AVEM · Avantis Emerging Markets Equity ETF ETF
$96.81
+1.45 (+1.52%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $103,362,208
Total Shares: 1,071,222
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
66.8%
−16.8 pts
Top 5
99.6%
−0.4 pts
Top 10
100.0%
0.0 pts
HHI
5,226
Highly concentrated−2,029
Quarterly Activity
vs Mar 31, 2026
New
7
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+5
Institutional value:
+4776.9%
Shares held:
+3972.8%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 715,599 | $69,048,147 | |
| Small HORAN Wealth, LLC | 291,832 | $28,158,869 | |
| Small Brown Financial Advisors | 49,149 | $4,742,387 | |
| Mega CITADEL ADVISORS LLC | 6,300 | $607,887 | |
| Mid Parkside Financial Bank & Trust | 3,959 | $382,003 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small WILLIAM JOHN SEMPOLINSKI | 21,983 | $1,771,390 | |
| Large M&T Bank Corp | 4,319 | $348,025 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AVEM | $69,048,147 | 66.80% | 715,599 | Shares | 2026-08-27 | |
| Small HORAN Wealth, LLC AVEM | $28,158,869 | 27.24% | 291,832 | Shares | 2026-08-26 | |
| Small Brown Financial Advisors AVEM | $4,742,387 | 4.59% | 49,149 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC AVEM | $607,887 | 0.59% | 6,300 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank AVEM | $382,003 | 0.37% | 3,959 | Shares | 2026-09-04 | |
| Mid ANCHOR CAPITAL ADVISORS LLC AVEM | $300,759 | 0.29% | 3,117 | Shares | 2026-09-03 | |
| Small BROWN, LISLE/CUMMINGS, INC. AVEM | $122,156 | 0.12% | 1,266 | Shares | 2026-09-02 |