Who Owns Avantis Emerging Markets Equity ETF (AVEM)?Hedge Fund & Institutional Holders

$80.35-0.37 (-0.46%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.858314142000014e+271T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$53.08$62.21$71.34$80.47$89.60Sep 24Jun 25Mar 26

AVEM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Align Financial, LLCNew Position+6.9M+$6.9B
Savant Capital, LLCNew Position+18.4M+$1.4B
ENVESTNET ASSET MANAGEMENT INCNew Position+15.6M+$1.2B
JONES FINANCIAL COMPANIES LLLPNew Position+3.0M+$234.0M
Cerity Partners LLCNew Position+2.9M+$222.0M
VANTAGEPOINT INVESTMENT ADVISERS LLCNew Position+2.3M+$180.6M
Annex Advisory Services, LLCNew Position+2.1M+$162.2M
Avantax Planning Partners, Inc.New Position+1.1M+$85.0M
HB Wealth Management, LLCNew Position+1.0M+$80.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+955K+$73.0M
Summit Financial Strategies, Inc.New Position+856K+$66.0M
Apella Capital, LLCNew Position+855K+$65.8M
Midwest Trust CoNew Position+773K+$59.6M
ATWOOD & PALMER INCNew Position+664K+$51.2M
CWM, LLCNew Position+601K+$46.3M

AVEM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2.7M-$210.4B
HighTower Advisors, LLCDecreased-17K-$169.8B
Haverford Trust CoDecreased-5K-$156.1B
Focus Partners WealthDecreased-2K-$130.6B
JPMORGAN CHASE & CODecreased-97K-$105.4B
Oak Root LLCDecreased-92K-$87.6B
Creative PlanningDecreased-30K-$75.3B
Cresset Asset Management, LLCDecreased-8K-$66.4B
Beaird Harris Wealth Management, LLCDecreased-6K-$44.2B
Truepoint, Inc.Decreased-10K-$35.2B
Arlington Financial Advisors, LLCDecreased-2K-$32.8B
OLD MISSION CAPITAL LLCDecreased-137K-$23.3B
High Probability Advisors, LLCDecreased-1K-$22.0B
TCI Wealth Advisors, Inc.Decreased-8K-$18.8B
Larson Financial Group LLCDecreased-27K-$17.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Align Financial, LLC6,858,314$6.9B3.98%Share
2Savant Capital, LLC18,444,319$1.4B8.08%Share
3BANK OF AMERICA CORP /DE/17,844,665$1.4B0.10%Share
4ENVESTNET ASSET MANAGEMENT INC15,611,896$1.2B0.36%Share
5MERCER GLOBAL ADVISORS INC /ADV9,627,411$741.0M1.13%Share
6MORGAN STANLEY5,656,462$435.0M0.03%Share
7LPL Financial LLC3,740,586$288.0M0.08%Share
8WELLS FARGO & COMPANY/MN3,349,593$257.0M0.05%Share
9JONES FINANCIAL COMPANIES LLLP3,046,598$234.0M0.14%Share
10Cerity Partners LLC2,880,263$222.0M0.32%Share
11AMERIPRISE FINANCIAL INC2,869,146$220.0M0.05%Share
12AMERICAN CENTURY COMPANIES INC2,641,484$203.0M0.10%Share
13VANTAGEPOINT INVESTMENT ADVISERS LLC2,345,197$180.6M1.45%Share
14HighTower Advisors, LLC2,247,030$173.0M0.19%Share
15OneDigital Investment Advisors LLC2,245,195$172.0M1.69%Share
16PNC FINANCIAL SERVICES GROUP, INC.2,196,186$169.0M0.09%Share
17Annex Advisory Services, LLC2,106,433$162.2M3.10%Share
18M&T BANK CORP512,499$160.8M0.52%Share
19Haverford Trust Co2,076,091$159.0M1.42%Share
20MML INVESTORS SERVICES, LLC1,972,171$151.0M0.37%Share
21WELLS FARGO & COMPANY/MN1,960,507$150.0M0.03%Share
22Focus Partners Wealth1,738,339$133.0M0.15%Share
23Cetera Investment Advisers1,648,590$126.0M0.14%Share
24BANK OF MONTREAL /CAN/1,544,256$118.0M0.04%Share
25Kestra Investment Management, LLC1,475,543$113.6M2.78%Share
26BOKF, NA1,446,151$111.4M1.70%Share
27OSAIC HOLDINGS, INC.1,394,939$107.0M0.16%Share
28JPMORGAN CHASE & CO1,163,877$89.0M0.01%Share
29Gradient Investments LLC1,105,369$85.1M1.35%Share
30Avantax Planning Partners, Inc.1,108,899$85.0M2.38%Share
31Oak Root LLC1,075,466$82.8M10.01%Share
32HB Wealth Management, LLC1,042,342$80.3M0.52%Share
33UBS Group AG1,014,591$78.1M0.01%Share
34BANK OF AMERICA CORP /DE/990,256$76.0M0.01%Share
35Creative Planning970,836$74.0M0.05%Share
36COMMONWEALTH EQUITY SERVICES, LLC955,260$73.0M0.10%Share
37Modern Wealth Management, LLC883,258$68.0M1.24%Share
38Cresset Asset Management, LLC876,285$67.0M0.28%Share
39Neuberger Berman Group LLC874,779$67.0M0.05%Share
40GREAT VALLEY ADVISOR GROUP, INC.865,913$66.0M1.27%Share
41Summit Financial Strategies, Inc.856,409$66.0M5.42%Share
42Apella Capital, LLC854,577$65.8M1.30%Share
43NICOLET ADVISORY SERVICES, LLC754,863$61.0M4.11%Share
44BANK OF AMERICA CORP /DE/779,118$60.0M0.00%Share
45HARBOUR INVESTMENTS, INC.773,518$59.6M1.21%Share
46Midwest Trust Co773,460$59.6M0.74%Share
47RAYMOND JAMES FINANCIAL INC697,632$53.0M0.02%Share
48JANE STREET GROUP, LLC700,000$53.0M0.01%Share
49ATWOOD & PALMER INC664,423$51.2M2.91%Share
50FIFTH THIRD BANCORP635,746$49.0M0.16%Share

AVEM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025778$21.4B+426
Q3 2025352$7.2T-189
Q2 2025541$8.5T-1
Q1 2025542$7.2T+148
Q4 2024394$466.6T+122
Q3 2024272$2549.7T+22
Q2 2024250$1774.2T+18
Q1 2024232$1540.4T—

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As of Q4 2025, 50 institutional investors hold AVEM (Avantis Emerging Markets Equity ETF). The largest holder is Align Financial, LLC with $6.9B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own AVEM?

As of Q4 2025, 50 institutional investors report holding AVEM (Avantis Emerging Markets Equity ETF) in their 13F filings.

Who is the largest institutional holder of AVEM?

The largest institutional holder of AVEM is Align Financial, LLC with $6.9B in shares.

Is institutional ownership of AVEM increasing or decreasing?

This quarter, 15 institutions opened new positions in AVEM and 0 closed their positions.