AVEE Institutional Ownership & Shareholders
AVANTIS EM MKT SM CAP EQ ETF (AVEE) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $74.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
American Century Companies Inc is currently the largest disclosed institutional shareholder of AVEE tracked by InsiderSet, reporting ownership valued at approximately $22.23M 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 $22.60M, representing an estimated gain of +1.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed AVEE value among the investors covered in this analysis. Major shareholders include American Century Companies Inc, Tortoise Investment Management, Llc, Index Fund Advisors, Inc., and several other long-term asset managers with concentrated positions in AVANTIS EM MKT SM CAP EQ ETF (AVEE).
This page ranks the largest institutional AVEE 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
27
Total Reported Value
$74.08M
Largest Holder
American Century Companies Inc
Largest Position
$22.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Century Companies Inc | 0.01% | 320,717 | $22,233,578 | $22,604,583 | +$371,005 | +1.67% | |
| Tortoise Investment Management, Llc | 0.95% | 184,695 | $12,803,899 | $13,017,562 | +$213,663 | +1.67% | |
| Index Fund Advisors, Inc. | 0.43% | 155,463 | $10,777,410 | $10,957,250 | +$179,840 | +1.67% | |
| Cornerstone Wealth Partners, Llc | 4.07% | 126,209 | $8,749,421 | $8,895,387 | +$145,966 | +1.67% | |
| Jane Street Group, Llc | 0.00% | 43,555 | $3,019,433 | $3,069,817 | +$50,384 | +1.67% | |
| Richard P Slaughter Associates Inc | 0.43% | 31,618 | $2,191,905 | $2,228,481 | +$36,576 | +1.67% | |
| Ariadne Wealth Management, Lp | 0.82% | 26,831 | $1,860,020 | $1,891,086 | +$31,066 | +1.67% | |
| Beacon Pointe Advisors, Llc | 0.01% | 20,930 | $1,450,963 | $1,475,176 | +$24,213 | +1.67% | |
| Vista Capital Partners, Inc. | 0.12% | 19,926 | $1,381,352 | $1,404,412 | +$23,060 | +1.67% | |
| Ark & Tlk Investments, Llc | 0.33% | 19,253 | $1,334,706 | $1,356,978 | +$22,272 | +1.67% | |
| Cypress Point Wealth Management, Llc | 0.26% | 18,648 | $1,292,732 | $1,314,337 | +$21,605 | +1.67% | |
| Avior Wealth Management, Llc | 0.03% | 15,259 | $1,057,851 | $1,075,476 | +$17,625 | +1.67% | |
| Cloud Capital Management, Llc | 0.30% | 11,791 | $817,000 | $831,046 | +$14,046 | +1.72% | |
| Three Arch Wealth Management Llc | 0.12% | 11,743 | $814,079 | $827,663 | +$13,584 | +1.67% | |
| Ern Financial, Llc | 0.12% | 10,807 | $749,191 | $761,692 | +$12,501 | +1.67% | |
| Lam Group, Inc. | 0.34% | 9,845 | $682,501 | $693,889 | +$11,388 | +1.67% | |
| Plancorp, Llc | 0.01% | 8,065 | $542,066 | $568,432 | +$26,366 | +4.86% | |
| B&D White Capital Company, Llc | 0.04% | 5,474 | $379,483 | $385,815 | +$6,332 | +1.67% | |
| Cardiff Park Advisors, Llc | 0.03% | 5,216 | $361,602 | $367,631 | +$6,029 | +1.67% | |
| Summit Portfolio Management, Ltd. | 0.22% | 5,436 | $344,805 | $383,137 | +$38,332 | +11.12% | |
| Mills Wealth Advisors Llc | 0.09% | 4,215 | $292,178 | $297,079 | +$4,901 | +1.68% | |
| Onedigital Investment Advisors Llc | 0.00% | 3,761 | $260,741 | $265,081 | +$4,340 | +1.66% | |
| Worthpointe, Llc | 0.06% | 3,574 | $247,766 | $251,901 | +$4,135 | +1.67% | |
| Corient Private Wealth Llc | 0.00% | 3,263 | $226,201 | $229,981 | +$3,780 | +1.67% | |
| Ares Financial Consulting, Llc | 0.12% | 2,432 | $168,582 | $171,411 | +$2,829 | +1.68% | |
| Bogart Wealth, Llc | 0.00% | 336 | $23,324 | $23,682 | +$358 | +1.53% | |
| Angeles Wealth Management, Llc | 0.00% | 261 | $18,094 | $18,396 | +$302 | +1.67% |
Frequently asked questions about AVEE
Who are the largest institutional holders of AVEE?
The largest institutional holders of AVEE reported in the latest SEC Form 13F filings include American Century Companies Inc, Tortoise Investment Management, Llc, Index Fund Advisors, Inc., Cornerstone Wealth Partners, Llc, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported AVEE position.
What is AVEE institutional ownership?
This page tracks AVEE positions reported by institutional investment managers through SEC Form 13F. AVANTIS EM MKT SM CAP EQ ETF (AVEE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVEE?
InsiderSet currently tracks 27 institutional managers reporting AVEE 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 AVEE shareholders.
How much AVEE stock do institutions own?
Institutional investment managers disclosed approximately $74.08M in AVEE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVEE institutional ownership last updated?
The latest AVEE 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 AVEE 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 AVEE position after the reporting date.
Are institutions buying or selling AVEE?
Institutional buying and selling can be analyzed by comparing AVEE positions across consecutive 13F reporting periods. InsiderSet's AVEE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVEE ownership changes.
How has AVEE institutional ownership changed over time?
InsiderSet tracks AVEE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.