AVES institutional holders

Avantis Emerging Markets Value ETF · 189 reporting institutions · $1.2B reported value

Funds that can replace AVES · AVES return decomposition

Institutional holdings

Institutions reporting AVES, largest first
InstitutionReported positionAdvisors at firmReport period
Seia$170.9M1412026-06-30
American Century Companies Inc$164M02026-06-30
Envestnet Pmc$147.7M602026-06-30
First Command Advisory Services$119.2M1,0122026-06-30
Focus Partners Wealth$46.6M1,0482026-06-30
Etf Architect$45.6M62026-06-30
Symmetry Partners, LLC$26.1M232026-06-30
Armbruster Capital Management, Inc.$23.2M62026-06-30
Pathstone Holdings, LLC$19.7M02026-06-30
Meredith Wealth Planning$19M22026-06-30
Three Arch Wealth Management LLC$17M42026-06-30
Hightower Advisors, LLC$16.2M1,0462026-06-30
Red Lighthouse Investment Management, LLC$14.5M12026-06-30
Allegiance Financial Group Advisory Services LLC$13.9M72026-06-30
Fidelity D & D Bancorp Inc$13.7M02026-06-30
Bsw Wealth Partners$12.2M02026-06-30
B&D White Capital Company, LLC$11.7M62026-06-30
Perigon Wealth Management, LLC$10.8M922026-06-30
Anderson Hoagland & Co$10.4M72026-06-30
Austin Wealth Management, LLC$10.1M102026-06-30
Schwarz Dygos Wheeler Investment Advisors LLC$9.8M72026-06-30
Apeiron RIA LLC$9.8M112026-06-30
Global Strategic Investment Solutions, LLC$9.3M42026-06-30
Bank of America Corp /de$8.8M02026-06-30
Cornerstone Wealth Partners, LLC$8.8M122026-06-30
Cascade Financial Partners, LLC$8.7M72026-06-30
MML Investors Services, LLC$8.5M5,1202026-06-30
Golden Bell Financial Planning LLC$8.3M12026-06-30
Diversified Portfolios, Inc.$7.7M102026-06-30
Farther Finance Advisors, LLC$7.5M3342026-06-30
Pendulum Wealth Partners$7.2M92026-06-30
Atlas Financial Planning LLC$6.8M22026-06-30
Summit Portfolio Management, Ltd.$6.5M52026-03-31
Susquehanna International Group, LLP$6.3M02026-06-30
Oceanside Advisors LLC$6.3M42026-06-30
Bannerman Wealth$6.3M42026-06-30
Alphacore Capital LLC$6.1M692026-06-30
Focus Partners Advisor Solutions, LLC$5.8M422026-06-30
Fortress Wealth Management, Inc.$5.7M02025-09-30
Bayshore Asset Management, LLC$5.7M32026-06-30
Northwestern Mutual Wealth Management Co$5.6M02026-06-30
Mariner, LLC$5.3M02026-06-30
Greenspring Advisors, LLC$5.1M442026-06-30
Lpl Financial LLC$5.1M23,4582026-06-30
Simplicity Wealth, LLC$4.9M02026-06-30
Mb Generational Wealth, LLC$4.7M32026-06-30
Tortoise Investment Management, LLC$4.4M152026-06-30
Corient Private Wealth LP$4.3M6742026-06-30
Css Llc/il$4.1M02026-06-30
Axxcess Wealth Management, LLC$4M382026-06-30
Entrewealth, LLC$4M172026-06-30
Northland Capital Management LLC$3.9M32026-06-30
Citadel Advisors LLC$3.7M02026-06-30
1620 Investment Advisors, Inc.$3.4M42026-06-30
Trailhead Planners LLC$3.3M22026-06-30
Parkshore Wealth Management$3.2M52026-06-30
Wedmont Private Capital$3.1M122026-06-30
Creative Planning$3M1,1712026-06-30
Onedigital Investment Advisors LLC$2.9M3862026-06-30
Jones Financial Companies LLLP$2.5M02026-06-30
Gibson Capital, LLC$2.4M52026-06-30
Quantinno Capital Management LP$2.3M02026-06-30
Aqr Capital Management LLC$2.2M12026-06-30
Corefirst Bank & Trust$2.2M02026-06-30
Umb Bank, N.A.$1.9M02026-06-30
Shufro Rose & Co LLC$1.7M122026-06-30
Commonwealth Equity Services, LLC$1.6M2,8632026-06-30
Mraz and Associates$1.6M52026-06-30
Cypress Point Wealth Management, LLC$1.6M42026-06-30
Jacobi Capital Management LLC$1.5M322026-06-30
Worthpointe, LLC$1.5M72026-06-30
Kestra Advisory Services, LLC$1.5M1,4792026-06-30
Freestone Capital Holdings, LLC$1.4M662026-06-30
Capital Investment Advisory Services, LLC$1.4M1032026-06-30
Asset Dedication, LLC$1.3M112026-06-30
Accurate Wealth Management, LLC$1.3M492026-06-30
Cresset Asset Management, LLC$1.3M2122026-06-30
Enzi Wealth$1.3M52026-06-30
Fifth Third Securities, Inc.$1.3M1,0142026-06-30
Ncm Capital Management, LLC$1.3M22026-06-30
Versant Capital Management, Inc.$1.2M112026-06-30
Old Mission Capital LLC$1.2M02026-06-30
Goldman Sachs Group Inc$1.2M02026-06-30
Corecap Advisors, LLC$1.2M1182026-06-30
Lam Group, Inc.$1.1M22026-06-30
Strategic Blueprint, LLC$1.1M552026-06-30
Sensible Money, LLC$1.1M132026-06-30
True Wealth Design, LLC$1.1M72026-06-30
Forum Financial Management, LP$957.5K1162026-06-30
Breakwater Capital Group$943.8K52026-06-30
Stifel Financial Corp$904.7K02026-06-30
Fiduciary Financial Advisors$877.9K512026-06-30
Sigma Planning Corp$846.2K4742026-06-30
M Wealth Management, LLC$820K32026-06-30
Brand Asset Management Group, Inc.$799.7K152026-06-30
Sankala Group LLC$771.6K42026-06-30
Haven Private, LLC$708.3K62026-06-30
Savant Wealth Management$703.8K4052026-06-30
Werba Rubin Papier Wealth Management, LLC$694.6K72026-06-30
Waverly Advisors, LLC$688.9K2312026-06-30
Merit Financial Group, LLC$687.5K2952026-06-30
Xy Planning Network, Inc.$684.4K02026-06-30
Guidance Capital, Inc.$664.2K82026-06-30
Seed Wealth Management, Inc.$637K12026-06-30
Creative Capital Management Investments LLC$590.2K62026-06-30
Comprehensive Money Management Services LLC$556.9K02026-06-30
PNC Financial Services Group, Inc.$549K02026-06-30
Accredited Wealth Management, LLC$537.8K02025-09-30
Summit Financial, LLC$535K2292026-06-30
Dbk Financial Counsel, LLC$519.9K32026-06-30
Md Financial Advisors / Vestment Financial$506.1K132026-06-30
Hb Wealth Management, LLC$495.4K1692026-06-30
Maimon Wealth Management Ltd.$492K02026-06-30
Marrick Wealth$490.6K22026-06-30
Cerity Partners LLC$464.9K7772026-06-30
Bank of Montreal /can$455.7K02026-06-30
Endeavor Private Wealth, Inc.$444.4K122026-06-30
Ariadne Wealth Management, LP$441.3K72026-06-30
Wealth Enhancement Advisory Services, LLC$409.5K1,0262026-06-30
Wmg Financial Advisors, LLC$403.4K142026-06-30
Pacific Asset Management, LLC$399.3K02026-06-30
Freedom Day Solutions, LLC$374.1K52026-06-30
Creativeone Wealth, LLC$367.6K2212026-06-30
Fmb Wealth Management$360.1K82026-06-30
Rockefeller Capital Management LP$345.8K3462026-06-30
Clearstead; Clearstead Advisory Solutions$340.3K642026-06-30
Apella Capital, LLC$316.1K1042026-06-30
Financial Architects, LLC$309K32026-06-30
Nuveen, LLC$308.3K02026-06-30
Captrust Financial Advisors$285.8K9622026-06-30
Orcam Financial Group, LLC$267K12026-06-30
Powerhouse Assets LLC$266.5K32026-06-30
Physician Wealth Solutions Inc.$260.9K12026-06-30
Beacon Pointe Advisors, LLC$257.8K4662026-06-30
Plancorp, LLC$250.7K522026-06-30
Morgan Stanley$249K23,1852026-06-30
Gladstone Institutional Advisory LLC$233.6K1082026-06-30
Savvy Advisors, Inc.$229.9K2142026-06-30
Sage Rhino Capital LLC$229.1K102026-06-30
Osaic Holdings, Inc.$227.9K02026-06-30
Evanson Financial, LLC$221.2K42026-06-30
Kane Co Wealth Management, Inc.$208.5K32026-06-30
Aprio Wealth Management, LLC$202.1K362026-06-30
Private Trust Co NA$192.5K02026-06-30
Cardiff Park Advisors, LLC$179.9K12026-06-30
Mcf Advisors LLC$177.5K332026-06-30
US Bancorp$131.9K02026-06-30
Fifth Third Bancorp$119.7K02026-06-30
3 Factor Indexing, LLC$103K22026-06-30
Blackrock, Inc.$95.1K02026-06-30
Signature Equity Partners, LLC$87.9K342026-06-30
Parkside Financial Bank & Trust$67.4K02026-03-31
Fmr LLC$67.3K02026-06-30
Allworth Financial, LP$61K3172026-06-30
Jpmorgan Chase & Co$46.5K02026-06-30
Comerica Bank$41.2K02025-12-31
O'Shaughnessy Asset Management, LLC$38.7K582026-06-30
Acumen Wealth Advisors, LLC$28.5K122026-06-30
Bank of New Hampshire$27.7K02026-06-30
Kings Path Partners LLC$26.2K42026-06-30
Community Bank, N.A.$25.7K02026-06-30
Royal Bank of Canada$24K02026-06-30
Wealthcollab, LLC$22.3K12026-06-30
Ashton Thomas Securities, LLC$20.5K372026-06-30
Cwm, LLC$16K6672026-03-31
Catherine Avery Investment Management LLC$15.2K12026-06-30
Northavenue LLC$12.4K32026-06-30
Assetmark, Inc$9.6K2202026-06-30
Harbour Investments, Inc.$8.8K2472026-06-30
Integrated Wealth Concepts LLC$8.4K4802026-06-30
Reap Financial Group, LLC$7.4K72026-06-30
Ifg Advisory, LLC$6.9K1102026-06-30
Park Avenue Securities LLC$6.1K1,9082026-06-30
Rothschild Investment LLC$5.8K182026-06-30
Steward Partners Investment Advisory, LLC$4.7K4812026-06-30
Moisand Fitzgerald Tamayo, LLC$4.5K102026-06-30
Pfc Capital Group, Inc.$4.3K32026-06-30
Wells Fargo & Company/mn$3.9K02026-06-30
Rhl Group, LLC$3.8K32026-06-30
Beaird Harris Wealth Management, LLC$3.4K182026-06-30
Global Retirement Partners LLC$3.3K4912026-06-30
Elevate Wealth Advisory, Inc$3.1K122026-06-30
UBS Group AG$1.1K02026-06-30
Orion Capital Management LLC$1.1K42026-06-30
Ae Wealth Management LLC$9844712026-06-30
Cloud Capital Management$85352026-06-30
Betterment LLC$658282026-06-30
Strategic Wealth Partners, Ltd.$59002026-06-30
Smartleaf Asset Management LLC$32592026-06-30

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