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AVDE · Avantis International Equity ETF ETF

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$94.51 +0.01 (+0.01%) 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.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $247,706,882
Total Shares: 2,776,983

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 4 13F filers · Δ vs Dec 31, 2023
Top Holder
81.8%
Jun 2021 → Jun 2026 · range 6.1% – 81.8%
+71.5 pts
Top 5
100.0%
Jun 2021 → Jun 2026 · range 23.6% – 100.0%
+69.0 pts
Top 10
100.0%
Jun 2021 → Jun 2026 · range 36.4% – 100.0%
+55.8 pts
HHI
6,934
Jun 2021 → Jun 2026 · range 212 – 6,934
Highly concentrated+6,628

Quarterly Activity

vs Dec 31, 2023
New
3
Increased
1
Decreased
0
Sold Out
207
Unchanged
0
Holder count: -204
Institutional value: -88.9%
Shares held: -92.5%

Top Buyers

vs Dec 31, 2023
Institution Added Now Holds Open
Corient Private Wealth LLC +1,508,296 2,271,682

Top Sellers

vs Dec 31, 2023
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2023
Institution Acquired Value (USD) Open
HORAN Wealth, LLC 426,053 $38,003,927
Brown Financial Advisors 72,728 $6,487,337
CITADEL ADVISORS LLC 6,520 $581,584

Top Sold-Out Positions

vs Dec 31, 2023
Institution Previously Held Last Value (USD) Open
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,793,901 $229,265,437
HighTower Advisors, LLC 2,367,030 $143,039,622
Annex Advisory Services, LLC 1,950,051 $117,841,581
WMS Partners, LLC 1,668,656 $100,836,882
AMERICAN CENTURY COMPANIES INC 1,650,792 $99,757,360
Filter: New 3 Increased 1 Reduced 0 Sold out 207 Unchanged 0
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC AVDE $202,634,034 81.80% 2,271,682
HORAN Wealth, LLC AVDE $38,003,927 15.34% 426,053
Brown Financial Advisors AVDE $6,487,337 2.62% 72,728
CITADEL ADVISORS LLC AVDE $340,744 0.14% 3,820
CITADEL ADVISORS LLC AVDE $240,840 0.10% 2,700