AVANTIS RESP EMERG MKTS EQ-E (AVSE) Institutional Ownership Changes & 13F Activity
AVANTIS RESP EMERG MKTS EQ-E (AVSE). 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, Corient Private Wealth Llc, Old Mission Capital Llc, Susquehanna International Group, Llp, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -132,289 | -76.5% | 40,679 | $3.33M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -71,761 | -63.3% | 41,581 | $3.40M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +2,690 | +7.4% | 39,004 | $3.19M | Q2 2026 | Aug 19, 2026 |
| Old Mission Capital Llc | Sell | -60,057 | -55.7% | 47,772 | $3.91M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +40,623 | — | 40,623 | $3.32M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +27,718 | — | 27,718 | $2.27M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +22,581 | — | 22,581 | $1.85M | Q2 2026 | Aug 14, 2026 |
| Riverwater Partners Llc | Sell | -12,300 | -9.3% | 120,275 | $9.84M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -7,615 | -27.9% | 19,697 | $1.61M | Q2 2026 | Aug 14, 2026 |
| Peapack Gladstone Financial Corp | Buy | +6,000 | — | 6,000 | $491.00K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +45 | — | 45 | $4.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +25 | — | 25 | $2.04K | Q2 2026 | Aug 14, 2026 |
| Kayne Anderson Rudnick Investment Management Llc | Buy | +948 | — | 948 | $77.45K | Q2 2026 | Aug 13, 2026 |
| Ep Wealth Advisors, Llc | Buy | +20,308 | +52.7% | 58,878 | $4.82M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Sell | -781 | -0.5% | 150,692 | $12.33M | Q2 2026 | Aug 12, 2026 |
| Addison Advisors Llc | Sell | -2,073 | -58.2% | 1,490 | $121.94K | Q2 2026 | Aug 10, 2026 |
| Savant Capital, Llc | Buy | +366 | +2.7% | 13,892 | $1.14M | Q2 2026 | Aug 10, 2026 |
| Wealthcollab, Llc | Buy | +200 | +8.0% | 2,699 | $220.88K | Q2 2026 | Aug 10, 2026 |
| Kelman-Lazarov, Inc. | Sell | -97 | -2.6% | 3,621 | $296.33K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +7,156 | +55.2% | 20,117 | $1.65M | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, Llc | Buy | +1,510 | +28.6% | 6,796 | $555.66K | Q2 2026 | Aug 07, 2026 |
| Curio Wealth, Llc | Sell | -88 | -1.7% | 5,088 | $416.38K | Q2 2026 | Aug 07, 2026 |
| Trailhead Planners Llc | Sell | -19,871 | -51.2% | 18,939 | $1.55M | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, Llc | Buy | +3,173 | +53.9% | 9,056 | $741.13K | Q2 2026 | Aug 06, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +129 | +27.0% | 607 | $49.66K | Q2 2026 | Aug 06, 2026 |
| Bridgewater Advisors Inc. | Buy | +7,181 | — | 7,181 | $544.53K | Q2 2026 | Aug 05, 2026 |
| Maseco Llp | Buy | +911 | +0.2% | 436,282 | $35.70M | Q2 2026 | Aug 05, 2026 |
| Tarbox Family Office, Inc. | Buy | +1,336 | +21.9% | 7,441 | $608.91K | Q2 2026 | Aug 03, 2026 |
| Envestnet Asset Management Inc | Buy | +1,101 | +17.1% | 7,547 | $617.64K | Q2 2026 | Aug 03, 2026 |
| Mb Generational Wealth, Llc | Sell | -153 | -2.4% | 6,208 | $508.04K | Q2 2026 | Jul 31, 2026 |
Frequently asked questions about AVSE activity
Which institutional owners are buying AVSE?
Institutional owners buying AVSE 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 AVSE activity?
"Buy" means an investor increased their reported position in AVSE compared to the prior reporting period. This reflects growing exposure to AVANTIS RESP EMERG MKTS EQ-E (AVSE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVSE increasing?
Institutional interest in AVSE 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.