AVDV Institutional Ownership & Shareholders
AVANTIS INTL S/C VALUE ETF (AVDV) is currently held by 747 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.58B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of AVDV tracked by InsiderSet, reporting ownership valued at approximately $3.45B 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 $3.48B, representing an estimated gain of +0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
747
Total Reported Value
$15.58B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$3.45B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | 1.38% | 33,269,635 | $3,453,387,053 | $3,481,667,303 | +$28,280,250 | +0.82% | |
| Creative Planning | 1.66% | 27,120,711 | $2,966,463,359 | $2,838,182,406 | -$128,280,953 | -4.32% | |
| Savant Capital, Llc | 3.54% | 11,690,609 | $1,204,719,255 | $1,223,422,232 | +$18,702,977 | +1.55% | |
| Focus Partners Wealth | 0.51% | 4,813,065 | $495,986,442 | $503,687,252 | +$7,700,810 | +1.55% | |
| Focus Partners Advisor Solutions, Llc | 4.10% | 4,692,285 | $483,540,849 | $491,047,625 | +$7,506,776 | +1.55% | |
| Accredited Investors Inc. | 12.58% | 2,679,024 | $293,031,655 | $280,359,862 | -$12,671,793 | -4.32% | |
| Modera Wealth Management, Llc | 2.90% | 2,521,225 | $275,771,597 | $263,846,196 | -$11,925,401 | -4.32% | |
| Envestnet Asset Management Inc | 0.06% | 2,637,014 | $271,744,256 | $275,963,515 | +$4,219,259 | +1.55% | |
| Mason Investment Advisory Services, Inc. | 9.22% | 2,351,220 | $242,293,196 | $246,055,173 | +$3,761,977 | +1.55% | |
| Haverford Trust Co | 1.52% | 1,704,861 | $175,685,931 | $178,413,704 | +$2,727,773 | +1.55% | |
| Lpl Financial Llc | 0.04% | 1,685,320 | $173,672,257 | $176,368,738 | +$2,696,481 | +1.55% | |
| Pure Financial Advisors, Llc | 2.16% | 1,646,823 | $169,705,107 | $172,340,027 | +$2,634,920 | +1.55% | |
| Cerity Partners Llc | 0.21% | 1,632,319 | $168,210,591 | $170,822,183 | +$2,611,592 | +1.55% | |
| American Century Companies Inc | 0.06% | 1,329,478 | $137,002,708 | $139,129,873 | +$2,127,165 | +1.55% | |
| Corient Private Wealth Llc | 0.16% | 1,097,195 | $113,066,085 | $114,821,457 | +$1,755,372 | +1.55% | |
| Morgan Stanley | 0.01% | 1,036,301 | $106,790,926 | $108,448,900 | +$1,657,974 | +1.55% | |
| Bank Of America Corp | 0.01% | 1,016,733 | $104,774,337 | $106,401,108 | +$1,626,771 | +1.55% | |
| Bank Of Montreal | 0.04% | 1,003,126 | $103,372,066 | $104,977,136 | +$1,605,070 | +1.55% | |
| Unison Advisors Llc | 6.14% | 798,273 | $87,315,063 | $83,539,269 | -$3,775,794 | -4.32% | |
| Tci Wealth Advisors, Inc. | 3.38% | 767,927 | $83,995,873 | $80,363,561 | -$3,632,312 | -4.32% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 1.06% | 705,864 | $77,207,413 | $73,868,668 | -$3,338,745 | -4.32% | |
| Frontier Asset Management, Llc | 13.83% | 669,958 | $73,280,018 | $70,111,105 | -$3,168,913 | -4.32% | |
| Sequoia Financial Advisors | 0.32% | 622,801 | $64,179,685 | $65,176,125 | +$996,440 | +1.55% | |
| Wealth Management Nebraska | 5.60% | 584,721 | $63,956,829 | $61,191,053 | -$2,765,776 | -4.32% | |
| Apella Capital, Llc | 0.78% | 569,360 | $61,525,003 | $59,583,524 | -$1,941,479 | -3.16% | |
| Burton Enright Welch | 6.49% | 553,378 | $60,528,507 | $57,911,008 | -$2,617,499 | -4.32% | |
| Empowered Funds, Llc | 0.30% | 548,409 | $56,513,547 | $57,391,002 | +$877,455 | +1.55% | |
| Foster Group, Inc. | 1.49% | 501,336 | $54,836,150 | $52,464,812 | -$2,371,338 | -4.32% | |
| Ep Wealth Advisors, Llc | 0.21% | 530,912 | $54,710,497 | $55,559,941 | +$849,444 | +1.55% | |
| Petersen Hastings Wealth Advisors Inc. | 4.45% | 493,275 | $53,954,415 | $51,621,229 | -$2,333,186 | -4.32% | |
| Hill Investment Group Partners, Llc | 5.20% | 494,300 | $50,937,654 | $51,728,495 | +$790,841 | +1.55% | |
| Cetera Investment Advisers | 0.05% | 484,875 | $49,966,325 | $50,742,169 | +$775,844 | +1.55% | |
| Brickley Wealth Management | 6.86% | 451,098 | $49,341,073 | $47,207,406 | -$2,133,667 | -4.32% | |
| Beaird Harris Wealth Management, Llc | 2.76% | 427,007 | $44,003,122 | $44,686,283 | +$683,161 | +1.55% | |
| Moisand Fitzgerald Tamayo, Llc | 4.40% | 400,502 | $43,806,885 | $41,912,534 | -$1,894,351 | -4.32% | |
| Greenline Partners, Llc | 4.45% | 424,813 | $43,776,980 | $44,456,680 | +$679,700 | +1.55% | |
| Raymond James Financial Inc | 0.01% | 421,412 | $43,426,514 | $44,100,766 | +$674,252 | +1.55% | |
| Allegiance Financial Group Advisory Services Llc | 6.54% | 368,576 | $40,314,833 | $38,571,478 | -$1,743,355 | -4.32% | |
| Stifel Financial Corp | 0.03% | 363,714 | $37,480,934 | $38,062,670 | +$581,736 | +1.55% | |
| Symmetry Partners, Llc | 1.86% | 332,104 | $36,325,494 | $34,754,684 | -$1,570,810 | -4.32% | |
| Marquette Asset Management, Llc | 4.73% | 329,101 | $35,997,068 | $34,440,420 | -$1,556,648 | -4.32% | |
| Krilogy Financial Llc | 0.96% | 326,662 | $35,289,306 | $34,185,178 | -$1,104,128 | -3.13% | |
| Cresset Asset Management, Llc | 0.13% | 340,704 | $35,109,521 | $35,654,674 | +$545,153 | +1.55% | |
| Werba Rubin Papier Wealth Management | 4.24% | 338,706 | $34,903,691 | $35,445,583 | +$541,892 | +1.55% | |
| Alphacore Capital Llc | 0.55% | 314,229 | $34,370,398 | $32,884,065 | -$1,486,333 | -4.32% | |
| Meredith Wealth Planning | 8.57% | 314,035 | $34,349,171 | $32,863,763 | -$1,485,408 | -4.32% | |
| Magnus Financial Group Llc | 2.27% | 310,485 | $33,960,823 | $32,492,255 | -$1,468,568 | -4.32% | |
| Emprise Bank | 12.49% | 298,753 | $32,677,603 | $31,264,501 | -$1,413,102 | -4.32% | |
| Define Financial, Llc | 13.03% | 286,271 | $31,312,294 | $29,958,260 | -$1,354,034 | -4.32% | |
| Pathstone Holdings, Llc | 0.12% | 312,794 | $31,235,606 | $32,733,892 | +$1,498,286 | +4.80% |
Frequently asked questions about AVDV
Who are the largest institutional holders of AVDV?
The largest institutional holders of AVDV reported in the latest SEC Form 13F filings include Jones Financial Companies Lllp, Creative Planning, Savant Capital, Llc, Focus Partners Wealth, and Focus Partners Advisor Solutions, Llc. InsiderSet ranks institutional holders by their latest reported AVDV position.
What is AVDV institutional ownership?
This page tracks AVDV positions reported by institutional investment managers through SEC Form 13F. AVANTIS INTL S/C VALUE ETF (AVDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVDV?
InsiderSet currently tracks 747 institutional managers reporting AVDV 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 AVDV shareholders.
How much AVDV stock do institutions own?
Institutional investment managers disclosed approximately $15.58B in AVDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVDV institutional ownership last updated?
The latest AVDV 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 AVDV 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 AVDV position after the reporting date.
Are institutions buying or selling AVDV?
Institutional buying and selling can be analyzed by comparing AVDV positions across consecutive 13F reporting periods. InsiderSet's AVDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVDV ownership changes.
How has AVDV institutional ownership changed over time?
InsiderSet tracks AVDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.