Who Owns Avantis Emerging Markets Value ETF (AVES)?Hedge Fund & Institutional Holders

$59.80-0.60 (-0.99%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0300042000400002e+206T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$42.02$48.25$54.47$60.70$66.92Sep 24Jun 25Mar 26

AVES — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Empowered Funds, LLCNew Position+694K+$40.0M
Armbruster Capital Management, Inc.New Position+348K+$20.3M
B&D White Capital Company, LLCNew Position+299K+$17.4M
Meredith Wealth PlanningNew Position+280K+$16.3M
Three Arch Wealth Management LLCNew Position+233K+$13.6M
ENVESTNET ASSET MANAGEMENT INCNew Position+239K+$13.0M
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCNew Position+219K+$12.8M
Austin Wealth Management, LLCNew Position+206K+$12.3M
BSW Wealth PartnersNew Position+193K+$11.3M
Allegiance Financial Group Advisory Services LLCNew Position+185K+$10.8M
Perigon Wealth Management, LLCNew Position+154K+$9.0M
Golden Bell Financial Planning LLCNew Position+144K+$8.4M
ATLas Financial Planning LLCNew Position+96K+$5.6M
Cornerstone Wealth Partners, LLCNew Position+102K+$5.5M
BAYSHORE ASSET MANAGEMENT, LLCNew Position+92K+$5.3M

AVES — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Focus Partners WealthDecreased-63K-$45.9B
Focus Partners Advisor Solutions, LLCDecreased-323K-$24.3B
ANDERSON HOAGLAND & CODecreased-2K-$8.9B
Global Strategic Investment Solutions, LLCDecreased-1K-$8.4B
JANE STREET GROUP, LLCClosed Position-113K-$6.5B
AlphaCore Capital LLCDecreased-3K-$5.9B
Oceanside Advisors LLCDecreased-753-$5.3B
Tortoise Investment Management, LLCDecreased-2K-$4.0B
Corient Private Wealth LLCDecreased-124-$3.7B
Parkshore Wealth Management, Inc.Decreased-82-$3.0B
Creative PlanningDecreased-906-$2.9B
Wedmont Private CapitalDecreased-377-$2.7B
OneDigital Investment Advisors LLCDecreased-2K-$2.6B
CoreFirst Bank & TrustDecreased-2K-$2.0B
Private Advisor Group, LLCClosed Position-31K-$1.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERICAN CENTURY COMPANIES INC1,772,229$103.0M0.05%Share
2Focus Partners Wealth737,385$42.0M0.05%Share
3Empowered Funds, LLC694,140$40.0M0.32%Share
4Armbruster Capital Management, Inc.347,503$20.3M3.40%Share
5B&D White Capital Company, LLC299,158$17.4M2.02%Share
6Pathstone Holdings, LLC308,386$17.0M0.07%Share
7Meredith Wealth Planning280,157$16.3M4.86%Share
8Symmetry Partners, LLC262,890$15.3M0.91%Share
9HighTower Advisors, LLC247,836$14.0M0.02%Share
10Three Arch Wealth Management LLC232,646$13.6M2.54%Share
11ENVESTNET ASSET MANAGEMENT INC238,870$13.0M0.00%Share
12RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC218,727$12.8M4.56%Share
13Austin Wealth Management, LLC206,384$12.3M1.82%Share
14BSW Wealth Partners193,168$11.3M1.35%Share
15Allegiance Financial Group Advisory Services LLC184,744$10.8M2.26%Share
16Apeiron RIA LLC152,222$9.5M1.93%Share
17FIDELITY D & D BANCORP INC154,586$9.0M3.89%Share
18ANDERSON HOAGLAND & CO153,919$9.0M0.77%Share
19Perigon Wealth Management, LLC153,651$9.0M0.16%Share
20Global Strategic Investment Solutions, LLC145,435$8.5M0.83%Share
21Golden Bell Financial Planning LLC144,189$8.4M7.00%Share
22SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC139,184$8.0M1.65%Share
23Farther Finance Advisors, LLC123,061$7.2M0.08%Share
24Symmetry Partners, LLC115,181$6.7M0.40%Share
25ATLas Financial Planning LLC96,151$5.6M5.50%Share
26Oceanside Advisors LLC92,206$5.4M3.26%Share
27BAYSHORE ASSET MANAGEMENT, LLC91,511$5.3M2.18%Share
28Cascade Financial Partners, LLC87,457$5.1M0.52%Share
29AlphaCore Capital LLC99,286$5.0M0.11%Share
30Focus Partners Advisor Solutions, LLC93,081$5.0M0.06%Share
31BANNERMAN WEALTH MANAGEMENT GROUP, LLC85,264$5.0M3.52%Share
32Greenspring Advisors, LLC75,242$4.4M0.27%Share
33PARK AVENUE SECURITIES LLC72,656$4.2M0.04%Share
34Simplicity Wealth,LLC72,298$4.2M0.25%Share
35MB Generational Wealth, LLC70,823$4.1M2.19%Share
36Tortoise Investment Management, LLC68,703$4.0M0.35%Share
37MML INVESTORS SERVICES, LLC70,612$4.0M0.01%Share
38Northland Capital Management LLC67,035$3.9M2.19%Share
39Corient Private Wealth LLC64,723$3.8M0.01%Share
40CSS LLC/IL62,973$3.7M0.16%Share
41PFC CAPITAL GROUP, INC.61,970$3.6M1.49%Share
42ENTREWEALTH, LLC50,541$3.2M1.45%Share
43Trailhead Planners LLC53,653$3.1M3.07%Share
44AXXCESS WEALTH MANAGEMENT, LLC51,550$3.0M0.01%Share
45CITADEL ADVISORS LLC55,489$3.0M0.00%Share
46Parkshore Wealth Management, Inc.51,403$3.0M1.13%Share
471620 INVESTMENT ADVISORS, INC.50,525$2.9M1.96%Share
48Wedmont Private Capital46,146$2.8M0.10%Share
49Gibson Capital, LLC34,780$2.0M0.37%Share
50Creative Planning49,314$2.0M0.00%Share

AVES Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025146$586.5M+66
Q3 202580$323.3B-42
Q2 2025122$481.5B+0
Q1 2025122$441.3B+24
Q4 202498$49.1T+31
Q3 202467$73.5T+9
Q2 202458$64.1T+3
Q1 202455$20.3T—

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As of Q4 2025, 50 institutional investors hold AVES (Avantis Emerging Markets Value ETF). The largest holder is AMERICAN CENTURY COMPANIES INC with $103.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AVES?

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

Who is the largest institutional holder of AVES?

The largest institutional holder of AVES is AMERICAN CENTURY COMPANIES INC with $103.0M in shares.

Is institutional ownership of AVES increasing or decreasing?

This quarter, 15 institutions opened new positions in AVES and 2 closed their positions.