Avantis EM MKT SM Cap EQ ETF (AVEE)

CUSIP: 025072141 | NYSE | 42 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Tortoise Investment Management, LLC191,570

1.0% of portfolio$13.1M

Index Fund Advisors, Inc.176,214

0.5% of portfolio$12.1M

Cornerstone Wealth Partners, LLC154,287

4.2% of portfolio$10.6M

Timonier Family Office, Ltd.82,871

2.0% of portfolio$5.7M

Richard P Slaughter Associates Inc45,124

0.6% of portfolio$3.1M

Cypress Point Wealth Management, LLC28,990

0.2% of portfolio$2.0M

Ariadne Wealth Management, LP26,439

0.8% of portfolio$1.8M

Plancorp, LLC25,063

0.0% of portfolio$1.6M

ARK & TLK Investments, LLC24,489

0.4% of portfolio$1.7M

Evanson Financial, LLC16,554

0.1% of portfolio$1.1M

Avior Wealth Management, LLC14,146

0.0% of portfolio$970.2K

ERn Financial, LLC12,908

0.1% of portfolio$885.2K

Three Arch Wealth Management LLC11,743

0.1% of portfolio$805.3K

Well Done, LLC11,013

0.1% of portfolio$755.3K

LAM Group, Inc.9,795

0.3% of portfolio$671.7K

Kane Co Wealth Management, Inc.6,797

0.4% of portfolio$466.2K

Mills Wealth Advisors LLC6,474

0.1% of portfolio$444.0K

Greenspring Advisors, LLC5,465

0.0% of portfolio$374.8K

B&D White Capital Company, LLC5,274

0.0% of portfolio$361.7K

Ares Financial Consulting, LLC4,862

0.2% of portfolio$333.4K

Angeles Wealth Management, LLC261

0.0% of portfolio$17.9K

Indiana Trust & Investment Management Co15

0.0% of portfolio$1.0K

				Style	Turnover	Location	Filed
Tortoise Investment Management, LLC	191,570	$13.1M	1.0%	ETF	Low	White Plains, NY	2026-11-06
Index Fund Advisors, Inc.	176,214	$12.1M	0.5%	ETF	Very Low	Irvine, CA	2026-11-05
Cornerstone Wealth Partners, LLC	154,287	$10.6M	4.2%	ETF	Very Low	Okemos, MI	2026-10-28
Timonier Family Office, Ltd.	82,871	$5.7M	2.0%	ETF	Very Low	Winston Salem, NC	2026-11-03
Richard P Slaughter Associates Inc	45,124	$3.1M	0.6%	ETF	Medium	Austin, TX	2026-10-13
Cypress Point Wealth Management, LLC	28,990	$2.0M	0.2%	ETF	Low	Dallas, TX	2026-11-03
Ariadne Wealth Management, LP	26,439	$1.8M	0.8%	Core	Low	Santa Barbara, CA	2026-11-06
Plancorp, LLC	25,063	$1.6M	0.0%	ETF	Low	Saint Louis, MO	2026-11-03
ARK & TLK Investments, LLC	24,489	$1.7M	0.4%	ETF	Low	Oklahoma City, OK	2026-10-20
Evanson Financial, LLC	16,554	$1.1M	0.1%	ETF	N/A	Mclean, VA	2026-10-23
Avior Wealth Management, LLC	14,146	$970.2K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
ERn Financial, LLC	12,908	$885.2K	0.1%	ETF	Very Low	Middleton, WI	2026-10-28
Three Arch Wealth Management LLC	11,743	$805.3K	0.1%	ETF	Very Low	Irvine, CA	2026-10-20
Well Done, LLC	11,013	$755.3K	0.1%	ETF	Low	Holland, MI	2026-10-20
LAM Group, Inc.	9,795	$671.7K	0.3%	ETF	Very Low	Lake Oswego, OR	2026-10-26
Kane Co Wealth Management, Inc.	6,797	$466.2K	0.4%	ETF	Very Low	Johnston, IA	2026-11-04
Mills Wealth Advisors LLC	6,474	$444.0K	0.1%	ETF	Medium	Southlake, TX	2026-10-22
Greenspring Advisors, LLC	5,465	$374.8K	0.0%	ETF	Very Low	Towson, MD	2026-11-05
B&D White Capital Company, LLC	5,274	$361.7K	0.0%	ETF	High	Lakeway, TX	2026-11-02
Ares Financial Consulting, LLC	4,862	$333.4K	0.2%	Core	Low	Calabasas, CA	2026-10-19
Angeles Wealth Management, LLC	261	$17.9K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
Indiana Trust & Investment Management Co	15	$1.0K	0.0%	Growth	Low	Mishawaka, IN	2026-10-22