AVANTIS INTERNATIONAL EQUITY (AVDE) Institutional Ownership Changes & 13F Activity

AVANTIS INTERNATIONAL EQUITY (AVDE). 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 Ameriprise Financial Inc, Corient Private Wealth Llc, Wells Fargo & Company/Mn, Modern Wealth Management, Llc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+332,230+6.8%5,248,750$468.19MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+1,247—1,247$111.25KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+2,215+17.1%15,203$1.36MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-34,974-90.2%3,820$340.74KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-2,727,581-54.6%2,271,682$202.63MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+136,479+47.1%426,053$38.00MQ2 2026Aug 26, 2026
Brown Financial AdvisorsSell-317-0.4%72,728$6.49MQ2 2026Aug 26, 2026
Atx Financial Planning, LlcBuy+1,847+12.6%16,502$1.47MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-5,509-1.4%386,895$34.51MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,876+45.9%5,960$531.60KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+422—422$37.64KQ2 2026Aug 19, 2026
Prosperitas Financial LlcSell-87-1.7%5,009$446.80KQ2 2026Aug 19, 2026
Orion Capital Management LlcBuy+21,728+26.3%104,491$9.32MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+10,458+19.5%64,070$5.72MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-7,992-0.9%926,373$82.63MQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+160,596—160,596$14.33MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+60,923+119.0%112,133$10.00MQ2 2026Aug 17, 2026
E-Wealth Partners, LlcBuy+5,926+7.6%84,270$7.52MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+4,064—4,064$362.54KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-268-1.9%13,643$1.22MQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+250+3.0%8,499$758.11KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+8,831,440—8,831,440$787.67MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,069,048+58.8%2,886,060$257.44MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+733,236+90.6%1,542,262$137.57MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+394,419+9.9%4,397,843$392.29MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+357,998+41.4%1,222,477$109.04MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+243,559+16.1%1,755,170$156.56MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+121,541+149.6%202,778$18.09MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+109,640+24.6%554,433$49.13MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+105,770+59.7%282,879$25.23MQ2 2026Aug 14, 2026
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Frequently asked questions about AVDE activity

  • Which institutional owners are buying AVDE?

    Institutional owners buying AVDE 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 AVDE activity?

    "Buy" means an investor increased their reported position in AVDE compared to the prior reporting period. This reflects growing exposure to AVANTIS INTERNATIONAL EQUITY (AVDE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVDE increasing?

    Institutional interest in AVDE 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.