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Avantis All Intl MKT VAL ETF (AVNV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ridgeline Wealth, LLC
INCREASED
Shares93,486 from 91,502
Change+1,984 (+2%)
Value$7.9M (+$341.4K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares91,769 from 86,180
Change+5,589 (+6%)
Value$7.8M (+$645.0K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares29,859 from 25,890
Change+3,969 (+15%)
Value$2.5M (+$388.0K)
Filed 2026-11-02
Waterfront Wealth Inc.
DECREASED
Shares24,658 from 25,774
Change-1,116 (-4%)
Value$2.1M (+$100.7K)
Filed 2026-11-03
Financial Management Network Inc
INCREASED
Shares9,199 from 8,558
Change+641 (+7%)
Value$778.9K (+$77.8K)
Filed 2026-10-09
BIP Wealth, LLC
INCREASED
Shares6,387 from 4,214
Change+2,173 (+52%)
Value$540.2K (+$192.3K)
Filed 2026-10-22
Breakwater Capital Group
INCREASED
Shares4,370 from 3,993
Change+377 (+9%)
Value$369.5K (+$40.0K)
Filed 2026-10-09
Prudent Investor Advisors, LLC
NEW
Shares3,583
Change+3,583
Value$303.0K
Filed 2026-10-22
RHL Group, LLC
INCREASED
Shares953 from 919
Change+34 (+4%)
Value$80.6K (+$4.3K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares541 from 1,236
Change-695 (-56%)
Value$45.8K (-$56.3K)
Filed 2026-10-08
Cushing Capital Partners, LLC
CLOSED
Shares0 from 4,658
Change-4,658 (-100%)
Value$0 (-$384.5K)
Filed 2026-10-20
Simplex Trading, LLC
CLOSED
Shares0 from 736
Change-736 (-100%)
Value$0 (-$60.7K)
Filed 2026-11-04
JPMorgan Chase & Co
N/A
Shares— from 69,105
Change-69,105 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 28,513
Change-28,513 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,981
Change-12,981 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 11,268
Change-11,268 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 11,268
Change-11,268 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
UBS Group AG
N/A
Shares— from 311
Change-311 (-100%)
Value—
Status
Ridgeline Wealth, LLC
INCREASED93,48691,502+1,984+2%$7.6M$7.9M+$341.4K2026-10-14
StoneX Group Inc.
INCREASED91,76986,180+5,589+6%$7.1M$7.8M+$645.0K2026-11-03
Commonwealth Equity Services, LLC
INCREASED29,85925,890+3,969+15%$2.1M$2.5M+$388.0K2026-11-02
Waterfront Wealth Inc.
DECREASED24,65825,774-1,116-4%$2.0M$2.1M+$100.7K2026-11-03
Financial Management Network Inc
INCREASED9,1998,558+641+7%$701.1K$778.9K+$77.8K2026-10-09
BIP Wealth, LLC
INCREASED6,3874,214+2,173+52%$347.8K$540.2K+$192.3K2026-10-22
Breakwater Capital Group
INCREASED4,3703,993+377+9%$329.6K$369.5K+$40.0K2026-10-09
Prudent Investor Advisors, LLC
NEW3,583—+3,583——$303.0K—2026-10-22
RHL Group, LLC
INCREASED953919+34+4%$76.3K$80.6K+$4.3K2026-11-04
Farther Finance Advisors, LLC
DECREASED5411,236-695-56%$102.1K$45.8K-$56.3K2026-10-08
Cushing Capital Partners, LLC
CLOSED04,658-4,658-100%$384.5K$0-$384.5K2026-10-20
Simplex Trading, LLC
CLOSED0736-736-100%$60.7K$0-$60.7K2026-11-04
JPMorgan Chase & Co
N/A—69,105-69,105-100%$5.7M———
Ruedi Wealth Management, Inc.
N/A—28,513-28,513-100%$2.4M———
Citadel Advisors LLC
N/A—12,981-12,981-100%$1.1M———
Belpointe Asset Management LLC
N/A—11,268-11,268-100%$930.1K———
Fortis Capital Advisors, LLC
N/A—11,268-11,268-100%$930.1K———
Jane Street Group, LLC
N/A—4,541-4,541-100%$374.8K———
J. M. Brown & Associates Inc.
N/A—3,080-3,080-100%$254.2K———
McCartney Wealth Management LLC
N/A—2,792-2,792-100%$230.5K———
Capasso Planning Partners LLC
N/A—2,590-2,590-100%$213.8K———
UBS Group AG
N/A—311-311-100%$25.7K———
Showing 22 of 22 institutions