tarbox Family Office, Inc. | 498,533 | 44M |
| Morton Brown Family Wealth, LLC | 489,916 | 43M |
| Allen Capital Group, LLC | 444,815 | 39M |
| Beacon Pointe Advisors, LLC | 429,143 | 38M |
| Truepoint, Inc. | 427,119 | 38M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bridgewater Advisors Inc. | +296,110 | +348.3% | 381,114 |
| JACKSON THORNTON WEALTH MANAGEMENT, | +272,897 | +3396.4% | 280,932 |
| VANTAGEPOINT INVESTMENT ADVISERS LL | +244,724 | +10.2% | 2,638,372 |
| Apella Capital, LLC | +151,968 | +15.2% | 1,149,116 |
| BOKF, NA | +133,030 | +9.0% | 1,617,712 |
| Capital Analysts, LLC | +129,021 | +169.6% | 205,091 |
| Rockwood Wealth Management, LLC | +81,929 | +15.0% | 627,972 |
| Simplicity Wealth,LLC | +73,619 | +25.9% | 358,301 |
| Farther Finance Advisors, LLC | +51,321 | +6.4% | 850,340 |
| HB Wealth Management, LLC | +47,729 | +4.5% | 1,108,268 |
| Sunburst Financial Group, LLC | +38,916 | +17.2% | 265,413 |
| VAQUERO PRIVATE WEALTH, LTD | +35,641 | +434.0% | 43,853 |
| Blue Edge Capital, LLC | +35,015 | +24.4% | 178,396 |
| Sonoma Allocations LLC | +22,115 | +98.6% | 44,545 |
| Copper Harbor Investment Advisors, | +21,357 | +7.2% | 319,103 |
| White Pine Investment CO | +15,509 | +21.4% | 87,945 |
| Chris Bulman Inc | +13,377 | +17.0% | 91,934 |
| Cooper Financial Group | +12,750 | +5.6% | 240,721 |
| Kings Path Partners LLC | +12,701 | +17.1% | 86,811 |
| Friday Financial | +12,569 | +64.0% | 32,208 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Merit Financial Group, LLC | -180,616 | -99.0% | 1,772 |
| MISSION WEALTH MANAGEMENT, LP | -156,377 | -21.6% | 567,437 |
| Mariner, LLC | -113,620 | -86.0% | 18,537 |
| Convergence Financial, LLC | -112,190 | -45.4% | 134,831 |
| Pure Financial Advisors, LLC | -95,782 | -7.8% | 1,125,157 |
| FIRST HAWAIIAN BANK | -76,963 | -85.1% | 13,509 |
| Grove Bank & Trust | -76,754 | -99.0% | 800 |
| Richmond Investment Services, LLC | -64,896 | -47.3% | 72,414 |
| CFS Investment Advisory Services, L | -50,834 | -87.1% | 7,552 |
| CoreFirst Bank & Trust | -50,460 | -51.7% | 47,124 |
| Adelphi Trust Co | -46,543 | -98.8% | 545 |
| EWA, LLC | -40,727 | -34.5% | 77,426 |
| Buttonwood Financial Group, LLC | -37,604 | -15.1% | 211,484 |
| Asset Allocation Strategies LLC | -26,509 | -72.4% | 10,103 |
| Amplius Wealth Advisors, LLC | -23,955 | -6.2% | 362,842 |
| Petros Family Wealth, LLC | -23,825 | -99.8% | 58 |
| Patriot Financial Group Insurance A | -21,775 | -65.5% | 11,459 |
| WEBSTERROGERS FINANCIAL ADVISORS, L | -13,983 | -7.1% | 184,217 |
| Apeiron RIA LLC | -12,477 | -22.9% | 41,959 |
| PAX Financial Group, LLC | -12,343 | -62.0% | 7,559 |