AVDS Institutional Ownership & Shareholders
AVANTIS INTL SM CAP EQ ETF (AVDS) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $260.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vinva Investment Management Ltd is currently the largest disclosed institutional shareholder of AVDS tracked by InsiderSet, reporting ownership valued at approximately $73.22M 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 $75.77M, representing an estimated gain of +3.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed AVDS value among the investors covered in this analysis. Major shareholders include Vinva Investment Management Ltd, True North Advisors, Llc, American Century Companies Inc, and several other long-term asset managers with concentrated positions in AVANTIS INTL SM CAP EQ ETF (AVDS).
This page ranks the largest institutional AVDS 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
66
Total Reported Value
$260.67M
Largest Holder
Vinva Investment Management Ltd
Largest Position
$73.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vinva Investment Management Ltd | 0.49% | 974,709 | $73,220,140 | $75,773,878 | +$2,553,738 | +3.49% | |
| True North Advisors, Llc | 3.23% | 449,544 | $33,832,717 | $34,947,551 | +$1,114,834 | +3.30% | |
| American Century Companies Inc | 0.01% | 306,235 | $23,047,246 | $23,806,709 | +$759,463 | +3.30% | |
| Freedom Investment Management, Inc. | 4.39% | 209,678 | $15,780,402 | $16,300,368 | +$519,966 | +3.30% | |
| Envestnet Asset Management Inc | 0.00% | 178,264 | $13,416,182 | $13,858,243 | +$442,061 | +3.29% | |
| Cwm, Llc | 0.03% | 173,363 | $12,456,119 | $13,477,240 | +$1,021,121 | +8.20% | |
| Adamsbrown Wealth Consultants Llc | 1.78% | 125,642 | $9,455,837 | $9,767,409 | +$311,572 | +3.30% | |
| Park Avenue Securities Llc | 0.05% | 107,695 | $8,105,000 | $8,372,209 | +$267,209 | +3.30% | |
| Cornerstone Wealth Partners, Llc | 3.14% | 89,637 | $6,746,048 | $6,968,380 | +$222,332 | +3.30% | |
| Simplicity Wealth,Llc | 0.35% | 85,631 | $6,152,588 | $6,656,954 | +$504,366 | +8.20% | |
| Nvest Wealth Strategies, Inc. | 2.80% | 59,263 | $4,460,098 | $4,607,106 | +$147,008 | +3.30% | |
| Onedigital Investment Advisors Llc | 0.03% | 54,374 | $4,092,152 | $4,227,035 | +$134,883 | +3.30% | |
| Integrated Wealth Concepts Llc | 0.03% | 50,891 | $3,830,064 | $3,956,266 | +$126,202 | +3.30% | |
| Boyum Wealth Architects Llc | 1.51% | 47,538 | $3,710,289 | $3,695,604 | -$14,685 | -0.40% | |
| Kelman-Lazarov, Inc. | 0.48% | 48,834 | $3,675,238 | $3,796,355 | +$121,117 | +3.30% | |
| Jane Street Group, Llc | 0.00% | 48,558 | $3,654,475 | $3,774,899 | +$120,424 | +3.30% | |
| Mml Investors Services, Llc | 0.01% | 41,623 | $3,132,524 | $3,235,772 | +$103,248 | +3.30% | |
| Mariner, Llc | 0.00% | 33,111 | $2,491,897 | $2,574,049 | +$82,152 | +3.30% | |
| Corecap Advisors, Llc | 0.05% | 23,363 | $1,825,373 | $1,816,240 | -$9,133 | -0.50% | |
| Lam Group, Inc. | 0.89% | 23,860 | $1,795,704 | $1,854,876 | +$59,172 | +3.30% | |
| Lpl Financial Llc | 0.00% | 23,198 | $1,745,917 | $1,803,413 | +$57,496 | +3.29% | |
| Plancorp, Llc | 0.04% | 19,453 | $1,459,364 | $1,512,276 | +$52,912 | +3.63% | |
| Susquehanna International Group, Llp | 0.00% | 18,885 | $1,421,285 | $1,468,120 | +$46,835 | +3.30% | |
| Moneco Advisors, Llc | 0.07% | 16,166 | $1,216,636 | $1,256,745 | +$40,109 | +3.30% | |
| Endeavor Private Wealth, Inc. | 0.29% | 16,098 | $1,211,570 | $1,251,459 | +$39,889 | +3.29% | |
| Atlanta Consulting Group Advisors, Llc | 0.18% | 15,499 | $1,166,455 | $1,204,892 | +$38,437 | +3.30% | |
| Cloud Capital Management, Llc | 0.41% | 14,998 | $1,127,000 | $1,165,945 | +$38,945 | +3.46% | |
| Farther Finance Advisors, Llc | 0.01% | 14,394 | $1,124,591 | $1,118,990 | -$5,601 | -0.50% | |
| Ameritas Advisory Services, Llc | 0.02% | 14,757 | $1,110,606 | $1,147,209 | +$36,603 | +3.30% | |
| Dixon Fnancial Services, Inc. | 0.44% | 14,540 | $1,094,280 | $1,130,340 | +$36,060 | +3.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,111 | $1,061,980 | $1,096,989 | +$35,009 | +3.30% | |
| Three Arch Wealth Management Llc | 0.15% | 12,975 | $976,475 | $1,008,676 | +$32,201 | +3.30% | |
| Ariadne Wealth Management, Lp | 0.41% | 12,182 | $916,781 | $947,029 | +$30,248 | +3.30% | |
| Breakwater Capital Group | 0.11% | 11,634 | $908,948 | $904,427 | -$4,521 | -0.50% | |
| Evanson Asset Management, Llc | 0.05% | 12,053 | $866,014 | $937,000 | +$70,986 | +8.20% | |
| Colorado Capital Management, Inc. | 0.26% | 9,966 | $750,000 | $774,757 | +$24,757 | +3.30% | |
| Werba Rubin Papier Wealth Management | 0.09% | 9,768 | $735,121 | $759,364 | +$24,243 | +3.30% | |
| Worthpointe, Llc | 0.16% | 8,566 | $644,677 | $665,921 | +$21,244 | +3.30% | |
| Summit Financial, Llc | 0.01% | 7,523 | $566,184 | $584,838 | +$18,654 | +3.29% | |
| Cardiff Park Advisors, Llc | 0.04% | 7,128 | $536,447 | $554,131 | +$17,684 | +3.30% | |
| Ruedi Wealth Management, Inc. | 0.12% | 6,766 | $509,209 | $525,989 | +$16,780 | +3.30% | |
| Ifp Advisors, Inc | 0.01% | 5,894 | $443,582 | $458,200 | +$14,618 | +3.30% | |
| Integrity Wealth Solutions Llc | 0.15% | 5,373 | $404,365 | $417,697 | +$13,332 | +3.30% | |
| Morgan Stanley | 0.00% | 5,143 | $387,110 | $399,817 | +$12,707 | +3.28% | |
| Anderson Hoagland & Co | 0.03% | 4,950 | $372,555 | $384,813 | +$12,258 | +3.29% | |
| B&D White Capital Company, Llc | 0.04% | 4,891 | $368,097 | $380,226 | +$12,129 | +3.30% | |
| Kestra Advisory Services, Llc | 0.00% | 4,820 | $362,732 | $374,707 | +$11,975 | +3.30% | |
| Modera Wealth Management, Llc | 0.00% | 4,688 | $352,784 | $364,445 | +$11,661 | +3.31% | |
| Factor Wealth Management Ltd | 0.05% | 4,075 | $318,364 | $316,791 | -$1,574 | -0.49% | |
| Haven Private, Llc | 0.11% | 3,843 | $289,224 | $298,755 | +$9,531 | +3.30% |
Frequently asked questions about AVDS
Who are the largest institutional holders of AVDS?
The largest institutional holders of AVDS reported in the latest SEC Form 13F filings include Vinva Investment Management Ltd, True North Advisors, Llc, American Century Companies Inc, Freedom Investment Management, Inc., and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported AVDS position.
What is AVDS institutional ownership?
This page tracks AVDS positions reported by institutional investment managers through SEC Form 13F. AVANTIS INTL SM CAP EQ ETF (AVDS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVDS?
InsiderSet currently tracks 66 institutional managers reporting AVDS 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 AVDS shareholders.
How much AVDS stock do institutions own?
Institutional investment managers disclosed approximately $260.67M in AVDS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVDS institutional ownership last updated?
The latest AVDS 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 AVDS 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 AVDS position after the reporting date.
Are institutions buying or selling AVDS?
Institutional buying and selling can be analyzed by comparing AVDS positions across consecutive 13F reporting periods. InsiderSet's AVDS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVDS ownership changes.
How has AVDS institutional ownership changed over time?
InsiderSet tracks AVDS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.