AVANTIS EMERGING MARKETS VAL (AVES) Institutional Ownership Changes & 13F Activity
AVANTIS EMERGING MARKETS VAL (AVES). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Old Mission Capital Llc, Mariner, Llc, Susquehanna International Group, Llp, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -155,881 | -73.7% | 55,726 | $3.66M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -195 | -0.3% | 65,415 | $4.29M | Q2 2026 | Aug 27, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,930 | — | 3,930 | $257.81K | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -74 | -82.2% | 16 | $1.05K | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -18,584 | -2.6% | 695,217 | $45.61M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Sell | -120 | -1.4% | 8,490 | $556.94K | Q2 2026 | Aug 17, 2026 |
| Old Mission Capital Llc | Sell | -86,423 | -82.2% | 18,673 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +41,992 | +76.6% | 96,793 | $6.35M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -23,310 | -56.2% | 18,132 | $1.19M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +12,387 | — | 12,387 | $812.27K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +11,404 | +9.2% | 134,785 | $8.84M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,194 | +19.2% | 38,385 | $2.47M | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +5,740 | +10.4% | 60,900 | $3.95M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +1,328 | +4.1% | 33,754 | $2.21M | Q2 2026 | Aug 14, 2026 |
| Endeavor Private Wealth, Inc. | Buy | +662 | +10.8% | 6,774 | $444.41K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +495 | +16.6% | 3,472 | $227.91K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +373 | — | 373 | $24.00K | Q2 2026 | Aug 14, 2026 |
| Ncm Capital Management, Llc | Buy | +235 | +1.2% | 19,316 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Sell | -231 | -2.3% | 10,024 | $658.00K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +202 | +2.9% | 7,086 | $464.88K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +157 | +1.5% | 10,502 | $688.94K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +105 | — | 105 | $6.89K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -64 | -51.6% | 60 | $3.94K | Q2 2026 | Aug 14, 2026 |
| Orcam Financial Group | Buy | +28 | +0.7% | 4,070 | $266.96K | Q2 2026 | Aug 14, 2026 |
| Cardiff Park Advisors, Llc | Buy | +17 | +0.6% | 2,742 | $179.90K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +61,830 | +329.1% | 80,618 | $5.29M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +7,060 | +24.9% | 35,366 | $2.32M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +4,357 | — | 4,357 | $285.84K | Q2 2026 | Aug 13, 2026 |
| Umb Bank, N.A. | Sell | -1,399 | -4.6% | 28,996 | $1.90M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -915 | -98.3% | 16 | $1.05K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about AVES activity
Which institutional owners are buying AVES?
Institutional owners buying AVES 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 AVES activity?
"Buy" means an investor increased their reported position in AVES compared to the prior reporting period. This reflects growing exposure to AVANTIS EMERGING MARKETS VAL (AVES) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVES increasing?
Institutional interest in AVES 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.