AVANTIS EM MKT SM CAP EQ ETF (AVEE) Institutional Ownership Changes & 13F Activity

AVANTIS EM MKT SM CAP EQ ETF (AVEE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, American Century Companies Inc, Richard P Slaughter Associates Inc, Old Mission Capital Llc, and Index Fund Advisors, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+10+0.3%3,263$226.20KQ2 2026Aug 27, 2026
Beacon Pointe Advisors, LlcBuy+2,581+14.1%20,930$1.45MQ2 2026Aug 18, 2026
Jane Street Group, LlcSell-6,445-12.9%43,555$3.02MQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcBuy+2+0.0%5,216$361.60KQ2 2026Aug 14, 2026
Index Fund Advisors, Inc.Buy+18,803+13.8%155,463$10.78MQ2 2026Aug 13, 2026
Cloud Capital Management, LlcBuy+883+8.1%11,791$817.00KQ2 2026Aug 13, 2026
Ariadne Wealth Management, LpBuy+381+1.4%26,831$1.86MQ2 2026Aug 13, 2026
American Century Companies IncBuy+47,456+17.4%320,717$22.23MQ2 2026Aug 12, 2026
Tortoise Investment Management, LlcBuy+3,989+2.2%184,695$12.80MQ2 2026Aug 07, 2026
Onedigital Investment Advisors LlcBuy+3,761—3,761$260.74KQ2 2026Aug 07, 2026
Cornerstone Wealth Partners, LlcBuy+14,926+13.4%126,209$8.75MQ2 2026Aug 03, 2026
Worthpointe, LlcBuy+3,574—3,574$247.77KQ2 2026Jul 31, 2026
B&D White Capital Company, LlcBuy+11+0.2%5,474$379.48KQ2 2026Jul 31, 2026
Angeles Wealth Management, LlcBuy+261—261$18.09KQ2 2026Jul 28, 2026
Vista Capital Partners, Inc.Sell-142-0.7%19,926$1.38MQ2 2026Jul 24, 2026
Bogart Wealth, LlcBuy+2+0.6%336$23.32KQ2 2026Jul 24, 2026
Ern Financial, LlcBuy+1,456+15.6%10,807$749.19KQ2 2026Jul 23, 2026
Ark & Tlk Investments, LlcBuy+1,931+11.1%19,253$1.33MQ2 2026Jul 20, 2026
Cypress Point Wealth Management, LlcBuy+1,251+7.2%18,648$1.29MQ2 2026Jul 17, 2026
Plancorp, LlcBuy+1,880+30.4%8,065$542.07KQ2 2026Jul 14, 2026
Richard P Slaughter Associates IncBuy+31,618—31,618$2.19MQ2 2026Jul 13, 2026
Lam Group, Inc.Buy+560+6.0%9,845$682.50KQ2 2026Jul 10, 2026
Ares Financial Consulting, LlcBuy+2,164+807.5%2,432$168.58KQ2 2026Jul 09, 2026
Avior Wealth Management, LlcSell-630-4.0%15,259$1.06MQ2 2026Jul 07, 2026
Mills Wealth Advisors LlcBuy+148+3.6%4,215$292.18KQ2 2026Jul 07, 2026
Citadel Advisors LlcSell-94,119-100.0%0$0.00Q2 2026May 15, 2026
Old Mission Capital LlcSell-27,687-100.0%0$0.00Q2 2026May 15, 2026
Summit Portfolio Management, Ltd.Sell-5,436-100.0%0$0.00Q2 2026Apr 30, 2026
Cap Partners, LlcSell-14,406-100.0%0$0.00Q2 2026Apr 28, 2026
Kane Co Wealth Management, Inc.Sell-5,366-100.0%0$0.00Q2 2026Apr 21, 2026
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Frequently asked questions about AVEE activity

  • Which institutional owners are buying AVEE?

    Institutional owners buying AVEE 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 AVEE activity?

    "Buy" means an investor increased their reported position in AVEE compared to the prior reporting period. This reflects growing exposure to AVANTIS EM MKT SM CAP EQ ETF (AVEE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVEE increasing?

    Institutional interest in AVEE 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.