AVXC Institutional Ownership & Shareholders
AVANTIS EMG MKT EX CHINA ETF (AVXC) is currently held by 78 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $268.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $35.54M, representing an estimated loss of -12.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed AVXC value among the investors covered in this analysis. Major shareholders include Clearwater Capital Advisors, Llc, Heirloom Wealth Management, Mercer Global Advisors Inc, 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
78
Total Reported Value
$268.79M
Largest Holder
Clearwater Capital Advisors, Llc
Largest Position
$40.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
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 | $35,537,479 | -$5,066,965 | -12.48% | |
| Heirloom Wealth Management | 3.67% | 343,324 | $28,209,349 | $25,735,670 | -$2,473,679 | -8.77% | |
| Mercer Global Advisors Inc | 0.03% | 314,509 | $26,937,095 | $23,575,689 | -$3,361,406 | -12.48% | |
| Vestment Financial Llc | 8.35% | 228,025 | $18,689,968 | $17,092,822 | -$1,597,146 | -8.55% | |
| Trajan Wealth Llc | 0.65% | 201,427 | $17,251,880 | $15,099,028 | -$2,152,852 | -12.48% | |
| Susquehanna International Group, Llp | 0.01% | 186,588 | $15,980,926 | $13,986,692 | -$1,994,234 | -12.48% | |
| Pacific Sage Partners, Llc | 2.11% | 189,678 | $15,584,970 | $14,218,320 | -$1,366,650 | -8.77% | |
| Wealthcare Advisory Partners Llc | 0.18% | 132,164 | $10,859,327 | $9,907,053 | -$952,274 | -8.77% | |
| Old Mission Capital Llc | 0.27% | 122,188 | $10,465,182 | $9,159,249 | -$1,305,933 | -12.48% | |
| Concurrent Investment Advisors, Llc | 0.06% | 107,761 | $8,854,194 | $8,077,797 | -$776,397 | -8.77% | |
| Providence Financial Advisors, Llc | 3.34% | 68,547 | $5,870,932 | $5,138,304 | -$732,628 | -12.48% | |
| Mach-1 Financial Group, Llc | 2.22% | 66,972 | $5,736,031 | $5,020,241 | -$715,790 | -12.48% | |
| Lpl Financial Llc | 0.00% | 61,304 | $5,250,575 | $4,595,366 | -$655,209 | -12.48% | |
| Cws Financial Advisors, Llc | 1.12% | 62,077 | $5,100,608 | $4,653,311 | -$447,297 | -8.77% | |
| Avior Wealth Management, Llc | 0.13% | 60,858 | $5,000,431 | $4,561,934 | -$438,497 | -8.77% | |
| Networth Advisors, Llc | 2.84% | 60,263 | $4,951,506 | $4,517,333 | -$434,173 | -8.77% | |
| Ridgeline Wealth, Llc | 2.79% | 60,791 | $4,927,064 | $4,556,912 | -$370,152 | -7.51% | |
| Jane Street Group, Llc | 0.00% | 54,465 | $4,664,829 | $4,082,713 | -$582,116 | -12.48% | |
| Prosperity Financial Group, Inc. | 1.04% | 43,048 | $3,537,123 | $3,226,891 | -$310,232 | -8.77% | |
| Pcg Wealth Advisors, Llc | 0.74% | 38,811 | $3,324,119 | $2,909,284 | -$414,835 | -12.48% | |
| Jpmorgan Chase & Co | 0.00% | 38,697 | $3,256,132 | $2,900,739 | -$355,393 | -10.91% | |
| Rfg Advisory, Llc | 0.04% | 32,936 | $2,706,237 | $2,468,892 | -$237,345 | -8.77% | |
| Madrid Wealth Management, Llc | 1.62% | 31,086 | $2,554,216 | $2,330,216 | -$224,000 | -8.77% | |
| Retirement Planning Group, Llc | 0.05% | 23,619 | $1,940,668 | $1,770,487 | -$170,181 | -8.77% | |
| Corus Family Wealth Advisors | 1.09% | 18,462 | $1,581,229 | $1,383,917 | -$197,312 | -12.48% | |
| Cauble & Harre Wealth Management, Inc. | 0.99% | 14,481 | $1,240,257 | $1,085,500 | -$154,757 | -12.48% | |
| Belpointe Asset Management Llc | 0.04% | 13,015 | $1,114,711 | $975,608 | -$139,103 | -12.48% | |
| Fortis Capital Advisors, Llc | 0.13% | 13,015 | $1,114,711 | $975,608 | -$139,103 | -12.48% | |
| Tyche Wealth Partners Llc | 0.10% | 8,697 | $744,882 | $651,930 | -$92,952 | -12.48% | |
| Applied Capital Llc | 0.21% | 7,687 | $658,419 | $576,220 | -$82,199 | -12.48% | |
| Citadel Advisors Llc | 0.00% | 6,839 | $585,748 | $512,653 | -$73,095 | -12.48% | |
| Prudent Man Investment Management, Inc. | 0.16% | 6,960 | $571,871 | $521,724 | -$50,147 | -8.77% | |
| Rialto Wealth Management, Llc | 0.10% | 5,937 | $508,494 | $445,039 | -$63,455 | -12.48% | |
| Apella Capital, Llc | 0.01% | 5,833 | $486,439 | $437,243 | -$49,196 | -10.11% | |
| Verus Financial Partners, Inc. | 0.04% | 5,651 | $464,316 | $423,601 | -$40,715 | -8.77% | |
| Centennial Wealth Advisory Llc | 0.09% | 5,452 | $448,004 | $408,684 | -$39,320 | -8.78% | |
| Csenge Advisory Group | 0.02% | 5,078 | $434,920 | $380,648 | -$54,272 | -12.48% | |
| Global Strategic Investment Solutions, Llc | 0.04% | 5,189 | $426,319 | $388,969 | -$37,350 | -8.76% | |
| Red Lighthouse Investment Management, Llc | 0.12% | 4,974 | $408,690 | $372,853 | -$35,837 | -8.77% | |
| Fragasso Financial Advisors Inc | 0.02% | 4,855 | $398,861 | $363,932 | -$34,929 | -8.76% | |
| Beta Wealth Group, Inc. | 0.15% | 4,645 | $397,836 | $348,191 | -$49,645 | -12.48% | |
| Beacon Capital Management, Llc | 0.05% | 4,734 | $389,010 | $354,862 | -$34,148 | -8.78% | |
| Focus Partners Wealth | 0.00% | 4,230 | $362,292 | $317,082 | -$45,210 | -12.48% | |
| Bsw Wealth Partners | 0.04% | 4,175 | $357,582 | $312,959 | -$44,623 | -12.48% | |
| Key Capital Management, Inc | 0.13% | 4,335 | $356,187 | $324,953 | -$31,234 | -8.77% | |
| Avantax Planning Partners, Inc. | 0.01% | 4,053 | $333,016 | $303,814 | -$29,202 | -8.77% | |
| Advyzon Investment Management, Llc | 0.02% | 3,833 | $328,290 | $287,323 | -$40,967 | -12.48% | |
| Fsa Advisors, Inc. | 0.15% | 3,762 | $322,183 | $282,001 | -$40,182 | -12.47% | |
| Plancorp, Llc | 0.01% | 4,073 | $305,218 | $305,313 | +$95 | +0.03% | |
| Ifp Advisors, Inc | 0.00% | 3,374 | $277,226 | $252,916 | -$24,310 | -8.77% |
Frequently asked questions about AVXC
Who are the largest institutional holders of AVXC?
The largest institutional holders of AVXC reported in the latest SEC Form 13F filings include Clearwater Capital Advisors, Llc, Heirloom Wealth Management, Mercer Global Advisors Inc, Vestment Financial Llc, and Trajan Wealth Llc. InsiderSet ranks institutional holders by their latest reported AVXC position.
What is AVXC institutional ownership?
This page tracks AVXC positions reported by institutional investment managers through SEC Form 13F. AVANTIS EMG MKT EX CHINA ETF (AVXC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVXC?
InsiderSet currently tracks 78 institutional managers reporting AVXC 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 AVXC shareholders.
How much AVXC stock do institutions own?
Institutional investment managers disclosed approximately $268.79M in AVXC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVXC institutional ownership last updated?
The latest AVXC 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 AVXC 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 AVXC position after the reporting date.
Are institutions buying or selling AVXC?
Institutional buying and selling can be analyzed by comparing AVXC positions across consecutive 13F reporting periods. InsiderSet's AVXC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVXC ownership changes.
How has AVXC institutional ownership changed over time?
InsiderSet tracks AVXC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.