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Avantis Resp Emerg Mkts EQ (AVSE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Maseco LLP
DECREASED
Shares418,942 from 436,282
Change-17,340 (-4%)
Value$33.1M (-$2.6M)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
DECREASED
Shares132,096 from 132,494
Change-398 (0%)
Value$10.5M (-$392.7K)
Filed 2026-10-26
Orgel Wealth Management, LLC
INCREASED
Shares129,207 from 127,788
Change+1,419 (+1%)
Value$10.2M (-$236.2K)
Filed 2026-10-14
Riverwater Partners LLC
INCREASED
Shares122,889 from 120,275
Change+2,614 (+2%)
Value$9.7M (-$121.1K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares51,067 from 45,913
Change+5,154 (+11%)
Value$4.0M (+$282.6K)
Filed 2026-11-02
Highland Financial Advisors, LLC
INCREASED
Shares35,485 from 30,967
Change+4,518 (+15%)
Value$2.8M (+$273.0K)
Filed 2026-10-19
LPL Financial LLC
INCREASED
Shares28,149 from 20,117
Change+8,032 (+40%)
Value$2.2M (+$580.6K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares23,840 from 21,222
Change+2,618 (+12%)
Value$1.9M (+$168.1K)
Filed 2026-10-20
Freedom Day Solutions, LLC
DECREASED
Shares21,377 from 21,669
Change-292 (-1%)
Value$1.7M (-$82.2K)
Filed 2026-10-20
Savant Capital, LLC
DECREASED
Shares13,660 from 13,892
Change-232 (-2%)
Value$1.1M (-$56.2K)
Filed 2026-11-06
Burton Enright Welch
INCREASED
Shares12,177 from 11,335
Change+842 (+7%)
Value$963.3K (+$35.7K)
Filed 2026-11-04
Hill Island Financial LLC
NEW
Shares9,368
Change+9,368
Value$741.1K
Filed 2026-10-20
Greenspring Advisors, LLC
DECREASED
Shares9,024 from 9,156
Change-132 (-1%)
Value$713.9K (-$35.4K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares8,974 from 7,352
Change+1,622 (+22%)
Value$710.0K (+$108.3K)
Filed 2026-11-02
Northland Capital Management LLC
DECREASED
Shares8,543 from 8,873
Change-330 (-4%)
Value$675.9K (-$50.3K)
Filed 2026-10-15
Trellis Wealth Advisors LLC
DECREASED
Shares8,527 from 8,552
Change-25 (0%)
Value$674.6K (-$25.3K)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares8,303 from 10,030
Change-1,727 (-17%)
Value$656.9K (-$163.9K)
Filed 2026-10-23
Vestment Financial LLC
INCREASED
Shares8,185 from 8,098
Change+87 (+1%)
Value$644.6K (+$656)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares7,593 from 7,072
Change+521 (+7%)
Value$600.7K (+$21.9K)
Filed 2026-11-03
Tarbox Family Office, Inc.
UNCHANGED
Shares7,441 from 7,441
Change0 (0%)
Value$588.6K (-$20.3K)
Filed 2026-10-23
LexAurum Advisors, LLC
INCREASED
Shares6,870 from 6,797
Change+73 (+1%)
Value$543.5K (-$12.8K)
Filed 2026-10-19
Level Financial Advisors
INCREASED
Shares6,176 from 6,174
Change+2 (+0%)
Value$488.6K (-$16.7K)
Filed 2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares5,865 from 5,840
Change+25 (+0%)
Value$464.0K (-$14.0K)
Filed 2026-10-29
Creative Planning
NEW
Shares5,837
Change+5,837
Value$461.8K
Filed 2026-11-02
Plancorp, LLC
DECREASED
Shares5,753 from 5,755
Change-2 (0%)
Value$414.8K (-$27.7K)
Filed 2026-11-03
HB Wealth Management, LLC
DECREASED
Shares4,788 from 4,987
Change-199 (-4%)
Value$378.8K (-$29.4K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares4,641 from 4,623
Change+18 (+0%)
Value$367.1K (-$11.2K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares4,565 from 4,095
Change+470 (+11%)
Value$361.1K (+$26.0K)
Filed 2026-10-30
Kestra Advisory Services, LLC
NEW
Shares4,525
Change+4,525
Value$358.0K
Filed 2026-11-02
Cambridge Financial Group, LLC
UNCHANGED
Shares4,101 from 4,101
Change0 (0%)
Value$335.6K ($0)
Filed 2026-10-06
True Wealth Design, LLC
INCREASED
Shares3,719 from 2,647
Change+1,072 (+41%)
Value$294.2K (+$77.6K)
Filed 2026-10-13
Able Financial Group, LLC
DECREASED
Shares3,717 from 3,927
Change-210 (-5%)
Value$294.1K (-$27.3K)
Filed 2026-10-14
Kestra Investment Management, LLC
NEW
Shares3,373
Change+3,373
Value$266.8K
Filed 2026-11-04
TCI Wealth Advisors, Inc.
DECREASED
Shares3,197 from 3,275
Change-78 (-2%)
Value$252.9K (-$15.1K)
Filed 2026-10-30
Trademark Financial Management, LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$242.9K (-$8.4K)
Filed 2026-10-23
Indivisible Partners
NEW
Shares2,848
Change+2,848
Value$225.3K
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$169.0K (-$5.8K)
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares1,569 from 1,569
Change0 (0%)
Value$124.1K (-$4.3K)
Filed 2026-10-08
Addison Advisors LLC
DECREASED
Shares1,440 from 1,490
Change-50 (-3%)
Value$113.9K (-$8.0K)
Filed 2026-11-06
Birchwood Financial Partners, Inc.
INCREASED
Shares1,233 from 607
Change+626 (+103%)
Value$97.5K (+$47.8K)
Filed 2026-11-02
Torren Management, LLC
DECREASED
Shares979 from 1,671
Change-692 (-41%)
Value$77.4K (-$59.3K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares481 from 391
Change+90 (+23%)
Value$38.1K (+$6.1K)
Filed 2026-10-26
Elevation Wealth Partners, LLC
INCREASED
Shares387 from 384
Change+3 (+1%)
Value$30.6K (-$849)
Filed 2026-10-07
Allworth Financial LP
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$7.9K ($0)
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares60
Change+60
Value$4.7K
Filed 2026-10-15
Focus Partners Wealth
N/A
Shares— from 150,692
Change-150,692 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 67,902
Change-67,902 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 58,878
Change-58,878 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 47,772
Change-47,772 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,679
Change-40,679 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,623
Change-40,623 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 39,004
Change-39,004 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 27,718
Change-27,718 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 22,581
Change-22,581 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 19,697
Change-19,697 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 18,939
Change-18,939 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 16,854
Change-16,854 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,056
Change-9,056 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 868
Change-868 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 45
Change-45 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Maseco LLP
DECREASED418,942436,282-17,340-4%$35.7M$33.1M-$2.6M2026-10-27
Willow Creek Wealth Management Inc.
DECREASED132,096132,494-3980%$10.8M$10.5M-$392.7K2026-10-26
Orgel Wealth Management, LLC
INCREASED129,207127,788+1,419+1%$10.5M$10.2M-$236.2K2026-10-14
Riverwater Partners LLC
INCREASED122,889120,275+2,614+2%$9.8M$9.7M-$121.1K2026-11-03
Commonwealth Equity Services, LLC
INCREASED51,06745,913+5,154+11%$3.8M$4.0M+$282.6K2026-11-02
Highland Financial Advisors, LLC
INCREASED35,48530,967+4,518+15%$2.5M$2.8M+$273.0K2026-10-19
LPL Financial LLC
INCREASED28,14920,117+8,032+40%$1.6M$2.2M+$580.6K2026-11-06
Accurate Wealth Management, LLC
INCREASED23,84021,222+2,618+12%$1.7M$1.9M+$168.1K2026-10-20
Freedom Day Solutions, LLC
DECREASED21,37721,669-292-1%$1.8M$1.7M-$82.2K2026-10-20
Savant Capital, LLC
DECREASED13,66013,892-232-2%$1.1M$1.1M-$56.2K2026-11-06
Burton Enright Welch
INCREASED12,17711,335+842+7%$927.6K$963.3K+$35.7K2026-11-04
Hill Island Financial LLC
NEW9,368—+9,368——$741.1K—2026-10-20
Greenspring Advisors, LLC
DECREASED9,0249,156-132-1%$749.3K$713.9K-$35.4K2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED8,9747,352+1,622+22%$601.7K$710.0K+$108.3K2026-11-02
Northland Capital Management LLC
DECREASED8,5438,873-330-4%$726.2K$675.9K-$50.3K2026-10-15
Trellis Wealth Advisors LLC
DECREASED8,5278,552-250%$699.9K$674.6K-$25.3K2026-10-19
Apollon Wealth Management, LLC
DECREASED8,30310,030-1,727-17%$820.8K$656.9K-$163.9K2026-10-23
Vestment Financial LLC
INCREASED8,1858,098+87+1%$643.9K$644.6K+$6562026-10-13
Asset Dedication, LLC
INCREASED7,5937,072+521+7%$578.7K$600.7K+$21.9K2026-11-03
Tarbox Family Office, Inc.
UNCHANGED7,4417,44100%$608.9K$588.6K-$20.3K2026-10-23
LexAurum Advisors, LLC
INCREASED6,8706,797+73+1%$556.2K$543.5K-$12.8K2026-10-19
Level Financial Advisors
INCREASED6,1766,174+2+0%$505.2K$488.6K-$16.7K2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED5,8655,840+25+0%$477.9K$464.0K-$14.0K2026-10-29
Creative Planning
NEW5,837—+5,837——$461.8K—2026-11-02
Plancorp, LLC
DECREASED5,7535,755-20%$442.6K$414.8K-$27.7K2026-11-03
HB Wealth Management, LLC
DECREASED4,7884,987-199-4%$408.2K$378.8K-$29.4K2026-10-23
Axxcess Wealth Management, LLC
INCREASED4,6414,623+18+0%$378.3K$367.1K-$11.2K2026-10-21
Truist Financial Corp
INCREASED4,5654,095+470+11%$335.1K$361.1K+$26.0K2026-10-30
Kestra Advisory Services, LLC
NEW4,525—+4,525——$358.0K—2026-11-02
Cambridge Financial Group, LLC
UNCHANGED4,1014,10100%$335.6K$335.6K$02026-10-06
True Wealth Design, LLC
INCREASED3,7192,647+1,072+41%$216.6K$294.2K+$77.6K2026-10-13
Able Financial Group, LLC
DECREASED3,7173,927-210-5%$321.4K$294.1K-$27.3K2026-10-14
Kestra Investment Management, LLC
NEW3,373—+3,373——$266.8K—2026-11-04
TCI Wealth Advisors, Inc.
DECREASED3,1973,275-78-2%$268.0K$252.9K-$15.1K2026-10-30
Trademark Financial Management, LLC
UNCHANGED3,0703,07000%$251.2K$242.9K-$8.4K2026-10-23
Indivisible Partners
NEW2,848—+2,848——$225.3K—2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED2,1362,13600%$174.8K$169.0K-$5.8K2026-10-16
Farther Finance Advisors, LLC
UNCHANGED1,5691,56900%$128.4K$124.1K-$4.3K2026-10-08
Addison Advisors LLC
DECREASED1,4401,490-50-3%$121.9K$113.9K-$8.0K2026-11-06
Birchwood Financial Partners, Inc.
INCREASED1,233607+626+103%$49.7K$97.5K+$47.8K2026-11-02
Torren Management, LLC
DECREASED9791,671-692-41%$136.7K$77.4K-$59.3K2026-10-29
SJS Investment Consulting Inc.
INCREASED481391+90+23%$32.0K$38.1K+$6.1K2026-10-26
Elevation Wealth Partners, LLC
INCREASED387384+3+1%$31.4K$30.6K-$8492026-10-07
Allworth Financial LP
UNCHANGED969600%$7.9K$7.9K$02026-11-06
Blue Trust, Inc.
NEW60—+60——$4.7K—2026-10-15
Focus Partners Wealth
N/A—150,692-150,692-100%$12.3M———
HighTower Advisors, LLC
N/A—67,902-67,902-100%$5.6M———
EP Wealth Advisors, LLC
N/A—58,878-58,878-100%$4.8M———
Old Mission Capital LLC
N/A—47,772-47,772-100%$3.9M———
Citadel Advisors LLC
N/A—40,679-40,679-100%$3.3M———
Susquehanna International Group, LLP
N/A—40,623-40,623-100%$3.3M———
Mercer Global Advisors Inc
N/A—39,004-39,004-100%$3.2M———
Jane Street Group, LLC
N/A—27,718-27,718-100%$2.3M———
Fiduciary Financial Advisors
N/A—22,581-22,581-100%$1.8M———
Raymond James Financial Inc
N/A—19,697-19,697-100%$1.6M———
Trailhead Planners LLC
N/A—18,939-18,939-100%$1.5M———
Mason & Associates Inc
N/A—16,854-16,854-100%$1.4M———
Focus Partners Advisor Solutions, LLC
N/A—9,056-9,056-100%$741.1K———
Envestnet Asset Management Inc
N/A—7,547-7,547-100%$617.6K———
Bridgewater Advisors Inc.
N/A—7,181-7,181-100%$544.5K———
Dunhill Financial, LLC
N/A—6,796-6,796-100%$555.7K———
Team Hewins, LLC
N/A—6,755-6,755-100%$552.8K———
MB Generational Wealth, LLC
N/A—6,208-6,208-100%$508.0K———
Peapack Gladstone Financial Corp
N/A—6,000-6,000-100%$491.0K———
Curio Wealth, LLC
N/A—5,088-5,088-100%$416.4K———
Private Advisor Group, LLC
N/A—4,487-4,487-100%$367.2K———
Kelman-Lazarov, Inc.
N/A—3,621-3,621-100%$296.3K———
Financial Plan, Inc.
N/A—3,166-3,166-100%$259.1K———
WealthCollab, LLC
N/A—2,699-2,699-100%$220.9K———
Sankala Group LLC
N/A—1,298-1,298-100%$100.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—948-948-100%$77.5K———
Global Retirement Partners, LLC
N/A—933-933-100%$76.4K———
Morgan Stanley
N/A—868-868-100%$71.0K———
Orion Capital Management LLC
N/A—654-654-100%$53.5K———
Atomic Invest LLC
N/A—389-389-100%$31.2K———
Royal Bank of Canada
N/A—45-45-100%$4.0K———
Osaic Holdings, Inc.
N/A—25-25-100%$2.0K———
Showing 77 of 77 institutions