AVXC Institutional Ownership
Avantis Emerging Markets ex-China Equity ETF
1W: +0.2%
1M: +1.8%
3M: -0.5%
YTD: +28.8%
1Y: +40.6%
$83.81
+1.59 (+1.93%)
Weekly Expected Move ±3.2%
$78
$81
$84
$86
$89
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — AVXC
78
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
355M
Total Invested
15
New Positions
24
Increased
26
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (81 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 1,434,184 | $120M | +94,131 | +7.0% | 8Q | SEC ↗ |
| 2 | Clearwater Capital Advisors, LLC | 474,084 | $40M | +9,318 | +2.0% | 5Q | SEC ↗ |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 314,509 | $26M | -31,757 | -9.2% | 5Q | SEC ↗ |
| 4 | Vestment Financial LLC | 214,854 | $18M | -6,679 | -3.0% | 5Q | SEC ↗ |
| 5 | Trajan Wealth LLC | 201,427 | $17M | -4,776 | -2.3% | 8Q | SEC ↗ |
| 6 | Pacific Sage Partners, LLC | 191,056 | $16M | +43,633 | +29.6% | 4Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 186,588 | $16M | +159,607 | +591.6% | 2Q | SEC ↗ |
| 8 | Wealthcare Advisory Partners LLC | 128,604 | $11M | -5,350 | -4.0% | 6Q | SEC ↗ |
| 9 | OLD MISSION CAPITAL LLC NEW | 122,188 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Providence Financial Advisors, LLC | 68,547 | $6M | +35,734 | +108.9% | 2Q | SEC ↗ |
| 11 | Mach-1 Financial Group, LLC | 66,972 | $6M | +3,968 | +6.3% | 3Q | SEC ↗ |
| 12 | Avior Wealth Management, LLC | 65,564 | $5M | -4,436 | -6.3% | 6Q | SEC ↗ |
| 13 | LPL Financial LLC | 61,304 | $5M | +11,475 | +23.0% | 3Q | SEC ↗ |
| 14 | Networth Advisors, LLC | 58,191 | $5M | +23,240 | +66.5% | 3Q | SEC ↗ |
| 15 | Ridgeline Wealth, LLC | 57,665 | $5M | -779 | -1.3% | 7Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC | 54,465 | $5M | +12,284 | +29.1% | 3Q | SEC ↗ |
| 17 | CWS Financial Advisors, LLC | 50,885 | $4M | +25,276 | +98.7% | 2Q | SEC ↗ |
| 18 | Prosperity Financial Group, Inc. NEW | 43,740 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 19 | PCG Wealth Advisors, LLC | 38,811 | $3M | +455 | +1.2% | 2Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 38,697 | $3M | -3,047 | -7.3% | 7Q | SEC ↗ |
| 21 | Madrid Wealth Management, LLC | 32,313 | $3M | +851 | +2.7% | 3Q | SEC ↗ |
| 22 | Fortitude Family Office, LLC | 27,664 | $2M | -3,096 | -10.1% | 5Q | SEC ↗ |
| 23 | Retirement Planning Group, LLC | 24,182 | $2M | — | +0.0% | 8Q | SEC ↗ |
| 24 | Corus Family Wealth Advisors | 18,462 | $2M | +591 | +3.3% | 6Q | SEC ↗ |
| 25 | Cauble & Harre Wealth Management, Inc. | 14,481 | $1M | +1,916 | +15.2% | 2Q | SEC ↗ |
| 26 | Belpointe Asset Management LLC | 13,015 | $1M | -2,711 | -17.2% | 2Q | SEC ↗ |
| 27 | Fortis Capital Advisors, LLC | 13,015 | $1M | -2,711 | -17.2% | 2Q | SEC ↗ |
| 28 | Concurrent Investment Advisors, LLC NEW | 12,845 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Prudent Man Investment Management, Inc | 10,086 | $845K | — | +0.0% | 7Q | SEC ↗ |
| 30 | Tyche Wealth Partners LLC | 8,697 | $729K | -2,113 | -19.5% | 5Q | SEC ↗ |
| 31 | Applied Capital LLC | 7,687 | $644K | -1,486 | -16.2% | 9Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC | 6,839 | $573K | -137,890 | -95.3% | 6Q | SEC ↗ |
| 33 | Rialto Wealth Management, LLC NEW | 5,937 | $498K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Apella Capital, LLC | 5,833 | $489K | — | +0.0% | 6Q | SEC ↗ |
| 35 | Verus Financial Partners, Inc. | 5,651 | $474K | — | +0.0% | 8Q | SEC ↗ |
| 36 | Csenge Advisory Group | 5,078 | $426K | -4 | -0.1% | 7Q | SEC ↗ |
| 37 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, | 4,974 | $417K | — | +0.0% | 5Q | SEC ↗ |
| 38 | Global Strategic Investment Solutions, | 4,957 | $415K | -811 | -14.1% | 7Q | SEC ↗ |
| 39 | Fragasso Financial Advisors Inc | 4,855 | $407K | — | +0.0% | 2Q | SEC ↗ |
| 40 | Beta Wealth Group, Inc. | 4,645 | $389K | +11 | +0.2% | 2Q | SEC ↗ |
| 41 | Centennial Wealth Advisory LLC | 4,505 | $378K | -987 | -18.0% | 8Q | SEC ↗ |
| 42 | Key Capital Management, INC NEW | 4,335 | $363K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Avantax Planning Partners, Inc. | 4,237 | $355K | +233 | +5.8% | 6Q | SEC ↗ |
| 44 | Focus Partners Wealth | 4,230 | $355K | +643 | +17.9% | 5Q | SEC ↗ |
| 45 | BSW Wealth Partners | 4,175 | $350K | -25 | -0.6% | 6Q | SEC ↗ |
| 46 | Plancorp, LLC | 4,075 | $342K | — | +0.0% | 5Q | SEC ↗ |
| 47 | Advyzon Investment Management, LLC | 3,833 | $321K | -172 | -4.3% | 4Q | SEC ↗ |
| 48 | FSA Advisors, Inc. NEW | 3,762 | $315K | — | +0.0% | 1Q | SEC ↗ |
| 49 | MONTAG A & ASSOCIATES INC | 3,235 | $271K | -75 | -2.3% | 3Q | SEC ↗ |
| 50 | FLOW TRADERS U.S. LLC | 3,081 | $258K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 122,188 | $10M |
| Prosperity Financial Group, Inc. | 43,740 | $4M |
| Concurrent Investment Advisors, LLC | 12,845 | $1M |
| Rialto Wealth Management, LLC | 5,937 | $498K |
| Key Capital Management, INC | 4,335 | $363K |
| FSA Advisors, Inc. | 3,762 | $315K |
| RMR Wealth Builders | 2,931 | $246K |
| JFS WEALTH ADVISORS, LLC | 2,836 | $238K |
| Plante Moran Financial Advisors, LL | 1,114 | $93K |
| Steward Partners Investment Advisor | 240 | $20K |
| Atomic Invest LLC | 233 | $20K |
| UBS Group AG | 157 | $13K |
| MORGAN STANLEY | 81 | $7K |
| Quest 10 Wealth Builders, Inc. | 18 | $2K |
| WELLS FARGO & COMPANY/MN | 13 | $1K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 75,124 | $6M |
| Quantum Financial Advisors, LLC | 16,503 | $1M |
| Balance Wealth, LLC | 4,875 | $409K |
| MAI Capital Management | 435 | $36K |
| HANTZ FINANCIAL SERVICES, INC. | 144 | $12K |
| CWM, LLC | 141 | $12K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 88 | $7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +159,607 | +591.6% | 186,588 |
| AE Wealth Management LLC | +94,131 | +7.0% | 1,434,184 |
| Pacific Sage Partners, LLC | +43,633 | +29.6% | 191,056 |
| Providence Financial Advisors, LLC | +35,734 | +108.9% | 68,547 |
| CWS Financial Advisors, LLC | +25,276 | +98.7% | 50,885 |
| Networth Advisors, LLC | +23,240 | +66.5% | 58,191 |
| JANE STREET GROUP, LLC | +12,284 | +29.1% | 54,465 |
| LPL Financial LLC | +11,475 | +23.0% | 61,304 |
| Clearwater Capital Advisors, LLC | +9,318 | +2.0% | 474,084 |
| Mach-1 Financial Group, LLC | +3,968 | +6.3% | 66,972 |
| Cauble & Harre Wealth Management, I | +1,916 | +15.2% | 14,481 |
| Lloyd Advisory Services, LLC. | +1,612 | +900.6% | 1,791 |
| OSAIC HOLDINGS, INC. | +939 | +98.7% | 1,890 |
| Madrid Wealth Management, LLC | +851 | +2.7% | 32,313 |
| Focus Partners Wealth | +643 | +17.9% | 4,230 |
| Corus Family Wealth Advisors | +591 | +3.3% | 18,462 |
| PCG Wealth Advisors, LLC | +455 | +1.2% | 38,811 |
| Avantax Planning Partners, Inc. | +233 | +5.8% | 4,237 |
| Kingdom Financial Group LLC. | +93 | +52.0% | 272 |
| AdvisorNet Financial, Inc | +20 | +3.4% | 600 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -137,890 | -95.3% | 6,839 |
| MERCER GLOBAL ADVISORS INC /ADV | -31,757 | -9.2% | 314,509 |
| Vestment Financial LLC | -6,679 | -3.0% | 214,854 |
| Wealthcare Advisory Partners LLC | -5,350 | -4.0% | 128,604 |
| Trajan Wealth LLC | -4,776 | -2.3% | 201,427 |
| Avior Wealth Management, LLC | -4,436 | -6.3% | 65,564 |
| Fortitude Family Office, LLC | -3,096 | -10.1% | 27,664 |
| JPMORGAN CHASE & CO | -3,047 | -7.3% | 38,697 |
| Belpointe Asset Management LLC | -2,711 | -17.2% | 13,015 |
| Fortis Capital Advisors, LLC | -2,711 | -17.2% | 13,015 |
| Tyche Wealth Partners LLC | -2,113 | -19.5% | 8,697 |
| Applied Capital LLC | -1,486 | -16.2% | 7,687 |
| Centennial Wealth Advisory LLC | -987 | -18.0% | 4,505 |
| Global Strategic Investment Solutio | -811 | -14.1% | 4,957 |
| Ridgeline Wealth, LLC | -779 | -1.3% | 57,665 |
| FMR LLC | -467 | -73.0% | 173 |
| Asset Dedication, LLC | -206 | -7.5% | 2,543 |
| Advyzon Investment Management, LLC | -172 | -4.3% | 3,833 |
| MONTAG A & ASSOCIATES INC | -75 | -2.3% | 3,235 |
| BSW Wealth Partners | -25 | -0.6% | 4,175 |