AVANTIS EMERGING MARKETS EQ (AVEM) Institutional Ownership Changes & 13F Activity
AVANTIS EMERGING MARKETS EQ (AVEM). 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 Envestnet Asset Management Inc, Mercer Global Advisors Inc, Pure Financial Advisors, Llc, Corient Private Wealth Llc, and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Sell | -388 | -94.4% | 23 | $2.00 | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Sell | -172 | -0.0% | 371,309 | $34.91M | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -16,127,258 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -30,820 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -16,135 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -76,432 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -12,623 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -3,959 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -3,117 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 03, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -1,266 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -715,599 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Sell | -291,832 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Brown Financial Advisors | Sell | -49,149 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Mercer Global Advisors Inc | Sell | -9,970,793 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -39,019 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Resolute Wealth Advisor, Inc. | Sell | -12,049 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Sell | -5,350 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -320 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -429,143 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -71,656 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Capasso Planning Partners Llc | Sell | -63,709 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -17,699 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Sell | -16,782 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -26 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Sell | -1,125,157 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -222,716 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Blue Edge Capital, Llc | Sell | -178,396 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Sell | -89,651 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -27,231 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -16,606 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
Frequently asked questions about AVEM activity
Which institutional owners are buying AVEM?
Institutional owners buying AVEM 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 AVEM activity?
"Buy" means an investor increased their reported position in AVEM compared to the prior reporting period. This reflects growing exposure to AVANTIS EMERGING MARKETS EQ (AVEM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVEM increasing?
Institutional interest in AVEM 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.