AVES Institutional Ownership & Shareholders
AVANTIS EMERGING MARKETS VAL (AVES) is currently held by 184 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.20B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Signature Estate & Investment Advisors Llc is currently the largest disclosed institutional shareholder of AVES tracked by InsiderSet, reporting ownership valued at approximately $173.81M in its September 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 $161.10M, representing an estimated loss of -7.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed AVES value among the investors covered in this analysis. Major shareholders include Signature Estate & Investment Advisors Llc, American Century Companies Inc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in AVANTIS EMERGING MARKETS VAL (AVES).
This page ranks the largest institutional AVES 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
184
Total Reported Value
$1.20B
Largest Holder
Signature Estate & Investment Advisors Llc
Largest Position
$173.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Signature Estate & Investment Advisors Llc | 3.06% | 2,668,590 | $173,805,245 | $161,102,778 | -$12,702,467 | -7.31% | |
| American Century Companies Inc | 0.07% | 2,499,305 | $163,954,408 | $150,883,043 | -$13,071,365 | -7.97% | |
| Envestnet Asset Management Inc | 0.03% | 2,251,639 | $147,707,547 | $135,931,446 | -$11,776,101 | -7.97% | |
| First Command Advisory Services, Inc. | 0.71% | 1,816,551 | $119,165,730 | $109,665,184 | -$9,500,546 | -7.97% | |
| Focus Partners Wealth | 0.05% | 709,779 | $46,561,557 | $42,849,358 | -$3,712,199 | -7.97% | |
| Empowered Funds, Llc | 0.24% | 695,217 | $45,606,235 | $41,970,250 | -$3,635,985 | -7.97% | |
| Symmetry Partners, Llc | 1.32% | 396,131 | $25,799,969 | $23,914,428 | -$1,885,541 | -7.31% | |
| Armbruster Capital Management, Inc. | 3.53% | 360,800 | $23,498,921 | $21,781,496 | -$1,717,425 | -7.31% | |
| Meredith Wealth Planning | 4.72% | 290,287 | $18,906,382 | $17,524,626 | -$1,381,756 | -7.31% | |
| Pathstone Holdings, Llc | 0.07% | 303,699 | $18,215,867 | $18,334,309 | +$118,442 | +0.65% | |
| Three Arch Wealth Management Llc | 2.83% | 272,505 | $17,748,248 | $16,451,127 | -$1,297,121 | -7.31% | |
| Red Lighthouse Investment Management, Llc | 4.27% | 221,363 | $14,417,372 | $13,363,684 | -$1,053,688 | -7.31% | |
| Allegiance Financial Group Advisory Services Llc | 2.31% | 218,925 | $14,258,606 | $13,216,502 | -$1,042,104 | -7.31% | |
| Fidelity D & D Bancorp Inc | 4.70% | 208,886 | $13,702,922 | $12,610,448 | -$1,092,474 | -7.97% | |
| Bsw Wealth Partners | 1.36% | 186,691 | $12,246,954 | $11,270,536 | -$976,418 | -7.97% | |
| Perigon Wealth Management, Llc | 0.17% | 171,524 | $11,171,359 | $10,354,904 | -$816,455 | -7.31% | |
| Cornerstone Wealth Partners, Llc | 4.19% | 161,983 | $10,549,951 | $9,778,914 | -$771,037 | -7.31% | |
| B&D White Capital Company, Llc | 1.02% | 161,688 | $10,530,730 | $9,761,105 | -$769,625 | -7.31% | |
| Apeiron Ria Llc | 2.32% | 157,839 | $10,227,967 | $9,528,740 | -$699,227 | -6.84% | |
| Austin Wealth Management, Llc | 2.13% | 160,147 | $10,078,072 | $9,668,074 | -$409,998 | -4.07% | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 1.87% | 149,666 | $9,818,111 | $9,035,336 | -$782,775 | -7.97% | |
| Global Strategic Investment Solutions, Llc | 0.87% | 149,947 | $9,766,031 | $9,052,300 | -$713,731 | -7.31% | |
| Anderson Hoagland & Co | 0.75% | 157,624 | $9,760,091 | $9,515,761 | -$244,330 | -2.50% | |
| Bank Of America Corp | 0.00% | 134,785 | $8,841,896 | $8,136,970 | -$704,926 | -7.97% | |
| Cascade Financial Partners, Llc | 0.75% | 132,338 | $8,681,346 | $7,989,245 | -$692,101 | -7.97% | |
| Mml Investors Services, Llc | 0.02% | 129,351 | $8,485,453 | $7,808,920 | -$676,533 | -7.97% | |
| Golden Bell Financial Planning Llc | 6.02% | 124,677 | $8,120,234 | $7,526,750 | -$593,484 | -7.31% | |
| Farther Finance Advisors, Llc | 0.06% | 122,216 | $7,959,903 | $7,378,180 | -$581,723 | -7.31% | |
| Ejmk Ventures Llc | 3.34% | 121,540 | $7,915,898 | $7,337,370 | -$578,528 | -7.31% | |
| Diversified Portfolios, Inc. | 0.56% | 117,421 | $7,702,818 | $7,088,706 | -$614,112 | -7.97% | |
| Atlas Financial Planning Llc | 5.50% | 103,464 | $6,787,206 | $6,246,122 | -$541,084 | -7.97% | |
| Summit Portfolio Management, Ltd. | 4.21% | 109,000 | $6,537,847 | $6,580,330 | +$42,483 | +0.65% | |
| Bannerman Wealth Management Group, Llc | 3.70% | 99,236 | $6,463,215 | $5,990,877 | -$472,338 | -7.31% | |
| Susquehanna International Group, Llp | 0.01% | 96,793 | $6,349,621 | $5,843,393 | -$506,228 | -7.97% | |
| Oceanside Advisors Llc | 3.18% | 96,076 | $6,302,559 | $5,800,108 | -$502,451 | -7.97% | |
| Alphacore Capital Llc | 0.11% | 92,248 | $6,051,464 | $5,569,012 | -$482,452 | -7.97% | |
| Focus Partners Advisor Solutions, Llc | 0.05% | 89,129 | $5,846,897 | $5,380,718 | -$466,179 | -7.97% | |
| Bayshore Asset Management, Llc | 2.05% | 87,332 | $5,728,990 | $5,272,233 | -$456,757 | -7.97% | |
| Mariner, Llc | 0.01% | 80,618 | $5,288,551 | $4,866,909 | -$421,642 | -7.97% | |
| Greenspring Advisors, Llc | 0.28% | 77,619 | $5,091,807 | $4,685,859 | -$405,948 | -7.97% | |
| Lpl Financial Llc | 0.00% | 77,365 | $5,075,135 | $4,670,525 | -$404,610 | -7.97% | |
| Simplicity Wealth,Llc | 0.13% | 69,094 | $4,500,073 | $4,171,205 | -$328,868 | -7.31% | |
| Axxcess Wealth Management, Llc | 0.18% | 68,743 | $4,477,264 | $4,150,015 | -$327,249 | -7.31% | |
| Tortoise Investment Management, Llc | 0.33% | 67,181 | $4,407,062 | $4,055,717 | -$351,345 | -7.97% | |
| Pfc Capital Group, Inc. | 1.67% | 66,302 | $4,349,000 | $4,002,652 | -$346,348 | -7.96% | |
| Corient Private Wealth Llc | 0.01% | 65,415 | $4,291,214 | $3,949,104 | -$342,110 | -7.97% | |
| Entrewealth, Llc | 1.51% | 65,006 | $4,233,857 | $3,924,412 | -$309,445 | -7.31% | |
| Css Llc/Il | 0.18% | 62,973 | $4,131,029 | $3,801,680 | -$329,349 | -7.97% | |
| Northland Capital Management Llc | 1.82% | 60,781 | $3,958,691 | $3,669,349 | -$289,342 | -7.31% | |
| Mraz, Amerine & Associates, Inc. | 0.61% | 60,203 | $3,921,050 | $3,634,455 | -$286,595 | -7.31% |
Frequently asked questions about AVES
Who are the largest institutional holders of AVES?
The largest institutional holders of AVES reported in the latest SEC Form 13F filings include Signature Estate & Investment Advisors Llc, American Century Companies Inc, Envestnet Asset Management Inc, First Command Advisory Services, Inc., and Focus Partners Wealth. InsiderSet ranks institutional holders by their latest reported AVES position.
What is AVES institutional ownership?
This page tracks AVES positions reported by institutional investment managers through SEC Form 13F. AVANTIS EMERGING MARKETS VAL (AVES) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVES?
InsiderSet currently tracks 184 institutional managers reporting AVES 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 AVES shareholders.
How much AVES stock do institutions own?
Institutional investment managers disclosed approximately $1.20B in AVES holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVES institutional ownership last updated?
The latest AVES 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 AVES 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 AVES position after the reporting date.
Are institutions buying or selling AVES?
Institutional buying and selling can be analyzed by comparing AVES positions across consecutive 13F reporting periods. InsiderSet's AVES Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVES ownership changes.
How has AVES institutional ownership changed over time?
InsiderSet tracks AVES institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.