AVES Institutional Ownership
Avantis Emerging Markets Value ETF
1W: -3.3%
1M: -6.1%
3M: +1.3%
YTD: +3.9%
1Y: +7.7%
3Y: +61.7%
5Y: +39.9%
$61.50
+0.36 (+0.59%)
Weekly Expected Move ±2.2%
$59
$60
$62
$63
$64
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AVES
196
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
28
New Positions
87
Increased
57
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (202 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 2,605,120 | 160M | +19,234 | +0.7% | 2Q | SEC ↗ |
| 2 | AMERICAN CENTURY COMPANIES INC | 2,499,305 | 154M | +330,870 | +15.3% | 15Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2,251,639 | 138M | +88,081 | +4.1% | 14Q | SEC ↗ |
| 4 | First Command Advisory Services, Inc. | 1,816,551 | 112M | +39,159 | +2.2% | 2Q | SEC ↗ |
| 5 | Focus Partners Wealth | 709,779 | 44M | -27,734 | -3.8% | 8Q | SEC ↗ |
| 6 | Empowered Funds, LLC | 695,217 | 43M | -18,584 | -2.6% | 3Q | SEC ↗ |
| 7 | Symmetry Partners, LLC | 397,745 | 24M | +8,086 | +2.1% | 8Q | SEC ↗ |
| 8 | Armbruster Capital Management, Inc. | 353,764 | 22M | +5,375 | +1.5% | 14Q | SEC ↗ |
| 9 | Pathstone Holdings, LLC | 300,914 | 19M | -2,785 | -0.9% | 11Q | SEC ↗ |
| 10 | Meredith Wealth Planning | 289,074 | 18M | +3,266 | +1.1% | 15Q | SEC ↗ |
| 11 | Three Arch Wealth Management LLC | 259,889 | 16M | +19,968 | +8.3% | 3Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 247,057 | 15M | +1,894 | +0.8% | 10Q | SEC ↗ |
| 13 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, | 221,780 | 14M | +937 | +0.4% | 15Q | SEC ↗ |
| 14 | Allegiance Financial Group Advisory Se | 211,649 | 13M | +15,204 | +7.7% | 15Q | SEC ↗ |
| 15 | FIDELITY D & D BANCORP INC | 208,886 | 13M | +24,315 | +13.2% | 12Q | SEC ↗ |
| 16 | BSW Wealth Partners | 186,691 | 11M | -5,834 | -3.0% | 11Q | SEC ↗ |
| 17 | B&D White Capital Company, LLC | 178,419 | 11M | -52,378 | -22.7% | 8Q | SEC ↗ |
| 18 | Perigon Wealth Management, LLC | 165,169 | 10M | +7,409 | +4.7% | 10Q | SEC ↗ |
| 19 | Austin Wealth Management, LLC | 160,147 | 10M | +7,977 | +5.2% | 12Q | SEC ↗ |
| 20 | ANDERSON HOAGLAND & CO | 157,946 | 10M | -6,111 | -3.7% | 16Q | SEC ↗ |
| 21 | SCHWARZ DYGOS WHEELER INVESTMENT ADVIS | 149,666 | 9M | +1,201 | +0.8% | 10Q | SEC ↗ |
| 22 | Apeiron RIA LLC | 148,713 | 9M | +1,011 | +0.7% | 17Q | SEC ↗ |
| 23 | Global Strategic Investment Solutions, | 141,820 | 9M | -1,796 | -1.3% | 7Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 134,785 | 8M | +11,404 | +9.2% | 6Q | SEC ↗ |
| 25 | Cornerstone Wealth Partners, LLC | 133,744 | 8M | +15,735 | +13.3% | 3Q | SEC ↗ |
| 26 | Cascade Financial Partners, LLC | 132,338 | 8M | +23,618 | +21.7% | 10Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC | 129,351 | 8M | +66,538 | +105.9% | 13Q | SEC ↗ |
| 28 | Golden Bell Financial Planning LLC | 126,665 | 8M | -7,819 | -5.8% | 7Q | SEC ↗ |
| 29 | Diversified Portfolios, Inc. NEW | 117,421 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Farther Finance Advisors, LLC | 114,171 | 7M | +9,595 | +9.2% | 8Q | SEC ↗ |
| 31 | EJMK Ventures LLC | 110,433 | 7M | +43,814 | +65.8% | 3Q | SEC ↗ |
| 32 | Summit Portfolio Management, LTD. NEW | 109,000 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 33 | ATLas Financial Planning LLC | 103,464 | 6M | +3,323 | +3.3% | 3Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 96,793 | 6M | +41,992 | +76.6% | 5Q | SEC ↗ |
| 35 | Oceanside Advisors LLC | 96,076 | 6M | +2,586 | +2.8% | 11Q | SEC ↗ |
| 36 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 95,365 | 6M | +4,348 | +4.8% | 7Q | SEC ↗ |
| 37 | PARK AVENUE SECURITIES LLC | 92,431 | 6M | +12,259 | +15.3% | 6Q | SEC ↗ |
| 38 | AlphaCore Capital LLC | 92,248 | 6M | -2,978 | -3.1% | 6Q | SEC ↗ |
| 39 | Focus Partners Advisor Solutions, LLC | 89,129 | 5M | +1,348 | +1.5% | 7Q | SEC ↗ |
| 40 | BAYSHORE ASSET MANAGEMENT, LLC | 87,332 | 5M | +1,288 | +1.5% | 17Q | SEC ↗ |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 85,952 | 5M | +31,597 | +58.1% | 12Q | SEC ↗ |
| 42 | Mariner, LLC | 80,618 | 5M | +61,830 | +329.1% | 2Q | SEC ↗ |
| 43 | Greenspring Advisors, LLC | 77,619 | 5M | -538 | -0.7% | 4Q | SEC ↗ |
| 44 | LPL Financial LLC | 77,365 | 5M | +30,954 | +66.7% | 17Q | SEC ↗ |
| 45 | Simplicity Wealth,LLC | 74,237 | 5M | +2,604 | +3.6% | 6Q | SEC ↗ |
| 46 | MB Generational Wealth, LLC | 71,940 | 4M | +543 | +0.8% | 4Q | SEC ↗ |
| 47 | Tortoise Investment Management, LLC | 67,181 | 4M | -562 | -0.8% | 19Q | SEC ↗ |
| 48 | PFC CAPITAL GROUP, INC. | 66,302 | 4M | +1,539 | +2.4% | 6Q | SEC ↗ |
| 49 | Corient Private Wealth LP | 65,415 | 4M | -195 | -0.3% | 9Q | SEC ↗ |
| 50 | CSS LLC/IL | 62,973 | 4M | — | +0.0% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversified Portfolios, Inc. | 117,421 | 7M |
| Summit Portfolio Management, LTD. | 109,000 | 7M |
| AXXCESS WEALTH MANAGEMENT, LLC | 61,495 | 4M |
| 1620 INVESTMENT ADVISORS, INC. | 52,320 | 3M |
| Freestone Capital Holdings, LLC | 21,869 | 1M |
| STIFEL FINANCIAL CORP | 13,791 | 848K |
| FIDUCIARY FINANCIAL ADVISORS | 13,387 | 823K |
| Sigma Planning Corp | 12,899 | 793K |
| M Wealth Management, LLC | 12,500 | 769K |
| Creative Capital Management Investm | 8,997 | 553K |
| Freedom Day Solutions, LLC | 5,703 | 351K |
| Nuveen, LLC | 4,700 | 289K |
| CAPTRUST FINANCIAL ADVISORS | 4,357 | 268K |
| Cambridge Investment Research Advis | 4,219 | 259K |
| Beacon Pointe Advisors, LLC | 3,930 | 242K |
| Savvy Advisors, Inc. | 3,505 | 216K |
| Evanson Financial, LLC | 3,373 | 207K |
| Aprio Wealth Management, LLC | 3,081 | 189K |
| BlackRock, Inc. | 1,450 | 89K |
| MERCER GLOBAL ADVISORS INC /ADV | 576 | 35K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 30,684 | 2M |
| Wealthcare Advisory Partners LLC | 11,588 | 713K |
| RAYMOND JAMES FINANCIAL INC | 10,418 | 641K |
| CITIGROUP INC | 6,796 | 418K |
| TWO SIGMA SECURITIES, LLC | 6,586 | 405K |
| TFB Advisors LLC | 5,578 | 343K |
| Life Planning Partners, Inc | 4,130 | 254K |
| WealthShield Partners, LLC | 3,939 | 242K |
| EverSource Wealth Advisors, LLC | 1,075 | 66K |
| MAI Capital Management | 766 | 47K |
| Western Wealth Management, LLC | 131 | 8K |
| CX Institutional | 34 | 2K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -155,881 | -73.7% | 55,726 |
| OLD MISSION CAPITAL LLC | -86,423 | -82.2% | 18,673 |
| B&D White Capital Company, LLC | -52,378 | -22.7% | 178,419 |
| Focus Partners Wealth | -27,734 | -3.8% | 709,779 |
| GOLDMAN SACHS GROUP INC | -23,310 | -56.2% | 18,132 |
| Empowered Funds, LLC | -18,584 | -2.6% | 695,217 |
| Northland Capital Management LLC | -12,267 | -17.2% | 59,145 |
| Golden Bell Financial Planning LLC | -7,819 | -5.8% | 126,665 |
| Kestra Advisory Services, LLC | -6,841 | -23.5% | 22,235 |
| ANDERSON HOAGLAND & CO | -6,111 | -3.7% | 157,946 |
| MCF Advisors LLC | -5,965 | -68.8% | 2,705 |
| BSW Wealth Partners | -5,834 | -3.0% | 186,691 |
| Trailhead Planners LLC | -5,098 | -9.2% | 50,126 |
| Parkshore Wealth Management, Inc. | -3,108 | -6.1% | 48,114 |
| AlphaCore Capital LLC | -2,978 | -3.1% | 92,248 |
| Pathstone Holdings, LLC | -2,785 | -0.9% | 300,914 |
| ENZI WEALTH | -1,895 | -8.4% | 20,581 |
| Global Strategic Investment Solutio | -1,796 | -1.3% | 141,820 |
| DBK Financial Counsel, LLC | -1,630 | -17.1% | 7,925 |
| marrick wealth, LLC | -1,620 | -17.8% | 7,478 |