AVANTIS ALL INTL MKTS EQ ETF (AVNM) Institutional Shareholders
AVANTIS ALL INTL MKTS EQ ETF (AVNM) 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 $555.81M in AVNM holdings during the latest filing period.
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 $181.41M, representing an estimated gain of +2.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% 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
56
Total Reported Value
$555.81M
Largest Holder
Merit Financial Group, Llc
Largest Position
$177.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
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 | $181,413,781 | +$3,836,860 | +2.16% | |
| Commonwealth Equity Services, Llc | 0.09% | 822,604 | $67,766,110 | $69,230,353 | +$1,464,243 | +2.16% | |
| Geometric Wealth Advisors | 6.57% | 736,769 | $60,695,025 | $62,006,479 | +$1,311,454 | +2.16% | |
| Bwm Planning, Llc | 7.77% | 406,514 | $33,488,649 | $34,212,218 | +$723,569 | +2.16% | |
| Wealth Management Partners, Llc | 7.45% | 384,167 | $31,647,677 | $32,331,495 | +$683,818 | +2.16% | |
| Duncan Williams Asset Management, Llc | 6.71% | 361,184 | $29,754,348 | $30,397,245 | +$642,897 | +2.16% | |
| Lpl Financial Llc | 0.00% | 224,409 | $18,486,825 | $18,886,261 | +$399,436 | +2.16% | |
| Acumen Wealth Advisors, Llc | 3.44% | 197,134 | $16,239,899 | $16,590,797 | +$350,898 | +2.16% | |
| Truist Financial Corp | 0.02% | 192,423 | $15,851,771 | $16,194,320 | +$342,549 | +2.16% | |
| Envestnet Asset Management Inc | 0.00% | 160,512 | $13,222,982 | $13,508,690 | +$285,708 | +2.16% | |
| Cerity Partners Llc | 0.02% | 156,822 | $12,919,076 | $13,198,140 | +$279,064 | +2.16% | |
| Howard Bailey Securities, Llc | 4.77% | 154,349 | $12,715,233 | $12,990,012 | +$274,779 | +2.16% | |
| Peak Asset Management, Llc | 1.57% | 129,890 | $10,700,314 | $10,931,542 | +$231,228 | +2.16% | |
| Thoroughbred Financial Services, Llc | 0.33% | 135,801 | $6,940,000 | $11,429,012 | +$4,489,012 | +64.68% | |
| Osaic Holdings, Inc. | 0.01% | 69,585 | $5,732,422 | $5,856,274 | +$123,852 | +2.16% | |
| Trustwell Financial Advisors, Llc | 4.66% | 66,661 | $5,491,533 | $5,610,190 | +$118,657 | +2.16% | |
| Aqr Capital Management Llc | 0.00% | 64,155 | $5,285,059 | $5,399,285 | +$114,226 | +2.16% | |
| B&D White Capital Company, Llc | 0.43% | 51,999 | $4,283,672 | $4,376,236 | +$92,564 | +2.16% | |
| Ausdal Financial Partners, Inc. | 0.15% | 46,834 | $3,858,175 | $3,941,549 | +$83,374 | +2.16% | |
| Kestra Private Wealth Services, Llc | 0.03% | 33,300 | $2,743,260 | $2,802,528 | +$59,268 | +2.16% | |
| Equitable Holdings, Inc. | 0.01% | 25,500 | $2,100,701 | $2,146,080 | +$45,379 | +2.16% | |
| Waterfront Wealth Inc. | 0.32% | 24,722 | $2,041,296 | $2,080,604 | +$39,308 | +1.93% | |
| Altus Wealth Group Llc | 0.60% | 20,041 | $1,650,969 | $1,686,651 | +$35,682 | +2.16% | |
| Oak Wealth Advisors Llc | 0.76% | 19,240 | $1,584,986 | $1,619,238 | +$34,252 | +2.16% | |
| Captrust Financial Advisors | 0.00% | 17,192 | $1,416,277 | $1,446,879 | +$30,602 | +2.16% | |
| Strathmore Capital Advisors, Inc. | 0.36% | 16,498 | $1,350,690 | $1,388,472 | +$37,782 | +2.80% | |
| N.E.W. Advisory Services Llc | 0.07% | 12,553 | $1,034,126 | $1,056,460 | +$22,334 | +2.16% | |
| Royal Bank Of Canada | 0.00% | 12,445 | $1,025,000 | $1,047,371 | +$22,371 | +2.18% | |
| Orcam Financial Group | 0.36% | 9,010 | $742,261 | $758,282 | +$16,021 | +2.16% | |
| North Ridge Wealth Advisors, Inc. | 0.41% | 9,629 | $733,431 | $810,377 | +$76,946 | +10.49% | |
| Cloud Capital Management, Llc | 0.24% | 8,132 | $669,000 | $684,389 | +$15,389 | +2.30% | |
| Hutchens & Kramer Investment Management Group, Llc | 0.17% | 7,717 | $635,726 | $649,463 | +$13,737 | +2.16% | |
| Savant Capital, Llc | 0.00% | 7,666 | $631,526 | $645,171 | +$13,645 | +2.16% | |
| Fmb Wealth Management | 0.21% | 6,967 | $573,941 | $586,343 | +$12,402 | +2.16% | |
| Gwn Securities Inc. | 0.09% | 6,400 | $527,231 | $538,624 | +$11,393 | +2.16% | |
| Farther Finance Advisors, Llc | 0.00% | 6,182 | $509,288 | $520,277 | +$10,989 | +2.16% | |
| Capital Investment Advisors, Llc | 0.01% | 5,858 | $482,592 | $493,009 | +$10,417 | +2.16% | |
| Bip Wealth, Llc | 0.01% | 4,491 | $369,969 | $377,963 | +$7,994 | +2.16% | |
| Jane Street Group, Llc | 0.00% | 4,483 | $369,310 | $377,289 | +$7,979 | +2.16% | |
| Allworth Financial Lp | 0.00% | 4,436 | $365,419 | $373,334 | +$7,915 | +2.17% | |
| Xy Planning Network, Inc. | 0.04% | 3,928 | $323,589 | $330,580 | +$6,991 | +2.16% | |
| Sfg Wealth Management, Llc. | 0.12% | 3,912 | $322,270 | $329,234 | +$6,964 | +2.16% | |
| Focus Partners Wealth | 0.00% | 3,755 | $309,337 | $316,021 | +$6,684 | +2.16% | |
| Ehrlich Financial Group | 0.12% | 2,848 | $234,618 | $239,688 | +$5,070 | +2.16% | |
| Frankly Finances, Llc | 0.18% | 2,742 | $225,886 | $230,767 | +$4,881 | +2.16% | |
| Orion Capital Management Llc | 0.01% | 523 | $43,085 | $44,016 | +$931 | +2.16% | |
| Cwm, Llc | 0.00% | 477 | $36,323 | $40,144 | +$3,821 | +10.52% | |
| Ubs Group Ag | 0.00% | 390 | $32,128 | $32,822 | +$694 | +2.16% | |
| Blue Trust, Inc. | 0.00% | 218 | $17,959 | $18,347 | +$388 | +2.16% | |
| Harbour Investments, Inc. | 0.00% | 198 | $16,311 | $16,664 | +$353 | +2.16% |
Frequently asked questions about AVNM
Who owns the most AVNM stock?
The largest holders of AVNM 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 ALL INTL MKTS EQ ETF (AVNM).
Is AVNM widely held by superinvestors?
Many widely followed stocks like AVNM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVNM 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.