AVDE Institutional Ownership & Shareholders
AVANTIS INTERNATIONAL EQUITY (AVDE) is currently held by 733 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.29B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of AVDE tracked by InsiderSet, reporting ownership valued at approximately $787.67M in its June 30, 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 $786.97M, representing an estimated loss of -0.09% 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, American Century Companies Inc, Wealth Enhancement Advisory Services, Llc, 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
733
Total Reported Value
$14.29B
Largest Holder
Ameriprise Financial Inc
Largest Position
$787.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.16% | 8,831,440 | $787,665,717 | $786,969,618 | -$696,099 | -0.09% | |
| American Century Companies Inc | 0.24% | 6,138,581 | $547,561,425 | $547,008,953 | -$552,472 | -0.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.79% | 5,989,042 | $530,172,193 | $533,683,533 | +$3,511,340 | +0.66% | |
| Lpl Financial Llc | 0.11% | 5,634,103 | $502,561,984 | $502,054,918 | -$507,066 | -0.10% | |
| Envestnet Asset Management Inc | 0.11% | 5,248,750 | $468,189,906 | $467,716,113 | -$473,794 | -0.10% | |
| Bank Of America Corp | 0.03% | 4,397,843 | $392,287,610 | $391,891,790 | -$395,820 | -0.10% | |
| Morgan Stanley | 0.02% | 4,388,303 | $391,436,781 | $391,041,680 | -$395,101 | -0.10% | |
| Bank Of New York Mellon Corp | 0.06% | 4,356,688 | $388,616,539 | $388,224,468 | -$392,071 | -0.10% | |
| Mission Wealth Management, Lp | 5.61% | 3,846,796 | $346,634,793 | $342,787,992 | -$3,846,801 | -1.11% | |
| Rockwood Wealth Management, Llc | 17.87% | 3,301,219 | $297,472,886 | $294,171,625 | -$3,301,261 | -1.11% | |
| Pnc Financial Services Group, Inc. | 0.16% | 3,267,330 | $291,445,818 | $291,151,776 | -$294,042 | -0.10% | |
| Wells Fargo & Company/Mn | 0.04% | 2,886,060 | $257,436,635 | $257,176,807 | -$259,828 | -0.10% | |
| Vantagepoint Investment Advisers Llc | 1.94% | 2,856,709 | $257,418,048 | $254,561,339 | -$2,856,709 | -1.11% | |
| Corient Private Wealth Llc | 0.28% | 2,271,682 | $202,634,031 | $202,429,583 | -$204,448 | -0.10% | |
| Maseco Llp | 5.16% | 2,093,625 | $188,646,128 | $186,562,924 | -$2,083,204 | -1.10% | |
| Advance Capital Management, Inc. | 5.35% | 1,854,102 | $165,385,858 | $165,219,029 | -$166,829 | -0.10% | |
| Hb Wealth Management, Llc | 0.82% | 1,767,293 | $159,250,761 | $157,483,479 | -$1,767,282 | -1.11% | |
| Raymond James Financial Inc | 0.04% | 1,755,170 | $156,561,158 | $156,403,199 | -$157,959 | -0.10% | |
| Ubs Group Ag | 0.02% | 1,727,133 | $154,060,264 | $153,904,822 | -$155,442 | -0.10% | |
| Prime Capital Investment Advisors, Llc | 1.51% | 1,704,275 | $153,572,179 | $151,867,945 | -$1,704,234 | -1.11% | |
| Modern Wealth Management, Llc | 1.64% | 1,542,262 | $137,569,783 | $137,430,967 | -$138,816 | -0.10% | |
| Gradient Investments Llc | 1.90% | 1,472,875 | $132,720,808 | $131,247,891 | -$1,472,917 | -1.11% | |
| Oak Root Llc | 14.18% | 1,427,068 | $128,593,097 | $127,166,029 | -$1,427,068 | -1.11% | |
| Cwm, Llc | 0.32% | 1,415,086 | $120,055,872 | $126,098,313 | +$6,042,441 | +5.03% | |
| Fifth Third Bancorp | 0.18% | 1,262,823 | $112,643,798 | $112,530,158 | -$113,640 | -0.10% | |
| Waverly Advisors, Llc | 0.63% | 1,222,477 | $109,044,965 | $108,934,925 | -$110,040 | -0.10% | |
| Financial Plan, Inc. | 10.23% | 1,209,058 | $107,848,006 | $107,739,158 | -$108,848 | -0.10% | |
| Focus Partners Wealth | 0.11% | 1,178,813 | $105,150,149 | $105,044,026 | -$106,123 | -0.10% | |
| Simplicity Wealth,Llc | 2.86% | 1,088,598 | $98,093,556 | $97,004,968 | -$1,088,588 | -1.11% | |
| Apella Capital, Llc | 1.23% | 1,087,395 | $97,300,102 | $96,897,768 | -$402,334 | -0.41% | |
| Greenup Street Wealth Management Llc | 11.93% | 1,075,938 | $96,952,730 | $95,876,835 | -$1,075,895 | -1.11% | |
| Gw Henssler & Associates Ltd | 4.10% | 1,047,795 | $94,416,807 | $93,369,012 | -$1,047,795 | -1.11% | |
| Parallel Advisors, Llc | 1.43% | 1,046,145 | $93,316,146 | $93,221,981 | -$94,165 | -0.10% | |
| Diversified Portfolios, Inc. | 6.43% | 994,311 | $88,692,550 | $88,603,053 | -$89,497 | -0.10% | |
| First National Trust Co | 3.05% | 978,024 | $88,129,742 | $87,151,719 | -$978,023 | -1.11% | |
| Beacon Pointe Advisors, Llc | 0.38% | 926,373 | $82,632,458 | $82,549,098 | -$83,360 | -0.10% | |
| Werba Rubin Papier Wealth Management | 9.49% | 876,278 | $78,164,014 | $78,085,133 | -$78,881 | -0.10% | |
| Plancorp, Llc | 1.88% | 862,580 | $77,002,542 | $76,864,504 | -$138,038 | -0.18% | |
| &Partners | 0.31% | 858,519 | $76,581,936 | $76,502,628 | -$79,308 | -0.10% | |
| Cerity Partners Llc | 0.09% | 846,764 | $75,531,639 | $75,455,140 | -$76,499 | -0.10% | |
| Correct Capital Wealth Management | 12.34% | 806,667 | $72,688,772 | $71,882,096 | -$806,676 | -1.11% | |
| Atwood & Palmer Inc | 3.65% | 789,054 | $71,101,622 | $70,312,602 | -$789,020 | -1.11% | |
| Savant Capital, Llc | 0.20% | 773,812 | $69,024,044 | $68,954,387 | -$69,657 | -0.10% | |
| Jnba Financial Advisors | 5.20% | 769,910 | $68,676,009 | $68,606,680 | -$69,329 | -0.10% | |
| Kestra Advisory Services, Llc | 0.19% | 748,701 | $67,465,446 | $66,716,746 | -$748,700 | -1.11% | |
| Esl Trust Services, Llc | 11.38% | 748,227 | $66,741,847 | $66,674,508 | -$67,339 | -0.10% | |
| Hub Investment Partners, Llc | 1.21% | 736,719 | $65,715,296 | $65,649,030 | -$66,266 | -0.10% | |
| Jsf Financial, Llc | 10.18% | 727,387 | $65,544,818 | $64,817,456 | -$727,362 | -1.11% | |
| Cresset Asset Management, Llc | 0.24% | 723,784 | $64,561,515 | $64,496,392 | -$65,123 | -0.10% | |
| Commonwealth Equity Services, Llc | 0.08% | 707,263 | $63,731,479 | $63,024,206 | -$707,273 | -1.11% |
Frequently asked questions about AVDE
Who are the largest institutional holders of AVDE?
The largest institutional holders of AVDE reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, American Century Companies Inc, Wealth Enhancement Advisory Services, Llc, Lpl Financial Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported AVDE position.
What is AVDE institutional ownership?
This page tracks AVDE positions reported by institutional investment managers through SEC Form 13F. AVANTIS INTERNATIONAL EQUITY (AVDE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVDE?
InsiderSet currently tracks 733 institutional managers reporting AVDE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVDE shareholders.
How much AVDE stock do institutions own?
Institutional investment managers disclosed approximately $14.29B in AVDE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVDE institutional ownership last updated?
The latest AVDE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVDE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVDE position after the reporting date.
Are institutions buying or selling AVDE?
Institutional buying and selling can be analyzed by comparing AVDE positions across consecutive 13F reporting periods. InsiderSet's AVDE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVDE ownership changes.
How has AVDE institutional ownership changed over time?
InsiderSet tracks AVDE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.