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

$66.69-0.03 (-0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.4000000900000078e+247T

% of Float Held

—

QoQ Change in Holders

+13 / -8

Price History

$45.56$52.94$60.31$67.69$75.06Sep 24Jun 25Mar 26

AVSE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Riverwater Partners LLCNew Position+125K+$8.0B
CITADEL ADVISORS LLCIncreased+47K+$2.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+43K+$2.0B
Highland Financial Advisors, LLCNew Position+23K+$1.5B
Northland Capital Management LLCNew Position+14K+$928.0M
Mason & Associates IncNew Position+14K+$902.0M
Trademark Financial Management, LLCNew Position+11K+$723.0M
Greenspring Advisors, LLCNew Position+9K+$613.0M
Trellis Wealth Advisors LLCNew Position+9K+$580.0M
Vestment Financial LLCNew Position+7K+$504.0M
Walkner Condon Financial Advisors LLCNew Position+7K+$480.0M
MB Generational Wealth, LLCNew Position+7K+$435.0M
Accurate Wealth Management, LLCNew Position+6K+$388.0M
MERCER GLOBAL ADVISORS INC /ADVIncreased+5K+$259.6M
True Wealth Design, LLCNew Position+3K+$167.0M

AVSE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Willow Creek Wealth Management Inc.Closed Position-137K-$8.7B
HighTower Advisors, LLCDecreased-5K-$4.5B
Focus Partners WealthDecreased-6K-$1.0B
OLD MISSION CAPITAL LLCClosed Position-13K-$798.3M
Mariner, LLCClosed Position-8K-$517.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-7K-$455.1M
Cambridge Financial Group, LLCClosed Position-4K-$256.7M
LongView Asset Management LLCDecreased-5K-$256.0M
TCI Wealth Advisors, Inc.Decreased-115-$244.1M
Tortoise Investment Management, LLCClosed Position-700-$44.5M
UBS Group AGClosed Position-494-$31.4M
OSAIC HOLDINGS, INC.Closed Position-15-$936K
Focus Partners Advisor Solutions, LLCDecreased-3K-$515K
Kelman-Lazarov, Inc.Decreased-545-$29K
Opes Wealth Management LLCDecreased-115-$-24K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Northwest & Ethical Investments L.P.223,750$14.0B0.32%Share
2Focus Partners Wealth151,473$9.0B0.01%Share
3Riverwater Partners LLC125,369$8.0B3.10%Share
4CITADEL ADVISORS LLC67,693$4.0B0.00%Share
5LongView Asset Management LLC38,844$2.5B1.76%Share
6COMMONWEALTH EQUITY SERVICES, LLC43,277$2.0B0.00%Share
7MERCER GLOBAL ADVISORS INC /ADV32,281$2.0B0.00%Share
8Highland Financial Advisors, LLC22,685$1.5B0.41%Share
9JOURNEY STRATEGIC WEALTH LLC15,709$1.0B0.03%Share
10Northland Capital Management LLC14,294$928.0M0.52%Share
11Mason & Associates Inc13,887$902.0M0.17%Share
12Trademark Financial Management, LLC11,129$723.0M0.40%Share
13Asset Dedication, LLC10,106$656.0M0.04%Share
14Greenspring Advisors, LLC9,449$613.0M0.04%Share
15Trellis Wealth Advisors LLC8,932$580.0M0.23%Share
16Vestment Financial LLC7,486$504.0M0.26%Share
17Walkner Condon Financial Advisors LLC7,397$480.0M0.07%Share
18Team Hewins, LLC7,011$455.0M0.15%Share
19MB Generational Wealth, LLC6,708$435.0M0.23%Share
20Accurate Wealth Management, LLC5,767$388.0M0.05%Share
21Level Financial Advisors5,614$364.0M0.10%Share
22CURIO WEALTH, LLC5,176$335.0M0.12%Share
23ABLE Financial Group, LLC3,975$258.0M0.05%Share
24Addison Advisors LLC3,563$231.0M0.05%Share
25True Wealth Design, LLC2,582$167.0M0.05%Share
26WealthCollab, LLC2,499$162.0M0.07%Share
27Signature Resources Capital Management, LLC2,136$138.0M0.07%Share
28North Ridge Wealth Advisors, Inc.1,365$88.0M0.05%Share
29RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC1,201$78.0M0.03%Share
30Orion Capital Management LLC654$42.0M0.01%Share
31ELEVATION WEALTH PARTNERS, LLC513$33.0M0.01%Share
32Corient Private Wealth LLC71,932$4.7M0.01%Share
33HighTower Advisors, LLC65,972$4.0M0.00%Share
34JANE STREET GROUP, LLC49,115$3.0M0.00%Share
35Corient Private Wealth LLC41,533$2.7M0.00%Share
36Trailhead Planners LLC38,290$2.5M2.44%Share
37Opes Wealth Management LLC22,372$1.5M0.24%Share
38Dunhill Financial, LLC18$1.0M0.00%Share
39SJS Investment Consulting Inc.16$1.0M0.00%Share
40Apollon Wealth Management, LLC6,780$440K0.01%Share
41HB Wealth Management, LLC6,391$415K0.00%Share
42Tarbox Family Office, Inc.6,110$396K0.06%Share
43Burton Enright Welch5,900$383K0.05%Share
44Leonard Rickey Investment Advisors P.L.L.C.5,549$360K0.07%Share
45AXXCESS WEALTH MANAGEMENT, LLC4,605$299K0.00%Share
46Kelman-Lazarov, Inc.3,732$242K0.03%Share
47TCI Wealth Advisors, Inc.3,729$242K0.01%Share
48TRUIST FINANCIAL CORP3,686$239K0.00%Share
49Financial Plan, Inc.3,166$205K0.02%Share
50Torren Management, LLC1,752$113K0.06%Share

AVSE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202562$52.6B+27
Q3 202535$52.5B-17
Q2 202552$95.0B+6
Q1 202546$38.4B+10
Q4 202436$459.3B+13
Q3 202423$3.3T+4
Q2 202419$1.8T-1
Q1 202420$3.4T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold AVSE (Avantis Responsible Emerging Markets Equity ETF). The largest holder is Northwest & Ethical Investments L.P. with $14.0B in shares. This quarter, 13 institutions opened new positions and 8 closed their positions.

Frequently Asked Questions

How many hedge funds own AVSE?

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

Who is the largest institutional holder of AVSE?

The largest institutional holder of AVSE is Northwest & Ethical Investments L.P. with $14.0B in shares.

Is institutional ownership of AVSE increasing or decreasing?

This quarter, 13 institutions opened new positions in AVSE and 8 closed their positions.