AVANTIS EMERGING MARKETS VAL (AVES) Institutional Shareholders
AVANTIS EMERGING MARKETS VAL (AVES) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.09B in AVES holdings during the latest filing period.
Signature Estate & Investment Advisors Llc is currently the largest disclosed institutional shareholder of AVES tracked by InsiderSet, reporting ownership valued at approximately $170.90M 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 $162.14M, representing an estimated loss of -5.12% 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
173
Total Reported Value
$1.09B
Largest Holder
Signature Estate & Investment Advisors Llc
Largest Position
$170.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
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 | 3.07% | 2,605,120 | $170,895,898 | $162,142,669 | -$8,753,229 | -5.12% | |
| American Century Companies Inc | 0.07% | 2,168,435 | $130,062,731 | $134,963,394 | +$4,900,663 | +3.77% | |
| Envestnet Asset Management Inc | 0.03% | 2,163,558 | $129,770,235 | $134,659,850 | +$4,889,615 | +3.77% | |
| First Command Advisory Services, Inc. | 0.72% | 1,777,392 | $106,607,944 | $110,624,878 | +$4,016,934 | +3.77% | |
| Focus Partners Wealth | 0.05% | 737,513 | $44,236,053 | $45,902,809 | +$1,666,756 | +3.77% | |
| Empowered Funds, Llc | 0.27% | 713,801 | $42,813,784 | $44,426,974 | +$1,613,190 | +3.77% | |
| Symmetry Partners, Llc | 1.33% | 397,745 | $26,092,081 | $24,755,649 | -$1,336,432 | -5.12% | |
| Armbruster Capital Management, Inc. | 3.46% | 353,764 | $23,206,904 | $22,018,271 | -$1,188,633 | -5.12% | |
| Meredith Wealth Planning | 4.48% | 289,074 | $18,963,274 | $17,991,966 | -$971,308 | -5.12% | |
| Pathstone Holdings, Llc | 0.07% | 303,699 | $18,215,867 | $18,902,226 | +$686,359 | +3.77% | |
| Hightower Advisors, Llc | 0.02% | 245,163 | $14,704,893 | $15,258,945 | +$554,052 | +3.77% | |
| Three Arch Wealth Management Llc | 2.59% | 239,921 | $14,390,475 | $14,932,683 | +$542,208 | +3.77% | |
| Allegiance Financial Group Advisory Services Llc | 2.40% | 211,649 | $13,884,203 | $13,173,034 | -$711,169 | -5.12% | |
| Red Lighthouse Investment Management, Llc | 4.47% | 220,843 | $13,246,163 | $13,745,268 | +$499,105 | +3.77% | |
| Citadel Advisors Llc | 0.01% | 211,607 | $12,692,188 | $13,170,420 | +$478,232 | +3.77% | |
| Bsw Wealth Partners | 1.36% | 186,691 | $12,246,954 | $11,619,648 | -$627,306 | -5.12% | |
| B&D White Capital Company, Llc | 1.16% | 178,419 | $11,704,286 | $11,104,799 | -$599,487 | -5.12% | |
| Fidelity D & D Bancorp Inc | 4.44% | 184,571 | $11,070,568 | $11,487,699 | +$417,131 | +3.77% | |
| Anderson Hoagland & Co | 0.81% | 157,946 | $10,361,229 | $9,830,559 | -$530,670 | -5.12% | |
| Austin Wealth Management, Llc | 2.13% | 160,147 | $10,078,072 | $9,967,549 | -$110,523 | -1.10% | |
| Apeiron Ria Llc | 2.50% | 148,713 | $9,755,573 | $9,255,897 | -$499,676 | -5.12% | |
| Perigon Wealth Management, Llc | 0.17% | 157,760 | $9,462,423 | $9,818,982 | +$356,559 | +3.77% | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 1.85% | 148,465 | $8,904,983 | $9,240,462 | +$335,479 | +3.77% | |
| Global Strategic Investment Solutions, Llc | 0.85% | 143,616 | $8,614,081 | $8,938,660 | +$324,579 | +3.77% | |
| Golden Bell Financial Planning Llc | 6.11% | 126,665 | $8,309,197 | $7,883,630 | -$425,567 | -5.12% | |
| Farther Finance Advisors, Llc | 0.06% | 114,171 | $7,489,594 | $7,106,003 | -$383,591 | -5.12% | |
| Bank Of America Corp | 0.00% | 123,381 | $7,400,392 | $7,679,233 | +$278,841 | +3.77% | |
| Cornerstone Wealth Partners, Llc | 4.02% | 118,009 | $7,078,134 | $7,344,880 | +$266,746 | +3.77% | |
| Atlas Financial Planning Llc | 5.50% | 103,464 | $6,787,206 | $6,439,599 | -$347,607 | -5.12% | |
| Summit Portfolio Management, Ltd. | 4.21% | 109,000 | $6,537,847 | $6,784,160 | +$246,313 | +3.77% | |
| Cascade Financial Partners, Llc | 0.67% | 108,720 | $6,521,049 | $6,766,733 | +$245,684 | +3.77% | |
| Old Mission Capital Llc | 0.15% | 105,096 | $6,303,658 | $6,541,175 | +$237,517 | +3.77% | |
| Oceanside Advisors Llc | 3.18% | 96,076 | $6,302,559 | $5,979,770 | -$322,789 | -5.12% | |
| Bannerman Wealth Management Group, Llc | 3.65% | 95,365 | $6,255,918 | $5,935,518 | -$320,400 | -5.12% | |
| Bayshore Asset Management, Llc | 2.05% | 87,332 | $5,728,990 | $5,435,544 | -$293,446 | -5.12% | |
| Alphacore Capital Llc | 0.14% | 95,226 | $5,711,678 | $5,926,866 | +$215,188 | +3.77% | |
| Focus Partners Advisor Solutions, Llc | 0.05% | 87,781 | $5,265,128 | $5,463,489 | +$198,361 | +3.77% | |
| Mb Generational Wealth, Llc | 2.31% | 71,940 | $4,719,264 | $4,477,546 | -$241,718 | -5.12% | |
| Greenspring Advisors, Llc | 0.29% | 78,157 | $4,687,857 | $4,864,492 | +$176,635 | +3.77% | |
| Simplicity Wealth,Llc | 0.24% | 71,633 | $4,296,528 | $4,458,438 | +$161,910 | +3.77% | |
| Tortoise Investment Management, Llc | 0.34% | 67,743 | $4,063,203 | $4,216,324 | +$153,121 | +3.77% | |
| Axxcess Wealth Management, Llc | 0.06% | 61,495 | $4,034,095 | $3,827,449 | -$206,646 | -5.12% | |
| Ejmk Ventures Llc | 2.23% | 66,619 | $3,995,821 | $4,146,367 | +$150,546 | +3.77% | |
| Corient Private Wealth Llc | 0.01% | 65,610 | $3,935,229 | $4,083,566 | +$148,337 | +3.77% | |
| Northland Capital Management Llc | 2.09% | 59,145 | $3,879,937 | $3,681,185 | -$198,752 | -5.12% | |
| Css Llc/Il | 0.21% | 62,973 | $3,777,121 | $3,919,440 | +$142,319 | +3.77% | |
| Mml Investors Services, Llc | 0.01% | 62,813 | $3,767,501 | $3,909,481 | +$141,980 | +3.77% | |
| 1620 Investment Advisors, Inc. | 2.13% | 52,320 | $3,432,192 | $3,256,397 | -$175,795 | -5.12% | |
| Trailhead Planners Llc | 3.18% | 55,224 | $3,312,338 | $3,437,142 | +$124,804 | +3.77% | |
| Entrewealth, Llc | 1.48% | 55,160 | $3,308,503 | $3,433,158 | +$124,655 | +3.77% |
Frequently asked questions about AVES
Who owns the most AVES stock?
The largest holders of AVES are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS EMERGING MARKETS VAL (AVES).
Is AVES widely held by superinvestors?
Many widely followed stocks like AVES appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVES is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.