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Avantis Reps Intern Equi ETF (AVSD)

CUSIP: 025072299 | NYSE | 133 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFMR LLC613,58314.1%New 5%+ stakeAug 31, 202662d ahead of 13F (176,440 sh) · +437,143
13G/ANorthwest & Ethical Investments L.P.00.0%Fell below 5%Jul 20, 202620d ahead of 13F (1,981,400 sh) · −1,981,400
13GFMR LLC613,583
14.1% of class · Aug 31, 2026New 5%+ stake
62d ahead of 13F (176,440 sh) · +437,143
13G/ANorthwest & Ethical Investments L.P.0
0.0% of class · Jul 20, 2026Fell below 5%
20d ahead of 13F (1,981,400 sh) · −1,981,400

Institutional Holders — Q3 2026

Maseco LLP716,505
1.6% of portfolio›$57.0M
Willow Creek Wealth Management Inc.215,792
1.1% of portfolio›$17.2M
HUB Investment Partners, LLC123,549
0.2% of portfolio›$9.8M
Highland Financial Advisors, LLC94,069
1.6% of portfolio›$7.5M
Riverwater Partners LLC81,615
1.8% of portfolio›$6.5M
Commonwealth Equity Services, LLC73,038
0.0% of portfolio›$5.8M
Clarity Asset Management, Inc.43,910
1.7% of portfolio›$3.5M
Freedom Day Solutions, LLC43,221
0.8% of portfolio›$3.4M
Northland Capital Management LLC25,786
0.9% of portfolio›$2.1M
Trellis Wealth Advisors LLC24,929
0.7% of portfolio›$2.0M
Revolve Wealth Partners, LLC21,004
0.2% of portfolio›$1.7M
Vestment Financial LLC16,663
0.6% of portfolio›$1.3M
Hill Island Financial LLC16,610
0.3% of portfolio›$1.3M
Burton Enright Welch16,197
0.1% of portfolio›$1.3M
Truist Financial Corp14,923
0.0% of portfolio›$1.2M
Ledyard National Bank12,589
0.1% of portfolio›$1.0M
Dynamic Advisor Solutions LLC10,309
0.0% of portfolio›$821.2K
Trademark Financial Management, LLC10,279
0.3% of portfolio›$818.8K
Diversified Portfolios, Inc.9,309
0.1% of portfolio›$741.6K
Abacus Wealth Partners, LLC9,265
0.1% of portfolio›$738.1K
Indivisible Partners7,644
0.0% of portfolio›$608.9K
HB Wealth Management, LLC7,305
0.0% of portfolio›$581.9K
Creative Planning6,815
0.0% of portfolio›$542.9K
Tarbox Family Office, Inc.6,745
0.1% of portfolio›$537.3K
Signature Resources Capital Management, LLC6,493
0.2% of portfolio›$517.2K
Kestra Advisory Services, LLC5,959
0.0% of portfolio›$474.7K
Plancorp, LLC5,840
0.0% of portfolio›$459.1K
TCI Wealth Advisors, Inc.5,215
0.0% of portfolio›$415.4K
Wheels Up Wealth, Inc.4,862
0.3% of portfolio›$387.3K
Torren Management, LLC4,849
0.2% of portfolio›$386.3K
Verus Wealth Management, LLC4,795
0.2% of portfolio›$382.0K
RED Lighthouse Investment Management, LLC4,661
0.1% of portfolio›$371.3K
Evanson Financial, LLC4,149
0.0% of portfolio›$330.5K
Pacific Asset Management, LLC3,887
0.2% of portfolio›$309.6K
Sprinkle Financial Consultants LLC3,729
0.1% of portfolio›$297.1K
Caliber Wealth Management, LLC / KS3,446
0.0% of portfolio›$274.5K
Axxcess Wealth Management, LLC3,269
0.0% of portfolio›$260.4K
Pearl Planning LLC2,986
0.1% of portfolio›$237.9K
Austin Asset Management Co Inc2,880
0.0% of portfolio›$229.4K
EnRich Financial Partners LLC2,830
0.1% of portfolio›$225.4K
McCarley & Cook Financial Planners2,491
0.2% of portfolio›$198.4K
True Wealth Design, LLC2,409
0.0% of portfolio›$191.9K
Farther Finance Advisors, LLC521
0.0% of portfolio›$41.5K
SJS Investment Consulting Inc.428
0.0% of portfolio›$34.1K
Birchwood Financial Partners, Inc.412
0.0% of portfolio›$32.8K
Elevation Wealth Partners, LLC357
0.0% of portfolio›$28.4K
Asset Dedication, LLC155
0.0% of portfolio›$12.3K
StyleTurnoverLocationFiled
Maseco LLP
716,505$57.0M1.6%ETFVery LowLondon, United Kingdom2026-10-27
Willow Creek Wealth Management Inc.
215,792$17.2M1.1%ETFVery LowSebastopol, CA2026-10-26
HUB Investment Partners, LLC
123,549$9.8M0.2%GrowthLowAustin, TX2026-11-03
Highland Financial Advisors, LLC
94,069$7.5M1.6%ETFVery LowWayne, NJ2026-10-19
Riverwater Partners LLC
81,615$6.5M1.8%ValueMediumMilwaukee, WI2026-11-03
Commonwealth Equity Services, LLC
73,038$5.8M0.0%ETFLowWaltham, MA2026-11-02
Clarity Asset Management, Inc.
43,910$3.5M1.7%ETFHighAmes, IA2026-10-14
Freedom Day Solutions, LLC
43,221$3.4M0.8%CoreLowHouston, TX2026-10-20
Northland Capital Management LLC
25,786$2.1M0.9%ETFMediumVirginia, MN2026-10-15
Trellis Wealth Advisors LLC
24,929$2.0M0.7%ETFVery LowSan Luis Obispo, CA2026-10-19
Revolve Wealth Partners, LLC
21,004$1.7M0.2%ETFVery LowHackensack, NJ2026-10-23
Vestment Financial LLC
16,663$1.3M0.6%ETFVery LowChanhassen, MN2026-10-13
Hill Island Financial LLC
16,610$1.3M0.3%ETFLowGrand Rapids, MI2026-10-20
Burton Enright Welch
16,197$1.3M0.1%ETFVery LowWalnut Creek, CA2026-11-04
Truist Financial Corp
14,923$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Ledyard National Bank
12,589$1.0M0.1%CoreLowHanover, NH2026-10-21
Dynamic Advisor Solutions LLC
10,309$821.2K0.0%ETFLowPhoenix, AZ2026-10-13
Trademark Financial Management, LLC
10,279$818.8K0.3%ETFMediumBloomington, MN2026-10-23
Diversified Portfolios, Inc.
9,309$741.6K0.1%ETFLowBloomfield Hills, MI2026-11-04
Abacus Wealth Partners, LLC
9,265$738.1K0.1%ETFLowSanta Monica, CA2026-11-03
Indivisible Partners
7,644$608.9K0.0%GrowthMediumClearwater, FL2026-10-26
HB Wealth Management, LLC
7,305$581.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Creative Planning
6,815$542.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Tarbox Family Office, Inc.
6,745$537.3K0.1%ETFVery LowNewport Beach, CA2026-10-23
Signature Resources Capital Management, LLC
6,493$517.2K0.2%ETFLowNewport Beach, CA2026-10-16
Kestra Advisory Services, LLC
5,959$474.7K0.0%CoreLowAustin, TX2026-11-02
Plancorp, LLC
5,840$459.1K0.0%ETFLowSaint Louis, MO2026-11-03
TCI Wealth Advisors, Inc.
5,215$415.4K0.0%ETFLowTucson, AZ2026-10-30
Wheels Up Wealth, Inc.
4,862$387.3K0.3%ETFVery LowBenicia, CA2026-10-27
Torren Management, LLC
4,849$386.3K0.2%ETFMediumSan Diego, CA2026-10-29
Verus Wealth Management, LLC
4,795$382.0K0.2%ETFLowDe Pere, WI2026-10-13
RED Lighthouse Investment Management, LLC
4,661$371.3K0.1%ETFVery LowHillsdale, NY2026-11-02
Evanson Financial, LLC
4,149$330.5K0.0%ETFN/AMclean, VA2026-10-23
Pacific Asset Management, LLC
3,887$309.6K0.2%ETFVery LowGig Harbor, WA2026-10-15
Sprinkle Financial Consultants LLC
3,729$297.1K0.1%ETFLowLittleton, CO2026-10-09
Caliber Wealth Management, LLC / KS
3,446$274.5K0.0%ETFLowOverland Park, KS2026-11-04
Axxcess Wealth Management, LLC
3,269$260.4K0.0%CoreLowCarlsbad, CA2026-10-21
Pearl Planning LLC
2,986$237.9K0.1%ETFLowDexter, MI2026-10-13
Austin Asset Management Co Inc
2,880$229.4K0.0%ETFVery LowAustin, TX2026-10-29
EnRich Financial Partners LLC
2,830$225.4K0.1%ETFVery LowMadison, WI2026-10-21
McCarley & Cook Financial Planners
2,491$198.4K0.2%ETFLowCincinnati, OH2026-10-21
True Wealth Design, LLC
2,409$191.9K0.0%ETFMediumAkron, OH2026-10-13
Farther Finance Advisors, LLC
521$41.5K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
428$34.1K0.0%ETFVery LowSylvania, OH2026-10-26
Birchwood Financial Partners, Inc.
412$32.8K0.0%ETFVery LowBloomington, MN2026-11-02
Elevation Wealth Partners, LLC
357$28.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Asset Dedication, LLC
155$12.3K0.0%ETFLowSan Francisco, CA2026-11-03