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Avantis INT LRG Cap VAL ETF (AVIV)

CUSIP: 025072364 | NYSE | 273 institutional holders

Quarters

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

Atwood & Palmer Inc520,568
2.1% of portfolio›$41.5M
Allegiance Financial Group Advisory Services LLC334,517
4.3% of portfolio›$26.6M
B&D White Capital Company, LLC300,461
2.3% of portfolio›$23.9M
Warren Street Wealth Advisors, LLC280,822
4.4% of portfolio›$22.4M
Global Strategic Investment Solutions, LLC244,700
1.7% of portfolio›$19.5M
Wealth Enhancement Advisory Services, LLC219,251
0.0% of portfolio›$17.3M
Websterrogers Financial Advisors, LLC213,232
4.5% of portfolio›$17.0M
Symmetry Partners, LLC163,028
0.7% of portfolio›$13.0M
Financial Management Network Inc155,409
1.8% of portfolio›$12.4M
Foundry Financial Group, Inc.142,652
4.7% of portfolio›$11.4M
Wright Wealth LLC132,123
6.1% of portfolio›$10.5M
Northland Capital Management LLC128,687
4.7% of portfolio›$10.2M
Golden Bell Financial Planning LLC122,148
7.2% of portfolio›$9.7M
TCI Wealth Advisors, Inc.115,454
0.4% of portfolio›$9.2M
Bayshore Asset Management, LLC113,795
3.2% of portfolio›$9.0M
Fonville Wealth Management LLC107,379
1.3% of portfolio›$8.6M
Cornerstone Wealth Partners, LLC105,244
3.3% of portfolio›$8.4M
Harbor Group, Inc.98,099
0.9% of portfolio›$7.8M
Brickley Wealth Management95,505
1.1% of portfolio›$7.6M
Chicago Partners Investment Group LLC81,718
0.1% of portfolio›$6.5M
Navigoe, LLC79,937
3.5% of portfolio›$6.4M
Haven Private, LLC78,342
2.5% of portfolio›$6.2M
Avidian Wealth Enterprises, LLC75,237
0.2% of portfolio›$6.0M
Plancorp, LLC75,165
0.1% of portfolio›$6.0M
Telos Capital Management, Inc.73,280
0.5% of portfolio›$5.8M
Factor Wealth Management LTD72,794
0.9% of portfolio›$5.8M
Truist Financial Corp71,802
0.0% of portfolio›$5.9M
Prosperity Planning, Inc.70,115
1.2% of portfolio›$5.6M
Collective Family Office LLC69,733
1.1% of portfolio›$5.6M
Entrewealth, LLC68,381
1.9% of portfolio›$5.4M
Commonwealth Equity Services, LLC67,789
0.0% of portfolio›$5.4M
Wealth Management Nebraska66,622
0.5% of portfolio›$5.3M
Anderson Hoagland & Co65,002
0.4% of portfolio›$5.2M
Wedmont Private Capital64,838
0.1% of portfolio›$5.1M
Vestment Financial LLC56,796
2.0% of portfolio›$4.5M
Frankly Finances, LLC55,421
3.5% of portfolio›$4.4M
Kestra Advisory Services, LLC36,951
0.0% of portfolio›$2.9M
LAM Group, Inc.33,595
1.3% of portfolio›$2.7M
Asset One Wealth Management LLC32,767
0.2% of portfolio›$2.6M
McMill Wealth Management32,662
0.6% of portfolio›$2.6M
Creative Planning29,588
0.0% of portfolio›$2.4M
Pacific Asset Management, LLC28,824
1.1% of portfolio›$2.3M
Cypress Point Wealth Management, LLC25,113
0.2% of portfolio›$2.0M
Meredith Wealth Planning24,588
0.5% of portfolio›$2.0M
Dixon Fnancial Services, Inc.21,740
0.7% of portfolio›$1.7M
Oppenheimer & Co Inc21,196
0.0% of portfolio›$1.7M
GC Wealth Management RIA, LLC20,692
0.1% of portfolio›$1.6M
Prudent Investor Advisors, LLC20,554
1.3% of portfolio›$1.6M
Orba Wealth Advisors, L.L.C.19,690
1.3% of portfolio›$1.6M
Fifth Third Securities, Inc.19,127
0.1% of portfolio›$1.5M
Canvas Wealth Advisors, LLC18,858
0.2% of portfolio›$1.5M
Insight Wealth Partners, LLC18,693
0.2% of portfolio›$1.5M
Wavvest Wealth LLC16,990
1.1% of portfolio›$1.4M
Baker Tilly Wealth Management, LLC16,632
0.3% of portfolio›$1.3M
WealthPlan Investment Management, LLC14,926
0.1% of portfolio›$1.2M
Oceanside Advisors LLC14,676
0.7% of portfolio›$1.2M
Nemes Rush Group LLC14,668
0.1% of portfolio›$1.2M
Verus Financial Partners, Inc.14,251
0.1% of portfolio›$1.1M
AlphaCore Capital LLC12,686
0.0% of portfolio›$1.0M
Herold Advisors, Inc.12,651
0.2% of portfolio›$1.0M
Evanson Financial, LLC12,400
0.0% of portfolio›$987.4K
Burk Holdings LLC11,396
0.3% of portfolio›$907.5K
Cambridge Investment Research Advisors, Inc.10,148
0.0% of portfolio›$808.0K
Mayfair Advisory Group, LLC9,071
0.2% of portfolio›$722.3K
KFG LLC8,510
0.4% of portfolio›$677.7K
Networth Advisors, LLC7,610
0.3% of portfolio›$606.0K
Moisand Fitzgerald Tamayo, LLC7,255
0.1% of portfolio›$577.7K
Farther Finance Advisors, LLC7,129
0.0% of portfolio›$567.7K
Altiora Financial Group, LLC6,800
0.1% of portfolio›$541.5K
Embree Financial Group6,425
0.1% of portfolio›$511.6K
Etesian Wealth Advisors, Inc.6,268
0.1% of portfolio›$499.1K
Private Trust Co NA5,963
0.0% of portfolio›$474.9K
Modera Wealth Management, LLC5,781
0.0% of portfolio›$460.4K
Brighton Jones LLC4,967
0.0% of portfolio›$395.5K
Prosperitas Financial LLC4,691
0.1% of portfolio›$373.5K
Porter White Investment Advisors, Inc.4,631
0.2% of portfolio›$368.8K
Porter White Investment Advisors, Inc.4,631
0.2% of portfolio›$368.8K
M Holdings Securities, Inc.4,606
0.1% of portfolio›$366.0K
Financial Partners Group, Inc4,509
0.0% of portfolio›$359.1K
WMG Financial Advisors, LLC4,450
0.1% of portfolio›$344.5K
Park Avenue Securities LLC4,145
0.0% of portfolio›$330.0K
Emprise Bank4,040
0.1% of portfolio›$321.7K
Life Planning Partners, Inc3,920
0.2% of portfolio›$312.2K
Forum Financial Management, LP3,687
0.0% of portfolio›$293.6K
Approach Retirement Advisors, LLC3,638
0.2% of portfolio›$289.7K
Prosperity Advisers, LLC3,592
0.2% of portfolio›$286.0K
Lauterbach Financial Advisors, LLC3,472
0.1% of portfolio›$276.5K
Freestate Advisors LLC3,455
0.2% of portfolio›$275.1K
Atala Financial Inc3,340
0.2% of portfolio›$266.0K
Stone Summit Wealth LLC3,172
0.1% of portfolio›$252.6K
Vise Technologies, Inc.3,145
0.0% of portfolio›$250.4K
Aprio Wealth Management, LLC2,895
0.0% of portfolio›$230.5K
Foundry Financial LLC2,638
0.1% of portfolio›$210.0K
Root Financial Partners, LLC2,616
0.0% of portfolio›$208.3K
Creative Financial Designs Inc2,557
0.0% of portfolio›$203.6K
Montag A & Associates Inc2,301
0.0% of portfolio›$183.2K
Kings Path Partners LLC1,087
0.0% of portfolio›$86.6K
Cherry Tree Wealth Management, LLC941
0.0% of portfolio›$74.9K
IFP Advisors, Inc697
0.0% of portfolio›$55.5K
Blue Trust, Inc.203
0.0% of portfolio›$16.2K
Signature Equity Partners, LLC165
0.0% of portfolio›$13.1K
Balance Wealth Partners LLC86
0.0% of portfolio›$6.9K
Downshift Financial, LLC82
0.0% of portfolio›$6.5K
Gables Capital Management Inc.30
0.0% of portfolio›$2.4K
Tradewinds Capital Management, LLC20
0.0% of portfolio›$1.6K
Assetmark, Inc16
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Atwood & Palmer Inc
520,568$41.5M2.1%CoreVery LowKansas City, MO2026-10-08
Allegiance Financial Group Advisory Services LLC
334,517$26.6M4.3%ETFLowVienna, VA2026-11-02
B&D White Capital Company, LLC
300,461$23.9M2.3%ETFHighLakeway, TX2026-11-02
Warren Street Wealth Advisors, LLC
280,822$22.4M4.4%ETFMediumIrvine, CA2026-11-04
Global Strategic Investment Solutions, LLC
244,700$19.5M1.7%ETFLowScottsdale, AZ2026-10-16
Wealth Enhancement Advisory Services, LLC
219,251$17.3M0.0%CoreLowPlymouth, MN2026-10-13
Websterrogers Financial Advisors, LLC
213,232$17.0M4.5%ETFVery LowFlorence, SC2026-11-02
Symmetry Partners, LLC
163,028$13.0M0.7%ETFLowGlastonbury, CT2026-10-27
Financial Management Network Inc
155,409$12.4M1.8%ETFLowMission Viejo, CA2026-10-09
Foundry Financial Group, Inc.
142,652$11.4M4.7%ETFLowLaconia, NH2026-10-28
Wright Wealth LLC
132,123$10.5M6.1%ETFLowAtlanta, GA2026-10-29
Northland Capital Management LLC
128,687$10.2M4.7%ETFMediumVirginia, MN2026-10-15
Golden Bell Financial Planning LLC
122,148$9.7M7.2%ETFVery LowAlpharetta, GA2026-11-02
TCI Wealth Advisors, Inc.
115,454$9.2M0.4%ETFLowTucson, AZ2026-10-30
Bayshore Asset Management, LLC
113,795$9.0M3.2%ETFVery LowCoral Gables, FL2026-11-03
Fonville Wealth Management LLC
107,379$8.6M1.3%ETFVery LowRichmond, VA2026-10-28
Cornerstone Wealth Partners, LLC
105,244$8.4M3.3%ETFVery LowOkemos, MI2026-10-28
Harbor Group, Inc.
98,099$7.8M0.9%ETFVery LowBedford, NH2026-10-14
Brickley Wealth Management
95,505$7.6M1.1%ETFVery LowSan Mateo, CA2026-11-04
Chicago Partners Investment Group LLC
81,718$6.5M0.1%GARPLowChicago, IL2026-10-27
Navigoe, LLC
79,937$6.4M3.5%ETFVery LowRedondo Beach, CA2026-11-04
Haven Private, LLC
78,342$6.2M2.5%ETFMediumOrlando, FL2026-10-27
Avidian Wealth Enterprises, LLC
75,237$6.0M0.2%ETFLowHouston, TX2026-10-08
Plancorp, LLC
75,165$6.0M0.1%ETFLowSaint Louis, MO2026-11-03
Telos Capital Management, Inc.
73,280$5.8M0.5%CoreLowSan Diego, CA2026-11-02
Factor Wealth Management LTD
72,794$5.8M0.9%ETFLowChicago, IL2026-10-08
Truist Financial Corp
71,802$5.9M0.0%CoreLowCharlotte, NC2026-10-30
Prosperity Planning, Inc.
70,115$5.6M1.2%ETFVery LowNorth Kansas City, MO2026-10-09
Collective Family Office LLC
69,733$5.6M1.1%ETFLowYork, PA2026-10-05
Entrewealth, LLC
68,381$5.4M1.9%ETFLowAustin, TX2026-10-14
Commonwealth Equity Services, LLC
67,789$5.4M0.0%ETFLowWaltham, MA2026-11-02
Wealth Management Nebraska
66,622$5.3M0.5%ETFLowNorfolk, NE2026-10-26
Anderson Hoagland & Co
65,002$5.2M0.4%ETFLowSt Louis, MO2026-10-23
Wedmont Private Capital
64,838$5.1M0.1%IndexVery LowWest Chester, PA2026-10-09
Vestment Financial LLC
56,796$4.5M2.0%ETFVery LowChanhassen, MN2026-10-13
Frankly Finances, LLC
55,421$4.4M3.5%ETFVery LowWinter Park, FL2026-10-28
Kestra Advisory Services, LLC
36,951$2.9M0.0%CoreLowAustin, TX2026-11-02
LAM Group, Inc.
33,595$2.7M1.3%ETFVery LowLake Oswego, OR2026-10-26
Asset One Wealth Management LLC
32,767$2.6M0.2%GrowthLowBellevue, WA2026-11-02
McMill Wealth Management
32,662$2.6M0.6%Deep ValueHighNorfolk, NE2026-11-05
Creative Planning
29,588$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Pacific Asset Management, LLC
28,824$2.3M1.1%ETFVery LowGig Harbor, WA2026-10-15
Cypress Point Wealth Management, LLC
25,113$2.0M0.2%ETFLowDallas, TX2026-11-03
Meredith Wealth Planning
24,588$2.0M0.5%ETFLowMaryville, IL2026-10-14
Dixon Fnancial Services, Inc.
21,740$1.7M0.7%ETFVery LowLafayette, CA2026-10-23
Oppenheimer & Co Inc
21,196$1.7M0.0%CoreLowNew York, NY2026-10-26
GC Wealth Management RIA, LLC
20,692$1.6M0.1%GrowthMediumCambridge, MA2026-11-02
Prudent Investor Advisors, LLC
20,554$1.6M1.3%ETFN/AFolsom, CA2026-10-22
Orba Wealth Advisors, L.L.C.
19,690$1.6M1.3%ETFMediumChicago, IL2026-10-23
Fifth Third Securities, Inc.
19,127$1.5M0.1%ETFLowCincinnati, OH2026-10-21
Canvas Wealth Advisors, LLC
18,858$1.5M0.2%GrowthLowShawnee, KS2026-11-02
Insight Wealth Partners, LLC
18,693$1.5M0.2%ETFLowPlano, TX2026-10-26
Wavvest Wealth LLC
16,990$1.4M1.1%ETFN/AChicago, IL2026-10-21
Baker Tilly Wealth Management, LLC
16,632$1.3M0.3%GrowthLowMadison, WI2026-10-05
WealthPlan Investment Management, LLC
14,926$1.2M0.1%GrowthMediumOmaha, NE2026-10-15
Oceanside Advisors LLC
14,676$1.2M0.7%ETFVery LowMount Pleasant, SC2026-11-03
Nemes Rush Group LLC
14,668$1.2M0.1%CoreVery LowNovi, MI2026-11-04
Verus Financial Partners, Inc.
14,251$1.1M0.1%ETFVery LowRichmond, VA2026-10-29
AlphaCore Capital LLC
12,686$1.0M0.0%ETFLowLa Jolla, CA2026-11-04
Herold Advisors, Inc.
12,651$1.0M0.2%CoreLowNew York, NY2026-10-19
Evanson Financial, LLC
12,400$987.4K0.0%ETFN/AMclean, VA2026-10-23
Burk Holdings LLC
11,396$907.5K0.3%ETFVery LowTulsa, OK2026-11-05
Cambridge Investment Research Advisors, Inc.
10,148$808.0K0.0%ETFLowFairfield, IA2026-11-02
Mayfair Advisory Group, LLC
9,071$722.3K0.2%ETFLowBirmingham, AL2026-10-20
KFG LLC
8,510$677.7K0.4%ETFN/ARapid City, SD2026-11-02
Networth Advisors, LLC
7,610$606.0K0.3%ETFMediumCanonsburg, PA2026-11-03
Moisand Fitzgerald Tamayo, LLC
7,255$577.7K0.1%ETFVery LowOrlando, FL2026-10-15
Farther Finance Advisors, LLC
7,129$567.7K0.0%IndexLowSan Francisco, CA2026-10-08
Altiora Financial Group, LLC
6,800$541.5K0.1%ETFLowLebanon, OH2026-11-04
Embree Financial Group
6,425$511.6K0.1%ETFLowChicago, IL2026-10-22
Etesian Wealth Advisors, Inc.
6,268$499.1K0.1%ETFLowWest Linn, OR2026-10-27
Private Trust Co NA
5,963$474.9K0.0%CoreLowCleveland, OH2026-10-20
Modera Wealth Management, LLC
5,781$460.4K0.0%ETFVery LowWestwood, NJ2026-10-28
Brighton Jones LLC
4,967$395.5K0.0%CoreVery LowSeattle, WA2026-11-03
Prosperitas Financial LLC
4,691$373.5K0.1%GrowthLowValencia, CA2026-10-28
Porter White Investment Advisors, Inc.
4,631$368.8K0.2%ETFVery LowBirmingham, AL2026-10-14
Porter White Investment Advisors, Inc.
4,631$368.8K0.2%ETFVery LowBirmingham, AL2026-10-14
M Holdings Securities, Inc.
4,606$366.0K0.1%ETFHighPortland, OR2026-11-03
Financial Partners Group, Inc
4,509$359.1K0.0%ETFLowOverland Park, KS2026-10-19
WMG Financial Advisors, LLC
4,450$344.5K0.1%ETFLowKnoxville, TN2026-10-28
Park Avenue Securities LLC
4,145$330.0K0.0%ETFMediumNew York, NY2026-10-26
Emprise Bank
4,040$321.7K0.1%ETFVery LowWichita, KS2026-10-07
Life Planning Partners, Inc
3,920$312.2K0.2%ETFVery LowJacksonville, FL2026-10-28
Forum Financial Management, LP
3,687$293.6K0.0%ETFLowLombard, IL2026-10-16
Approach Retirement Advisors, LLC
3,638$289.7K0.2%ETFLowVestavia, AL2026-10-22
Prosperity Advisers, LLC
3,592$286.0K0.2%ETFVery LowHorsham, PA2026-10-28
Lauterbach Financial Advisors, LLC
3,472$276.5K0.1%ETFVery LowEl Paso, TX2026-10-21
Freestate Advisors LLC
3,455$275.1K0.2%ETFVery LowOverland Park, KS2026-10-09
Atala Financial Inc
3,340$266.0K0.2%CoreLowCalabasas, CA2026-10-22
Stone Summit Wealth LLC
3,172$252.6K0.1%ETFLowMiami, FL2026-10-14
Vise Technologies, Inc.
3,145$250.4K0.0%IndexLowNew York, NY2026-10-29
Aprio Wealth Management, LLC
2,895$230.5K0.0%ETFMediumAtlanta, GA2026-10-28
Foundry Financial LLC
2,638$210.0K0.1%ETFMediumPasadena, CA2026-10-16
Root Financial Partners, LLC
2,616$208.3K0.0%ETFMediumEncinitas, CA2026-10-21
Creative Financial Designs Inc
2,557$203.6K0.0%ETFMediumKokomo, IN2026-11-04
Montag A & Associates Inc
2,301$183.2K0.0%CoreLowAtlanta, GA2026-10-29
Kings Path Partners LLC
1,087$86.6K0.0%ETFVery LowSugar Land, TX2026-10-21
Cherry Tree Wealth Management, LLC
941$74.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
IFP Advisors, Inc
697$55.5K0.0%GrowthLowTampa, FL2026-10-16
Blue Trust, Inc.
203$16.2K0.0%ETFLowBrentwood, TN2026-10-15
Signature Equity Partners, LLC
165$13.1K0.0%GrowthMediumColumbus, OH2026-10-29
Balance Wealth Partners LLC
86$6.9K0.0%ETFMediumWorthington, OH2026-10-27
Downshift Financial, LLC
82$6.5K0.0%ETFLowBoulder, CO2026-10-13
Gables Capital Management Inc.
30$2.4K0.0%GrowthVery LowMiami, FL2026-11-04
Tradewinds Capital Management, LLC
20$1.6K0.0%ETFVery HighBellingham, WA2026-10-23
Assetmark, Inc
16$1.3K0.0%ETFLowConcord, CA2026-10-21