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Avantis EM MKT SM Cap EQ ETF (AVEE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tortoise Investment Management, LLC
INCREASED
Shares191,570 from 184,695
Change+6,875 (+4%)
Value$13.1M (+$334.0K)
Filed 2026-11-06
Index Fund Advisors, Inc.
INCREASED
Shares176,214 from 155,463
Change+20,751 (+13%)
Value$12.1M (+$1.3M)
Filed 2026-11-05
Cornerstone Wealth Partners, LLC
INCREASED
Shares154,287 from 126,209
Change+28,078 (+22%)
Value$10.6M (+$1.8M)
Filed 2026-10-28
Timonier Family Office, Ltd.
INCREASED
Shares82,871 from 82,404
Change+467 (+1%)
Value$5.7M (-$29.3K)
Filed 2026-11-03
Richard P Slaughter Associates Inc
INCREASED
Shares45,124 from 31,618
Change+13,506 (+43%)
Value$3.1M (+$902.7K)
Filed 2026-10-13
Cypress Point Wealth Management, LLC
INCREASED
Shares28,990 from 18,648
Change+10,342 (+55%)
Value$2.0M (+$695.4K)
Filed 2026-11-03
Ariadne Wealth Management, LP
DECREASED
Shares26,439 from 26,831
Change-392 (-1%)
Value$1.8M (-$46.9K)
Filed 2026-11-06
Plancorp, LLC
INCREASED
Shares25,063 from 8,065
Change+16,998 (+211%)
Value$1.6M (+$1.0M)
Filed 2026-11-03
ARK & TLK Investments, LLC
INCREASED
Shares24,489 from 19,253
Change+5,236 (+27%)
Value$1.7M (+$344.7K)
Filed 2026-10-20
Vista Capital Partners, Inc.
DECREASED
Shares18,525 from 19,926
Change-1,401 (-7%)
Value$1.3M (-$110.9K)
Filed 2026-11-06
Evanson Financial, LLC
INCREASED
Shares16,554 from 2,936
Change+13,618 (+464%)
Value$1.1M (+$931.7K)
Filed 2026-10-23
Avior Wealth Management, LLC
DECREASED
Shares14,146 from 15,259
Change-1,113 (-7%)
Value$970.2K (-$87.7K)
Filed 2026-10-13
ERn Financial, LLC
INCREASED
Shares12,908 from 10,807
Change+2,101 (+19%)
Value$885.2K (+$136.0K)
Filed 2026-10-28
Three Arch Wealth Management LLC
UNCHANGED
Shares11,743 from 11,743
Change0 (0%)
Value$805.3K (-$8.7K)
Filed 2026-10-20
Well Done, LLC
NEW
Shares11,013
Change+11,013
Value$755.3K
Filed 2026-10-20
LAM Group, Inc.
DECREASED
Shares9,795 from 9,845
Change-50 (-1%)
Value$671.7K (-$10.8K)
Filed 2026-10-26
Kane Co Wealth Management, Inc.
INCREASED
Shares6,797 from 5,822
Change+975 (+17%)
Value$466.2K (+$62.5K)
Filed 2026-11-04
Mills Wealth Advisors LLC
INCREASED
Shares6,474 from 4,215
Change+2,259 (+54%)
Value$444.0K (+$151.8K)
Filed 2026-10-22
Greenspring Advisors, LLC
NEW
Shares5,465
Change+5,465
Value$374.8K
Filed 2026-11-05
B&D White Capital Company, LLC
DECREASED
Shares5,274 from 5,474
Change-200 (-4%)
Value$361.7K (-$17.8K)
Filed 2026-11-02
Ares Financial Consulting, LLC
INCREASED
Shares4,862 from 2,432
Change+2,430 (+100%)
Value$333.4K (+$164.9K)
Filed 2026-10-19
Angeles Wealth Management, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$17.9K (-$195)
Filed 2026-10-26
Indiana Trust & Investment Management Co
NEW
Shares15
Change+15
Value$1.0K
Filed 2026-10-22
American Century Companies Inc
N/A
Shares— from 320,717
Change-320,717 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 43,555
Change-43,555 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,930
Change-20,930 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 11,791
Change-11,791 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 3,574
Change-3,574 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Status
Tortoise Investment Management, LLC
INCREASED191,570184,695+6,875+4%$12.8M$13.1M+$334.0K2026-11-06
Index Fund Advisors, Inc.
INCREASED176,214155,463+20,751+13%$10.8M$12.1M+$1.3M2026-11-05
Cornerstone Wealth Partners, LLC
INCREASED154,287126,209+28,078+22%$8.7M$10.6M+$1.8M2026-10-28
Timonier Family Office, Ltd.
INCREASED82,87182,404+467+1%$5.7M$5.7M-$29.3K2026-11-03
Richard P Slaughter Associates Inc
INCREASED45,12431,618+13,506+43%$2.2M$3.1M+$902.7K2026-10-13
Cypress Point Wealth Management, LLC
INCREASED28,99018,648+10,342+55%$1.3M$2.0M+$695.4K2026-11-03
Ariadne Wealth Management, LP
DECREASED26,43926,831-392-1%$1.9M$1.8M-$46.9K2026-11-06
Plancorp, LLC
INCREASED25,0638,065+16,998+211%$542.1K$1.6M+$1.0M2026-11-03
ARK & TLK Investments, LLC
INCREASED24,48919,253+5,236+27%$1.3M$1.7M+$344.7K2026-10-20
Vista Capital Partners, Inc.
DECREASED18,52519,926-1,401-7%$1.4M$1.3M-$110.9K2026-11-06
Evanson Financial, LLC
INCREASED16,5542,936+13,618+464%$203.6K$1.1M+$931.7K2026-10-23
Avior Wealth Management, LLC
DECREASED14,14615,259-1,113-7%$1.1M$970.2K-$87.7K2026-10-13
ERn Financial, LLC
INCREASED12,90810,807+2,101+19%$749.2K$885.2K+$136.0K2026-10-28
Three Arch Wealth Management LLC
UNCHANGED11,74311,74300%$814.1K$805.3K-$8.7K2026-10-20
Well Done, LLC
NEW11,013—+11,013——$755.3K—2026-10-20
LAM Group, Inc.
DECREASED9,7959,845-50-1%$682.5K$671.7K-$10.8K2026-10-26
Kane Co Wealth Management, Inc.
INCREASED6,7975,822+975+17%$403.6K$466.2K+$62.5K2026-11-04
Mills Wealth Advisors LLC
INCREASED6,4744,215+2,259+54%$292.2K$444.0K+$151.8K2026-10-22
Greenspring Advisors, LLC
NEW5,465—+5,465——$374.8K—2026-11-05
B&D White Capital Company, LLC
DECREASED5,2745,474-200-4%$379.5K$361.7K-$17.8K2026-11-02
Ares Financial Consulting, LLC
INCREASED4,8622,432+2,430+100%$168.6K$333.4K+$164.9K2026-10-19
Angeles Wealth Management, LLC
UNCHANGED26126100%$18.1K$17.9K-$1952026-10-26
Indiana Trust & Investment Management Co
NEW15—+15——$1.0K—2026-10-22
American Century Companies Inc
N/A—320,717-320,717-100%$22.2M———
Jane Street Group, LLC
N/A—43,555-43,555-100%$3.0M———
Beacon Pointe Advisors, LLC
N/A—20,930-20,930-100%$1.5M———
Cloud Capital Management, LLC
N/A—11,791-11,791-100%$817.0K———
Cardiff Park Advisors, LLC
N/A—5,216-5,216-100%$361.6K———
OneDigital Investment Advisors LLC
N/A—3,761-3,761-100%$260.7K———
WorthPointe, LLC
N/A—3,574-3,574-100%$247.8K———
Bogart Wealth, LLC
N/A—336-336-100%$23.3K———
Showing 31 of 31 institutions