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Avantis EMG MKT EX China ETF (AVXC)

CUSIP: 02507A101 | NYSE | 98 institutional holders

Quarters

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

Heirloom Wealth Management343,324
3.7% of portfolio›$28.2M
Vestment Financial LLC228,025
8.4% of portfolio›$18.7M
Pacific Sage Partners, LLC189,678
2.0% of portfolio›$15.6M
Wealthcare Advisory Partners LLC132,164
0.2% of portfolio›$10.9M
Concurrent Investment Advisors, LLC107,761
0.1% of portfolio›$8.9M
CWS Financial Advisors, LLC62,077
1.1% of portfolio›$5.1M
Avior Wealth Management, LLC60,858
0.1% of portfolio›$5.0M
Ridgeline Wealth, LLC60,791
2.8% of portfolio›$4.9M
Networth Advisors, LLC60,263
2.8% of portfolio›$5.0M
Prosperity Financial Group, Inc.43,048
1.0% of portfolio›$3.5M
RFG Advisory, LLC32,936
0.0% of portfolio›$2.7M
Madrid Wealth Management, LLC31,086
1.6% of portfolio›$2.6M
Retirement Planning Group, LLC23,619
0.0% of portfolio›$1.9M
Prudent Man Investment Management, Inc.6,960
0.2% of portfolio›$571.9K
Apella Capital, LLC5,833
0.0% of portfolio›$486.4K
Verus Financial Partners, Inc.5,651
0.0% of portfolio›$464.3K
Centennial Wealth Advisory LLC5,452
0.1% of portfolio›$448.0K
Global Strategic Investment Solutions, LLC5,189
0.0% of portfolio›$426.3K
RED Lighthouse Investment Management, LLC4,974
0.1% of portfolio›$408.7K
Fragasso Financial Advisors Inc4,855
0.0% of portfolio›$398.9K
Beacon Capital Management, LLC4,734
0.1% of portfolio›$389.0K
Csenge Advisory Group4,404
0.0% of portfolio›$361.9K
Key Capital Management, Inc4,335
0.1% of portfolio›$356.2K
Plancorp, LLC4,073
0.0% of portfolio›$305.2K
Avantax Planning Partners, Inc.4,053
0.0% of portfolio›$333.0K
IFP Advisors, Inc3,374
0.0% of portfolio›$277.2K
RMR Wealth Builders2,931
0.0% of portfolio›$240.8K
JFS Wealth Advisors, LLC2,836
0.0% of portfolio›$233.0K
Asset Dedication, LLC2,552
0.0% of portfolio›$209.7K
Montag A & Associates Inc2,255
0.0% of portfolio›$185.3K
Lloyd Advisory Services, Llc.1,647
0.1% of portfolio›$135.3K
Balance Wealth Partners LLC1,515
0.0% of portfolio›$124.5K
James T. Borello RIA1,165
0.0% of portfolio›$95.7K
Eastern Bank302
0.0% of portfolio›$24.8K
Kingdom Financial Group Llc.261
0.0% of portfolio›$21.5K
Financial Network Wealth Advisors LLC131
0.0% of portfolio›$10.8K
SJS Investment Consulting Inc.100
0.0% of portfolio›$8.2K
Kings Path Partners LLC86
0.0% of portfolio›$7.1K
Nova Financial LLC61
0.0% of portfolio›$5.0K
Fortitude Family Office, LLC48
0.0% of portfolio›$3.9K
Signature Resources Capital Management, LLC29
0.0% of portfolio›$2.4K
Quest 10 Wealth Builders, Inc.18
0.0% of portfolio›$1.5K
Raleigh Capital Management Inc.1
0.0% of portfolio›$82
StyleTurnoverLocationFiled
Heirloom Wealth Management
343,324$28.2M3.7%GrowthMediumGreenwood Village, CO2026-10-14
Vestment Financial LLC
228,025$18.7M8.4%ETFVery LowChanhassen, MN2026-10-13
Pacific Sage Partners, LLC
189,678$15.6M2.0%ETFLowEdmonds, WA2026-10-21
Wealthcare Advisory Partners LLC
132,164$10.9M0.2%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
107,761$8.9M0.1%GrowthMediumTampa, FL2026-10-16
CWS Financial Advisors, LLC
62,077$5.1M1.1%ETFVery LowKalamazoo, MI2026-10-16
Avior Wealth Management, LLC
60,858$5.0M0.1%ETFMediumOmaha, NE2026-10-13
Ridgeline Wealth, LLC
60,791$4.9M2.8%ETFVery LowMesa, AZ2026-10-14
Networth Advisors, LLC
60,263$5.0M2.8%ETFMediumCanonsburg, PA2026-11-03
Prosperity Financial Group, Inc.
43,048$3.5M1.0%GrowthMediumSan Ramon, CA2026-10-29
RFG Advisory, LLC
32,936$2.7M0.0%ETFMediumBirmingham, AL2026-11-03
Madrid Wealth Management, LLC
31,086$2.6M1.6%ETFLowAlbuquerque, NM2026-10-23
Retirement Planning Group, LLC
23,619$1.9M0.0%ETFVery LowLeawood, KS2026-10-19
Prudent Man Investment Management, Inc.
6,960$571.9K0.2%ETFVery LowLouisville, CO2026-11-03
Apella Capital, LLC
5,833$486.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
Verus Financial Partners, Inc.
5,651$464.3K0.0%ETFVery LowRichmond, VA2026-10-29
Centennial Wealth Advisory LLC
5,452$448.0K0.1%ETFLowTraverse City, MI2026-10-16
Global Strategic Investment Solutions, LLC
5,189$426.3K0.0%ETFLowScottsdale, AZ2026-10-16
RED Lighthouse Investment Management, LLC
4,974$408.7K0.1%ETFVery LowHillsdale, NY2026-11-02
Fragasso Financial Advisors Inc
4,855$398.9K0.0%ETFLowSewickley, PA2026-10-13
Beacon Capital Management, LLC
4,734$389.0K0.1%ETFMediumFranklin, TN2026-10-23
Csenge Advisory Group
4,404$361.9K0.0%ETFMediumClearwater, FL2026-11-04
Key Capital Management, Inc
4,335$356.2K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Plancorp, LLC
4,073$305.2K0.0%ETFLowSaint Louis, MO2026-11-03
Avantax Planning Partners, Inc.
4,053$333.0K0.0%ETFLowDubuque, IA2026-11-03
IFP Advisors, Inc
3,374$277.2K0.0%GrowthLowTampa, FL2026-10-16
RMR Wealth Builders
2,931$240.8K0.0%ETFLowMontclair, NJ2026-10-22
JFS Wealth Advisors, LLC
2,836$233.0K0.0%ETFVery LowHermitage, PA2026-11-03
Asset Dedication, LLC
2,552$209.7K0.0%ETFLowSan Francisco, CA2026-11-03
Montag A & Associates Inc
2,255$185.3K0.0%CoreLowAtlanta, GA2026-10-29
Lloyd Advisory Services, Llc.
1,647$135.3K0.1%ETFVery HighSuwanee, GA2026-11-02
Balance Wealth Partners LLC
1,515$124.5K0.0%ETFMediumWorthington, OH2026-10-27
James T. Borello RIA
1,165$95.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Eastern Bank
302$24.8K0.0%GrowthMediumBoston, MA2026-10-05
Kingdom Financial Group Llc.
261$21.5K0.0%ETFMediumPeoria, AZ2026-11-04
Financial Network Wealth Advisors LLC
131$10.8K0.0%ETFLowMurray, UT2026-10-28
SJS Investment Consulting Inc.
100$8.2K0.0%ETFVery LowSylvania, OH2026-10-26
Kings Path Partners LLC
86$7.1K0.0%ETFVery LowSugar Land, TX2026-10-21
Nova Financial LLC
61$5.0K0.0%N/AN/ATucson, AZ2026-11-04
Fortitude Family Office, LLC
48$3.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Signature Resources Capital Management, LLC
29$2.4K0.0%ETFLowNewport Beach, CA2026-10-16
Quest 10 Wealth Builders, Inc.
18$1.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Raleigh Capital Management Inc.
1$820.0%CoreMediumCary, NC2026-10-28