AVANTIS INTL S/C VALUE ETF (AVDV) Institutional Shareholders
AVANTIS INTL S/C VALUE ETF (AVDV) 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 $13.85B in AVDV holdings during the latest filing period.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of AVDV tracked by InsiderSet, reporting ownership valued at approximately $2.93B 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 $3.24B, representing an estimated gain of +10.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed AVDV value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Creative Planning, Savant Capital, Llc, and several other long-term asset managers with concentrated positions in AVANTIS INTL S/C VALUE ETF (AVDV).
This page ranks the largest institutional AVDV 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
673
Total Reported Value
$13.85B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$2.93B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 1.41% | 30,361,872 | $2,933,870,975 | $3,244,773,261 | +$310,902,286 | +10.60% | |
| Creative Planning | 1.61% | 23,779,849 | $2,374,655,760 | $2,541,352,463 | +$166,696,703 | +7.02% | |
| Savant Capital, Llc | 5.56% | 11,522,222 | $1,150,609,105 | $1,231,379,865 | +$80,770,760 | +7.02% | |
| Focus Partners Wealth | 0.49% | 4,375,680 | $437,273,841 | $467,628,922 | +$30,355,081 | +6.94% | |
| Focus Partners Advisor Solutions, Llc | 4.14% | 4,117,972 | $410,893,703 | $440,087,668 | +$29,193,965 | +7.10% | |
| Accredited Investors Inc. | 11.96% | 2,685,375 | $276,727,857 | $286,986,026 | +$10,258,169 | +3.71% | |
| Envestnet Asset Management Inc | 0.06% | 2,637,014 | $271,744,256 | $281,817,686 | +$10,073,430 | +3.71% | |
| Modera Wealth Management, Llc | 2.60% | 2,361,879 | $243,391,583 | $252,414,009 | +$9,022,426 | +3.71% | |
| Mason Investment Advisory Services, Inc. | 10.88% | 2,360,214 | $235,691,012 | $252,236,070 | +$16,545,058 | +7.02% | |
| Haverford Trust Co | 1.52% | 1,660,500 | $165,817,540 | $177,457,635 | +$11,640,095 | +7.02% | |
| Pure Financial Advisors, Llc | 2.36% | 1,647,863 | $164,555,630 | $176,107,119 | +$11,551,489 | +7.02% | |
| Lpl Financial Llc | 0.04% | 1,636,238 | $163,394,687 | $174,864,755 | +$11,470,068 | +7.02% | |
| Cerity Partners Llc | 0.20% | 1,423,552 | $142,155,897 | $152,135,002 | +$9,979,105 | +7.02% | |
| Corient Private Wealth Llc | 0.19% | 1,330,144 | $132,638,129 | $142,152,489 | +$9,514,360 | +7.17% | |
| American Century Companies Inc | 0.06% | 1,201,875 | $120,019,238 | $128,444,381 | +$8,425,143 | +7.02% | |
| Morgan Stanley | 0.01% | 1,093,841 | $109,231,099 | $116,898,788 | +$7,667,689 | +7.02% | |
| Bank Of Montreal | 0.04% | 957,139 | $95,579,900 | $102,289,445 | +$6,709,545 | +7.02% | |
| Unison Advisors Llc | 5.98% | 831,796 | $85,716,569 | $88,894,039 | +$3,177,470 | +3.71% | |
| Bank Of America Corp | 0.01% | 800,212 | $79,909,137 | $85,518,656 | +$5,609,519 | +7.02% | |
| Tci Wealth Advisors, Inc. | 3.34% | 749,670 | $77,253,490 | $80,117,233 | +$2,863,743 | +3.71% | |
| Northwestern Mutual Wealth Management Co | 0.05% | 762,781 | $76,171,271 | $81,518,405 | +$5,347,134 | +7.02% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 1.00% | 663,940 | $68,419,064 | $70,955,268 | +$2,536,204 | +3.71% | |
| Frontier Asset Management, Llc | 13.82% | 660,273 | $65,934,816 | $70,563,376 | +$4,628,560 | +7.02% | |
| Robinswood Financial Llc | 3.61% | 921,044 | $65,050,285 | $98,431,972 | +$33,381,687 | +51.32% | |
| Sequoia Financial Advisors | 0.32% | 622,801 | $64,179,685 | $66,558,743 | +$2,379,058 | +3.71% | |
| Wealth Management Nebraska | 5.28% | 574,120 | $59,163,087 | $61,356,204 | +$2,193,117 | +3.71% | |
| Burton Enright Welch | 6.71% | 554,449 | $57,135,896 | $59,253,965 | +$2,118,069 | +3.71% | |
| Apella Capital, Llc | 0.77% | 525,853 | $54,573,001 | $56,197,910 | +$1,624,909 | +2.98% | |
| Empowered Funds, Llc | 0.35% | 543,283 | $54,252,240 | $58,060,654 | +$3,808,414 | +7.02% | |
| Ep Wealth Advisors, Llc | 0.26% | 532,125 | $53,137,956 | $56,868,199 | +$3,730,243 | +7.02% | |
| Horizon Investments, Llc | 0.59% | 527,553 | $52,681,443 | $56,379,589 | +$3,698,146 | +7.02% | |
| Foster Group, Inc. | 1.37% | 501,980 | $51,728,991 | $53,646,603 | +$1,917,612 | +3.71% | |
| Hightower Advisors, Llc | 0.05% | 517,400 | $51,667,440 | $55,294,538 | +$3,627,098 | +7.02% | |
| Hill Investment Group Partners, Llc | 5.58% | 506,111 | $50,540,284 | $54,088,083 | +$3,547,799 | +7.02% | |
| Petersen Hastings Wealth Advisors Inc. | 4.19% | 484,542 | $49,932,086 | $51,783,004 | +$1,850,918 | +3.71% | |
| Brickley Wealth Management | 6.65% | 449,714 | $46,343,003 | $48,060,935 | +$1,717,932 | +3.71% | |
| Cetera Investment Advisers | 0.05% | 448,414 | $44,778,671 | $47,922,004 | +$3,143,333 | +7.02% | |
| Citadel Advisors Llc | 0.03% | 443,056 | $44,243,572 | $47,349,395 | +$3,105,823 | +7.02% | |
| Beaird Harris Wealth Management, Llc | 2.76% | 427,007 | $44,003,122 | $45,634,238 | +$1,631,116 | +3.71% | |
| Greenline Partners, Llc | 4.42% | 411,922 | $41,134,531 | $44,022,104 | +$2,887,573 | +7.02% | |
| Raymond James Financial Inc | 0.01% | 402,129 | $40,156,664 | $42,975,526 | +$2,818,862 | +7.02% | |
| Moisand Fitzgerald Tamayo, Llc | 3.86% | 384,008 | $39,572,060 | $41,038,935 | +$1,466,875 | +3.71% | |
| Stifel Financial Corp | 0.04% | 384,046 | $38,350,912 | $41,042,996 | +$2,692,084 | +7.02% | |
| Allegiance Financial Group Advisory Services Llc | 6.48% | 362,990 | $37,406,147 | $38,792,741 | +$1,386,594 | +3.71% | |
| Symmetry Partners, Llc | 1.79% | 340,588 | $35,097,655 | $36,398,640 | +$1,300,985 | +3.71% | |
| Werba Rubin Papier Wealth Management | 4.24% | 338,706 | $34,903,691 | $36,197,510 | +$1,293,819 | +3.71% | |
| Cresset Asset Management, Llc | 0.15% | 340,704 | $34,022,676 | $36,411,036 | +$2,388,360 | +7.02% | |
| Marquette Asset Management, Llc | 4.38% | 330,111 | $34,017,939 | $35,278,963 | +$1,261,024 | +3.71% | |
| Meredith Wealth Planning | 7.73% | 317,877 | $32,757,261 | $33,971,515 | +$1,214,254 | +3.71% | |
| Alphacore Capital Llc | 0.76% | 322,571 | $32,211,933 | $34,473,163 | +$2,261,230 | +7.02% |
Frequently asked questions about AVDV
Who owns the most AVDV stock?
The largest holders of AVDV 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 INTL S/C VALUE ETF (AVDV).
Is AVDV widely held by superinvestors?
Many widely followed stocks like AVDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVDV 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.