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Avantis EMG MKT EX China ETF (AVXC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Clearwater Capital Advisors, LLC
INCREASED
Shares488,429 from 474,084
Change+14,345 (+3%)
Value$40.1M (-$472.5K)
Filed 2026-11-06
Heirloom Wealth Management
NEW
Shares343,324
Change+343,324
Value$28.2M
Filed 2026-10-14
Vestment Financial LLC
INCREASED
Shares228,025 from 214,854
Change+13,171 (+6%)
Value$18.7M (+$901.8K)
Filed 2026-10-13
Pacific Sage Partners, LLC
DECREASED
Shares189,678 from 191,056
Change-1,378 (-1%)
Value$15.6M (-$778.6K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares132,164 from 128,604
Change+3,560 (+3%)
Value$10.9M (-$155.4K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares107,761 from 12,845
Change+94,916 (+739%)
Value$8.9M (+$7.8M)
Filed 2026-10-16
LPL Financial LLC
INCREASED
Shares95,678 from 61,304
Change+34,374 (+56%)
Value$7.9M (+$2.6M)
Filed 2026-11-06
Providence Financial Advisors, LLC
INCREASED
Shares75,241 from 68,547
Change+6,694 (+10%)
Value$6.2M (+$311.3K)
Filed 2026-11-06
Mach-1 Financial Group, LLC
INCREASED
Shares73,296 from 66,972
Change+6,324 (+9%)
Value$6.0M (+$286.4K)
Filed 2026-11-06
CWS Financial Advisors, LLC
INCREASED
Shares62,077 from 50,885
Change+11,192 (+22%)
Value$5.1M (+$742.4K)
Filed 2026-10-16
Avior Wealth Management, LLC
DECREASED
Shares60,858 from 65,564
Change-4,706 (-7%)
Value$5.0M (-$615.0K)
Filed 2026-10-13
Ridgeline Wealth, LLC
INCREASED
Shares60,791 from 57,665
Change+3,126 (+5%)
Value$4.9M (-$11.8K)
Filed 2026-10-14
Networth Advisors, LLC
INCREASED
Shares60,263 from 58,191
Change+2,072 (+4%)
Value$5.0M (-$32.4K)
Filed 2026-11-03
Prosperity Financial Group, Inc.
DECREASED
Shares43,048 from 43,740
Change-692 (-2%)
Value$3.5M (-$209.2K)
Filed 2026-10-29
RFG Advisory, LLC
NEW
Shares32,936
Change+32,936
Value$2.7M
Filed 2026-11-03
Madrid Wealth Management, LLC
DECREASED
Shares31,086 from 32,313
Change-1,227 (-4%)
Value$2.6M (-$213.4K)
Filed 2026-10-23
Retirement Planning Group, LLC
DECREASED
Shares23,619 from 24,182
Change-563 (-2%)
Value$1.9M (-$130.5K)
Filed 2026-10-19
Prudent Man Investment Management, Inc.
DECREASED
Shares6,960 from 10,086
Change-3,126 (-31%)
Value$571.9K (-$71.3K)
Filed 2026-11-03
Apella Capital, LLC
UNCHANGED
Shares5,833 from 5,833
Change0 (0%)
Value$486.4K (+$11.3K)
Filed 2026-10-08
Verus Financial Partners, Inc.
UNCHANGED
Shares5,651 from 5,651
Change0 (0%)
Value$464.3K (-$19.7K)
Filed 2026-10-29
Centennial Wealth Advisory LLC
INCREASED
Shares5,452 from 4,505
Change+947 (+21%)
Value$448.0K (+$62.2K)
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED
Shares5,189 from 4,957
Change+232 (+5%)
Value$426.3K (+$1.8K)
Filed 2026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares4,974 from 4,974
Change0 (0%)
Value$408.7K (-$17.3K)
Filed 2026-11-02
Fragasso Financial Advisors Inc
UNCHANGED
Shares4,855 from 4,855
Change0 (0%)
Value$398.9K (-$17.0K)
Filed 2026-10-13
Beacon Capital Management, LLC
NEW
Shares4,734
Change+4,734
Value$389.0K
Filed 2026-10-23
Csenge Advisory Group
DECREASED
Shares4,404 from 5,078
Change-674 (-13%)
Value$361.9K (-$73.0K)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares4,335 from 4,335
Change0 (0%)
Value$356.2K (-$15.1K)
Filed 2026-11-03
Plancorp, LLC
DECREASED
Shares4,073 from 4,075
Change-2 (0%)
Value$305.2K (-$20.9K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares4,053 from 4,237
Change-184 (-4%)
Value$333.0K (-$29.9K)
Filed 2026-11-03
IFP Advisors, Inc
NEW
Shares3,374
Change+3,374
Value$277.2K
Filed 2026-10-16
RMR Wealth Builders
UNCHANGED
Shares2,931 from 2,931
Change0 (0%)
Value$240.8K (-$10.2K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,836 from 2,836
Change0 (0%)
Value$233.0K (-$9.9K)
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares2,552 from 2,543
Change+9 (+0%)
Value$209.7K (-$8.1K)
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares2,255 from 3,235
Change-980 (-30%)
Value$185.3K (-$91.8K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
DECREASED
Shares1,647 from 1,791
Change-144 (-8%)
Value$135.3K (-$18.0K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares1,515
Change+1,515
Value$124.5K
Filed 2026-10-27
James T. Borello RIA
UNCHANGED
Shares1,165 from 1,165
Change0 (0%)
Value$95.7K (-$4.1K)
Filed 2026-10-16
Eastern Bank
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$24.8K (-$1.1K)
Filed 2026-10-05
Kingdom Financial Group Llc.
DECREASED
Shares261 from 272
Change-11 (-4%)
Value$21.5K (-$1.9K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
NEW
Shares131
Change+131
Value$10.8K
Filed 2026-10-28
SJS Investment Consulting Inc.
NEW
Shares100
Change+100
Value$8.2K
Filed 2026-10-26
Kings Path Partners LLC
INCREASED
Shares86 from 72
Change+14 (+19%)
Value$7.1K (+$899)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares61
Change+61
Value$5.0K
Filed 2026-11-04
Fortitude Family Office, LLC
DECREASED
Shares48 from 27,664
Change-27,616 (-100%)
Value$3.9K (-$2.4M)
Filed 2026-10-14
Signature Resources Capital Management, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.4K (-$101)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.5K (-$63)
Filed 2026-11-02
Raleigh Capital Management Inc.
NEW
Shares1
Change+1
Value$82
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1,114
Change-1,114 (-100%)
Value$0 (-$95.4K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$51.4K)
Filed 2026-10-15
AE Wealth Management LLC
N/A
Shares— from 1,434,184
Change-1,434,184 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 314,509
Change-314,509 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 201,427
Change-201,427 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 186,588
Change-186,588 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 122,188
Change-122,188 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 54,465
Change-54,465 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 38,811
Change-38,811 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 38,697
Change-38,697 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 18,462
Change-18,462 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 14,481
Change-14,481 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 13,015
Change-13,015 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,015
Change-13,015 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 8,697
Change-8,697 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 7,687
Change-7,687 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,839
Change-6,839 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 253
Change-253 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
FMR LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
UBS Group AG
N/A
Shares— from 157
Change-157 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 81
Change-81 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13
Change-13 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Clearwater Capital Advisors, LLC
INCREASED488,429474,084+14,345+3%$40.6M$40.1M-$472.5K2026-11-06
Heirloom Wealth Management
NEW343,324—+343,324——$28.2M—2026-10-14
Vestment Financial LLC
INCREASED228,025214,854+13,171+6%$17.8M$18.7M+$901.8K2026-10-13
Pacific Sage Partners, LLC
DECREASED189,678191,056-1,378-1%$16.4M$15.6M-$778.6K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED132,164128,604+3,560+3%$11.0M$10.9M-$155.4K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED107,76112,845+94,916+739%$1.1M$8.9M+$7.8M2026-10-16
LPL Financial LLC
INCREASED95,67861,304+34,374+56%$5.3M$7.9M+$2.6M2026-11-06
Providence Financial Advisors, LLC
INCREASED75,24168,547+6,694+10%$5.9M$6.2M+$311.3K2026-11-06
Mach-1 Financial Group, LLC
INCREASED73,29666,972+6,324+9%$5.7M$6.0M+$286.4K2026-11-06
CWS Financial Advisors, LLC
INCREASED62,07750,885+11,192+22%$4.4M$5.1M+$742.4K2026-10-16
Avior Wealth Management, LLC
DECREASED60,85865,564-4,706-7%$5.6M$5.0M-$615.0K2026-10-13
Ridgeline Wealth, LLC
INCREASED60,79157,665+3,126+5%$4.9M$4.9M-$11.8K2026-10-14
Networth Advisors, LLC
INCREASED60,26358,191+2,072+4%$5.0M$5.0M-$32.4K2026-11-03
Prosperity Financial Group, Inc.
DECREASED43,04843,740-692-2%$3.7M$3.5M-$209.2K2026-10-29
RFG Advisory, LLC
NEW32,936—+32,936——$2.7M—2026-11-03
Madrid Wealth Management, LLC
DECREASED31,08632,313-1,227-4%$2.8M$2.6M-$213.4K2026-10-23
Retirement Planning Group, LLC
DECREASED23,61924,182-563-2%$2.1M$1.9M-$130.5K2026-10-19
Prudent Man Investment Management, Inc.
DECREASED6,96010,086-3,126-31%$643.2K$571.9K-$71.3K2026-11-03
Apella Capital, LLC
UNCHANGED5,8335,83300%$475.2K$486.4K+$11.3K2026-10-08
Verus Financial Partners, Inc.
UNCHANGED5,6515,65100%$484.0K$464.3K-$19.7K2026-10-29
Centennial Wealth Advisory LLC
INCREASED5,4524,505+947+21%$385.9K$448.0K+$62.2K2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED5,1894,957+232+5%$424.5K$426.3K+$1.8K2026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED4,9744,97400%$426.0K$408.7K-$17.3K2026-11-02
Fragasso Financial Advisors Inc
UNCHANGED4,8554,85500%$415.8K$398.9K-$17.0K2026-10-13
Beacon Capital Management, LLC
NEW4,734—+4,734——$389.0K—2026-10-23
Csenge Advisory Group
DECREASED4,4045,078-674-13%$434.9K$361.9K-$73.0K2026-11-04
Key Capital Management, Inc
UNCHANGED4,3354,33500%$371.3K$356.2K-$15.1K2026-11-03
Plancorp, LLC
DECREASED4,0734,075-20%$326.1K$305.2K-$20.9K2026-11-03
Avantax Planning Partners, Inc.
DECREASED4,0534,237-184-4%$362.9K$333.0K-$29.9K2026-11-03
IFP Advisors, Inc
NEW3,374—+3,374——$277.2K—2026-10-16
RMR Wealth Builders
UNCHANGED2,9312,93100%$251.0K$240.8K-$10.2K2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED2,8362,83600%$242.9K$233.0K-$9.9K2026-11-03
Asset Dedication, LLC
INCREASED2,5522,543+9+0%$217.8K$209.7K-$8.1K2026-11-03
Montag A & Associates Inc
DECREASED2,2553,235-980-30%$277.1K$185.3K-$91.8K2026-10-29
Lloyd Advisory Services, Llc.
DECREASED1,6471,791-144-8%$153.4K$135.3K-$18.0K2026-11-02
Balance Wealth Partners LLC
NEW1,515—+1,515——$124.5K—2026-10-27
James T. Borello RIA
UNCHANGED1,1651,16500%$99.8K$95.7K-$4.1K2026-10-16
Eastern Bank
UNCHANGED30230200%$25.9K$24.8K-$1.1K2026-10-05
Kingdom Financial Group Llc.
DECREASED261272-11-4%$23.3K$21.5K-$1.9K2026-11-04
Financial Network Wealth Advisors LLC
NEW131—+131——$10.8K—2026-10-28
SJS Investment Consulting Inc.
NEW100—+100——$8.2K—2026-10-26
Kings Path Partners LLC
INCREASED8672+14+19%$6.2K$7.1K+$8992026-10-21
Nova Financial LLC
NEW61—+61——$5.0K—2026-11-04
Fortitude Family Office, LLC
DECREASED4827,664-27,616-100%$2.4M$3.9K-$2.4M2026-10-14
Signature Resources Capital Management, LLC
UNCHANGED292900%$2.5K$2.4K-$1012026-10-16
Quest 10 Wealth Builders, Inc.
UNCHANGED181800%$1.5K$1.5K-$632026-11-02
Raleigh Capital Management Inc.
NEW1—+1——$82—2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED01,114-1,114-100%$95.4K$0-$95.4K2026-11-04
AdvisorNet Financial, Inc
CLOSED0600-600-100%$51.4K$0-$51.4K2026-10-15
AE Wealth Management LLC
N/A—1,434,184-1,434,184-100%$122.8M———
Mercer Global Advisors Inc
N/A—314,509-314,509-100%$26.9M———
Trajan Wealth LLC
N/A—201,427-201,427-100%$17.3M———
Susquehanna International Group, LLP
N/A—186,588-186,588-100%$16.0M———
Old Mission Capital LLC
N/A—122,188-122,188-100%$10.5M———
Jane Street Group, LLC
N/A—54,465-54,465-100%$4.7M———
PCG Wealth Advisors, LLC
N/A—38,811-38,811-100%$3.3M———
JPMorgan Chase & Co
N/A—38,697-38,697-100%$3.3M———
Corus Family Wealth Advisors
N/A—18,462-18,462-100%$1.6M———
Cauble & Harre Wealth Management, Inc.
N/A—14,481-14,481-100%$1.2M———
Fortis Capital Advisors, LLC
N/A—13,015-13,015-100%$1.1M———
Belpointe Asset Management LLC
N/A—13,015-13,015-100%$1.1M———
Tyche Wealth Partners LLC
N/A—8,697-8,697-100%$744.9K———
Applied Capital LLC
N/A—7,687-7,687-100%$658.4K———
Citadel Advisors LLC
N/A—6,839-6,839-100%$585.7K———
Rialto Wealth Management, LLC
N/A—5,937-5,937-100%$508.5K———
Beta Wealth Group, Inc.
N/A—4,645-4,645-100%$397.8K———
Focus Partners Wealth
N/A—4,230-4,230-100%$362.3K———
BSW Wealth Partners
N/A—4,175-4,175-100%$357.6K———
Advyzon Investment Management, LLC
N/A—3,833-3,833-100%$328.3K———
FSA Advisors, Inc.
N/A—3,762-3,762-100%$322.2K———
Flow Traders U.S. LLC
N/A—3,081-3,081-100%$264.0K———
Osaic Holdings, Inc.
N/A—1,890-1,890-100%$161.9K———
Bogart Wealth, LLC
N/A—698-698-100%$59.8K———
Bank of Montreal
N/A—253-253-100%$21.7K———
Steward Partners Investment Advisory, LLC
N/A—240-240-100%$20.6K———
Atomic Invest LLC
N/A—233-233-100%$19.5K———
JDM Financial Group LLC
N/A—202-202-100%$17.3K———
CVA Family Office, LLC
N/A—200-200-100%$17.1K———
FMR LLC
N/A—173-173-100%$14.8K———
UBS Group AG
N/A—157-157-100%$13.4K———
Morgan Stanley
N/A—81-81-100%$6.9K———
Harbour Investments, Inc.
N/A—35-35-100%$3.0K———
Wells Fargo & Company
N/A—13-13-100%$1.1K———
Royal Bank of Canada
N/A—4-4-100%$0———
Showing 84 of 84 institutions