AVNM Institutional Ownership & Shareholders
AVANTIS ALL INTL MKTS EQ ETF (AVNM) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $571.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Merit Financial Group, Llc is currently the largest disclosed institutional shareholder of AVNM tracked by InsiderSet, reporting ownership valued at approximately $177.58M 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 $175.28M, representing an estimated loss of -1.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed AVNM value among the investors covered in this analysis. Major shareholders include Merit Financial Group, Llc, Commonwealth Equity Services, Llc, Geometric Wealth Advisors, and several other long-term asset managers with concentrated positions in AVANTIS ALL INTL MKTS EQ ETF (AVNM).
This page ranks the largest institutional AVNM 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
63
Total Reported Value
$571.97M
Largest Holder
Merit Financial Group, Llc
Largest Position
$177.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Merit Financial Group, Llc | 1.10% | 2,155,582 | $177,576,921 | $175,281,150 | -$2,295,771 | -1.29% | |
| Commonwealth Equity Services, Llc | 0.10% | 884,372 | $73,447,070 | $71,912,709 | -$1,534,361 | -2.09% | |
| Geometric Wealth Advisors | 6.57% | 736,769 | $60,695,025 | $59,910,371 | -$784,654 | -1.29% | |
| Bwm Planning, Llc | 7.77% | 406,514 | $33,488,649 | $33,055,686 | -$432,963 | -1.29% | |
| Wealth Management Partners, Llc | 7.66% | 392,508 | $32,597,789 | $31,916,788 | -$681,001 | -2.09% | |
| Duncan Williams Asset Management, Llc | 6.71% | 361,184 | $29,754,348 | $29,369,677 | -$384,671 | -1.29% | |
| Lpl Financial Llc | 0.00% | 224,409 | $18,486,825 | $18,247,818 | -$239,007 | -1.29% | |
| Acumen Wealth Advisors, Llc | 3.44% | 197,134 | $16,239,899 | $16,029,951 | -$209,948 | -1.29% | |
| Truist Financial Corp | 0.02% | 193,589 | $16,077,574 | $15,741,690 | -$335,884 | -2.09% | |
| Envestnet Asset Management Inc | 0.00% | 160,512 | $13,222,982 | $13,052,033 | -$170,949 | -1.29% | |
| Cerity Partners Llc | 0.02% | 156,822 | $12,919,076 | $12,751,981 | -$167,095 | -1.29% | |
| Howard Bailey Securities, Llc | 4.80% | 149,661 | $12,429,305 | $12,169,684 | -$259,621 | -2.09% | |
| Peak Asset Management, Llc | 1.57% | 129,890 | $10,700,314 | $10,562,005 | -$138,309 | -1.29% | |
| Thoroughbred Financial Services, Llc | 0.33% | 135,801 | $6,940,000 | $11,042,658 | +$4,102,658 | +59.12% | |
| Trustwell Financial Advisors, Llc | 5.33% | 75,602 | $6,278,717 | $6,147,577 | -$131,140 | -2.09% | |
| Osaic Holdings, Inc. | 0.01% | 69,585 | $5,732,422 | $5,658,304 | -$74,118 | -1.29% | |
| Aqr Capital Management Llc | 0.00% | 64,155 | $5,285,059 | $5,216,764 | -$68,295 | -1.29% | |
| B&D White Capital Company, Llc | 0.41% | 50,498 | $4,193,836 | $4,106,245 | -$87,591 | -2.09% | |
| Ausdal Financial Partners, Inc. | 0.15% | 46,834 | $3,858,175 | $3,808,307 | -$49,868 | -1.29% | |
| Kestra Private Wealth Services, Llc | 0.04% | 41,507 | $3,447,129 | $3,375,142 | -$71,987 | -2.09% | |
| Equitable Holdings, Inc. | 0.01% | 25,500 | $2,100,701 | $2,073,533 | -$27,169 | -1.29% | |
| Waterfront Wealth Inc. | 0.32% | 24,722 | $2,041,296 | $2,010,269 | -$31,027 | -1.52% | |
| Sprinkle Financial Consultants Llc | 0.79% | 24,378 | $2,024,662 | $1,982,297 | -$42,365 | -2.09% | |
| Oak Wealth Advisors Llc | 0.76% | 19,240 | $1,584,986 | $1,564,501 | -$20,485 | -1.29% | |
| Captrust Financial Advisors | 0.00% | 17,192 | $1,416,277 | $1,397,967 | -$18,310 | -1.29% | |
| Cannon Financial Strategists, Inc. | 0.16% | 16,566 | $1,375,771 | $1,347,064 | -$28,707 | -2.09% | |
| Strathmore Capital Advisors, Inc. | 0.36% | 16,498 | $1,350,690 | $1,341,535 | -$9,155 | -0.68% | |
| N.E.W. Advisory Services Llc | 0.07% | 12,553 | $1,034,126 | $1,020,747 | -$13,379 | -1.29% | |
| Royal Bank Of Canada | 0.00% | 12,445 | $1,025,000 | $1,011,965 | -$13,035 | -1.27% | |
| Orcam Financial Group | 0.36% | 9,010 | $742,261 | $732,648 | -$9,613 | -1.30% | |
| North Ridge Wealth Advisors, Inc. | 0.41% | 9,629 | $733,431 | $782,982 | +$49,551 | +6.76% | |
| Longview Wealth Management | 0.17% | 8,444 | $701,290 | $686,624 | -$14,666 | -2.09% | |
| Cloud Capital Management, Llc | 0.24% | 8,132 | $669,000 | $661,254 | -$7,746 | -1.16% | |
| Hutchens & Kramer Investment Management Group, Llc | 0.19% | 7,680 | $637,824 | $624,499 | -$13,325 | -2.09% | |
| Savant Capital, Llc | 0.00% | 7,666 | $631,526 | $623,361 | -$8,165 | -1.29% | |
| Indivisible Partners | 0.03% | 6,967 | $578,609 | $566,522 | -$12,087 | -2.09% | |
| Fmb Wealth Management | 0.21% | 6,967 | $573,941 | $566,522 | -$7,419 | -1.29% | |
| Gwn Securities Inc. | 0.09% | 6,400 | $527,231 | $520,416 | -$6,815 | -1.29% | |
| Capital Investment Advisors, Llc | 0.01% | 6,230 | $517,367 | $506,592 | -$10,775 | -2.08% | |
| Farther Finance Advisors, Llc | 0.00% | 5,875 | $487,892 | $477,726 | -$10,166 | -2.08% | |
| Xy Planning Network, Inc. | 0.05% | 5,380 | $446,809 | $437,475 | -$9,334 | -2.09% | |
| Bip Wealth, Llc | 0.01% | 4,464 | $370,735 | $362,990 | -$7,745 | -2.09% | |
| Jane Street Group, Llc | 0.00% | 4,483 | $369,310 | $364,535 | -$4,775 | -1.29% | |
| Allworth Financial Lp | 0.00% | 4,436 | $365,419 | $360,713 | -$4,706 | -1.29% | |
| Altus Wealth Group Llc | 0.13% | 4,079 | $338,761 | $331,684 | -$7,077 | -2.09% | |
| Sfg Wealth Management, Llc. | 0.12% | 3,900 | $323,895 | $317,129 | -$6,767 | -2.09% | |
| Focus Partners Wealth | 0.00% | 3,755 | $309,337 | $305,338 | -$3,999 | -1.29% | |
| Hbw Advisory Services Llc | 0.02% | 2,923 | $242,755 | $237,684 | -$5,071 | -2.09% | |
| Ehrlich Financial Group | 0.12% | 2,873 | $238,603 | $233,618 | -$4,985 | -2.09% | |
| Frankly Finances, Llc | 0.18% | 2,742 | $227,723 | $222,966 | -$4,757 | -2.09% |
Frequently asked questions about AVNM
Who are the largest institutional holders of AVNM?
The largest institutional holders of AVNM reported in the latest SEC Form 13F filings include Merit Financial Group, Llc, Commonwealth Equity Services, Llc, Geometric Wealth Advisors, Bwm Planning, Llc, and Wealth Management Partners, Llc. InsiderSet ranks institutional holders by their latest reported AVNM position.
What is AVNM institutional ownership?
This page tracks AVNM positions reported by institutional investment managers through SEC Form 13F. AVANTIS ALL INTL MKTS EQ ETF (AVNM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVNM?
InsiderSet currently tracks 63 institutional managers reporting AVNM 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 AVNM shareholders.
How much AVNM stock do institutions own?
Institutional investment managers disclosed approximately $571.97M in AVNM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVNM institutional ownership last updated?
The latest AVNM 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 AVNM 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 AVNM position after the reporting date.
Are institutions buying or selling AVNM?
Institutional buying and selling can be analyzed by comparing AVNM positions across consecutive 13F reporting periods. InsiderSet's AVNM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVNM ownership changes.
How has AVNM institutional ownership changed over time?
InsiderSet tracks AVNM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.