AVSD Institutional Ownership & Shareholders
AVANTIS REPS INTERN EQUI ETF (AVSD) is currently held by 102 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $378.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Northwest & Ethical Investments L.P. is currently the largest disclosed institutional shareholder of AVSD tracked by InsiderSet, reporting ownership valued at approximately $158.28M 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 $155.84M, representing an estimated loss of -1.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed AVSD value among the investors covered in this analysis. Major shareholders include Northwest & Ethical Investments L.P., Maseco Llp, Fmr Llc, and several other long-term asset managers with concentrated positions in AVANTIS REPS INTERN EQUI ETF (AVSD).
This page ranks the largest institutional AVSD 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
102
Total Reported Value
$378.25M
Largest Holder
Northwest & Ethical Investments L.P.
Largest Position
$158.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 3.68% | 1,981,400 | $158,282,950 | $155,837,110 | -$2,445,840 | -1.55% | |
| Maseco Llp | 1.56% | 716,505 | $57,040,929 | $56,353,118 | -$687,811 | -1.21% | |
| Fmr Llc | 0.00% | 176,440 | $14,094,820 | $13,877,006 | -$217,814 | -1.55% | |
| Hub Investment Partners, Llc | 0.18% | 123,549 | $9,841,944 | $9,717,129 | -$124,815 | -1.27% | |
| Menora Mivtachim Holdings Ltd. | 0.04% | 116,360 | $9,295,349 | $9,151,714 | -$143,635 | -1.55% | |
| Mercer Global Advisors Inc | 0.01% | 96,881 | $7,739,280 | $7,619,691 | -$119,589 | -1.55% | |
| Highland Financial Advisors, Llc | 1.60% | 94,069 | $7,493,537 | $7,398,527 | -$95,010 | -1.27% | |
| Corient Private Wealth Llc | 0.01% | 88,928 | $7,103,923 | $6,994,187 | -$109,736 | -1.54% | |
| Riverwater Partners Llc | 1.80% | 81,615 | $6,501,462 | $6,419,020 | -$82,442 | -1.27% | |
| Commonwealth Equity Services, Llc | 0.01% | 73,038 | $5,818,180 | $5,744,439 | -$73,741 | -1.27% | |
| Lpl Financial Llc | 0.00% | 68,646 | $5,483,713 | $5,399,008 | -$84,705 | -1.54% | |
| Ep Wealth Advisors, Llc | 0.02% | 67,017 | $5,353,642 | $5,270,887 | -$82,755 | -1.55% | |
| Susquehanna International Group, Llp | 0.00% | 54,844 | $4,381,180 | $4,313,481 | -$67,699 | -1.55% | |
| Clarity Asset Management, Inc. | 1.71% | 43,910 | $3,497,908 | $3,453,522 | -$44,386 | -1.27% | |
| Freedom Day Solutions, Llc | 0.76% | 43,221 | $3,442,985 | $3,399,332 | -$43,653 | -1.27% | |
| Trailhead Planners Llc | 3.27% | 42,324 | $3,381,027 | $3,328,783 | -$52,244 | -1.55% | |
| Action Point Financial Planning, Llc | 0.36% | 41,630 | $3,325,593 | $3,274,200 | -$51,393 | -1.55% | |
| Waverly Advisors, Llc | 0.02% | 39,615 | $3,164,638 | $3,115,720 | -$48,918 | -1.55% | |
| Focus Partners Wealth | 0.00% | 38,641 | $3,086,859 | $3,039,115 | -$47,744 | -1.55% | |
| Envestnet Asset Management Inc | 0.00% | 32,060 | $2,561,111 | $2,521,519 | -$39,592 | -1.55% | |
| Greenspring Advisors, Llc | 0.14% | 30,815 | $2,461,641 | $2,423,600 | -$38,041 | -1.55% | |
| Newedge Advisors, Llc | 0.01% | 30,349 | $2,424,379 | $2,386,949 | -$37,430 | -1.54% | |
| Flow Traders U.S. Llc | 0.09% | 27,378 | $2,187,000 | $2,153,280 | -$33,720 | -1.54% | |
| Mason & Associates Inc | 0.35% | 27,218 | $2,174,294 | $2,140,696 | -$33,598 | -1.55% | |
| Jane Street Group, Llc | 0.00% | 26,269 | $2,098,483 | $2,066,057 | -$32,426 | -1.55% | |
| Northland Capital Management Llc | 0.94% | 25,786 | $2,054,084 | $2,028,069 | -$26,015 | -1.27% | |
| Prime Buchholz Llc | 0.72% | 25,037 | $2,000,066 | $1,969,160 | -$30,906 | -1.55% | |
| Trellis Wealth Advisors Llc | 0.66% | 24,929 | $1,985,806 | $1,960,666 | -$25,140 | -1.27% | |
| Revolve Wealth Partners, Llc | 0.18% | 21,004 | $1,673,172 | $1,651,965 | -$21,207 | -1.27% | |
| Capital Analysts, Llc | 0.04% | 19,328 | $1,544,000 | $1,520,147 | -$23,853 | -1.54% | |
| Mb Generational Wealth, Llc | 0.96% | 20,694 | $1,397,942 | $1,627,583 | +$229,641 | +16.43% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 17,374 | $1,387,933 | $1,366,465 | -$21,468 | -1.55% | |
| Henrickson Nauta Wealth Advisors, Inc. | 0.33% | 17,010 | $1,358,834 | $1,337,837 | -$20,998 | -1.55% | |
| Hill Island Financial Llc | 0.28% | 16,610 | $1,323,119 | $1,306,377 | -$16,743 | -1.27% | |
| Vestment Financial Llc | 0.59% | 16,663 | $1,311,902 | $1,310,545 | -$1,357 | -0.10% | |
| Burton Enright Welch | 0.14% | 16,197 | $1,290,254 | $1,273,894 | -$16,360 | -1.27% | |
| Truist Financial Corp | 0.00% | 14,923 | $1,188,766 | $1,173,694 | -$15,072 | -1.27% | |
| Mariner, Llc | 0.00% | 14,727 | $1,176,439 | $1,158,279 | -$18,160 | -1.54% | |
| Savant Capital, Llc | 0.00% | 13,244 | $1,058,018 | $1,041,641 | -$16,377 | -1.55% | |
| Ledyard National Bank | 0.08% | 12,589 | $1,002,840 | $990,125 | -$12,715 | -1.27% | |
| Team Hewins, Llc | 0.27% | 12,272 | $980,325 | $965,193 | -$15,132 | -1.54% | |
| Bridgewater Advisors Inc. | 0.05% | 11,804 | $962,240 | $928,385 | -$33,855 | -3.52% | |
| Opes Wealth Management Llc | 0.16% | 12,634 | $930,455 | $993,664 | +$63,209 | +6.79% | |
| Osaic Holdings, Inc. | 0.00% | 10,602 | $846,870 | $833,847 | -$13,023 | -1.54% | |
| Dynamic Advisor Solutions Llc | 0.02% | 10,309 | $821,215 | $810,803 | -$10,412 | -1.27% | |
| Trademark Financial Management, Llc | 0.33% | 10,279 | $818,825 | $808,443 | -$10,382 | -1.27% | |
| Journey Strategic Wealth Llc | 0.02% | 11,022 | $811,737 | $866,880 | +$55,143 | +6.79% | |
| Calton & Associates, Inc. | 0.12% | 10,146 | $810,543 | $797,983 | -$12,560 | -1.55% | |
| Citadel Advisors Llc | 0.00% | 10,024 | $800,761 | $788,388 | -$12,373 | -1.55% | |
| Diversified Portfolios, Inc. | 0.05% | 9,309 | $741,555 | $732,153 | -$9,402 | -1.27% |
Frequently asked questions about AVSD
Who are the largest institutional holders of AVSD?
The largest institutional holders of AVSD reported in the latest SEC Form 13F filings include Northwest & Ethical Investments L.P., Maseco Llp, Fmr Llc, Hub Investment Partners, Llc, and Menora Mivtachim Holdings Ltd.. InsiderSet ranks institutional holders by their latest reported AVSD position.
What is AVSD institutional ownership?
This page tracks AVSD positions reported by institutional investment managers through SEC Form 13F. AVANTIS REPS INTERN EQUI ETF (AVSD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVSD?
InsiderSet currently tracks 102 institutional managers reporting AVSD 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 AVSD shareholders.
How much AVSD stock do institutions own?
Institutional investment managers disclosed approximately $378.25M in AVSD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVSD institutional ownership last updated?
The latest AVSD 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 AVSD 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 AVSD position after the reporting date.
Are institutions buying or selling AVSD?
Institutional buying and selling can be analyzed by comparing AVSD positions across consecutive 13F reporting periods. InsiderSet's AVSD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVSD ownership changes.
How has AVSD institutional ownership changed over time?
InsiderSet tracks AVSD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.