AVEM · Avantis Emerging Markets Equity ETF · Holdings ETF

$88.38 -1.45 (-1.61%)

Volume · Oct 21 1.59M Avg daily vol (3M) 1.71M

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 →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 289

Total Value: $2,497,623,580

Total Shares: 26,564,813

Showing 1–100 of 289 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 289 13F filers · Δ vs Jun 30, 2026

Top Holder

6.3%

−5.5 pts

Top 5

22.1%

−12.6 pts

Top 10

35.8%

−11.4 pts

HHI

189

Broadly held−143

Who Holds AVEM

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,012 filers, like-for-like change +7.9%; actively managed books +5.8%; index-like books +63.4%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	50.7%	727	+3.1%	93	27
Exempt adviser	0.0%	0	-100.0%	0	1
Adviser	2.5%	5	+17.9%	2	0
Bank	19.8%	26	+8.7%	1	0
Broker-dealer	2.4%	1	+25.2%	0	0
Non-US	0.0%	1	+128.3%	0	0
Holding company	6.5%	8	+30.8%	1	0
Insurer	0.0%	0	—	0	0
Unknown	18.0%	244	+11.2%	31	12

Style	Share	Filers	Change	New	Exited
Index-like	5.7%	9	+63.4%	1	0
Systematic-like	0.0%	2	-77.7%	0	5
Concentrated	30.0%	507	+3.4%	56	15
Diversified active	63.8%	491	+7.0%	71	19
Unknown	0.5%	2	-2.3%	0	1
Not measured	0.0%	1	-17.9%	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	89.9%	708	+7.9%	85	19
Medium turnover	7.8%	160	+7.6%	22	8
High turnover	0.4%	12	-9.3%	4	7
Unknown	1.9%	131	+11.9%	17	6
Not measured	0.0%	1	-17.9%	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	1.7%	128	+2.1%	18	7
Medium horizon	12.0%	297	+4.2%	34	11
Long horizon	85.1%	568	+8.8%	72	19
Unknown	1.2%	18	-6.6%	4	3
Not measured	0.0%	1	-17.9%	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	14.0%	613	+4.9%	77	26
$1B to $10B	18.6%	286	+4.9%	41	9
$10B to $100B	24.0%	79	+4.5%	6	3
$100B or more	43.4%	33	+12.4%	4	2
Not measured	0.0%	1	-17.9%	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	48.1%	675	+4.6%	86	24
Pooled investment vehicles	0.0%	2	-82.9%	0	3
Registered funds and BDCs	0.3%	8	+75.4%	1	0
Pension and profit sharing plans	0.7%	7	-23.2%	1	0
Insurance companies	0.0%	1	+13.5%	0	0
Charitable organizations	0.0%	4	-7.3%	1	0
Corporations	0.2%	3	+12.5%	1	0
Other investment advisers	1.1%	9	-27.6%	1	0
Other	0.1%	1	-11.9%	0	0
Diversified	0.2%	15	+18.4%	2	0
Unknown	49.3%	287	+13.3%	35	13

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.3%	18	-19.9%	2	4
Private equity funds	1.1%	14	-6.5%	2	2
Venture capital funds	0.1%	5	+5.7%	0	0
Real estate funds	0.8%	12	+19.6%	0	1
Securitized asset funds	0.0%	2	+2.1%	0	0
Other private funds	3.6%	22	-3.6%	1	0
Mixed private funds	0.0%	2	+32.6%	1	0
Private funds, type not stated	0.2%	8	+7.6%	3	0
No private funds	44.7%	643	+3.9%	84	21
Unknown	49.3%	286	+13.3%	35	12

Location	Share	Filers	Change	New	Exited
United States	98.0%	999	+7.8%	128	39
Outside the US	2.0%	13	+13.0%	0	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 18 holders with no observed 2026-03-31 13F and 14 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd.

Conviction and Crowding

1,011 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

465

46.0% of filers hold it in their top 10

Mar 31, 2026: 451

Holders above 5%

median weight 0.273%

Mar 31, 2026: 47

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

47.2%

of 13F shares, Herfindahl 0.033

Active holders

+5.8%

like-for-like share change of active filers

5% stakes on record

0 13D, 1 13G (1 institutional, 0 passive, 0 exempt)

How long holders have held it value-weighted 14.2 quarters

Under 1 year 8.18% 1 to 3 years 26.3% 3 years or more 65.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$69.40

estimated per share

Mar 31, 2026: $66.87

Quarter-end price

$96.49

implied by 13F values

Estimated gain or loss

+39.0%

price against the estimated cost

Estimated at a loss

0.000%

of costed 13F value

Estimated cost covers 87.5% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of AVEM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	168,240	1
Active funds	23,117	1
Unclassified	2,055,020	3
All registered funds	2,246,377	5

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

161

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -728

Institutional value: -89.5%

Shares held: -89.2%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Fragasso Financial Advisors Inc	+330,625	941,057
Mid SAX WEALTH ADVISORS, LLC	+154,026	230,840
Mid Apella Capital, LLC	+151,968	1,149,116
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+139,816	543,384
Mid Annex Advisory Services, LLC	+124,809	1,673,730

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid MISSION WEALTH MANAGEMENT, LP	−156,377	567,437
Mid CFS Investment Advisory Services, LLC	−50,834	7,552
Large ASSETMARK, INC	−29,062	23,276
Mid Prime Capital Investment Advisors, LLC	−25,020	725,706
Small Maia Wealth LLC	−23,193	13,781

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small HILL ISLAND FINANCIAL LLC	265,288	$24,942,377
Mid Cyndeo Wealth Partners, LLC	241,490	$22,704,889
Small MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	122,988	$11,563,331
Mid TITLEIST ASSET MANAGEMENT, LLC	58,524	$5,502,426
Small Fairway Financial, LLC	58,158	$5,468,015

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small Hobbs Wealth Management, LLC	36,215	$3,494,385
Micro Scarborough Advisors, LLC	22,251	$2,146,998
Small MILESTONE ASSET MANAGEMENT, LLC	16,521	$1,594,111
Small Patriot Financial Group Insurance Agency, LLC	11,459	$1,105,678
Small SUTTON PLACE INVESTORS LLC	9,098	$877,866

Filter: New 25 Increased 161 Reduced 67 Sold out 17 Unchanged 34

Holder type: Registered adviser 207 Exempt adviser 1 Bank 1 Unknown 80

Showing 100 of 289

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid Annex Advisory Services, LLC Registered adviser AVEM	$157,364,094	6.30%	1,673,730	—	+124,809 +8.1%	Shares	2026-10-16
Mid Apella Capital, LLC AVEM	$108,039,886	4.33%	1,149,116	—	+151,968 +15.2%	Shares	2026-10-08
Small Oak Root LLC Registered adviser AVEM	$101,115,313	4.05%	1,075,466	—	0 0.0%	Shares	2026-10-09
Mid Gradient Investments LLC AVEM	$97,678,130	3.91%	1,038,908	—	+7,464 +0.7%	Shares	2026-10-08
Mid Fragasso Financial Advisors Inc Registered adviser AVEM	$88,478,179	3.54%	941,057	—	+330,625 +54.2%	Shares	2026-10-13
Large Farther Finance Advisors, LLC Registered adviser AVEM	$79,948,966	3.20%	850,340	—	+51,321 +6.4%	Shares	2026-10-08
Mid Summit Financial Strategies, Inc. Registered adviser AVEM	$76,002,195	3.04%	808,362	—	+23,333 +3.0%	Shares	2026-10-14
Mid Prime Capital Investment Advisors, LLC AVEM	$68,230,878	2.73%	725,706	—	-25,020 -3.3%	Shares	2026-10-20
Mid ATWOOD & PALMER INC Registered adviser AVEM	$64,228,822	2.57%	683,140	—	+8,623 +1.3%	Shares	2026-10-08
Mid MISSION WEALTH MANAGEMENT, LP Registered adviser AVEM	$53,350,426	2.14%	567,437	—	-156,377 -21.6%	Shares	2026-10-15
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AVEM	$51,088,963	2.05%	543,384	—	+139,816 +34.6%	Shares	2026-10-13
Mid Robertson Stephens Wealth Management, LLC Registered adviser AVEM	$50,130,053	2.01%	533,185	—	+17,416 +3.4%	Shares	2026-10-16
Small WEST PACES ADVISORS INC. Registered adviser AVEM	$38,280,713	1.53%	407,155	—	+5,976 +1.5%	Shares	2026-10-13
Small Arlington Financial Advisors, LLC AVEM	$37,807,040	1.51%	402,117	—	-651 -0.2%	Shares	2026-10-19
Mid Amplius Wealth Advisors, LLC Registered adviser AVEM	$37,136,771	1.49%	394,988	—	+32,146 +8.9%	Shares	2026-10-20
Mid Versant Capital Management, Inc Registered adviser AVEM	$34,910,472	1.40%	371,309	—	-172 -0.0%	Shares	2026-10-02
Small SC&H Financial Advisors, Inc. Registered adviser AVEM	$31,553,394	1.26%	335,603	—	+3,522 +1.1%	Shares	2026-10-14
Small Cannon Financial Strategists, Inc. Registered adviser AVEM	$30,735,420	1.23%	326,903	—	+5,170 +1.6%	Shares	2026-10-19
Small ACT Advisors, LLC. AVEM	$30,529,140	1.22%	324,709	—	+2,782 +0.9%	Shares	2026-10-15
Small Copper Harbor Investment Advisors, LLC Registered adviser AVEM	$30,002,064	1.20%	319,103	—	+21,357 +7.2%	Shares	2026-10-16
Small High Probability Advisors, LLC Registered adviser AVEM	$28,293,250	1.13%	300,928	—	+11,087 +3.8%	Shares	2026-10-19
Mid CGN Advisors LLC Registered adviser AVEM	$27,447,258	1.10%	291,930	—	+17,381 +6.3%	Shares	2026-10-21
Large Concurrent Investment Advisors, LLC Registered adviser AVEM	$26,113,772	1.05%	277,747	—	+52,765 +23.5%	Shares	2026-10-16
Small RETIREMENT FINANCIAL SOLUTIONS, LLC Registered adviser AVEM	$25,025,585	1.00%	266,173	—	+17,682 +7.1%	Shares	2026-10-20
Mid MassMutual Private Wealth & Trust, FSB AVEM	$24,973,122	1.00%	265,615	—	+7,807 +3.0%	Shares	2026-10-05
Small HILL ISLAND FINANCIAL LLC Registered adviser AVEM	$24,942,377	1.00%	265,288	—	New	Shares	2026-10-20
Small Sunburst Financial Group, LLC Registered adviser AVEM	$23,583,882	0.94%	250,839	—	-14,574 -5.5%	Shares	2026-10-09
Mid Cyndeo Wealth Partners, LLC Registered adviser AVEM	$22,704,889	0.91%	241,490	—	New	Shares	2026-10-16
Mid Cooper Financial Group Registered adviser AVEM	$22,632,588	0.91%	240,721	—	+12,750 +5.6%	Shares	2026-10-07
Small ABLE Financial Group, LLC AVEM	$22,399,888	0.90%	238,246	—	+79,194 +49.8%	Shares	2026-10-14
Mid SAX WEALTH ADVISORS, LLC Registered adviser AVEM	$21,703,576	0.87%	230,840	—	+154,026 +200.5%	Shares	2026-10-13
Mid WealthPlan Investment Management, LLC Registered adviser AVEM	$20,999,461	0.84%	223,351	—	+18,223 +8.9%	Shares	2026-10-15
Small Intergy Private Wealth, LLC Registered adviser AVEM	$20,519,865	0.82%	218,250	—	+18,423 +9.2%	Shares	2026-10-16
Small WJ Interests, LLC AVEM	$20,440,418	0.82%	217,405	—	+7,168 +3.4%	Shares	2026-10-14
Small Buttonwood Financial Group, LLC Registered adviser AVEM	$19,843,297	0.79%	211,054	—	-430 -0.2%	Shares	2026-10-16
Mid Syntegra Private Wealth Group, LLC Registered adviser AVEM	$19,670,958	0.79%	209,221	—	+8,662 +4.3%	Shares	2026-10-13
Small MFA WEALTH ADVISORS, LLC Registered adviser AVEM	$18,951,047	0.76%	201,564	—	+411 +0.2%	Shares	2026-10-07
Small FORTRESS FINANCIAL GROUP, LLC AVEM	$18,168,706	0.73%	193,243	—	+13,729 +7.6%	Shares	2026-10-21
Small Stewardship Advisors, LLC Registered adviser AVEM	$17,976,624	0.72%	191,200	—	+76,282 +66.4%	Shares	2026-10-20
Small Three Arch Wealth Management LLC AVEM	$16,024,674	0.64%	170,439	—	+5,445 +3.3%	Shares	2026-10-20
Small INVENIO WEALTH PARTNERS LLC Registered adviser AVEM	$15,313,601	0.61%	162,876	—	+31,399 +23.9%	Shares	2026-10-20
Small DEFINE FINANCIAL, LLC AVEM	$15,276,745	0.61%	162,484	—	+8,421 +5.5%	Shares	2026-10-14
Small FIRST HAWAIIAN BANK AVEM	$15,179,810	0.61%	161,453	—	+56,003 +53.1%	Shares	2026-10-14
Small Verum Partners LLC AVEM	$14,427,557	0.58%	153,452	—	+11,889 +8.4%	Shares	2026-10-21
Small Echo Wealth Management, LLC Registered adviser AVEM	$13,878,668	0.56%	147,614	—	+9,635 +7.0%	Shares	2026-10-15
Small 55 North Private Wealth, LLC Registered adviser AVEM	$13,771,955	0.55%	146,479	—	+14,845 +11.3%	Shares	2026-10-20
Small Prosperity Planning, Inc. Registered adviser AVEM	$13,701,158	0.55%	145,726	—	+5,886 +4.2%	Shares	2026-10-09
Small Freedom Financial Partners LLC Registered adviser AVEM	$12,799,506	0.51%	136,136	—	+4,754 +3.6%	Shares	2026-10-19
Small BOYUM WEALTH ARCHITECTS LLC Registered adviser AVEM	$12,789,446	0.51%	136,029	—	+1,012 +0.7%	Shares	2026-10-06
Small Choice Wealth Advisors LLC AVEM	$12,782,865	0.51%	135,959	—	+2,584 +1.9%	Shares	2026-10-16
Small Great Diamond Partners, LLC Registered adviser AVEM	$12,714,888	0.51%	135,236	—	+1,744 +1.3%	Shares	2026-10-13
Small Shotwell Rutter Baer Inc AVEM	$11,694,489	0.47%	124,383	—	-659 -0.5%	Shares	2026-10-14
Small MARKET STREET WEALTH MANAGEMENT ADVISORS LLC Registered adviser AVEM	$11,563,331	0.46%	122,988	—	New	Shares	2026-10-09
Small Highland Financial Advisors, LLC Registered adviser AVEM	$11,284,562	0.45%	120,023	—	+4,260 +3.7%	Shares	2026-10-19
Small ELEVATION WEALTH PARTNERS, LLC AVEM	$10,291,053	0.41%	109,456	—	+90 +0.1%	Shares	2026-10-07
Small XY Planning Network, Inc. AVEM	$10,047,071	0.40%	106,861	—	+50,128 +88.4%	Shares	2026-10-14
Small ShoreHaven Wealth Partners, LLC Registered adviser AVEM	$10,031,745	0.40%	106,698	—	+4,763 +4.7%	Shares	2026-10-16
Small BetterWealth, LLC Registered adviser AVEM	$9,971,009	0.40%	106,052	—	+1,431 +1.4%	Shares	2026-10-15
Small COLLECTIVE FAMILY OFFICE LLC Registered adviser AVEM	$9,402,940	0.38%	100,010	—	-2,033 -2.0%	Shares	2026-10-05
Small ACIMA PRIVATE WEALTH, LLC Registered adviser AVEM	$9,304,313	0.37%	98,961	—	+7,855 +8.6%	Shares	2026-10-05
Small Hudson Capital Management LLC Registered adviser AVEM	$9,204,840	0.37%	97,903	—	+474 +0.5%	Shares	2026-10-20
Mid AXXCESS WEALTH MANAGEMENT, LLC Registered adviser AVEM	$9,178,326	0.37%	97,621	—	-8,615 -8.1%	Shares	2026-10-21
Small Chris Bulman Inc Registered adviser AVEM	$9,147,675	0.37%	97,295	—	+5,361 +5.8%	Shares	2026-10-20
Small Align Financial, LLC AVEM	$8,949,857	0.36%	95,191	—	-231 -0.2%	Shares	2026-10-16
Small Financial Futures Ltd Liability Co. AVEM	$8,859,692	0.35%	94,232	—	+1,944 +2.1%	Shares	2026-10-13
Small Broadway Wealth Solutions, Inc. Registered adviser AVEM	$8,668,455	0.35%	92,198	—	+5,470 +6.3%	Shares	2026-10-21
Micro GAINLINE FINANCIAL PARTNERS, LLC AVEM	$8,430,585	0.34%	89,668	—	+13,294 +17.4%	Shares	2026-10-15
Small Harbor Group, Inc. Registered adviser AVEM	$8,420,243	0.34%	89,558	—	+12,532 +16.3%	Shares	2026-10-14
Small Shore Point Advisors, LLC Registered adviser AVEM	$8,401,721	0.34%	89,361	—	-992 -1.1%	Shares	2026-10-14
Small White Pine Investment CO Registered adviser AVEM	$8,268,588	0.33%	87,945	—	+15,509 +21.4%	Shares	2026-10-15
Small Kings Path Partners LLC AVEM	$8,161,970	0.33%	86,811	—	-1,204 -1.4%	Shares	2026-10-21
Small LexAurum Advisors, LLC Registered adviser AVEM	$7,689,237	0.31%	81,783	—	+2,971 +3.8%	Shares	2026-10-19
Small Trellis Wealth Advisors LLC Registered adviser AVEM	$7,558,361	0.30%	80,391	—	-146 -0.2%	Shares	2026-10-19
Small EnRich Financial Partners LLC Registered adviser AVEM	$7,488,693	0.30%	79,650	—	+174 +0.2%	Shares	2026-10-21
Small RIVERSEDGE ADVISORS, LLC Registered adviser AVEM	$7,409,058	0.30%	78,803	—	-245 -0.3%	Shares	2026-10-09
Small Grove Bank & Trust AVEM	$7,368,065	0.30%	78,367	—	+13 +0.0%	Shares	2026-10-08
Mid AWM CAPITAL, LLC Registered adviser AVEM	$7,329,799	0.29%	77,960	—	+499 +0.6%	Shares	2026-10-16
Small Signature Resources Capital Management, LLC AVEM	$7,274,515	0.29%	77,372	—	+4,090 +5.6%	Shares	2026-10-16
Small Cherry Tree Wealth Management, LLC Registered adviser AVEM	$7,250,070	0.29%	77,112	—	+680 +0.9%	Shares	2026-10-15
Small Lifestyle Asset Management, Inc. Registered adviser AVEM	$7,248,565	0.29%	77,096	—	+19,861 +34.7%	Shares	2026-10-20
Small Wilkerson Advisory Group LLC AVEM	$7,212,556	0.29%	76,713	—	+1,433 +1.9%	Shares	2026-10-20
Small ARWA LLC AVEM	$7,182,845	0.29%	76,397	—	+32,249 +73.0%	Shares	2026-10-21
Micro Invariant Investment Management AVEM	$7,137,622	0.29%	75,916	—	+1,378 +1.8%	Shares	2026-10-08
Small Stonehearth Capital Management, LLC Registered adviser AVEM	$7,073,030	0.28%	75,229	—	+951 +1.3%	Shares	2026-10-13
Mid Wedmont Private Capital AVEM	$6,817,860	0.27%	72,515	—	+3,202 +4.6%	Shares	2026-10-09
Small Fortitude Family Office, LLC Registered adviser AVEM	$6,794,355	0.27%	72,265	—	0 0.0%	Shares	2026-10-14
Small Hutchens & Kramer Investment Management Group, LLC AVEM	$6,738,883	0.27%	71,675	—	+5,087 +7.6%	Shares	2026-10-16
Small Breakwater Capital Group Registered adviser AVEM	$6,495,183	0.26%	69,083	—	+7,218 +11.7%	Shares	2026-10-09
Small Physician Wealth Solutions Inc. Registered adviser AVEM	$6,481,738	0.26%	68,940	—	-6,931 -9.1%	Shares	2026-10-14
Small Financial Symmetry Inc AVEM	$6,477,695	0.26%	68,897	—	+4,530 +7.0%	Shares	2026-10-06
Small Global Strategic Investment Solutions, LLC Registered adviser AVEM	$6,381,419	0.26%	67,873	—	+300 +0.4%	Shares	2026-10-16
Small DEFINED WEALTH MANAGEMENT, LLC Registered adviser AVEM	$6,320,118	0.25%	67,221	—	+311 +0.5%	Shares	2026-10-19
Small Level Financial Advisors Registered adviser AVEM	$6,273,390	0.25%	66,724	—	+602 +0.9%	Shares	2026-10-13
Small Andrews Advisory Associates, LLC Registered adviser AVEM	$6,186,516	0.25%	65,800	—	+5,179 +8.5%	Shares	2026-10-15
Mid CoreCap Advisors, LLC Registered adviser AVEM	$6,124,274	0.25%	65,138	—	+4,572 +7.5%	Shares	2026-10-08
Small WealthPLAN Partners, LLC Registered adviser AVEM	$5,859,702	0.23%	62,324	—	-13,058 -17.3%	Shares	2026-10-15
Small Great Point Wealth Advisors, LLC AVEM	$5,777,058	0.23%	61,445	—	-2,167 -3.4%	Shares	2026-10-15
Small Bellecapital International Ltd. Registered adviser AVEM	$5,743,869	0.23%	61,092	—	-3,767 -5.8%	Shares	2026-10-21
Small Factor Wealth Management LTD AVEM	$5,681,628	0.23%	60,430	—	+9,585 +18.9%	Shares	2026-10-08
Mid TITLEIST ASSET MANAGEMENT, LLC Registered adviser AVEM	$5,502,426	0.22%	58,524	—	New	Shares	2026-10-08
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