AVANTIS RESP EMERG MKTS EQ-E (AVSE) Institutional Shareholders
AVANTIS RESP EMERG MKTS EQ-E (AVSE) 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 $135.21M in AVSE holdings during the latest filing period.
Maseco Llp is currently the largest disclosed institutional shareholder of AVSE tracked by InsiderSet, reporting ownership valued at approximately $29.00M 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 $32.68M, representing an estimated gain of +12.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed AVSE value among the investors covered in this analysis. Major shareholders include Maseco Llp, Citadel Advisors Llc, Orgel Wealth Management, Llc, and several other long-term asset managers with concentrated positions in AVANTIS RESP EMERG MKTS EQ-E (AVSE).
This page ranks the largest institutional AVSE 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
66
Total Reported Value
$135.21M
Largest Holder
Maseco Llp
Largest Position
$29.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Maseco Llp | 0.91% | 435,371 | $28,995,710 | $32,678,164 | +$3,682,454 | +12.70% | |
| Citadel Advisors Llc | 0.01% | 172,968 | $11,514,238 | $12,982,667 | +$1,468,429 | +12.75% | |
| Orgel Wealth Management, Llc | 0.20% | 127,788 | $10,457,723 | $9,591,537 | -$866,186 | -8.28% | |
| Focus Partners Wealth | 0.01% | 151,473 | $10,083,346 | $11,369,291 | +$1,285,945 | +12.75% | |
| Riverwater Partners Llc | 2.94% | 132,575 | $8,825,348 | $9,950,841 | +$1,125,493 | +12.75% | |
| Corient Private Wealth Llc | 0.01% | 113,342 | $7,544,954 | $8,507,247 | +$962,293 | +12.75% | |
| Old Mission Capital Llc | 0.17% | 107,829 | $7,178,025 | $8,093,451 | +$915,426 | +12.75% | |
| Strategic Financial Planning, Inc. | 3.66% | 240,897 | $6,263,310 | $18,081,295 | +$11,817,985 | +188.69% | |
| Hightower Advisors, Llc | 0.00% | 66,136 | $4,402,581 | $4,964,049 | +$561,468 | +12.75% | |
| Commonwealth Equity Services, Llc | 0.00% | 45,913 | $3,757,360 | $3,446,147 | -$311,213 | -8.28% | |
| Trailhead Planners Llc | 2.48% | 38,810 | $2,583,527 | $2,913,009 | +$329,482 | +12.75% | |
| Ep Wealth Advisors, Llc | 0.01% | 38,570 | $2,567,560 | $2,894,995 | +$327,435 | +12.75% | |
| Highland Financial Advisors, Llc | 0.56% | 30,967 | $2,534,231 | $2,324,327 | -$209,904 | -8.28% | |
| Mercer Global Advisors Inc | 0.00% | 36,314 | $2,417,367 | $2,725,663 | +$308,296 | +12.75% | |
| Raymond James Financial Inc | 0.00% | 27,312 | $1,818,122 | $2,049,990 | +$231,868 | +12.75% | |
| Freedom Day Solutions, Llc | 0.39% | 21,669 | $1,773,315 | $1,626,436 | -$146,879 | -8.28% | |
| Accurate Wealth Management, Llc | 0.16% | 21,222 | $1,691,974 | $1,592,885 | -$99,089 | -5.86% | |
| Opes Wealth Management Llc | 0.25% | 22,212 | $1,478,622 | $1,667,193 | +$188,571 | +12.75% | |
| Mason & Associates Inc | 0.22% | 16,854 | $1,379,272 | $1,265,031 | -$114,241 | -8.28% | |
| Journey Strategic Wealth Llc | 0.03% | 15,587 | $1,037,605 | $1,169,932 | +$132,327 | +12.75% | |
| Burton Enright Welch | 0.11% | 11,335 | $927,617 | $850,785 | -$76,832 | -8.28% | |
| Savant Capital, Llc | 0.00% | 13,526 | $900,386 | $1,015,237 | +$114,851 | +12.76% | |
| Lpl Financial Llc | 0.00% | 12,961 | $862,767 | $972,829 | +$110,062 | +12.76% | |
| Apollon Wealth Management, Llc | 0.01% | 10,030 | $820,811 | $752,834 | -$67,977 | -8.28% | |
| Northland Capital Management Llc | 0.39% | 8,873 | $726,157 | $665,991 | -$60,166 | -8.29% | |
| Trellis Wealth Advisors Llc | 0.24% | 8,552 | $699,863 | $641,898 | -$57,965 | -8.28% | |
| Vestment Financial Llc | 0.29% | 8,098 | $643,930 | $607,821 | -$36,109 | -5.61% | |
| Greenspring Advisors, Llc | 0.04% | 9,156 | $609,510 | $687,233 | +$77,723 | +12.75% | |
| Walkner Condon Financial Advisors Llc | 0.07% | 7,352 | $601,662 | $551,828 | -$49,834 | -8.28% | |
| Asset Dedication, Llc | 0.04% | 7,072 | $578,748 | $530,812 | -$47,936 | -8.28% | |
| Lexaurum Advisors, Llc | 0.06% | 6,797 | $556,243 | $510,171 | -$46,072 | -8.28% | |
| Team Hewins, Llc | 0.15% | 6,755 | $552,829 | $507,018 | -$45,811 | -8.29% | |
| Mb Generational Wealth, Llc | 0.25% | 6,208 | $508,041 | $465,961 | -$42,080 | -8.28% | |
| Level Financial Advisors | 0.11% | 6,174 | $505,221 | $463,409 | -$41,812 | -8.28% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.08% | 5,840 | $477,948 | $438,340 | -$39,608 | -8.29% | |
| Plancorp, Llc | 0.01% | 5,755 | $442,587 | $431,960 | -$10,627 | -2.40% | |
| Envestnet Asset Management Inc | 0.00% | 6,446 | $429,072 | $483,825 | +$54,753 | +12.76% | |
| Hb Wealth Management, Llc | 0.00% | 4,987 | $408,178 | $374,315 | -$33,863 | -8.30% | |
| Tarbox Family Office, Inc. | 0.07% | 6,105 | $406,374 | $458,230 | +$51,856 | +12.76% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 5,883 | $391,624 | $441,567 | +$49,943 | +12.75% | |
| Axxcess Wealth Management, Llc | 0.01% | 4,623 | $378,318 | $346,994 | -$31,324 | -8.28% | |
| Private Advisor Group, Llc | 0.00% | 4,487 | $367,201 | $336,786 | -$30,415 | -8.28% | |
| Dunhill Financial, Llc | 0.08% | 5,286 | $351,961 | $396,758 | +$44,797 | +12.73% | |
| Curio Wealth, Llc | 0.12% | 5,176 | $344,559 | $388,501 | +$43,942 | +12.75% | |
| Cambridge Financial Group, Llc | 0.11% | 4,101 | $335,612 | $307,814 | -$27,798 | -8.28% | |
| Truist Financial Corp | 0.00% | 4,095 | $335,120 | $307,363 | -$27,757 | -8.28% | |
| Able Financial Group, Llc | 0.05% | 3,927 | $321,372 | $294,754 | -$26,618 | -8.28% | |
| Tci Wealth Advisors, Inc. | 0.01% | 3,275 | $268,015 | $245,816 | -$22,199 | -8.28% | |
| Trademark Financial Management, Llc | 0.10% | 3,070 | $251,238 | $230,429 | -$20,809 | -8.28% | |
| Kelman-Lazarov, Inc. | 0.04% | 3,718 | $247,485 | $279,066 | +$31,581 | +12.76% |
Frequently asked questions about AVSE
Who owns the most AVSE stock?
The largest holders of AVSE 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 RESP EMERG MKTS EQ-E (AVSE).
Is AVSE widely held by superinvestors?
Many widely followed stocks like AVSE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVSE 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.