AVNM Institutional Ownership
Avantis All International Markets Equity ETF
1W: -1.1%
1M: -1.9%
3M: +0.3%
YTD: +12.1%
1Y: +19.2%
3Y: +82.0%
$83.41
+1.00 (+1.21%)
Weekly Expected Move ±1.9%
$80
$82
$83
$85
$87
Overview
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Institutional Ownership — AVNM
63
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
556M
Total Invested
11
New Positions
28
Increased
19
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (65 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Merit Financial Group, LLC | 2,155,582 | 180M | +129,237 | +6.4% | 5Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 822,604 | 69M | +51,278 | +6.6% | 6Q | SEC ↗ |
| 3 | Geometric Wealth Advisors | 736,769 | 61M | +23,215 | +3.3% | 8Q | SEC ↗ |
| 4 | BWM Planning, LLC | 406,514 | 34M | +27,507 | +7.3% | 8Q | SEC ↗ |
| 5 | Wealth Management Partners, LLC | 384,167 | 32M | +3,207 | +0.8% | 5Q | SEC ↗ |
| 6 | Duncan Williams Asset Management, LLC | 361,184 | 30M | +47,290 | +15.1% | 4Q | SEC ↗ |
| 7 | LPL Financial LLC | 224,409 | 19M | +27,651 | +14.1% | 2Q | SEC ↗ |
| 8 | Acumen Wealth Advisors, LLC | 197,134 | 16M | +177,438 | +900.9% | 2Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP | 192,423 | 16M | -23,275 | -10.8% | 4Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 160,512 | 13M | -29,072 | -15.3% | 4Q | SEC ↗ |
| 11 | Cerity Partners LLC | 156,822 | 13M | +11,439 | +7.9% | 2Q | SEC ↗ |
| 12 | HOWARD BAILEY SECURITIES, LLC | 154,349 | 13M | +5,341 | +3.6% | 3Q | SEC ↗ |
| 13 | THOROUGHBRED FINANCIAL SERVICES, LLC | 135,801 | 11M | +74,897 | +123.0% | 7Q | SEC ↗ |
| 14 | Peak Asset Management, LLC | 129,890 | 11M | +4,935 | +3.9% | 10Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 69,585 | 6M | +1,665 | +2.5% | 12Q | SEC ↗ |
| 16 | TrustWell Financial Advisors, LLC NEW | 66,661 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC | 64,155 | 5M | +43,165 | +205.6% | 2Q | SEC ↗ |
| 18 | B&D White Capital Company, LLC | 51,999 | 4M | -3,744 | -6.7% | 7Q | SEC ↗ |
| 19 | Ausdal Financial Partners, Inc. | 46,834 | 4M | -472 | -1.0% | 9Q | SEC ↗ |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 33,300 | 3M | -2,101 | -5.9% | 4Q | SEC ↗ |
| 21 | Equitable Holdings, Inc. | 25,500 | 2M | +14,450 | +130.8% | 2Q | SEC ↗ |
| 22 | Waterfront Wealth Inc. NEW | 24,722 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Altus Wealth Group LLC | 20,041 | 2M | -10,504 | -34.4% | 10Q | SEC ↗ |
| 24 | Oak Wealth Advisors LLC | 19,240 | 2M | +1,484 | +8.4% | 7Q | SEC ↗ |
| 25 | CAPTRUST FINANCIAL ADVISORS | 17,192 | 1M | -3,688 | -17.7% | 3Q | SEC ↗ |
| 26 | Strathmore Capital Advisors, Inc. | 16,498 | 1M | -120 | -0.7% | 5Q | SEC ↗ |
| 27 | N.E.W. Advisory Services LLC | 12,553 | 1M | +1,549 | +14.1% | 6Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 12,445 | 1M | +5,498 | +79.1% | 4Q | SEC ↗ |
| 29 | AE Wealth Management LLC | 11,584 | 966K | +6,441 | +125.2% | 4Q | SEC ↗ |
| 30 | North Ridge Wealth Advisors, Inc. | 9,629 | 803K | -114 | -1.2% | 6Q | SEC ↗ |
| 31 | Orcam Financial Group | 9,010 | 752K | +89 | +1.0% | 8Q | SEC ↗ |
| 32 | Cloud Capital Management, LLC | 8,132 | 678K | +49 | +0.6% | 6Q | SEC ↗ |
| 33 | Hutchens & Kramer Investment Managemen | 7,717 | 644K | +150 | +2.0% | 5Q | SEC ↗ |
| 34 | Savant Capital, LLC NEW | 7,666 | 639K | — | +0.0% | 1Q | SEC ↗ |
| 35 | FMB WEALTH MANAGEMENT | 6,967 | 581K | — | +0.0% | 5Q | SEC ↗ |
| 36 | GWN SECURITIES INC. | 6,400 | 534K | +123 | +2.0% | 2Q | SEC ↗ |
| 37 | Farther Finance Advisors, LLC | 6,182 | 516K | -14,204 | -69.7% | 3Q | SEC ↗ |
| 38 | Capital Investment Advisors, LLC NEW | 5,858 | 489K | — | +0.0% | 1Q | SEC ↗ |
| 39 | BIP Wealth, LLC NEW | 4,491 | 375K | — | +0.0% | 1Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 4,483 | 374K | -14,144 | -75.9% | 2Q | SEC ↗ |
| 41 | Allworth Financial LP | 4,436 | 370K | +3,800 | +597.5% | 3Q | SEC ↗ |
| 42 | XY Planning Network, Inc. | 3,928 | 328K | +143 | +3.8% | 5Q | SEC ↗ |
| 43 | SFG Wealth Management, LLC. | 3,912 | 326K | -6,602 | -62.8% | 2Q | SEC ↗ |
| 44 | Focus Partners Wealth NEW | 3,755 | 313K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Global Retirement Partners, LLC NEW | 3,593 | 300K | — | +0.0% | 1Q | SEC ↗ |
| 46 | EHRLICH FINANCIAL GROUP | 2,848 | 238K | +15 | +0.5% | 2Q | SEC ↗ |
| 47 | Frankly Finances, LLC | 2,742 | 229K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Orion Capital Management LLC | 523 | 44K | +466 | +817.5% | 7Q | SEC ↗ |
| 49 | CWM, LLC | 477 | 40K | +142 | +42.4% | 3Q | SEC ↗ |
| 50 | UBS Group AG NEW | 390 | 33K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| TrustWell Financial Advisors, LLC | 66,661 | 6M |
| Waterfront Wealth Inc. | 24,722 | 2M |
| Savant Capital, LLC | 7,666 | 639K |
| Capital Investment Advisors, LLC | 5,858 | 489K |
| BIP Wealth, LLC | 4,491 | 375K |
| Focus Partners Wealth | 3,755 | 313K |
| Global Retirement Partners, LLC | 3,593 | 300K |
| UBS Group AG | 390 | 33K |
| Blue Trust, Inc. | 218 | 18K |
| New England Capital Financial Advis | 97 | 8K |
| NewEdge Advisors, LLC | 49 | 4K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIG FINANCIAL ADVISORY SERVICES INC | 21,447 | 2M |
| CITADEL ADVISORS LLC | 10,669 | 890K |
| HRT FINANCIAL LP | 3,278 | 273K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 2,992 | 250K |
| Team Financial Group, LLC | 400 | 33K |
| WELLS FARGO & COMPANY/MN | 89 | 7K |
| Sound Income Strategies, LLC | 1 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Acumen Wealth Advisors, LLC | +177,438 | +900.9% | 197,134 |
| Merit Financial Group, LLC | +129,237 | +6.4% | 2,155,582 |
| THOROUGHBRED FINANCIAL SERVICES, LL | +74,897 | +123.0% | 135,801 |
| COMMONWEALTH EQUITY SERVICES, LLC | +51,278 | +6.6% | 822,604 |
| Duncan Williams Asset Management, L | +47,290 | +15.1% | 361,184 |
| AQR CAPITAL MANAGEMENT LLC | +43,165 | +205.6% | 64,155 |
| LPL Financial LLC | +27,651 | +14.1% | 224,409 |
| BWM Planning, LLC | +27,507 | +7.3% | 406,514 |
| Geometric Wealth Advisors | +23,215 | +3.3% | 736,769 |
| Equitable Holdings, Inc. | +14,450 | +130.8% | 25,500 |
| Cerity Partners LLC | +11,439 | +7.9% | 156,822 |
| AE Wealth Management LLC | +6,441 | +125.2% | 11,584 |
| ROYAL BANK OF CANADA | +5,498 | +79.1% | 12,445 |
| HOWARD BAILEY SECURITIES, LLC | +5,341 | +3.6% | 154,349 |
| Peak Asset Management, LLC | +4,935 | +3.9% | 129,890 |
| Allworth Financial LP | +3,800 | +597.5% | 4,436 |
| Wealth Management Partners, LLC | +3,207 | +0.8% | 384,167 |
| OSAIC HOLDINGS, INC. | +1,665 | +2.5% | 69,585 |
| N.E.W. Advisory Services LLC | +1,549 | +14.1% | 12,553 |
| Oak Wealth Advisors LLC | +1,484 | +8.4% | 19,240 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -29,072 | -15.3% | 160,512 |
| TRUIST FINANCIAL CORP | -23,275 | -10.8% | 192,423 |
| Farther Finance Advisors, LLC | -14,204 | -69.7% | 6,182 |
| JANE STREET GROUP, LLC | -14,144 | -75.9% | 4,483 |
| Altus Wealth Group LLC | -10,504 | -34.4% | 20,041 |
| SFG Wealth Management, LLC. | -6,602 | -62.8% | 3,912 |
| B&D White Capital Company, LLC | -3,744 | -6.7% | 51,999 |
| CAPTRUST FINANCIAL ADVISORS | -3,688 | -17.7% | 17,192 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -2,101 | -5.9% | 33,300 |
| Ausdal Financial Partners, Inc. | -472 | -1.0% | 46,834 |
| Strathmore Capital Advisors, Inc. | -120 | -0.7% | 16,498 |
| North Ridge Wealth Advisors, Inc. | -114 | -1.2% | 9,629 |
| FIFTH THIRD BANCORP | -8 | -4.4% | 173 |