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