Evid Invest
Who owns AVDVWhat AVDV owns — n/a

Who owns Avantis International Small Cap Value ETF?

Institutional ownership of AVDV from SEC Form 13F filings across 333 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

333

13F holders

$11.44B

value, 2026 filers

62.1%

of shares outstanding (112.2M sh)

56

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AVDV's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1JONES FINANCIAL COMPANIES LLLP33.3M$3.45B1.4%18.4%+9.6%
2Creative Planning25.5M$2.63B1.5%14.1%+7.3%
3Savant Capital, LLC11.7M$1.20B3.5%6.5%+1.5%
4Focus Partners Wealth4.8M$496.0M0.5%2.7%+10.0%
5Focus Partners Advisor Solutions, LLC4.7M$483.5M4.1%2.6%+13.9%
6ENVESTNET ASSET MANAGEMENT INC2.6M$271.7M0.1%1.5%+2.9%
7LPL Financial LLC1.7M$173.7M0.0%0.9%+3.0%
8Cerity Partners LLC1.6M$168.2M0.2%0.9%+14.7%
9AMERICAN CENTURY COMPANIES INC1.3M$137.0M0.1%0.7%+10.6%
10Corient Private Wealth LP1.1M$113.1M0.1%0.6%-17.5%
11MORGAN STANLEY1.0M$106.8M0.0%0.6%-5.3%
12BANK OF AMERICA CORP /DE/1.0M$104.8M0.0%0.6%+27.1%
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.0M$104.7M0.1%0.6%+33.2%
14BANK OF MONTREAL /CAN/1.0M$103.4M0.0%0.6%+4.8%
15Empirical Financial Services, LLC d.b.a. Empirical Wealth Management663,940$68.4M1.0%0.4%+5.3%
16Sequoia Financial Advisors, LLC622,801$64.2M0.3%0.3%-3.8%
17EP Wealth Advisors, LLC530,912$54.7M0.2%0.3%-0.2%
18Apella Capital, LLC525,853$54.6M0.8%0.3%+7.4%
19HighTower Advisors, LLC514,954$53.1M0.1%0.3%-0.5%
20PARK AVENUE SECURITIES LLC508,290$52,3790.3%0.3%+6.1%
21Cetera Investment Advisers484,875$50.0M0.0%0.3%+8.1%
22EXCHANGE TRADED CONCEPTS, LLC427,060$44.0M0.2%0.2%+78.3%
23Beaird Harris Wealth Management, LLC427,007$44.0M2.8%0.2%+0.1%
24RAYMOND JAMES FINANCIAL INC421,412$43.4M0.0%0.2%+4.8%
25Horizon Investments, LLC414,103$12.7M0.1%0.2%-21.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.