AVANTIS INTL S/C VALUE ETF (AVDV) Institutional Ownership Changes & 13F Activity

AVANTIS INTL S/C VALUE ETF (AVDV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jones Financial Companies Lllp, Bank Of America Corp, Citadel Advisors Llc, Focus Partners Wealth, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Arete Wealth Advisors, LlcSell-19,726-100.0%0$0.00Q1 2026Aug 11, 2026
Brighton Jones LlcBuy+6,229—6,229$622.07KQ1 2026Aug 07, 2026
Robinswood Financial LlcBuy+409+0.3%141,854$14.17MQ1 2026Jul 13, 2026
Wells Fargo & Company/MnBuy+47,976+28.1%218,924$21.86MQ1 2026Jul 08, 2026
E-Wealth Partners, LlcBuy+770+2.3%34,150$3.41MQ1 2026Jun 11, 2026
Western Wealth Management, LlcBuy+540—540$53.92KQ1 2026May 19, 2026
Bank Of America CorpBuy+492,655+160.2%800,212$79.91MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-6,711-8.6%71,122$1.18MQ1 2026May 18, 2026
Empire Financial Management Company, LlcBuy+5,742+10.5%60,451$6.04MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+1,107+261.7%1,530$152.80KQ1 2026May 18, 2026
Ariadne Wealth Management, LpBuy+735+1.8%41,144$4.11MQ1 2026May 18, 2026
Vestwell Advisors, LlcBuy+277—277$27.73KQ1 2026May 18, 2026
Jones Financial Companies LllpSell-579,230-1.9%30,361,872$2.93BQ1 2026May 15, 2026
Citadel Advisors LlcBuy+443,056—443,056$44.24MQ1 2026May 15, 2026
Focus Partners WealthBuy+256,938+6.2%4,375,680$437.27MQ1 2026May 15, 2026
Morgan StanleyBuy+226,003+26.0%1,093,841$109.23MQ1 2026May 15, 2026
American Century Companies IncBuy+163,980+15.8%1,201,875$120.02MQ1 2026May 15, 2026
Cerity Partners LlcBuy+89,620+6.7%1,423,552$142.16MQ1 2026May 15, 2026
Horizon Investments, LlcSell-65,788-11.1%527,553$52.68MQ1 2026May 15, 2026
Corient Private Wealth LlcBuy+63,818+5.0%1,330,144$132.64MQ1 2026May 15, 2026
Summit Financial, LlcBuy+52,432—52,432$5.24MQ1 2026May 15, 2026
Old Mission Capital LlcBuy+49,985—49,985$4.99MQ1 2026May 15, 2026
Cresset Asset Management, LlcSell-48,625-12.5%340,704$34.02MQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+48,273+31.4%202,148$20.19MQ1 2026May 15, 2026
Iht Wealth Management, LlcSell-37,562-94.5%2,186$218.30KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+31,408+31.5%131,250$13.11MQ1 2026May 15, 2026
Empowered Funds, LlcSell-30,185-5.3%543,283$54.25MQ1 2026May 15, 2026
Sanchez Levi GarrettBuy+29,013—29,013$2.90MQ1 2026May 15, 2026
Lifetime Wealth Management P.C.Buy+16,025—16,025$1.60MQ1 2026May 15, 2026
Img Wealth Management, Inc.Buy+15,594—15,594$1.56MQ1 2026May 15, 2026
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Frequently asked questions about AVDV activity

  • Which institutional owners are buying AVDV?

    Institutional owners buying AVDV 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 AVDV activity?

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

  • Is institutional interest in AVDV increasing?

    Institutional interest in AVDV 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.