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Avantis Emerging Markets VAL (AVES)

CUSIP: 025072372 | NYSE | 265 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
13GFirst Command Advisory Services, Inc.116,588,0788.4%New 5%+ stakeAug 31, 202662d ahead of 13F (1,816,551 sh) · +114,771,527
13GFirst Command Advisory Services, Inc.116,588,078
8.4% of class · Aug 31, 2026New 5%+ stake
62d ahead of 13F (1,816,551 sh) · +114,771,527

Institutional Holders — Q3 2026

Signature Estate & Investment Advisors LLC2,668,590
3.1% of portfolio›$173.8M
Symmetry Partners, LLC396,131
1.3% of portfolio›$25.8M
Armbruster Capital Management, Inc.360,800
3.5% of portfolio›$23.5M
Diversified Portfolios, Inc.329,519
1.5% of portfolio›$21.5M
Meredith Wealth Planning290,287
4.7% of portfolio›$18.9M
Three Arch Wealth Management LLC272,505
2.8% of portfolio›$17.7M
Fidelity D & D Bancorp Inc224,519
4.9% of portfolio›$14.6M
RED Lighthouse Investment Management, LLC221,363
4.3% of portfolio›$14.4M
Allegiance Financial Group Advisory Services LLC218,925
2.3% of portfolio›$14.3M
Perigon Wealth Management, LLC171,524
0.2% of portfolio›$11.2M
Cornerstone Wealth Partners, LLC161,983
4.2% of portfolio›$10.5M
B&D White Capital Company, LLC161,688
1.0% of portfolio›$10.5M
Apeiron RIA LLC157,839
2.3% of portfolio›$10.2M
Anderson Hoagland & Co157,624
0.7% of portfolio›$9.8M
Global Strategic Investment Solutions, LLC149,947
0.9% of portfolio›$9.8M
Golden Bell Financial Planning LLC124,677
6.0% of portfolio›$8.1M
Farther Finance Advisors, LLC122,216
0.1% of portfolio›$8.0M
Ejmk Ventures LLC121,540
3.3% of portfolio›$7.9M
Park Avenue Securities LLC102,255
0.1% of portfolio›$6.7M
Oceanside Advisors LLC100,526
4.0% of portfolio›$6.5M
Bannerman Wealth Management Group, LLC99,236
3.7% of portfolio›$6.5M
Bayshore Asset Management, LLC96,698
2.2% of portfolio›$6.3M
AlphaCore Capital LLC93,270
0.1% of portfolio›$6.1M
Greenspring Advisors, LLC77,064
0.2% of portfolio›$5.0M
Simplicity Wealth,LLC69,094
0.1% of portfolio›$4.5M
Axxcess Wealth Management, LLC68,743
0.2% of portfolio›$4.5M
Entrewealth, LLC65,006
1.5% of portfolio›$4.2M
Northland Capital Management LLC60,781
1.8% of portfolio›$4.0M
Mraz, Amerine & Associates, Inc.60,203
0.6% of portfolio›$3.9M
1620 Investment Advisors, Inc.53,444
2.2% of portfolio›$3.5M
Creative Planning48,516
0.0% of portfolio›$3.2M
Wedmont Private Capital48,421
0.1% of portfolio›$3.1M
Parkshore Wealth Management, Inc.38,791
0.6% of portfolio›$2.5M
Gibson Capital, LLC34,761
0.4% of portfolio›$2.3M
Kestra Advisory Services, LLC32,425
0.0% of portfolio›$2.1M
Commonwealth Equity Services, LLC26,661
0.0% of portfolio›$1.7M
Cypress Point Wealth Management, LLC23,662
0.2% of portfolio›$1.5M
Fifth Third Securities, Inc.22,071
0.1% of portfolio›$1.4M
Capital Investment Advisory Services, LLC21,166
0.1% of portfolio›$1.4M
Sigma Planning Corp20,845
0.0% of portfolio›$1.4M
Accurate Wealth Management, LLC20,473
0.1% of portfolio›$1.3M
Asset Dedication, LLC20,448
0.1% of portfolio›$1.3M
Enzi Wealth20,361
0.4% of portfolio›$1.3M
Versant Capital Management, Inc19,168
0.1% of portfolio›$1.2M
CoreCap Advisors, LLC17,990
0.0% of portfolio›$1.2M
LAM Group, Inc.17,035
0.6% of portfolio›$1.1M
Sensible Money, LLC16,344
0.3% of portfolio›$1.1M
Strategic Blueprint, LLC16,140
0.1% of portfolio›$1.1M
Breakwater Capital Group14,705
0.1% of portfolio›$957.7K
Forum Financial Management, LP14,596
0.0% of portfolio›$950.6K
True Wealth Design, LLC14,298
0.2% of portfolio›$931.2K
M Wealth Management, LLC12,522
0.6% of portfolio›$815.5K
XY Planning Network, Inc.10,542
0.1% of portfolio›$686.6K
Guidance Capital, Inc10,412
0.1% of portfolio›$627.8K
Seed Wealth Management, Inc.9,910
0.4% of portfolio›$645.4K
KFG LLC9,391
0.4% of portfolio›$611.6K
Wealth Enhancement Advisory Services, LLC9,050
0.0% of portfolio›$586.9K
Creative Capital Management Investments LLC8,997
0.1% of portfolio›$586.0K
Vise Technologies, Inc.8,658
0.0% of portfolio›$563.9K
DBK Financial Counsel, LLC7,925
0.4% of portfolio›$516.2K
Vestment Financial LLC7,869
0.2% of portfolio›$508.4K
Haven Private, LLC7,700
0.2% of portfolio›$501.5K
National Wealth Management Group, LLC7,653
0.1% of portfolio›$498.4K
HB Wealth Management, LLC7,555
0.0% of portfolio›$492.0K
Root Financial Partners, LLC7,460
0.0% of portfolio›$485.9K
Cambridge Investment Research Advisors, Inc.7,348
0.0% of portfolio›$479.0K
Truist Financial Corp7,099
0.0% of portfolio›$462.4K
WMG Financial Advisors, LLC6,150
0.2% of portfolio›$403.4K
Pacific Asset Management, LLC6,117
0.2% of portfolio›$398.4K
marrick wealth, LLC5,949
0.3% of portfolio›$387.5K
Indivisible Partners5,683
0.0% of portfolio›$370.1K
Apella Capital, LLC4,767
0.0% of portfolio›$313.4K
Financial Architects, LLC4,710
0.2% of portfolio›$306.8K
Powerhouse Assets LLC4,070
0.2% of portfolio›$265.1K
Evanson Financial, LLC3,990
0.0% of portfolio›$259.8K
Physician Wealth Solutions Inc.3,977
0.1% of portfolio›$259.0K
Plancorp, LLC3,902
0.0% of portfolio›$235.6K
Symphony Financial, Ltd. Co.3,900
0.0% of portfolio›$254.0K
Freedom Day Solutions, LLC3,891
0.1% of portfolio›$253.4K
Sage Rhino Capital LLC3,492
0.0% of portfolio›$227.5K
Kane Co Wealth Management, Inc.3,163
0.2% of portfolio›$206.0K
Aprio Wealth Management, LLC3,081
0.0% of portfolio›$200.7K
Private Trust Co NA2,934
0.0% of portfolio›$191.1K
3 Factor Indexing, LLC1,570
0.1% of portfolio›$102.3K
Parkside Financial Bank & Trust1,433
0.0% of portfolio›$93.3K
Signature Equity Partners, LLC1,263
0.0% of portfolio›$82.3K
Trellis Wealth Advisors LLC647
0.0% of portfolio›$42.1K
Acumen Wealth Advisors, LLC586
0.0% of portfolio›$38.2K
Kings Path Partners LLC452
0.0% of portfolio›$29.4K
Bank of New Hampshire423
0.0% of portfolio›$27.6K
Ashton Thomas Securities, LLC312
0.0% of portfolio›$20.3K
Catherine Avery Investment Management LLC232
0.0% of portfolio›$15.1K
Assetmark, Inc198
0.0% of portfolio›$12.9K
NorthAvenue LLC189
0.0% of portfolio›$12.3K
Buck Wealth Strategies, LLC121
0.0% of portfolio›$7.9K
Reap Financial Group, LLC113
0.0% of portfolio›$7.4K
Moisand Fitzgerald Tamayo, LLC69
0.0% of portfolio›$4.5K
RHL Group, LLC60
0.0% of portfolio›$3.9K
Elevate Wealth Advisory, Inc48
0.0% of portfolio›$3.1K
Pension & Wealth Management Advisors, Inc.10
0.0% of portfolio›$690
Ashton Thomas Private Wealth, LLC2
0.0% of portfolio›$130
StyleTurnoverLocationFiled
Signature Estate & Investment Advisors LLC
2,668,590$173.8M3.1%ETFMediumLos Angeles, CA2026-10-13
Symmetry Partners, LLC
396,131$25.8M1.3%ETFLowGlastonbury, CT2026-10-27
Armbruster Capital Management, Inc.
360,800$23.5M3.5%ETFVery LowPittsford, NY2026-10-19
Diversified Portfolios, Inc.
329,519$21.5M1.5%ETFLowBloomfield Hills, MI2026-11-04
Meredith Wealth Planning
290,287$18.9M4.7%ETFLowMaryville, IL2026-10-14
Three Arch Wealth Management LLC
272,505$17.7M2.8%ETFVery LowIrvine, CA2026-10-20
Fidelity D & D Bancorp Inc
224,519$14.6M4.9%ETFVery LowScranton, PA2026-11-05
RED Lighthouse Investment Management, LLC
221,363$14.4M4.3%ETFVery LowHillsdale, NY2026-11-02
Allegiance Financial Group Advisory Services LLC
218,925$14.3M2.3%ETFLowVienna, VA2026-11-02
Perigon Wealth Management, LLC
171,524$11.2M0.2%GrowthLowSan Francisco, CA2026-10-22
Cornerstone Wealth Partners, LLC
161,983$10.5M4.2%ETFVery LowOkemos, MI2026-10-28
B&D White Capital Company, LLC
161,688$10.5M1.0%ETFHighLakeway, TX2026-11-02
Apeiron RIA LLC
157,839$10.2M2.3%ETFMediumDallas, TX2026-10-08
Anderson Hoagland & Co
157,624$9.8M0.7%ETFLowSt Louis, MO2026-10-23
Global Strategic Investment Solutions, LLC
149,947$9.8M0.9%ETFLowScottsdale, AZ2026-10-16
Golden Bell Financial Planning LLC
124,677$8.1M6.0%ETFVery LowAlpharetta, GA2026-11-02
Farther Finance Advisors, LLC
122,216$8.0M0.1%IndexLowSan Francisco, CA2026-10-08
Ejmk Ventures LLC
121,540$7.9M3.3%GrowthMediumItasca, IL2026-10-21
Park Avenue Securities LLC
102,255$6.7M0.1%ETFMediumNew York, NY2026-10-26
Oceanside Advisors LLC
100,526$6.5M4.0%ETFVery LowMount Pleasant, SC2026-11-03
Bannerman Wealth Management Group, LLC
99,236$6.5M3.7%ETFVery LowLewisville, TX2026-10-09
Bayshore Asset Management, LLC
96,698$6.3M2.2%ETFVery LowCoral Gables, FL2026-11-03
AlphaCore Capital LLC
93,270$6.1M0.1%ETFLowLa Jolla, CA2026-11-04
Greenspring Advisors, LLC
77,064$5.0M0.2%ETFVery LowTowson, MD2026-11-05
Simplicity Wealth,LLC
69,094$4.5M0.1%ETFLowSummit, NJ2026-10-23
Axxcess Wealth Management, LLC
68,743$4.5M0.2%CoreLowCarlsbad, CA2026-10-21
Entrewealth, LLC
65,006$4.2M1.5%ETFLowAustin, TX2026-10-14
Northland Capital Management LLC
60,781$4.0M1.8%ETFMediumVirginia, MN2026-10-15
Mraz, Amerine & Associates, Inc.
60,203$3.9M0.6%Deep ValueLowModesto, CA2026-10-30
1620 Investment Advisors, Inc.
53,444$3.5M2.2%ValueLowPlymouth, MA2026-11-04
Creative Planning
48,516$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Wedmont Private Capital
48,421$3.1M0.1%IndexVery LowWest Chester, PA2026-10-09
Parkshore Wealth Management, Inc.
38,791$2.5M0.6%ETFLowGranite Bay, CA2026-10-13
Gibson Capital, LLC
34,761$2.3M0.4%ETFVery LowWexford, PA2026-10-23
Kestra Advisory Services, LLC
32,425$2.1M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
26,661$1.7M0.0%ETFLowWaltham, MA2026-11-02
Cypress Point Wealth Management, LLC
23,662$1.5M0.2%ETFLowDallas, TX2026-11-03
Fifth Third Securities, Inc.
22,071$1.4M0.1%ETFLowCincinnati, OH2026-10-21
Capital Investment Advisory Services, LLC
21,166$1.4M0.1%CoreMediumRaleigh, NC2026-10-30
Sigma Planning Corp
20,845$1.4M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Accurate Wealth Management, LLC
20,473$1.3M0.1%CoreMediumWesley Chapel, FL2026-10-20
Asset Dedication, LLC
20,448$1.3M0.1%ETFLowSan Francisco, CA2026-11-03
Enzi Wealth
20,361$1.3M0.4%ETFMediumAustin, TX2026-10-14
Versant Capital Management, Inc
19,168$1.2M0.1%GARPLowPhoenix, AZ2026-10-02
CoreCap Advisors, LLC
17,990$1.2M0.0%ETFMediumSouthfield, MI2026-10-08
LAM Group, Inc.
17,035$1.1M0.6%ETFVery LowLake Oswego, OR2026-10-26
Sensible Money, LLC
16,344$1.1M0.3%ETFVery LowScottsdale, AZ2026-10-20
Strategic Blueprint, LLC
16,140$1.1M0.1%ETFLowAtlanta, GA2026-10-22
Breakwater Capital Group
14,705$957.7K0.1%ETFLowParamus, NJ2026-10-09
Forum Financial Management, LP
14,596$950.6K0.0%ETFLowLombard, IL2026-10-16
True Wealth Design, LLC
14,298$931.2K0.2%ETFMediumAkron, OH2026-10-13
M Wealth Management, LLC
12,522$815.5K0.6%ETFVery LowSan Diego, CA2026-10-14
XY Planning Network, Inc.
10,542$686.6K0.1%ETFLowBozeman, MT2026-10-14
Guidance Capital, Inc
10,412$627.8K0.1%ETFMediumLousville, KY2026-11-03
Seed Wealth Management, Inc.
9,910$645.4K0.4%ETFMediumEvanston, IL2026-10-20
KFG LLC
9,391$611.6K0.4%ETFN/ARapid City, SD2026-11-02
Wealth Enhancement Advisory Services, LLC
9,050$586.9K0.0%CoreLowPlymouth, MN2026-10-13
Creative Capital Management Investments LLC
8,997$586.0K0.1%ETFLowSan Diego, CA2026-10-28
Vise Technologies, Inc.
8,658$563.9K0.0%IndexLowNew York, NY2026-10-29
DBK Financial Counsel, LLC
7,925$516.2K0.4%ETFVery LowCuyahoga Falls, OH2026-10-13
Vestment Financial LLC
7,869$508.4K0.2%ETFVery LowChanhassen, MN2026-10-13
Haven Private, LLC
7,700$501.5K0.2%ETFMediumOrlando, FL2026-10-27
National Wealth Management Group, LLC
7,653$498.4K0.1%ETFMediumCincinnati, OH2026-10-26
HB Wealth Management, LLC
7,555$492.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Root Financial Partners, LLC
7,460$485.9K0.0%ETFMediumEncinitas, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
7,348$479.0K0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
7,099$462.4K0.0%CoreLowCharlotte, NC2026-10-30
WMG Financial Advisors, LLC
6,150$403.4K0.2%ETFLowKnoxville, TN2026-10-28
Pacific Asset Management, LLC
6,117$398.4K0.2%ETFVery LowGig Harbor, WA2026-10-15
marrick wealth, LLC
5,949$387.5K0.3%ETFVery LowIrvine, CA2026-10-20
Indivisible Partners
5,683$370.1K0.0%GrowthMediumClearwater, FL2026-10-26
Apella Capital, LLC
4,767$313.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
Financial Architects, LLC
4,710$306.8K0.2%ETFLowWoodstock, GA2026-10-13
Powerhouse Assets LLC
4,070$265.1K0.2%ETFVery LowLincoln, MA2026-10-19
Evanson Financial, LLC
3,990$259.8K0.0%ETFN/AMclean, VA2026-10-23
Physician Wealth Solutions Inc.
3,977$259.0K0.1%ETFLowNorth Las Vegas, NV2026-10-14
Plancorp, LLC
3,902$235.6K0.0%ETFLowSaint Louis, MO2026-11-03
Symphony Financial, Ltd. Co.
3,900$254.0K0.0%GrowthLowHouston, TX2026-10-22
Freedom Day Solutions, LLC
3,891$253.4K0.1%CoreLowHouston, TX2026-10-20
Sage Rhino Capital LLC
3,492$227.5K0.0%ETFLowMenlo Park, CA2026-10-28
Kane Co Wealth Management, Inc.
3,163$206.0K0.2%ETFVery LowJohnston, IA2026-11-04
Aprio Wealth Management, LLC
3,081$200.7K0.0%ETFMediumAtlanta, GA2026-10-28
Private Trust Co NA
2,934$191.1K0.0%CoreLowCleveland, OH2026-10-20
3 Factor Indexing, LLC
1,570$102.3K0.1%ETFLowSacramento, CA2026-10-15
Parkside Financial Bank & Trust
1,433$93.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signature Equity Partners, LLC
1,263$82.3K0.0%GrowthMediumColumbus, OH2026-10-29
Trellis Wealth Advisors LLC
647$42.1K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Acumen Wealth Advisors, LLC
586$38.2K0.0%GrowthHighChattanooga, TN2026-11-05
Kings Path Partners LLC
452$29.4K0.0%ETFVery LowSugar Land, TX2026-10-21
Bank of New Hampshire
423$27.6K0.0%CoreLowLaconia, NH2026-10-06
Ashton Thomas Securities, LLC
312$20.3K0.0%ETFMediumRochester, NY2026-10-26
Catherine Avery Investment Management LLC
232$15.1K0.0%CoreMediumLongboat Key, FL2026-10-14
Assetmark, Inc
198$12.9K0.0%ETFLowConcord, CA2026-10-21
NorthAvenue LLC
189$12.3K0.0%ETFVery LowColumbus, OH2026-10-29
Buck Wealth Strategies, LLC
121$7.9K0.0%ValueMediumDenver, CO2026-10-28
Reap Financial Group, LLC
113$7.4K0.0%ETFLowAustin, TX2026-11-02
Moisand Fitzgerald Tamayo, LLC
69$4.5K0.0%ETFVery LowOrlando, FL2026-10-15
RHL Group, LLC
60$3.9K0.0%ETFVery HighHolly, MI2026-11-04
Elevate Wealth Advisory, Inc
48$3.1K0.0%ETFVery LowAthens, GA2026-10-29
Pension & Wealth Management Advisors, Inc.
10$6900.0%ETFLowWaltham, MA2026-10-16
Ashton Thomas Private Wealth, LLC
2$1300.0%CoreMediumScottsdale, AZ2026-11-03