AVANTIS REPS INTERN EQUI ETF (AVSD) Institutional Shareholders
AVANTIS REPS INTERN EQUI ETF (AVSD) 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 $359.21M in AVSD holdings during the latest filing period.
Northwest & Ethical Investments L.P. is currently the largest disclosed institutional shareholder of AVSD tracked by InsiderSet, reporting ownership valued at approximately $145.92M in its March 31, 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 $163.69M, representing an estimated gain of +12.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed AVSD value among the investors covered in this analysis. Major shareholders include Northwest & Ethical Investments L.P., Maseco Llp, Strategic Financial Planning, Inc., 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
95
Total Reported Value
$359.21M
Largest Holder
Northwest & Ethical Investments L.P.
Largest Position
$145.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
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. | 3.38% | 1,981,400 | $145,923,968 | $163,693,559 | +$17,769,591 | +12.18% | |
| Maseco Llp | 1.62% | 701,841 | $51,687,114 | $57,982,664 | +$6,295,550 | +12.18% | |
| Strategic Financial Planning, Inc. | 9.82% | 310,632 | $16,786,728 | $25,662,894 | +$8,876,166 | +52.88% | |
| Fmr Llc | 0.00% | 159,724 | $11,763,210 | $13,195,614 | +$1,432,404 | +12.18% | |
| Corient Private Wealth Llc | 0.01% | 137,807 | $10,149,043 | $11,384,939 | +$1,235,896 | +12.18% | |
| Hub Investment Partners, Llc | 0.18% | 123,235 | $9,844,536 | $10,181,072 | +$336,536 | +3.42% | |
| Menora Mivtachim Holdings Ltd. | 0.04% | 116,360 | $8,569,553 | $9,613,093 | +$1,043,540 | +12.18% | |
| Highland Financial Advisors, Llc | 1.41% | 80,278 | $6,412,960 | $6,632,175 | +$219,215 | +3.42% | |
| Commonwealth Equity Services, Llc | 0.01% | 74,697 | $5,967,130 | $6,171,100 | +$203,970 | +3.42% | |
| Trailhead Planners Llc | 5.68% | 80,304 | $5,914,141 | $6,634,323 | +$720,182 | +12.18% | |
| Mercer Global Advisors Inc | 0.01% | 79,189 | $5,831,993 | $6,542,207 | +$710,214 | +12.18% | |
| Riverwater Partners Llc | 1.86% | 75,873 | $5,587,813 | $6,268,255 | +$680,442 | +12.18% | |
| Lpl Financial Llc | 0.00% | 60,498 | $4,455,459 | $4,998,048 | +$542,589 | +12.18% | |
| Hightower Advisors, Llc | 0.00% | 54,157 | $3,988,504 | $4,474,186 | +$485,682 | +12.18% | |
| Ep Wealth Advisors, Llc | 0.02% | 53,156 | $3,914,745 | $4,391,488 | +$476,743 | +12.18% | |
| Clarity Asset Management, Inc. | 1.81% | 46,237 | $3,693,422 | $3,819,874 | +$126,452 | +3.42% | |
| Citadel Advisors Llc | 0.00% | 49,995 | $3,681,977 | $4,130,342 | +$448,365 | +12.18% | |
| Freedom Day Solutions, Llc | 0.75% | 42,201 | $3,371,202 | $3,486,440 | +$115,238 | +3.42% | |
| Waverly Advisors, Llc | 0.02% | 40,326 | $2,969,879 | $3,331,537 | +$361,658 | +12.18% | |
| Focus Partners Wealth | 0.00% | 40,070 | $2,951,031 | $3,310,387 | +$359,356 | +12.18% | |
| Envestnet Asset Management Inc | 0.00% | 32,060 | $2,561,111 | $2,648,640 | +$87,529 | +3.42% | |
| Greenspring Advisors, Llc | 0.14% | 30,875 | $2,273,841 | $2,550,741 | +$276,900 | +12.18% | |
| Mason & Associates Inc | 0.35% | 27,218 | $2,174,294 | $2,248,618 | +$74,324 | +3.42% | |
| Northland Capital Management Llc | 1.16% | 26,832 | $2,143,493 | $2,216,728 | +$73,235 | +3.42% | |
| Trellis Wealth Advisors Llc | 0.68% | 24,959 | $1,993,809 | $2,061,990 | +$68,181 | +3.42% | |
| Revolve Wealth Partners, Llc | 0.17% | 20,146 | $1,609,377 | $1,664,364 | +$54,987 | +3.42% | |
| Mb Generational Wealth, Llc | 0.77% | 19,748 | $1,577,557 | $1,631,483 | +$53,926 | +3.42% | |
| Jane Street Group, Llc | 0.00% | 21,326 | $1,570,594 | $1,761,850 | +$191,256 | +12.18% | |
| Henrickson Nauta Wealth Advisors, Inc. | 0.33% | 17,010 | $1,358,834 | $1,405,283 | +$46,449 | +3.42% | |
| Vestment Financial Llc | 0.60% | 16,685 | $1,336,807 | $1,378,433 | +$41,626 | +3.11% | |
| Burton Enright Welch | 0.14% | 15,190 | $1,213,445 | $1,254,923 | +$41,478 | +3.42% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 16,037 | $1,181,100 | $1,324,898 | +$143,798 | +12.17% | |
| Truist Financial Corp | 0.00% | 13,889 | $1,109,514 | $1,147,441 | +$37,927 | +3.42% | |
| Mariner, Llc | 0.00% | 13,847 | $1,019,808 | $1,143,971 | +$124,163 | +12.18% | |
| Team Hewins, Llc | 0.27% | 12,272 | $980,325 | $1,013,853 | +$33,528 | +3.42% | |
| Opes Wealth Management Llc | 0.16% | 12,634 | $930,455 | $1,043,759 | +$113,304 | +12.18% | |
| Savant Capital, Llc | 0.00% | 12,351 | $909,639 | $1,020,379 | +$110,740 | +12.17% | |
| Bridgewater Advisors Inc. | 0.05% | 11,351 | $903,676 | $937,764 | +$34,088 | +3.77% | |
| Trademark Financial Management, Llc | 0.34% | 10,304 | $823,129 | $851,266 | +$28,137 | +3.42% | |
| Journey Strategic Wealth Llc | 0.02% | 11,022 | $811,737 | $910,584 | +$98,847 | +12.18% | |
| Dynamic Advisor Solutions Llc | 0.02% | 9,952 | $795,010 | $822,185 | +$27,175 | +3.42% | |
| Abacus Wealth Partners, Llc | 0.08% | 9,871 | $788,539 | $815,494 | +$26,955 | +3.42% | |
| Calton & Associates, Inc. | 0.11% | 10,175 | $749,324 | $840,609 | +$91,285 | +12.18% | |
| Diversified Portfolios, Inc. | 0.05% | 9,309 | $743,644 | $769,064 | +$25,420 | +3.42% | |
| Financial Plan, Inc. | 0.07% | 8,952 | $659,287 | $739,570 | +$80,283 | +12.18% | |
| Hb Wealth Management, Llc | 0.00% | 7,395 | $590,745 | $610,939 | +$20,194 | +3.42% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,992 | $588,586 | $660,260 | +$71,674 | +12.18% | |
| Tarbox Family Office, Inc. | 0.08% | 6,745 | $538,818 | $557,239 | +$18,421 | +3.42% | |
| Signature Resources Capital Management, Llc | 0.20% | 6,490 | $518,431 | $536,172 | +$17,741 | +3.42% | |
| Bank Of New York Mellon Corp | 0.00% | 6,808 | $501,361 | $562,444 | +$61,083 | +12.18% |
Frequently asked questions about AVSD
Who owns the most AVSD stock?
The largest holders of AVSD 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 REPS INTERN EQUI ETF (AVSD).
Is AVSD widely held by superinvestors?
Many widely followed stocks like AVSD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVSD 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.