AVNV Institutional Ownership
Avantis All International Markets Value ETF 9
1W: -1.4%
1M: -2.4%
3M: +0.7%
YTD: +11.9%
1Y: +19.5%
3Y: +82.9%
$84.61
+0.84 (+1.00%)
Weekly Expected Move ±1.9%
$81
$83
$85
$86
$88
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Institutional Ownership — AVNV
22
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
33M
Total Invested
6
New Positions
7
Increased
5
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ridgeline Wealth, LLC | 91,502 | 8M | +7,677 | +9.2% | 5Q | SEC ↗ |
| 2 | StoneX Group Inc. | 86,180 | 7M | +11,209 | +15.0% | 2Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 69,105 | 6M | +4,191 | +6.5% | 5Q | SEC ↗ |
| 4 | Ruedi Wealth Management, Inc. | 28,513 | 2M | — | +0.0% | 5Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 25,890 | 2M | +10,450 | +67.7% | 2Q | SEC ↗ |
| 6 | Waterfront Wealth Inc. NEW | 25,774 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 12,981 | 1M | -41,541 | -76.2% | 2Q | SEC ↗ |
| 8 | Fortis Capital Advisors, LLC | 11,268 | 953K | -2,349 | -17.3% | 2Q | SEC ↗ |
| 9 | Belpointe Asset Management LLC | 11,268 | 953K | -2,349 | -17.3% | 2Q | SEC ↗ |
| 10 | FINANCIAL MANAGEMENT NETWORK INC | 8,558 | 724K | +3,041 | +55.1% | 2Q | SEC ↗ |
| 11 | Cushing Capital Partners, LLC | 4,658 | 394K | — | +0.0% | 2Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 4,541 | 384K | -5,364 | -54.2% | 5Q | SEC ↗ |
| 13 | BIP Wealth, LLC NEW | 4,214 | 357K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Breakwater Capital Group | 3,993 | 338K | -25 | -0.6% | 4Q | SEC ↗ |
| 15 | J. M. Brown & Associates Inc. NEW | 3,080 | 261K | — | +0.0% | 1Q | SEC ↗ |
| 16 | McCartney Wealth Management LLC | 2,792 | 236K | — | +0.0% | 3Q | SEC ↗ |
| 17 | Capasso Planning Partners LLC NEW | 2,590 | 219K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Farther Finance Advisors, LLC | 1,236 | 105K | +24 | +2.0% | 3Q | SEC ↗ |
| 19 | RHL GROUP, LLC | 919 | 78K | +63 | +7.4% | 3Q | SEC ↗ |
| 20 | SIMPLEX TRADING, LLC NEW | 736 | 62K | — | +0.0% | 1Q | SEC ↗ |
| 21 | UBS Group AG NEW | 311 | 26K | — | +0.0% | 1Q | SEC ↗ |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | 0K | -65 | -100.0% | 3Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -3,640 | -100.0% | 3Q | SEC ↗ |
| 24 | B&D White Capital Company, LLC | 0 | 0K | -9,507 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Waterfront Wealth Inc. | 25,774 | 2M |
| BIP Wealth, LLC | 4,214 | 357K |
| J. M. Brown & Associates Inc. | 3,080 | 261K |
| Capasso Planning Partners LLC | 2,590 | 219K |
| SIMPLEX TRADING, LLC | 736 | 62K |
| UBS Group AG | 311 | 26K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| B&D White Capital Company, LLC | 9,507 | 804K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 3,640 | 308K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 65 | 5K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| StoneX Group Inc. | +11,209 | +15.0% | 86,180 |
| COMMONWEALTH EQUITY SERVICES, LLC | +10,450 | +67.7% | 25,890 |
| Ridgeline Wealth, LLC | +7,677 | +9.2% | 91,502 |
| JPMORGAN CHASE & CO | +4,191 | +6.5% | 69,105 |
| FINANCIAL MANAGEMENT NETWORK INC | +3,041 | +55.1% | 8,558 |
| RHL GROUP, LLC | +63 | +7.4% | 919 |
| Farther Finance Advisors, LLC | +24 | +2.0% | 1,236 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -41,541 | -76.2% | 12,981 |
| JANE STREET GROUP, LLC | -5,364 | -54.2% | 4,541 |
| Fortis Capital Advisors, LLC | -2,349 | -17.3% | 11,268 |
| Belpointe Asset Management LLC | -2,349 | -17.3% | 11,268 |
| Breakwater Capital Group | -25 | -0.6% | 3,993 |