AVANTIS EMERGING MARKETS EQ (AVEM) Institutional Shareholders
AVANTIS EMERGING MARKETS EQ (AVEM) 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 $22.52B in AVEM holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of AVEM tracked by InsiderSet, reporting ownership valued at approximately $2.79B 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 $2.72B, representing an estimated loss of -2.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed AVEM value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Savant Capital, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in AVANTIS EMERGING MARKETS EQ (AVEM).
This page ranks the largest institutional AVEM 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
991
Total Reported Value
$22.52B
Largest Holder
Bank Of America Corp
Largest Position
$2.79B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.18% | 28,876,146 | $2,786,259,307 | $2,721,287,999 | -$64,971,308 | -2.33% | |
| Savant Capital, Llc | 5.42% | 19,140,381 | $1,846,855,372 | $1,803,789,505 | -$43,065,867 | -2.33% | |
| Envestnet Asset Management Inc | 0.37% | 16,127,258 | $1,556,119,105 | $1,519,832,794 | -$36,286,311 | -2.33% | |
| Morgan Stanley | 0.06% | 11,245,817 | $1,085,108,958 | $1,059,805,794 | -$25,303,164 | -2.33% | |
| Mercer Global Advisors Inc | 1.20% | 9,968,090 | $961,821,040 | $939,392,802 | -$22,428,238 | -2.33% | |
| Wells Fargo & Company/Mn | 0.13% | 7,883,606 | $760,689,125 | $742,951,029 | -$17,738,096 | -2.33% | |
| Ameriprise Financial Inc | 0.12% | 6,148,703 | $592,305,476 | $579,453,771 | -$12,851,705 | -2.17% | |
| Lpl Financial Llc | 0.13% | 5,901,982 | $569,482,243 | $556,202,784 | -$13,279,459 | -2.33% | |
| Jones Financial Companies Lllp | 0.20% | 5,346,733 | $504,734,506 | $503,876,118 | -$858,388 | -0.17% | |
| American Century Companies Inc | 0.15% | 3,403,867 | $328,439,127 | $320,780,426 | -$7,658,701 | -2.33% | |
| Raymond James Financial Inc | 0.07% | 2,773,603 | $267,624,874 | $261,384,347 | -$6,240,527 | -2.33% | |
| Bank Of New York Mellon Corp | 0.04% | 2,693,268 | $259,873,425 | $253,813,576 | -$6,059,849 | -2.33% | |
| Cerity Partners Llc | 0.30% | 2,558,075 | $246,828,325 | $241,072,988 | -$5,755,337 | -2.33% | |
| Vantagepoint Investment Advisers Llc | 1.73% | 2,393,648 | $230,963,096 | $225,577,388 | -$5,385,708 | -2.33% | |
| Haverford Trust Co | 1.97% | 2,368,819 | $228,567,336 | $223,237,503 | -$5,329,833 | -2.33% | |
| Pnc Financial Services Group, Inc. | 0.12% | 2,294,305 | $221,377,472 | $216,215,303 | -$5,162,169 | -2.33% | |
| Osaic Holdings, Inc. | 0.25% | 2,188,324 | $211,158,315 | $206,227,654 | -$4,930,661 | -2.34% | |
| Mml Investors Services, Llc | 0.43% | 2,182,737 | $210,612,311 | $205,701,135 | -$4,911,176 | -2.33% | |
| Cetera Investment Advisers | 0.18% | 2,094,497 | $202,098,131 | $197,385,397 | -$4,712,734 | -2.33% | |
| Hightower Advisors, Llc | 0.17% | 1,824,994 | $176,093,715 | $171,987,435 | -$4,106,280 | -2.33% | |
| Focus Partners Wealth | 0.16% | 1,639,286 | $158,174,824 | $154,486,313 | -$3,688,511 | -2.33% | |
| Annex Advisory Services, Llc | 2.55% | 1,548,921 | $149,455,413 | $145,970,315 | -$3,485,098 | -2.33% | |
| Neuberger Berman Group Llc | 0.10% | 1,542,140 | $148,801,089 | $145,331,274 | -$3,469,815 | -2.33% | |
| Bokf, Na | 1.97% | 1,484,682 | $143,256,966 | $139,916,432 | -$3,340,534 | -2.33% | |
| Modern Wealth Management, Llc | 1.59% | 1,379,015 | $133,061,125 | $129,958,374 | -$3,102,751 | -2.33% | |
| Onedigital Investment Advisors Llc | 1.12% | 1,374,387 | $132,614,636 | $129,522,231 | -$3,092,405 | -2.33% | |
| Bank Of Montreal | 0.05% | 1,286,150 | $124,100,671 | $121,206,776 | -$2,893,895 | -2.33% | |
| Ubs Group Ag | 0.02% | 1,273,939 | $122,922,373 | $120,056,011 | -$2,866,362 | -2.33% | |
| Jpmorgan Chase & Co | 0.01% | 1,232,831 | $117,242,300 | $116,181,993 | -$1,060,307 | -0.90% | |
| Harbour Investments, Inc. | 1.54% | 1,181,713 | $114,023,496 | $111,364,633 | -$2,658,863 | -2.33% | |
| Fifth Third Bancorp | 0.18% | 1,180,739 | $113,929,498 | $111,272,843 | -$2,656,655 | -2.33% | |
| Maseco Llp | 3.15% | 1,161,088 | $112,068,244 | $109,420,933 | -$2,647,311 | -2.36% | |
| Pure Financial Advisors, Llc | 1.38% | 1,125,157 | $108,566,421 | $106,034,796 | -$2,531,625 | -2.33% | |
| Hb Wealth Management, Llc | 0.60% | 1,108,268 | $106,936,780 | $104,443,176 | -$2,493,604 | -2.33% | |
| Oak Root Llc | 11.45% | 1,075,466 | $103,771,714 | $101,351,916 | -$2,419,798 | -2.33% | |
| Avantax Planning Partners, Inc. | 2.56% | 1,065,277 | $102,788,597 | $100,391,704 | -$2,396,893 | -2.33% | |
| Nicolet Bankshares Inc | 3.22% | 1,058,365 | $101,225,997 | $99,740,318 | -$1,485,679 | -1.47% | |
| Gradient Investments Llc | 1.37% | 1,031,444 | $99,524,018 | $97,203,283 | -$2,320,735 | -2.33% | |
| Apella Capital, Llc | 1.30% | 997,148 | $92,325,915 | $93,971,228 | +$1,645,313 | +1.78% | |
| Commonwealth Equity Services, Llc | 0.11% | 937,777 | $90,486,119 | $88,376,104 | -$2,110,015 | -2.33% | |
| Great Valley Advisor Group, Inc. | 1.38% | 905,306 | $87,352,441 | $85,316,037 | -$2,036,404 | -2.33% | |
| Cresset Asset Management, Llc | 0.31% | 892,971 | $86,162,753 | $84,153,587 | -$2,009,166 | -2.33% | |
| Newedge Advisors, Llc | 0.25% | 871,190 | $84,061,134 | $82,100,946 | -$1,960,188 | -2.33% | |
| Midwest Trust Co | 0.95% | 870,014 | $83,947,651 | $81,990,119 | -$1,957,532 | -2.33% | |
| Parallel Advisors, Llc | 1.20% | 814,662 | $78,606,800 | $76,773,747 | -$1,833,053 | -2.33% | |
| Private Advisor Group, Llc | 0.36% | 807,051 | $77,872,300 | $76,056,486 | -$1,815,814 | -2.33% | |
| Farther Finance Advisors, Llc | 0.60% | 799,019 | $77,083,698 | $75,299,551 | -$1,784,147 | -2.31% | |
| Greenup Street Wealth Management Llc | 9.37% | 797,996 | $76,998,647 | $75,203,143 | -$1,795,504 | -2.33% | |
| Truist Financial Corp | 0.09% | 796,366 | $76,841,374 | $75,049,532 | -$1,791,842 | -2.33% | |
| Summit Financial Strategies, Inc. | 5.32% | 785,029 | $75,747,469 | $73,981,133 | -$1,766,336 | -2.33% |
Frequently asked questions about AVEM
Who owns the most AVEM stock?
The largest holders of AVEM 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 EMERGING MARKETS EQ (AVEM).
Is AVEM widely held by superinvestors?
Many widely followed stocks like AVEM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVEM 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.