AVANTIS INTERNATIONAL EQUITY (AVDE) Institutional Ownership Changes & 13F Activity
AVANTIS INTERNATIONAL EQUITY (AVDE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Envestnet Asset Management Inc, Bank Of America Corp, Wells Fargo & Company/Mn, and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Versant Capital Management, Inc | Buy | +3,351 | +0.6% | 591,192 | $53.27M | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -5,248,750 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -1,247 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -15,203 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -3,820 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -2,271,682 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Sell | -426,053 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Brown Financial Advisors | Sell | -72,728 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Atx Financial Planning, Llc | Sell | -16,502 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -386,895 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -5,960 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Sell | -5,009 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -422 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -926,373 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -104,491 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -64,070 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell | -160,596 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -112,133 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| E-Wealth Partners, Llc | Sell | -84,270 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -13,643 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Sell | -8,499 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -4,064 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Sell | -3,295 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Sell | -3,021 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -23 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Sell | -8,831,440 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -4,397,843 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -2,886,060 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,755,170 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -1,542,262 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about AVDE activity
Which institutional owners are buying AVDE?
Institutional owners buying AVDE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVDE activity?
"Buy" means an investor increased their reported position in AVDE compared to the prior reporting period. This reflects growing exposure to AVANTIS INTERNATIONAL EQUITY (AVDE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVDE increasing?
Institutional interest in AVDE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.