AVANTIS EMERGING MARKETS EQ (AVEM) Institutional Ownership Changes & 13F Activity

AVANTIS EMERGING MARKETS EQ (AVEM). 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 Corient Private Wealth Llc, Blue Edge Capital, Llc, Horan Wealth, Llc, Equitable Holdings, Inc., and Pure Financial Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Qrg Capital Management, Inc.Buy+3,898+31.9%16,135$1.56MQ2 2026Sep 23, 2026
Envestnet Asset Management IncBuy+1,722+0.0%16,127,258$1.56BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+273+0.9%30,820$2.97MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+3,181+4.3%76,432$7.37MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-634-4.8%12,623$1.22MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+3,259+465.6%3,959$382.04KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+3,117—3,117$300.76KQ2 2026Sep 03, 2026
Corient Private Wealth LlcSell-310,359-30.3%715,599$69.05MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+117,209+67.1%291,832$28.16MQ2 2026Aug 26, 2026
Brown Financial AdvisorsSell-7,473-13.2%49,149$4.74MQ2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+81,427+0.8%9,970,793$962.08MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+39,019—39,019$3.76MQ2 2026Aug 19, 2026
Prosperitas Financial LlcBuy+555+11.6%5,350$516.22KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+320—320$30.88KQ2 2026Aug 19, 2026
Capasso Planning Partners LlcBuy+63,709—63,709$6.15MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-24,473-5.4%429,143$41.41MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+16,782—16,782$1.62MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+10,743+17.6%71,656$6.91MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+5,040+39.8%17,699$1.71MQ2 2026Aug 18, 2026
Copia Wealth ManagementBuy+26—26$2.51KQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+178,396—178,396$17.21MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+104,937+89.1%222,716$21.49MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-95,782-7.8%1,125,157$108.57MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+89,651—89,651$8.65MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-44,243-98.0%920$88.84KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-26,509-72.4%10,103$974.80KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+12,631—12,631$1.22MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcSell-8,674-34.3%16,606$1.60MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-1,987-13.9%12,275$1.18MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+1,062+4.1%27,231$2.63MQ2 2026Aug 17, 2026
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Frequently asked questions about AVEM activity

  • Which institutional owners are buying AVEM?

    Institutional owners buying AVEM 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 AVEM activity?

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

  • Is institutional interest in AVEM increasing?

    Institutional interest in AVEM 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.