AVEM institutional holders

Avantis Emerging Markets Equity ETF · 1,047 reporting institutions · $23.6B reported value

Funds that can replace AVEM · AVEM return decomposition

Institutional holdings

Institutions reporting AVEM, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$2.8B02026-06-30
Savant Wealth Management$1.8B4052026-06-30
Envestnet Pmc$1.6B602026-06-30
Morgan Stanley$1.1B23,1852026-06-30
Mercer Global Advisors Inc /adv$962.1M02026-06-30
Wells Fargo & Company/mn$760.7M02026-06-30
Ameriprise Financial Inc$592.3M02026-06-30
Lpl Financial LLC$569.5M23,4582026-06-30
Northwestern Mutual Wealth Management Co$518.8M02026-06-30
Jones Financial Companies LLLP$504.7M02026-06-30
American Century Companies Inc$328.4M02026-06-30
Raymond James Financial Inc$267.6M02026-06-30
Bank of New York Mellon Corp$259.9M02026-06-30
Cerity Partners LLC$246.8M7772026-06-30
Missionsquare Investments$231M02026-06-30
Haverford Trust Co$228.6M02026-06-30
PNC Financial Services Group, Inc.$221.5M02026-06-30
Osaic Holdings, Inc.$211.2M02026-06-30
MML Investors Services, LLC$210.6M5,1202026-06-30
Cetera Investment Advisers$202.1M10,3702026-06-30
Kestra Investment Management, LLC$181.9M92026-06-30
Hightower Advisors, LLC$176.1M1,0462026-06-30
Focus Partners Wealth$158.2M1,0482026-06-30
Annex Advisory Services, LLC$149.5M982026-06-30
Neuberger Berman Group LLC$148.8M02026-06-30
Bokf, NA$143.3M02026-06-30
Modern Wealth Management, LLC$133.1M1612026-06-30
Onedigital Investment Advisors LLC$132.6M3862026-06-30
Bank of Montreal /can$124.1M02026-06-30
UBS Group AG$122.9M02026-06-30
Jpmorgan Chase & Co$117.2M02026-06-30
Harbour Investments, Inc.$114M2472026-06-30
Fifth Third Bancorp$113.9M02026-06-30
Maseco LLP$112.1M82026-06-30
Pure Financial Advisors, LLC$108.6M882026-06-30
Hb Wealth Management, LLC$106.9M1692026-06-30
Oak Root LLC$103.8M22026-06-30
Avantax Planning Partners, Inc.$102.8M102026-06-30
Nicolet Bankshares Inc$101.2M02026-06-30
Gradient Investments, LLC$99.5M312026-06-30
Apella Capital, LLC$92.3M1042026-06-30
Commonwealth Equity Services, LLC$90.5M2,8632026-06-30
Great Valley Advisor Group, LLC$87.4M2052026-06-30
Cresset Asset Management, LLC$86.2M2122026-06-30
Creative Planning$86M1,1712026-06-30
Newedge Advisors$84.1M6012026-06-30
Midwest Trust Co$83.9M02026-06-30
Parallel Advisors, LLC$78.6M752026-06-30
Private Advisor Group, LLC$77.9M9272026-06-30
Farther Finance Advisors, LLC$77.1M3342026-06-30
Greenup Street Wealth Management LLC$77M202026-06-30
Truist Financial Corp$76.8M02026-06-30
Summit Financial Strategies, Inc.$75.7M202026-06-30
Bluespring Wealth Management, LLC$75.7M502026-06-30
Prime Capital Financial$72.4M2652026-06-30
Mission Wealth Management, LP$69.8M1382026-06-30
Corient Private Wealth LP$69M6742026-06-30
Apollon Wealth Management, LLC$68.4M1512026-06-30
Focus Partners Advisor Solutions, LLC$68M422026-06-30
Fmr LLC$65.9M02026-06-30
Atwood & Palmer Inc$65.1M72026-06-30
Royal Bank of Canada$64.6M02026-06-30
Jane Street Group, LLC$62.7M02026-06-30
Nicolet Wealth Management$61.1M462025-12-31
Falcon Wealth Planning$61.1M242026-06-30
Rockwood Wealth Management, LLC$60.6M462026-06-30
Cwm, LLC$59.1M6672026-03-31
Fragasso Financial Advisors Inc$58.9M252026-06-30
Waddell & Associates, LLC$54.8M02026-06-30
Beaird Harris Wealth Management, LLC$53.5M182026-06-30
Robertson Stephens Wealth Management, LLC$49.8M722026-06-30
Financial Plan, Inc.$49.3M132026-06-30
Tarbox Family Office, Inc.$48.9M62026-06-30
Highpoint Advisor Group LLC$47.8M1142026-06-30
Diversified Portfolios, Inc.$47.1M102026-06-30
Morton Brown Family Wealth, LLC$46.4M72026-06-30
Orion Porfolio Solutions, LLC$44.5M1992026-06-30
McLean Asset Management Corp.$43.8M162026-06-30
Bogart Wealth, LLC$42M242026-06-30
Beacon Pointe Advisors, LLC$41.4M4662026-06-30
Truepoint, Inc.$41.2M402026-06-30
Iht Wealth Management LLC$40.7M1592026-06-30
Arlington Financial Advisors, LLC$38.9M82026-06-30
West Paces Advisors Inc.$38.7M42026-06-30
Wealth Enhancement Advisory Services, LLC$38M1,0262026-06-30
Ritter Daniher Financial Advisory LLC / de$37.5M02026-06-30
Versant Capital Management, Inc.$35.8M112026-06-30
Amplius Wealth Advisors$35M112026-06-30
Simplicity Wealth, LLC$34.6M02026-06-30
Bridgewater Advisors Inc.$34.4M142026-06-30
Compound Planning, Inc.$34.1M752026-06-30
Gw Henssler & Associates Ltd$33.9M02026-06-30
Quantum Financial Advisors, LLC$33.3M02026-06-30
Jrm Investment Counsel.$32.6M32026-06-30
Sc&h Financial Advisors, Inc.$32M192026-06-30
Ep Wealth Advisors, LLC$31.9M3382026-06-30
Act Advisors$31.1M42026-06-30
Cannon Financial Strategists, Inc.$31M292026-06-30
Summit Financial, LLC$29.4M2292026-06-30
Copper Harbor Investment Advisors, LLC$28.7M52026-06-30
Horan Wealth, LLC$28.2M222026-06-30
High Probability Advisors, LLC$28M82026-06-30
Kestra Advisory Services, LLC$27.9M1,4792026-06-30
Aptus Capital Advisors, LLC$27.9M212026-06-30
Rockefeller Capital Management LP$27.9M3462026-06-30
Jackson Thornton Wealth Management, LLC$27.8M92026-06-30
Arax Advisory Partners$27.7M2322026-06-30
Verabank, N.A.$27.2M02026-06-30
Cgn Advisors LLC$26.5M362026-06-30
Jsf Financial, LLC$26M122026-06-30
Madison Asset Management, LLC$25.7M12026-06-30
Sunburst Financial Group, LLC$25.6M82026-06-30
Armstrong, Fleming & Moore, Inc$25.4M112026-06-30
Hub Investment Partners, LLC$25.4M1182026-06-30
Wcg Wealth Advisors LLC$25.2M1302026-06-30
Correct Capital Wealth Management$25.1M72026-06-30
B&D White Capital Company, LLC$25.1M62026-06-30
Massmutual Private Wealth & Trust, Fsb$24.9M02026-06-30
Fonville Wealth Management LLC$24.4M122026-06-30
Retirement Financial Solutions, LLC$24M152026-06-30
Concord Wealth Partners$23.9M112026-06-30
Reap Financial Group, LLC$23.9M72026-06-30
Convergence Financial, LLC$23.8M292026-06-30
Austin Private Wealth, LLC$23.2M02025-12-31
Ullmann Wealth Partners Group, LLC$23.1M82026-06-30
Marietta Wealth Management, LLC$23.1M82026-06-30
Alpha Financial Advisors, LLC$22.9M82026-06-30
Walkner Condon Financial Advisors LLC$22.7M152026-06-30
Concord Asset Management, Llc/va$22.6M22026-06-30
Foundations Investment Advisors, LLC$22.1M3022026-06-30
Tci Wealth Advisors, Inc.$22.1M462026-06-30
Cooper McManus$22M632026-06-30
Concurrent Investment Advisors, LLC$21.7M3492026-06-30
Allen Capital Group, LLC$21.5M222026-06-30
Equitable Holdings, Inc.$21.5M02026-06-30
Pasadena Private Wealth, LLC$21.4M02026-06-30
Caliber Wealth Management, LLC / Ks$21.4M142026-06-30
Allworth Financial, LP$20.8M3172026-06-30
&partners$20.7M5552026-06-30
Buttonwood Financial Group, LLC$20.4M72026-06-30
Bsw Wealth Partners$20.3M02026-06-30
Wj Interests, LLC$20.3M72026-06-30
Werba Rubin Papier Wealth Management, LLC$20.2M72026-06-30
Atlantic Union Bankshares Corp$20.2M02026-06-30
Wealthplan Investment Management, LLC$19.8M292026-06-30
Financial Strategies Group, Inc.$19.8M72026-06-30
Venturi Wealth Management, LLC$19.5M202026-06-30
Waverly Advisors, LLC$19.4M2312026-06-30
Mfa Wealth Advisors, LLC$19.4M82026-06-30
Syntegra Private Wealth Group, LLC$19.4M122026-06-30
Intergy Private Wealth, LLC$19.3M52026-06-30
Plancorp, LLC$18.1M522026-06-30
Sjs Investment Services$18M192026-06-30
Aire Advisors, LLC$18M122026-06-30
Libra Wealth LLC$17.9M42026-06-30
Websterrogers Financial Advisors, LLC$17.8M72026-06-30
Exchange Traded Concepts, LLC$17.6M02026-06-30
Modera Wealth Management, LLC$17.5M1352026-06-30
Kavar Capital Partners Group, LLC$17.5M42026-06-30
Fortress Financial Group, LLC$17.3M82026-06-30
Triad Wealth Partners, LLC$17.2M492026-06-30
Blue Edge Capital, LLC$17.2M42026-06-30
Evelyn Partners Group Ltd$17.2M02026-06-30
Berger Financial Group, Inc$17.1M512026-06-30
Valued Wealth Advisors LLC$17.1M52026-06-30
Ern Financial, LLC$16.6M102026-06-30
Burton Enright Welch$16.5M122026-06-30
Advisor Os, LLC$16.4M22026-06-30
Symphony Financial, Ltd. Co.$16.2M462026-06-30
Three Arch Wealth Management LLC$15.9M42026-06-30
Able Financial Group, LLC$15.3M92026-06-30
Hill Investment Group Partners, LLC$15.3M72026-06-30
Grand Wealth Management, LLC$15.3M72026-06-30
Mariner, LLC$15.2M02026-06-30
Cahill Financial Advisors, Inc.$15.2M122026-06-30
Cardiff Park Advisors, LLC$15.2M12026-06-30
Team Hewins, LLC$15M232026-06-30
Indivisible Partners$15M342026-06-30
Define Financial, LLC$14.9M52026-06-30
Riverpoint Wealth Management Holdings, LLC$14.8M42026-06-30
Fiduciary Financial Advisors$14.8M512026-06-30
Destiny Wealth Partners, LLC$14.8M162026-06-30
Fidelis Capital Partners, LLC$14.7M142026-06-30
True North Advisors, LLC$14.6M322026-06-30
Creativeone Wealth, LLC$14.5M2212026-06-30
Fort Vancouver Investment Management, LLC$14.5M42026-06-30
Kestra Private Wealth Services, LLC$14.4M2062026-06-30
Mai Capital Management$14.3M3082026-06-30
Higgins & Schmidt Wealth Strategies LLC$14.2M42026-06-30
Vestmark Advisory Solutions, Inc.$14.1M82026-06-30
Baird Financial Group, Inc.$14.1M02026-06-30
Mason & Associates Inc$13.7M82026-06-30
Verum Partners LLC$13.7M162026-06-30
Prosperity Planning, Inc.$13.5M112026-06-30
World Investment Advisors$13.5M3592026-06-30
Visionary Horizons, LLC$13.4M162026-06-30
Certified Advisory Corp$13.3M172026-06-30
Echo Wealth Management, LLC$13.3M12026-06-30
Stifel Financial Corp$13.1M02026-06-30
Great Diamond Partners, LLC$12.9M82026-06-30
Choice Wealth Advisors LLC$12.9M32026-06-30
55 North Private Wealth, LLC$12.7M72026-06-30
Invenio Wealth Partners, LLC$12.7M22026-06-30
Freedom Financial Partners LLC$12.7M42026-06-30
Saxon Financial Group$12.5M152026-06-30
Henrickson Nauta Wealth Advisors, Inc.$12.5M102026-06-30
Northwest Wealth Management, LLC$12.4M212026-06-30
Aqr Capital Management LLC$12.4M12026-06-30
Hamilton Point Investment Advisors, LLC$12.3M72026-06-30
Boyum Wealth Architects LLC$12.3M122026-06-30
Oak Wealth Advisors LLC$12.2M32026-06-30
Legacy Cg, LLC$12.2M42026-06-30
Shotwell Rutter Baer Inc$12.1M52026-06-30
Buck Wealth Strategies, LLC$12M502026-06-30
Brickley Wealth Management$11.8M62026-06-30
Tortoise Investment Management, LLC$11.7M152026-06-30
Torren Management, LLC$11.7M42026-06-30
Mjp Associates Inc /adv$11.2M122026-06-30
Highland Financial Advisors, LLC$11.2M82026-06-30
Dunhill Financial, LLC$11.2M122026-06-30
Stewardship Advisors, LLC$11.1M92026-06-30
Pacific Life Fund Advisors LLC$10.9M02026-06-30
Cornerstone Wealth Group, LLC$10.8M302026-06-30
D'Orazio & Associates, Inc.$10.7M92026-06-30
Ashton Thomas Private Wealth, LLC$10.6M962026-06-30
Elevation Wealth Partners, LLC$10.6M02026-06-30
Curio Wealth, LLC$10.5M72026-06-30
Axxcess Wealth Management, LLC$10.3M382026-06-30
Allgen Financial Advisors, Inc.$10.2M132026-06-30
First Hawaiian Bank$10.2M02026-06-30
Central Trust Co$10.1M02026-06-30
Betterwealth, LLC$10.1M52026-06-30
Signet Financial Management, LLC$10.1M122026-03-31
Nottingham Advisors, Inc.$9.9M82026-06-30
Wmg Financial Advisors, LLC$9.9M142026-06-30
Collective Family Office, LLC$9.8M42026-06-30
Shorehaven Wealth Partners, LLC$9.8M42026-06-30
Mn Wealth Advisors, LLC$9.8M32026-06-30
Pacific Excel Wealth Advisors, Inc.$9.8M32026-06-30
Heritage Family Offices, LLP$9.8M42026-06-30
Integrated Wealthcare, LLC$9.8M32026-06-30
Red Lighthouse Investment Management, LLC$9.7M12026-06-30
Geowealth Management, LLC$9.7M02026-06-30
Hudson Capital Management LLC$9.4M72026-06-30
Disciplina Capital Management LLC$9.4M32026-06-30
Passive Capital Management, Llc.$9.4M72026-06-30
46 Peaks LLC$9.3M32026-06-30
Retire Agile$9.2M42026-06-30
Evelyn Partners Asset Management Limited$9.2M02026-03-31
D L Carlson Investment Group Inc$9.1M82026-06-30

The 250 largest of 1,047 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30