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Avantis Resp Emerg Mkts EQ (AVSE)

CUSIP: 025072315 | NYSE | 104 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Maseco LLP418,942
0.9% of portfolio›$33.1M
Willow Creek Wealth Management Inc.132,096
0.7% of portfolio›$10.5M
Orgel Wealth Management, LLC129,207
0.2% of portfolio›$10.2M
Riverwater Partners LLC122,889
2.7% of portfolio›$9.7M
Commonwealth Equity Services, LLC51,067
0.0% of portfolio›$4.0M
Highland Financial Advisors, LLC35,485
0.6% of portfolio›$2.8M
Accurate Wealth Management, LLC23,840
0.2% of portfolio›$1.9M
Freedom Day Solutions, LLC21,377
0.4% of portfolio›$1.7M
Burton Enright Welch12,177
0.1% of portfolio›$963.3K
Hill Island Financial LLC9,368
0.2% of portfolio›$741.1K
Greenspring Advisors, LLC9,024
0.0% of portfolio›$713.9K
Walkner Condon Financial Advisors LLC8,974
0.1% of portfolio›$710.0K
Northland Capital Management LLC8,543
0.3% of portfolio›$675.9K
Trellis Wealth Advisors LLC8,527
0.2% of portfolio›$674.6K
Apollon Wealth Management, LLC8,303
0.0% of portfolio›$656.9K
Vestment Financial LLC8,185
0.3% of portfolio›$644.6K
Asset Dedication, LLC7,593
0.0% of portfolio›$600.7K
Tarbox Family Office, Inc.7,441
0.1% of portfolio›$588.6K
LexAurum Advisors, LLC6,870
0.1% of portfolio›$543.5K
Level Financial Advisors6,176
0.1% of portfolio›$488.6K
Leonard Rickey Investment Advisors P.L.L.C.5,865
0.1% of portfolio›$464.0K
Creative Planning5,837
0.0% of portfolio›$461.8K
Plancorp, LLC5,753
0.0% of portfolio›$414.8K
HB Wealth Management, LLC4,788
0.0% of portfolio›$378.8K
Axxcess Wealth Management, LLC4,641
0.0% of portfolio›$367.1K
Truist Financial Corp4,565
0.0% of portfolio›$361.1K
Kestra Advisory Services, LLC4,525
0.0% of portfolio›$358.0K
Cambridge Financial Group, LLC4,101
0.1% of portfolio›$335.6K
True Wealth Design, LLC3,719
0.1% of portfolio›$294.2K
Able Financial Group, LLC3,717
0.0% of portfolio›$294.1K
Kestra Investment Management, LLC3,373
0.0% of portfolio›$266.8K
TCI Wealth Advisors, Inc.3,197
0.0% of portfolio›$252.9K
Trademark Financial Management, LLC3,070
0.1% of portfolio›$242.9K
Indivisible Partners2,848
0.0% of portfolio›$225.3K
Signature Resources Capital Management, LLC2,136
0.1% of portfolio›$169.0K
Farther Finance Advisors, LLC1,569
0.0% of portfolio›$124.1K
Birchwood Financial Partners, Inc.1,233
0.1% of portfolio›$97.5K
Torren Management, LLC979
0.0% of portfolio›$77.4K
SJS Investment Consulting Inc.481
0.0% of portfolio›$38.1K
Elevation Wealth Partners, LLC387
0.0% of portfolio›$30.6K
Blue Trust, Inc.60
0.0% of portfolio›$4.7K
StyleTurnoverLocationFiled
Maseco LLP
418,942$33.1M0.9%ETFVery LowLondon, United Kingdom2026-10-27
Willow Creek Wealth Management Inc.
132,096$10.5M0.7%ETFVery LowSebastopol, CA2026-10-26
Orgel Wealth Management, LLC
129,207$10.2M0.2%ETFMediumAltoona, WI2026-10-14
Riverwater Partners LLC
122,889$9.7M2.7%ValueMediumMilwaukee, WI2026-11-03
Commonwealth Equity Services, LLC
51,067$4.0M0.0%ETFLowWaltham, MA2026-11-02
Highland Financial Advisors, LLC
35,485$2.8M0.6%ETFVery LowWayne, NJ2026-10-19
Accurate Wealth Management, LLC
23,840$1.9M0.2%CoreMediumWesley Chapel, FL2026-10-20
Freedom Day Solutions, LLC
21,377$1.7M0.4%CoreLowHouston, TX2026-10-20
Burton Enright Welch
12,177$963.3K0.1%ETFVery LowWalnut Creek, CA2026-11-04
Hill Island Financial LLC
9,368$741.1K0.2%ETFLowGrand Rapids, MI2026-10-20
Greenspring Advisors, LLC
9,024$713.9K0.0%ETFVery LowTowson, MD2026-11-05
Walkner Condon Financial Advisors LLC
8,974$710.0K0.1%ETFLowVerona, WI2026-11-02
Northland Capital Management LLC
8,543$675.9K0.3%ETFMediumVirginia, MN2026-10-15
Trellis Wealth Advisors LLC
8,527$674.6K0.2%ETFVery LowSan Luis Obispo, CA2026-10-19
Apollon Wealth Management, LLC
8,303$656.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Vestment Financial LLC
8,185$644.6K0.3%ETFVery LowChanhassen, MN2026-10-13
Asset Dedication, LLC
7,593$600.7K0.0%ETFLowSan Francisco, CA2026-11-03
Tarbox Family Office, Inc.
7,441$588.6K0.1%ETFVery LowNewport Beach, CA2026-10-23
LexAurum Advisors, LLC
6,870$543.5K0.1%ETFLowOverland Park, KS2026-10-19
Level Financial Advisors
6,176$488.6K0.1%ETFLowEast Amherst, NY2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
5,865$464.0K0.1%ETFLowYakima, WA2026-10-29
Creative Planning
5,837$461.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Plancorp, LLC
5,753$414.8K0.0%ETFLowSaint Louis, MO2026-11-03
HB Wealth Management, LLC
4,788$378.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Axxcess Wealth Management, LLC
4,641$367.1K0.0%CoreLowCarlsbad, CA2026-10-21
Truist Financial Corp
4,565$361.1K0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
4,525$358.0K0.0%CoreLowAustin, TX2026-11-02
Cambridge Financial Group, LLC
4,101$335.6K0.1%ETFLowTucson, AZ2026-10-06
True Wealth Design, LLC
3,719$294.2K0.1%ETFMediumAkron, OH2026-10-13
Able Financial Group, LLC
3,717$294.1K0.0%ETFLowScottsdale, AZ2026-10-14
Kestra Investment Management, LLC
3,373$266.8K0.0%ETFMediumAustin, TX2026-11-04
TCI Wealth Advisors, Inc.
3,197$252.9K0.0%ETFLowTucson, AZ2026-10-30
Trademark Financial Management, LLC
3,070$242.9K0.1%ETFMediumBloomington, MN2026-10-23
Indivisible Partners
2,848$225.3K0.0%GrowthMediumClearwater, FL2026-10-26
Signature Resources Capital Management, LLC
2,136$169.0K0.1%ETFLowNewport Beach, CA2026-10-16
Farther Finance Advisors, LLC
1,569$124.1K0.0%IndexLowSan Francisco, CA2026-10-08
Birchwood Financial Partners, Inc.
1,233$97.5K0.1%ETFVery LowBloomington, MN2026-11-02
Torren Management, LLC
979$77.4K0.0%ETFMediumSan Diego, CA2026-10-29
SJS Investment Consulting Inc.
481$38.1K0.0%ETFVery LowSylvania, OH2026-10-26
Elevation Wealth Partners, LLC
387$30.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Blue Trust, Inc.
60$4.7K0.0%ETFLowBrentwood, TN2026-10-15