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Avantis All Intl Mkts EQ ETF (AVNM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Merit Financial Group, LLC
INCREASED
Shares2,280,576 from 2,155,582
Change+124,994 (+6%)
Value$189.4M (+$11.8M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares884,372 from 822,604
Change+61,768 (+8%)
Value$73.4M (+$5.7M)
Filed 2026-11-02
Wealth Management Partners, LLC
INCREASED
Shares392,508 from 384,167
Change+8,341 (+2%)
Value$32.6M (+$950.1K)
Filed 2026-10-21
Acumen Wealth Advisors, LLC
INCREASED
Shares213,535 from 197,134
Change+16,401 (+8%)
Value$17.7M (+$1.5M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares193,589 from 192,423
Change+1,166 (+1%)
Value$16.1M (+$225.8K)
Filed 2026-10-30
Howard Bailey Securities, LLC
DECREASED
Shares149,661 from 154,349
Change-4,688 (-3%)
Value$12.4M (-$285.9K)
Filed 2026-10-27
TrustWell Financial Advisors, LLC
INCREASED
Shares75,602 from 66,661
Change+8,941 (+13%)
Value$6.3M (+$787.2K)
Filed 2026-10-15
B&D White Capital Company, LLC
DECREASED
Shares50,498 from 51,999
Change-1,501 (-3%)
Value$4.2M (-$89.8K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares41,507 from 33,300
Change+8,207 (+25%)
Value$3.4M (+$703.9K)
Filed 2026-11-06
Allegheny Financial Group
NEW
Shares30,169
Change+30,169
Value$2.5M
Filed 2026-11-05
Waterfront Wealth Inc.
INCREASED
Shares25,767 from 24,722
Change+1,045 (+4%)
Value$2.1M (+$71.8K)
Filed 2026-11-03
Sprinkle Financial Consultants LLC
NEW
Shares24,378
Change+24,378
Value$2.0M
Filed 2026-10-09
Cannon Financial Strategists, Inc.
NEW
Shares16,566
Change+16,566
Value$1.4M
Filed 2026-10-19
LongView Wealth Management
NEW
Shares8,444
Change+8,444
Value$701.3K
Filed 2026-10-19
Savant Capital, LLC
INCREASED
Shares8,034 from 7,666
Change+368 (+5%)
Value$667.2K (+$35.7K)
Filed 2026-11-06
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares7,680 from 7,717
Change-37 (0%)
Value$637.8K (+$2.1K)
Filed 2026-10-16
Indivisible Partners
NEW
Shares6,967
Change+6,967
Value$578.6K
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares6,230 from 5,858
Change+372 (+6%)
Value$517.4K (+$34.8K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares5,875 from 6,182
Change-307 (-5%)
Value$487.9K (-$21.4K)
Filed 2026-10-08
XY Planning Network, Inc.
INCREASED
Shares5,380 from 3,928
Change+1,452 (+37%)
Value$446.8K (+$123.2K)
Filed 2026-10-14
BIP Wealth, LLC
DECREASED
Shares4,464 from 4,491
Change-27 (-1%)
Value$370.7K (+$766)
Filed 2026-10-22
Altus Wealth Group LLC
DECREASED
Shares4,079 from 20,041
Change-15,962 (-80%)
Value$338.8K (-$1.3M)
Filed 2026-10-20
SFG Wealth Management, Llc.
DECREASED
Shares3,900 from 3,912
Change-12 (0%)
Value$323.9K (+$1.6K)
Filed 2026-10-23
HBW Advisory Services LLC
NEW
Shares2,923
Change+2,923
Value$242.8K
Filed 2026-10-15
Ehrlich Financial Group
INCREASED
Shares2,873 from 2,848
Change+25 (+1%)
Value$238.6K (+$4.0K)
Filed 2026-10-20
Frankly Finances, LLC
UNCHANGED
Shares2,742 from 2,742
Change0 (0%)
Value$227.7K (+$1.8K)
Filed 2026-10-28
Kestra Advisory Services, LLC
NEW
Shares2,575
Change+2,575
Value$213.8K
Filed 2026-11-02
Team Financial Group, LLC
NEW
Shares1,339
Change+1,339
Value$111.2K
Filed 2026-10-30
Physician Wealth Advisors, Inc.
NEW
Shares725
Change+725
Value$60.2K
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
NEW
Shares421
Change+421
Value$35.0K
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$14.4K (+$116)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (+$11)
Filed 2026-10-21
Blue Trust, Inc.
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$18.0K)
Filed 2026-10-15
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 97
Change-97 (-100%)
Value$0 (-$8.0K)
Filed 2026-11-03
Geometric Wealth Advisors
N/A
Shares— from 736,769
Change-736,769 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 406,514
Change-406,514 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 361,184
Change-361,184 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 224,409
Change-224,409 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 160,512
Change-160,512 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 156,822
Change-156,822 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 135,801
Change-135,801 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 129,890
Change-129,890 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 69,585
Change-69,585 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 64,155
Change-64,155 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 46,834
Change-46,834 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 25,500
Change-25,500 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 19,240
Change-19,240 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,192
Change-17,192 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 16,498
Change-16,498 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 12,553
Change-12,553 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,445
Change-12,445 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 11,584
Change-11,584 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 9,010
Change-9,010 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,483
Change-4,483 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,436
Change-4,436 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
UBS Group AG
N/A
Shares— from 390
Change-390 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 110
Change-110 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Merit Financial Group, LLC
INCREASED2,280,5762,155,582+124,994+6%$177.6M$189.4M+$11.8M2026-11-06
Commonwealth Equity Services, LLC
INCREASED884,372822,604+61,768+8%$67.8M$73.4M+$5.7M2026-11-02
Wealth Management Partners, LLC
INCREASED392,508384,167+8,341+2%$31.6M$32.6M+$950.1K2026-10-21
Acumen Wealth Advisors, LLC
INCREASED213,535197,134+16,401+8%$16.2M$17.7M+$1.5M2026-11-05
Truist Financial Corp
INCREASED193,589192,423+1,166+1%$15.9M$16.1M+$225.8K2026-10-30
Howard Bailey Securities, LLC
DECREASED149,661154,349-4,688-3%$12.7M$12.4M-$285.9K2026-10-27
TrustWell Financial Advisors, LLC
INCREASED75,60266,661+8,941+13%$5.5M$6.3M+$787.2K2026-10-15
B&D White Capital Company, LLC
DECREASED50,49851,999-1,501-3%$4.3M$4.2M-$89.8K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED41,50733,300+8,207+25%$2.7M$3.4M+$703.9K2026-11-06
Allegheny Financial Group
NEW30,169—+30,169——$2.5M—2026-11-05
Waterfront Wealth Inc.
INCREASED25,76724,722+1,045+4%$2.0M$2.1M+$71.8K2026-11-03
Sprinkle Financial Consultants LLC
NEW24,378—+24,378——$2.0M—2026-10-09
Cannon Financial Strategists, Inc.
NEW16,566—+16,566——$1.4M—2026-10-19
LongView Wealth Management
NEW8,444—+8,444——$701.3K—2026-10-19
Savant Capital, LLC
INCREASED8,0347,666+368+5%$631.5K$667.2K+$35.7K2026-11-06
Hutchens & Kramer Investment Management Group, LLC
DECREASED7,6807,717-370%$635.7K$637.8K+$2.1K2026-10-16
Indivisible Partners
NEW6,967—+6,967——$578.6K—2026-10-26
Capital Investment Advisors, LLC
INCREASED6,2305,858+372+6%$482.6K$517.4K+$34.8K2026-10-22
Farther Finance Advisors, LLC
DECREASED5,8756,182-307-5%$509.3K$487.9K-$21.4K2026-10-08
XY Planning Network, Inc.
INCREASED5,3803,928+1,452+37%$323.6K$446.8K+$123.2K2026-10-14
BIP Wealth, LLC
DECREASED4,4644,491-27-1%$370.0K$370.7K+$7662026-10-22
Altus Wealth Group LLC
DECREASED4,07920,041-15,962-80%$1.7M$338.8K-$1.3M2026-10-20
SFG Wealth Management, Llc.
DECREASED3,9003,912-120%$322.3K$323.9K+$1.6K2026-10-23
HBW Advisory Services LLC
NEW2,923—+2,923——$242.8K—2026-10-15
Ehrlich Financial Group
INCREASED2,8732,848+25+1%$234.6K$238.6K+$4.0K2026-10-20
Frankly Finances, LLC
UNCHANGED2,7422,74200%$225.9K$227.7K+$1.8K2026-10-28
Kestra Advisory Services, LLC
NEW2,575—+2,575——$213.8K—2026-11-02
Team Financial Group, LLC
NEW1,339—+1,339——$111.2K—2026-10-30
Physician Wealth Advisors, Inc.
NEW725—+725——$60.2K—2026-10-20
Pension & Wealth Management Advisors, Inc.
NEW421—+421——$35.0K—2026-10-16
Fifth Third Bancorp
UNCHANGED17317300%$14.3K$14.4K+$1162026-11-05
Assetmark, Inc
UNCHANGED161600%$1.3K$1.3K+$112026-10-21
Blue Trust, Inc.
CLOSED0218-218-100%$18.0K$0-$18.0K2026-10-15
New England Capital Financial Advisors LLC
CLOSED097-97-100%$8.0K$0-$8.0K2026-11-03
Geometric Wealth Advisors
N/A—736,769-736,769-100%$60.7M———
BWM Planning, LLC
N/A—406,514-406,514-100%$33.5M———
Duncan Williams Asset Management, LLC
N/A—361,184-361,184-100%$29.8M———
LPL Financial LLC
N/A—224,409-224,409-100%$18.5M———
Envestnet Asset Management Inc
N/A—160,512-160,512-100%$13.2M———
Cerity Partners LLC
N/A—156,822-156,822-100%$12.9M———
Thoroughbred Financial Services, LLC
N/A—135,801-135,801-100%$6.9K———
Peak Asset Management, LLC
N/A—129,890-129,890-100%$10.7M———
Osaic Holdings, Inc.
N/A—69,585-69,585-100%$5.7M———
AQR Capital Management LLC
N/A—64,155-64,155-100%$5.3M———
Ausdal Financial Partners, Inc.
N/A—46,834-46,834-100%$3.9M———
Equitable Holdings, Inc.
N/A—25,500-25,500-100%$2.1M———
Oak Wealth Advisors LLC
N/A—19,240-19,240-100%$1.6M———
Captrust Financial Advisors
N/A—17,192-17,192-100%$1.4M———
Strathmore Capital Advisors, Inc.
N/A—16,498-16,498-100%$1.4M———
N.E.W. Advisory Services LLC
N/A—12,553-12,553-100%$1.0M———
Royal Bank of Canada
N/A—12,445-12,445-100%$1.0M———
AE Wealth Management LLC
N/A—11,584-11,584-100%$954.3K———
Orcam Financial Group
N/A—9,010-9,010-100%$742.3K———
Cloud Capital Management, LLC
N/A—8,132-8,132-100%$669.0K———
FMB Wealth Management
N/A—6,967-6,967-100%$573.9K———
GWN Securities Inc.
N/A—6,400-6,400-100%$527.2K———
Jane Street Group, LLC
N/A—4,483-4,483-100%$369.3K———
Allworth Financial LP
N/A—4,436-4,436-100%$365.4K———
Focus Partners Wealth
N/A—3,755-3,755-100%$309.3K———
Global Retirement Partners, LLC
N/A—3,593-3,593-100%$296.0K———
Orion Capital Management LLC
N/A—523-523-100%$43.1K———
UBS Group AG
N/A—390-390-100%$32.1K———
Harbour Investments, Inc.
N/A—198-198-100%$16.3K———
Morgan Stanley
N/A—110-110-100%$9.1K———
NewEdge Advisors, LLC
N/A—49-49-100%$4.0K———
Rothschild Investment LLC
N/A—15-15-100%$1.2K———
Showing 66 of 66 institutions