AVANTIS INTL S/C VALUE ETF (AVDV) Institutional Ownership

AVDV is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $64.63M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $64.63M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's AVDV position is now estimated to be worth approximately $69.21M, representing an estimated gain of +7.09% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward AVANTIS INTL S/C VALUE ETF (AVDV).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$64,627,592647,182
Q4 20251$59,816,136636,545
Q3 20251$56,609,345635,846
Q2 20252$48,083,855606,507
Q1 20252$41,335,159592,704
Q3 20241$317,4504,492
Q2 20241$935,28014,400
Q1 20241$70510,700
Q4 20231$80012,796
Q3 20231$4748,200
Q2 20231$1,57727,400
Q1 20231$4127,045