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Avantis Intl SM Cap EQ ETF (AVDS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
True North Advisors, LLC
INCREASED
Shares461,539 from 449,544
Change+11,995 (+3%)
Value$36.1M (+$2.2M)
Filed 2026-10-22
Adamsbrown Wealth Consultants LLC
INCREASED
Shares131,773 from 125,642
Change+6,131 (+5%)
Value$10.3M (+$839.7K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares120,397 from 107,695
Change+12,702 (+12%)
Value$9.4M (+$1.3M)
Filed 2026-10-26
Cornerstone Wealth Partners, LLC
INCREASED
Shares108,778 from 89,637
Change+19,141 (+21%)
Value$8.5M (+$1.8M)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares92,342 from 89,311
Change+3,031 (+3%)
Value$7.2M (+$493.2K)
Filed 2026-10-23
Nvest Wealth Strategies, Inc.
INCREASED
Shares63,032 from 59,263
Change+3,769 (+6%)
Value$4.9M (+$464.6K)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares60,919 from 19,453
Change+41,466 (+213%)
Value$4.6M (+$3.2M)
Filed 2026-11-03
Moneco Advisors, LLC
INCREASED
Shares50,862 from 16,166
Change+34,696 (+215%)
Value$4.0M (+$2.8M)
Filed 2026-11-05
Boyum Wealth Architects LLC
INCREASED
Shares47,538 from 46,214
Change+1,324 (+3%)
Value$3.7M (+$243.3K)
Filed 2026-10-06
LPL Financial LLC
INCREASED
Shares40,825 from 23,198
Change+17,627 (+76%)
Value$3.2M (+$1.4M)
Filed 2026-11-06
Evanson Financial, LLC
INCREASED
Shares26,011 from 17,263
Change+8,748 (+51%)
Value$2.0M (+$733.0K)
Filed 2026-10-23
LAM Group, Inc.
INCREASED
Shares25,060 from 23,860
Change+1,200 (+5%)
Value$2.0M (+$162.2K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares23,363 from 22,230
Change+1,133 (+5%)
Value$1.8M (+$152.3K)
Filed 2026-10-08
Endeavor Private Wealth, Inc.
INCREASED
Shares16,732 from 16,098
Change+634 (+4%)
Value$1.3M (+$95.6K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares15,674 from 14,111
Change+1,563 (+11%)
Value$1.2M (+$162.7K)
Filed 2026-11-02
Dixon Fnancial Services, Inc.
UNCHANGED
Shares14,540 from 14,540
Change0 (0%)
Value$1.1M (+$41.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares14,394 from 12,787
Change+1,607 (+13%)
Value$1.1M (+$162.2K)
Filed 2026-10-08
Three Arch Wealth Management LLC
UNCHANGED
Shares12,975 from 12,975
Change0 (0%)
Value$1.0M (+$37.2K)
Filed 2026-10-20
Ariadne Wealth Management, LP
UNCHANGED
Shares12,182 from 12,182
Change0 (0%)
Value$951.7K (+$35.0K)
Filed 2026-11-06
Breakwater Capital Group
INCREASED
Shares11,634 from 9,090
Change+2,544 (+28%)
Value$908.9K (+$224.8K)
Filed 2026-10-09
Colorado Capital Management, Inc.
INCREASED
Shares10,127 from 9,966
Change+161 (+2%)
Value$791.0K (+$41.0K)
Filed 2026-10-15
Werba Rubin Papier Wealth Management
DECREASED
Shares9,761 from 9,768
Change-7 (0%)
Value$762.6K (+$27.5K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares8,004 from 5,894
Change+2,110 (+36%)
Value$625.4K (+$181.8K)
Filed 2026-10-16
Flynn Zito Capital Management, LLC
NEW
Shares7,434
Change+7,434
Value$580.8K
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares5,765 from 4,820
Change+945 (+20%)
Value$450.5K (+$87.7K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares5,182
Change+5,182
Value$405.0K
Filed 2026-11-03
Anderson Hoagland & Co
INCREASED
Shares4,968 from 4,950
Change+18 (+0%)
Value$380.2K (+$7.6K)
Filed 2026-10-23
B&D White Capital Company, LLC
INCREASED
Shares4,928 from 4,891
Change+37 (+1%)
Value$385.0K (+$16.9K)
Filed 2026-11-02
Factor Wealth Management LTD
INCREASED
Shares4,075 from 3,982
Change+93 (+2%)
Value$318.4K (+$18.6K)
Filed 2026-10-08
Haven Private, LLC
UNCHANGED
Shares3,843 from 3,843
Change0 (0%)
Value$300.3K (+$11.0K)
Filed 2026-10-27
Tillman Hartley LLC
INCREASED
Shares3,629 from 3,628
Change+1 (+0%)
Value$283.5K (+$10.5K)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares3,537 from 4,688
Change-1,151 (-25%)
Value$276.3K (-$76.5K)
Filed 2026-10-28
Absolute Capital Management, LLC
NEW
Shares3,320
Change+3,320
Value$259.4K
Filed 2026-10-16
Hardin Capital Partners, LLC
INCREASED
Shares3,117 from 3,109
Change+8 (+0%)
Value$243.5K (+$9.3K)
Filed 2026-10-09
Lionshead Wealth Management, LLC
DECREASED
Shares2,949 from 2,984
Change-35 (-1%)
Value$230.4K (+$5.8K)
Filed 2026-10-21
Creative Financial Designs Inc
NEW
Shares2,646
Change+2,646
Value$206.7K
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$133.3K (+$4.9K)
Filed 2026-10-08
William Mack & Associates, Inc.
NEW
Shares864
Change+864
Value$67.5K
Filed 2026-10-27
KFG LLC
NEW
Shares473
Change+473
Value$37.0K
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
NEW
Shares374
Change+374
Value$29.2K
Filed 2026-11-05
Harbor Asset Planning, Inc.
INCREASED
Shares228 from 227
Change+1 (+0%)
Value$17.8K (+$714)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$17.6K (+$645)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$14.1K ($0)
Filed 2026-11-06
Reap Financial Group, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$11.4K (+$419)
Filed 2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$7.5K (+$276)
Filed 2026-10-13
Phillip James Consulting Co.
NEW
Shares87
Change+87
Value$9.5K
Filed 2026-11-03
Trust Co
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.6K (+$60)
Filed 2026-10-09
UMB Bank, n.a.
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-06
Vinva Investment Management Ltd
N/A
Shares— from 974,709
Change-974,709 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 306,235
Change-306,235 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 209,678
Change-209,678 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 178,264
Change-178,264 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 54,374
Change-54,374 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 50,891
Change-50,891 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 48,834
Change-48,834 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 48,558
Change-48,558 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 41,623
Change-41,623 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,111
Change-33,111 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,885
Change-18,885 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 15,499
Change-15,499 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 14,998
Change-14,998 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,757
Change-14,757 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 7,128
Change-7,128 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 885
Change-885 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 145
Change-145 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
True North Advisors, LLC
INCREASED461,539449,544+11,995+3%$33.8M$36.1M+$2.2M2026-10-22
Adamsbrown Wealth Consultants LLC
INCREASED131,773125,642+6,131+5%$9.5M$10.3M+$839.7K2026-10-20
Park Avenue Securities LLC
INCREASED120,397107,695+12,702+12%$8.1M$9.4M+$1.3M2026-10-26
Cornerstone Wealth Partners, LLC
INCREASED108,77889,637+19,141+21%$6.7M$8.5M+$1.8M2026-10-28
Simplicity Wealth,LLC
INCREASED92,34289,311+3,031+3%$6.7M$7.2M+$493.2K2026-10-23
Nvest Wealth Strategies, Inc.
INCREASED63,03259,263+3,769+6%$4.5M$4.9M+$464.6K2026-10-14
Plancorp, LLC
INCREASED60,91919,453+41,466+213%$1.5M$4.6M+$3.2M2026-11-03
Moneco Advisors, LLC
INCREASED50,86216,166+34,696+215%$1.2M$4.0M+$2.8M2026-11-05
Boyum Wealth Architects LLC
INCREASED47,53846,214+1,324+3%$3.5M$3.7M+$243.3K2026-10-06
LPL Financial LLC
INCREASED40,82523,198+17,627+76%$1.7M$3.2M+$1.4M2026-11-06
Evanson Financial, LLC
INCREASED26,01117,263+8,748+51%$1.3M$2.0M+$733.0K2026-10-23
LAM Group, Inc.
INCREASED25,06023,860+1,200+5%$1.8M$2.0M+$162.2K2026-10-26
CoreCap Advisors, LLC
INCREASED23,36322,230+1,133+5%$1.7M$1.8M+$152.3K2026-10-08
Endeavor Private Wealth, Inc.
INCREASED16,73216,098+634+4%$1.2M$1.3M+$95.6K2026-11-05
Commonwealth Equity Services, LLC
INCREASED15,67414,111+1,563+11%$1.1M$1.2M+$162.7K2026-11-02
Dixon Fnancial Services, Inc.
UNCHANGED14,54014,54000%$1.1M$1.1M+$41.7K2026-10-23
Farther Finance Advisors, LLC
INCREASED14,39412,787+1,607+13%$962.4K$1.1M+$162.2K2026-10-08
Three Arch Wealth Management LLC
UNCHANGED12,97512,97500%$976.5K$1.0M+$37.2K2026-10-20
Ariadne Wealth Management, LP
UNCHANGED12,18212,18200%$916.8K$951.7K+$35.0K2026-11-06
Breakwater Capital Group
INCREASED11,6349,090+2,544+28%$684.1K$908.9K+$224.8K2026-10-09
Colorado Capital Management, Inc.
INCREASED10,1279,966+161+2%$750.0K$791.0K+$41.0K2026-10-15
Werba Rubin Papier Wealth Management
DECREASED9,7619,768-70%$735.1K$762.6K+$27.5K2026-11-06
IFP Advisors, Inc
INCREASED8,0045,894+2,110+36%$443.6K$625.4K+$181.8K2026-10-16
Flynn Zito Capital Management, LLC
NEW7,434—+7,434——$580.8K—2026-11-04
Kestra Advisory Services, LLC
INCREASED5,7654,820+945+20%$362.7K$450.5K+$87.7K2026-11-02
Ascentis Independent Advisors
NEW5,182—+5,182——$405.0K—2026-11-03
Anderson Hoagland & Co
INCREASED4,9684,950+18+0%$372.6K$380.2K+$7.6K2026-10-23
B&D White Capital Company, LLC
INCREASED4,9284,891+37+1%$368.1K$385.0K+$16.9K2026-11-02
Factor Wealth Management LTD
INCREASED4,0753,982+93+2%$299.7K$318.4K+$18.6K2026-10-08
Haven Private, LLC
UNCHANGED3,8433,84300%$289.2K$300.3K+$11.0K2026-10-27
Tillman Hartley LLC
INCREASED3,6293,628+1+0%$273.1K$283.5K+$10.5K2026-11-06
Modera Wealth Management, LLC
DECREASED3,5374,688-1,151-25%$352.8K$276.3K-$76.5K2026-10-28
Absolute Capital Management, LLC
NEW3,320—+3,320——$259.4K—2026-10-16
Hardin Capital Partners, LLC
INCREASED3,1173,109+8+0%$234.2K$243.5K+$9.3K2026-10-09
Lionshead Wealth Management, LLC
DECREASED2,9492,984-35-1%$224.6K$230.4K+$5.8K2026-10-21
Creative Financial Designs Inc
NEW2,646—+2,646——$206.7K—2026-11-04
Atwood & Palmer Inc
UNCHANGED1,7061,70600%$128.4K$133.3K+$4.9K2026-10-08
William Mack & Associates, Inc.
NEW864—+864——$67.5K—2026-10-27
KFG LLC
NEW473—+473——$37.0K—2026-11-02
MidAtlantic Capital Management, Inc.
NEW374—+374——$29.2K—2026-11-05
Harbor Asset Planning, Inc.
INCREASED228227+1+0%$17.1K$17.8K+$7142026-10-23
Pension & Wealth Management Advisors, Inc.
UNCHANGED22522500%$16.9K$17.6K+$6452026-10-16
Allworth Financial LP
UNCHANGED18818800%$14.1K$14.1K$02026-11-06
Reap Financial Group, LLC
UNCHANGED14614600%$11.0K$11.4K+$4192026-11-02
Harbor Investment Advisory, LLC
UNCHANGED969600%$7.2K$7.5K+$2762026-10-13
Phillip James Consulting Co.
NEW87—+87——$9.5K—2026-11-03
Trust Co
UNCHANGED212100%$1.6K$1.6K+$602026-10-09
UMB Bank, n.a.
CLOSED073-73-100%$5.5K$0-$5.5K2026-11-06
Vinva Investment Management Ltd
N/A—974,709-974,709-100%$73.2M———
American Century Companies Inc
N/A—306,235-306,235-100%$23.0M———
Freedom Investment Management, Inc.
N/A—209,678-209,678-100%$15.8M———
Envestnet Asset Management Inc
N/A—178,264-178,264-100%$13.4M———
OneDigital Investment Advisors LLC
N/A—54,374-54,374-100%$4.1M———
Integrated Wealth Concepts LLC
N/A—50,891-50,891-100%$3.8M———
Kelman-Lazarov, Inc.
N/A—48,834-48,834-100%$3.7M———
Jane Street Group, LLC
N/A—48,558-48,558-100%$3.7M———
MML Investors Services, LLC
N/A—41,623-41,623-100%$3.1M———
Mariner, LLC
N/A—33,111-33,111-100%$2.5M———
Susquehanna International Group, LLP
N/A—18,885-18,885-100%$1.4M———
Atlanta Consulting Group Advisors, LLC
N/A—15,499-15,499-100%$1.2M———
Cloud Capital Management, LLC
N/A—14,998-14,998-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—14,757-14,757-100%$1.1M———
WorthPointe, LLC
N/A—8,566-8,566-100%$644.7K———
Summit Financial, LLC
N/A—7,523-7,523-100%$566.2K———
Cardiff Park Advisors, LLC
N/A—7,128-7,128-100%$536.4K———
Ruedi Wealth Management, Inc.
N/A—6,766-6,766-100%$509.2K———
Integrity Wealth Solutions LLC
N/A—5,373-5,373-100%$404.4K———
Morgan Stanley
N/A—5,143-5,143-100%$387.1K———
Dogwood Wealth Management LLC
N/A—1,561-1,561-100%$117.5K———
Bank of Montreal
N/A—1,510-1,510-100%$113.7K———
Steward Partners Investment Advisory, LLC
N/A—1,320-1,320-100%$99.3K———
Osaic Holdings, Inc.
N/A—885-885-100%$66.6K———
JPMorgan Chase & Co
N/A—145-145-100%$10.9K———
Global Retirement Partners, LLC
N/A—90-90-100%$6.8K———
Strategic Wealth Partners, Ltd.
N/A—24-24-100%$1.8K———
Atomic Invest LLC
N/A—12-12-100%$923———
Showing 76 of 76 institutions