AVANTIS EMG MKT EX CHINA ETF (AVXC) Institutional Shareholders
AVANTIS EMG MKT EX CHINA ETF (AVXC) 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 $230.06M in AVXC holdings during the latest filing period.
Clearwater Capital Advisors, Llc is currently the largest disclosed institutional shareholder of AVXC tracked by InsiderSet, reporting ownership valued at approximately $40.60M 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 $39.12M, representing an estimated loss of -3.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed AVXC value among the investors covered in this analysis. Major shareholders include Clearwater Capital Advisors, Llc, Mercer Global Advisors Inc, Vestment Financial Llc, and several other long-term asset managers with concentrated positions in AVANTIS EMG MKT EX CHINA ETF (AVXC).
This page ranks the largest institutional AVXC 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
70
Total Reported Value
$230.06M
Largest Holder
Clearwater Capital Advisors, Llc
Largest Position
$40.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Clearwater Capital Advisors, Llc | 2.98% | 474,084 | $40,604,444 | $39,115,059 | -$1,489,385 | -3.67% | |
| Mercer Global Advisors Inc | 0.03% | 314,509 | $26,937,095 | $25,949,068 | -$988,027 | -3.67% | |
| Vestment Financial Llc | 7.97% | 214,854 | $17,788,166 | $17,726,873 | -$61,293 | -0.34% | |
| Trajan Wealth Llc | 0.65% | 201,427 | $17,251,880 | $16,619,057 | -$632,823 | -3.67% | |
| Pacific Sage Partners, Llc | 2.33% | 191,056 | $16,363,580 | $15,763,381 | -$600,199 | -3.67% | |
| Susquehanna International Group, Llp | 0.01% | 186,588 | $15,980,926 | $15,394,741 | -$586,185 | -3.67% | |
| Wealthcare Advisory Partners Llc | 0.21% | 128,604 | $11,014,683 | $10,610,679 | -$404,004 | -3.67% | |
| Old Mission Capital Llc | 0.27% | 122,188 | $10,465,182 | $10,081,316 | -$383,866 | -3.67% | |
| Providence Financial Advisors, Llc | 3.34% | 68,547 | $5,870,932 | $5,655,580 | -$215,352 | -3.67% | |
| Mach-1 Financial Group, Llc | 2.22% | 66,972 | $5,736,031 | $5,525,632 | -$210,399 | -3.67% | |
| Avior Wealth Management, Llc | 0.15% | 65,564 | $5,615,403 | $5,409,463 | -$205,940 | -3.67% | |
| Lpl Financial Llc | 0.00% | 61,304 | $5,250,575 | $5,057,985 | -$192,590 | -3.67% | |
| Networth Advisors, Llc | 2.90% | 58,191 | $4,983,932 | $4,801,142 | -$182,790 | -3.67% | |
| Ridgeline Wealth, Llc | 2.89% | 57,665 | $4,938,903 | $4,757,743 | -$181,160 | -3.67% | |
| Jane Street Group, Llc | 0.00% | 54,465 | $4,664,829 | $4,493,722 | -$171,107 | -3.67% | |
| Cws Financial Advisors, Llc | 0.97% | 50,885 | $4,358,236 | $4,198,348 | -$159,888 | -3.67% | |
| Prosperity Financial Group, Inc. | 1.16% | 43,740 | $3,746,285 | $3,608,839 | -$137,446 | -3.67% | |
| Pcg Wealth Advisors, Llc | 0.74% | 38,811 | $3,324,119 | $3,202,164 | -$121,955 | -3.67% | |
| Jpmorgan Chase & Co | 0.00% | 38,697 | $3,256,132 | $3,192,758 | -$63,374 | -1.95% | |
| Madrid Wealth Management, Llc | 1.82% | 32,313 | $2,767,577 | $2,666,036 | -$101,541 | -3.67% | |
| Retirement Planning Group, Llc | 0.05% | 24,182 | $2,071,184 | $1,995,175 | -$76,009 | -3.67% | |
| Corus Family Wealth Advisors | 1.09% | 18,462 | $1,581,229 | $1,523,237 | -$57,992 | -3.67% | |
| Cauble & Harre Wealth Management, Inc. | 0.99% | 14,481 | $1,240,257 | $1,194,778 | -$45,479 | -3.67% | |
| Belpointe Asset Management Llc | 0.04% | 13,015 | $1,114,711 | $1,073,823 | -$40,888 | -3.67% | |
| Fortis Capital Advisors, Llc | 0.13% | 13,015 | $1,114,711 | $1,073,823 | -$40,888 | -3.67% | |
| Concurrent Investment Advisors, Llc | 0.01% | 12,845 | $1,100,159 | $1,059,797 | -$40,362 | -3.67% | |
| Tyche Wealth Partners Llc | 0.10% | 8,697 | $744,882 | $717,560 | -$27,322 | -3.67% | |
| Applied Capital Llc | 0.21% | 7,687 | $658,419 | $634,228 | -$24,191 | -3.67% | |
| Prudent Man Investment Management, Inc. | 0.22% | 10,086 | $643,191 | $832,162 | +$188,971 | +29.38% | |
| Citadel Advisors Llc | 0.00% | 6,839 | $585,748 | $564,263 | -$21,485 | -3.67% | |
| Rialto Wealth Management, Llc | 0.10% | 5,937 | $508,494 | $489,842 | -$18,652 | -3.67% | |
| Verus Financial Partners, Inc. | 0.04% | 5,651 | $483,998 | $466,245 | -$17,753 | -3.67% | |
| Apella Capital, Llc | 0.01% | 5,833 | $475,153 | $481,261 | +$6,108 | +1.29% | |
| Csenge Advisory Group | 0.02% | 5,078 | $434,920 | $418,969 | -$15,951 | -3.67% | |
| Red Lighthouse Investment Management, Llc | 0.13% | 4,974 | $426,014 | $410,388 | -$15,626 | -3.67% | |
| Global Strategic Investment Solutions, Llc | 0.04% | 4,957 | $424,532 | $408,985 | -$15,547 | -3.66% | |
| Fragasso Financial Advisors Inc | 0.02% | 4,855 | $415,822 | $400,570 | -$15,252 | -3.67% | |
| Beta Wealth Group, Inc. | 0.15% | 4,645 | $397,836 | $383,243 | -$14,593 | -3.67% | |
| Centennial Wealth Advisory Llc | 0.08% | 4,505 | $385,851 | $371,692 | -$14,159 | -3.67% | |
| Key Capital Management, Inc | 0.19% | 4,335 | $371,285 | $357,666 | -$13,619 | -3.67% | |
| Avantax Planning Partners, Inc. | 0.01% | 4,237 | $362,891 | $349,580 | -$13,311 | -3.67% | |
| Focus Partners Wealth | 0.00% | 4,230 | $362,292 | $349,003 | -$13,289 | -3.67% | |
| Bsw Wealth Partners | 0.04% | 4,175 | $357,582 | $344,465 | -$13,117 | -3.67% | |
| Advyzon Investment Management, Llc | 0.02% | 3,833 | $328,290 | $316,248 | -$12,042 | -3.67% | |
| Plancorp, Llc | 0.01% | 4,075 | $326,110 | $336,214 | +$10,104 | +3.10% | |
| Fsa Advisors, Inc. | 0.15% | 3,762 | $322,183 | $310,390 | -$11,793 | -3.66% | |
| Flow Traders U.S. Llc | 0.01% | 3,081 | $264,000 | $254,203 | -$9,797 | -3.71% | |
| Rmr Wealth Builders | 0.02% | 2,931 | $251,035 | $241,827 | -$9,208 | -3.67% | |
| Jfs Wealth Advisors, Llc | 0.01% | 2,836 | $242,899 | $233,989 | -$8,910 | -3.67% | |
| Montag A & Associates Inc | 0.01% | 3,310 | $223,859 | $273,097 | +$49,238 | +22.00% |
Frequently asked questions about AVXC
Who owns the most AVXC stock?
The largest holders of AVXC 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 EMG MKT EX CHINA ETF (AVXC).
Is AVXC widely held by superinvestors?
Many widely followed stocks like AVXC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVXC 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.