AVANTIS INTERNATIONAL EQUITY (AVDE) Institutional Shareholders
AVANTIS INTERNATIONAL EQUITY (AVDE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.83B in AVDE holdings during the latest filing period.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of AVDE tracked by InsiderSet, reporting ownership valued at approximately $636.55M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $684.30M, representing an estimated gain of +7.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 33% of the total disclosed AVDE value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Wealth Enhancement Advisory Services, Llc, Mission Wealth Management, Lp, and several other long-term asset managers with concentrated positions in AVANTIS INTERNATIONAL EQUITY (AVDE).
This page ranks the largest institutional AVDE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
692
Total Reported Value
$12.83B
Largest Holder
Ameriprise Financial Inc
Largest Position
$636.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.15% | 7,502,434 | $636,548,841 | $684,297,005 | +$47,748,164 | +7.50% | |
| Wealth Enhancement Advisory Services, Llc | 0.80% | 5,369,195 | $479,285,861 | $489,724,276 | +$10,438,415 | +2.18% | |
| Mission Wealth Management, Lp | 5.72% | 5,149,175 | $459,306,414 | $469,656,252 | +$10,349,838 | +2.25% | |
| American Century Companies Inc | 0.22% | 5,027,310 | $426,516,980 | $458,540,945 | +$32,023,965 | +7.51% | |
| Corient Private Wealth Llc | 0.61% | 4,999,263 | $424,112,820 | $455,982,778 | +$31,869,958 | +7.51% | |
| Envestnet Asset Management Inc | 0.11% | 4,916,520 | $417,117,562 | $448,435,789 | +$31,318,227 | +7.51% | |
| Lpl Financial Llc | 0.10% | 4,270,736 | $362,329,256 | $389,533,831 | +$27,204,575 | +7.51% | |
| Bank Of America Corp | 0.02% | 4,003,424 | $339,650,470 | $365,152,303 | +$25,501,833 | +7.51% | |
| Morgan Stanley | 0.02% | 3,851,261 | $326,741,111 | $351,273,516 | +$24,532,405 | +7.51% | |
| Northwestern Mutual Wealth Management Co | 0.18% | 3,540,028 | $300,336,026 | $322,885,954 | +$22,549,928 | +7.51% | |
| Rockwood Wealth Management, Llc | 17.85% | 3,165,871 | $282,395,694 | $288,759,094 | +$6,363,400 | +2.25% | |
| Pnc Financial Services Group, Inc. | 0.17% | 3,096,165 | $262,678,637 | $282,401,210 | +$19,722,573 | +7.51% | |
| Vantagepoint Investment Advisers Llc | 2.09% | 2,909,857 | $246,872,268 | $265,408,057 | +$18,535,789 | +7.51% | |
| Hightower Advisors, Llc | 0.24% | 2,626,851 | $222,862,648 | $239,595,080 | +$16,732,432 | +7.51% | |
| Maseco Llp | 5.21% | 1,957,771 | $166,156,020 | $178,568,293 | +$12,412,273 | +7.47% | |
| Wells Fargo & Company/Mn | 0.03% | 1,817,012 | $154,155,294 | $165,729,665 | +$11,574,371 | +7.51% | |
| Hb Wealth Management, Llc | 0.85% | 1,693,261 | $151,038,933 | $154,442,336 | +$3,403,403 | +2.25% | |
| Advance Capital Management, Inc. | 5.57% | 1,732,496 | $146,984,939 | $158,020,960 | +$11,036,021 | +7.51% | |
| Ubs Group Ag | 0.02% | 1,587,900 | $134,717,436 | $144,832,359 | +$10,114,923 | +7.51% | |
| Annex Advisory Services, Llc | 2.29% | 1,504,548 | $134,205,642 | $137,229,823 | +$3,024,181 | +2.25% | |
| Gradient Investments Llc | 1.78% | 1,445,630 | $128,950,206 | $131,855,912 | +$2,905,706 | +2.25% | |
| Raymond James Financial Inc | 0.04% | 1,511,611 | $128,245,010 | $137,874,039 | +$9,629,029 | +7.51% | |
| Oak Root Llc | 14.05% | 1,427,068 | $127,294,466 | $130,162,872 | +$2,868,406 | +2.25% | |
| Cwm, Llc | 0.32% | 1,415,086 | $120,055,872 | $129,069,994 | +$9,014,122 | +7.51% | |
| Focus Partners Wealth | 0.13% | 1,289,900 | $114,344,375 | $117,651,779 | +$3,307,404 | +2.89% | |
| Financial Plan, Inc. | 10.79% | 1,186,391 | $100,653,414 | $108,210,723 | +$7,557,309 | +7.51% | |
| Greenup Street Wealth Management Llc | 11.50% | 1,058,929 | $94,456,501 | $96,584,914 | +$2,128,413 | +2.25% | |
| Fifth Third Bancorp | 0.17% | 1,086,719 | $92,197,230 | $99,119,640 | +$6,922,410 | +7.51% | |
| Gw Henssler & Associates Ltd | 4.09% | 1,030,458 | $91,916,838 | $93,988,074 | +$2,071,236 | +2.25% | |
| First National Trust Co | 3.06% | 1,009,714 | $90,066,488 | $92,096,014 | +$2,029,526 | +2.25% | |
| Beacon Pointe Advisors, Llc | 0.42% | 934,365 | $79,271,493 | $85,223,432 | +$5,951,939 | +7.51% | |
| Diversified Portfolios, Inc. | 6.50% | 932,696 | $79,129,934 | $85,071,202 | +$5,941,268 | +7.51% | |
| Parallel Advisors, Llc | 1.41% | 925,232 | $78,496,717 | $84,390,411 | +$5,893,694 | +7.51% | |
| Werba Rubin Papier Wealth Management | 9.49% | 876,278 | $78,164,014 | $79,925,316 | +$1,761,302 | +2.25% | |
| Plancorp, Llc | 1.88% | 862,580 | $77,002,542 | $78,675,922 | +$1,673,380 | +2.17% | |
| Apella Capital, Llc | 1.05% | 828,607 | $74,359,216 | $75,577,244 | +$1,218,028 | +1.64% | |
| Waverly Advisors, Llc | 0.55% | 864,479 | $73,342,406 | $78,849,130 | +$5,506,724 | +7.51% | |
| Cerity Partners Llc | 0.10% | 857,498 | $72,749,775 | $78,212,393 | +$5,462,618 | +7.51% | |
| Modern Wealth Management, Llc | 1.20% | 809,026 | $69,697,629 | $73,791,261 | +$4,093,632 | +5.87% | |
| Atwood & Palmer Inc | 3.67% | 771,462 | $68,814,442 | $70,365,049 | +$1,550,607 | +2.25% | |
| Jnba Financial Advisors | 5.20% | 769,910 | $68,676,009 | $70,223,491 | +$1,547,482 | +2.25% | |
| Bank Of New York Mellon Corp | 0.01% | 805,700 | $68,355,537 | $73,487,897 | +$5,132,360 | +7.51% | |
| Correct Capital Wealth Management | 12.64% | 798,188 | $67,718,228 | $72,802,727 | +$5,084,499 | +7.51% | |
| &Partners | 0.33% | 794,001 | $67,518,864 | $72,420,831 | +$4,901,967 | +7.26% | |
| Hub Investment Partners, Llc | 1.21% | 736,719 | $65,715,296 | $67,196,140 | +$1,480,844 | +2.25% | |
| Jsf Financial, Llc | 10.27% | 714,806 | $63,760,701 | $65,197,455 | +$1,436,754 | +2.25% | |
| Esl Trust Services, Llc | 12.12% | 748,102 | $63,468,973 | $68,234,383 | +$4,765,410 | +7.51% | |
| Cgn Advisors Llc | 4.53% | 694,974 | $61,991,680 | $63,388,579 | +$1,396,899 | +2.25% | |
| Savant Capital, Llc | 0.30% | 720,524 | $61,129,310 | $65,718,994 | +$4,589,684 | +7.51% | |
| Kestra Advisory Services, Llc | 0.20% | 681,091 | $60,753,301 | $62,122,310 | +$1,369,009 | +2.25% |
Frequently asked questions about AVDE
Who owns the most AVDE stock?
The largest holders of AVDE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS INTERNATIONAL EQUITY (AVDE).
Is AVDE widely held by superinvestors?
Many widely followed stocks like AVDE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVDE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.