AVANTIS INTERNATIONAL EQUITY (AVDE) Institutional Shareholders
AVANTIS INTERNATIONAL EQUITY (AVDE) 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 $14.01B in AVDE holdings during the latest filing period.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of AVDE tracked by InsiderSet, reporting ownership valued at approximately $787.67M 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 $830.60M, representing an estimated gain of +5.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 34% of the total disclosed AVDE value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, American Century Companies Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in AVANTIS INTERNATIONAL EQUITY (AVDE).
This page ranks the largest institutional AVDE 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
711
Total Reported Value
$14.01B
Largest Holder
Ameriprise Financial Inc
Largest Position
$787.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.16% | 8,831,440 | $787,665,717 | $830,596,932 | +$42,931,215 | +5.45% | |
| American Century Companies Inc | 0.24% | 6,138,581 | $547,561,425 | $577,333,543 | +$29,772,118 | +5.44% | |
| Lpl Financial Llc | 0.11% | 5,634,103 | $502,561,984 | $529,887,387 | +$27,325,403 | +5.44% | |
| Wealth Enhancement Advisory Services, Llc | 0.80% | 5,369,195 | $479,285,861 | $504,972,790 | +$25,686,929 | +5.36% | |
| Envestnet Asset Management Inc | 0.11% | 5,248,750 | $468,189,906 | $493,644,938 | +$25,455,032 | +5.44% | |
| Mission Wealth Management, Lp | 5.72% | 5,149,175 | $459,306,414 | $484,279,909 | +$24,973,495 | +5.44% | |
| Bank Of America Corp | 0.03% | 4,397,843 | $392,287,610 | $413,617,134 | +$21,329,524 | +5.44% | |
| Morgan Stanley | 0.02% | 4,388,303 | $391,436,781 | $412,719,897 | +$21,283,116 | +5.44% | |
| Bank Of New York Mellon Corp | 0.06% | 4,356,688 | $388,616,539 | $409,746,506 | +$21,129,967 | +5.44% | |
| Pnc Financial Services Group, Inc. | 0.16% | 3,267,330 | $291,445,818 | $307,292,387 | +$15,846,569 | +5.44% | |
| Rockwood Wealth Management, Llc | 17.85% | 3,165,871 | $282,395,694 | $297,750,168 | +$15,354,474 | +5.44% | |
| Vantagepoint Investment Advisers Llc | 1.95% | 2,919,800 | $260,446,160 | $274,607,190 | +$14,161,030 | +5.44% | |
| Wells Fargo & Company/Mn | 0.04% | 2,886,060 | $257,436,635 | $271,433,943 | +$13,997,308 | +5.44% | |
| Hightower Advisors, Llc | 0.23% | 2,673,605 | $238,485,567 | $251,452,550 | +$12,966,983 | +5.44% | |
| Corient Private Wealth Llc | 0.26% | 2,275,091 | $202,936,066 | $213,972,309 | +$11,036,243 | +5.44% | |
| Maseco Llp | 5.04% | 2,008,367 | $179,156,396 | $188,886,916 | +$9,730,520 | +5.43% | |
| Advance Capital Management, Inc. | 5.35% | 1,854,102 | $165,385,858 | $174,378,293 | +$8,992,435 | +5.44% | |
| Raymond James Financial Inc | 0.04% | 1,755,170 | $156,561,158 | $165,073,739 | +$8,512,581 | +5.44% | |
| Ubs Group Ag | 0.02% | 1,727,133 | $154,060,264 | $162,436,859 | +$8,376,595 | +5.44% | |
| Hb Wealth Management, Llc | 0.85% | 1,693,261 | $151,038,933 | $159,251,197 | +$8,212,264 | +5.44% | |
| Modern Wealth Management, Llc | 1.64% | 1,542,262 | $137,569,783 | $145,049,741 | +$7,479,958 | +5.44% | |
| Annex Advisory Services, Llc | 2.29% | 1,504,548 | $134,205,642 | $141,502,739 | +$7,297,097 | +5.44% | |
| Gradient Investments Llc | 1.78% | 1,445,630 | $128,950,206 | $135,961,502 | +$7,011,296 | +5.44% | |
| Oak Root Llc | 14.05% | 1,427,068 | $127,294,466 | $134,215,745 | +$6,921,279 | +5.44% | |
| Cwm, Llc | 0.32% | 1,415,086 | $120,055,872 | $133,088,838 | +$13,032,966 | +10.86% | |
| Fifth Third Bancorp | 0.18% | 1,262,823 | $112,643,798 | $118,768,503 | +$6,124,705 | +5.44% | |
| Waverly Advisors, Llc | 0.63% | 1,222,477 | $109,044,965 | $114,973,962 | +$5,928,997 | +5.44% | |
| Financial Plan, Inc. | 10.23% | 1,209,058 | $107,848,006 | $113,711,905 | +$5,863,899 | +5.44% | |
| Focus Partners Wealth | 0.11% | 1,178,813 | $105,150,149 | $110,867,363 | +$5,717,214 | +5.44% | |
| Greenup Street Wealth Management Llc | 11.50% | 1,058,929 | $94,456,501 | $99,592,272 | +$5,135,771 | +5.44% | |
| Parallel Advisors, Llc | 1.43% | 1,046,145 | $93,316,146 | $98,389,937 | +$5,073,791 | +5.44% | |
| Gw Henssler & Associates Ltd | 4.09% | 1,030,458 | $91,916,838 | $96,914,575 | +$4,997,737 | +5.44% | |
| First National Trust Co | 3.06% | 1,009,714 | $90,066,488 | $94,963,602 | +$4,897,114 | +5.44% | |
| Diversified Portfolios, Inc. | 6.43% | 994,311 | $88,692,550 | $93,514,950 | +$4,822,400 | +5.44% | |
| Beacon Pointe Advisors, Llc | 0.38% | 926,373 | $82,632,458 | $87,125,381 | +$4,492,923 | +5.44% | |
| Werba Rubin Papier Wealth Management | 9.49% | 876,278 | $78,164,014 | $82,413,946 | +$4,249,932 | +5.44% | |
| Plancorp, Llc | 1.88% | 862,580 | $77,002,542 | $81,125,649 | +$4,123,107 | +5.35% | |
| &Partners | 0.31% | 858,519 | $76,581,936 | $80,743,712 | +$4,161,776 | +5.43% | |
| Cerity Partners Llc | 0.09% | 846,764 | $75,531,639 | $79,638,154 | +$4,106,515 | +5.44% | |
| Apella Capital, Llc | 1.05% | 828,607 | $74,359,216 | $77,930,488 | +$3,571,272 | +4.80% | |
| Correct Capital Wealth Management | 12.45% | 809,847 | $72,238,326 | $76,166,110 | +$3,927,784 | +5.44% | |
| Savant Capital, Llc | 0.20% | 773,812 | $69,024,044 | $72,777,019 | +$3,752,975 | +5.44% | |
| Atwood & Palmer Inc | 3.67% | 771,462 | $68,814,442 | $72,556,001 | +$3,741,559 | +5.44% | |
| Jnba Financial Advisors | 5.20% | 769,910 | $68,676,009 | $72,410,036 | +$3,734,027 | +5.44% | |
| Esl Trust Services, Llc | 11.38% | 748,227 | $66,741,847 | $70,370,749 | +$3,628,902 | +5.44% | |
| Hub Investment Partners, Llc | 1.21% | 736,719 | $65,715,296 | $69,288,422 | +$3,573,126 | +5.44% | |
| Cresset Asset Management, Llc | 0.24% | 723,784 | $64,561,515 | $68,071,885 | +$3,510,370 | +5.44% | |
| Jsf Financial, Llc | 10.27% | 714,806 | $63,760,701 | $67,227,504 | +$3,466,803 | +5.44% | |
| Cgn Advisors Llc | 4.53% | 694,974 | $61,991,680 | $65,362,305 | +$3,370,625 | +5.44% | |
| Kestra Advisory Services, Llc | 0.20% | 681,091 | $60,753,301 | $64,056,609 | +$3,303,308 | +5.44% |
Frequently asked questions about AVDE
Who owns the most AVDE stock?
The largest holders of AVDE 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 INTERNATIONAL EQUITY (AVDE).
Is AVDE widely held by superinvestors?
Many widely followed stocks like AVDE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVDE 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.