AVSE institutional holders

Avantis Responsible Emerging Markets Equity ETF · 76 reporting institutions · $148.4M reported value

Funds that can replace AVSE · AVSE return decomposition

Institutional holdings

Institutions reporting AVSE, largest first
InstitutionReported positionAdvisors at firmReport period
Maseco LLP$35.7M82026-06-30
Focus Partners Wealth$12.3M1,0482026-06-30
Orgel Wealth Management, LLC$10.5M312026-06-30
Riverwater Partners LLC$9.8M62026-06-30
Willow Creek Wealth Management Inc.$8.7M102025-09-30
Hightower Advisors, LLC$5.6M1,0462026-06-30
Ep Wealth Advisors, LLC$4.8M3382026-06-30
Old Mission Capital LLC$3.9M02026-06-30
Commonwealth Equity Services, LLC$3.8M2,8632026-06-30
Corient Private Wealth LP$3.4M6742026-06-30
Citadel Advisors LLC$3.3M02026-06-30
Susquehanna International Group, LLP$3.3M02026-06-30
Mercer Global Advisors Inc /adv$3.2M02026-06-30
Highland Financial Advisors, LLC$2.5M82026-06-30
Longview Asset Management LLC$2.5M02025-12-31
Jane Street Group, LLC$2.3M02026-06-30
Fiduciary Financial Advisors$1.8M512026-06-30
Freedom Day Solutions, LLC$1.8M52026-06-30
Accurate Wealth Management, LLC$1.7M492026-06-30
Lpl Financial LLC$1.6M23,4582026-06-30
Raymond James Financial Inc$1.6M02026-06-30
Trailhead Planners LLC$1.5M22026-06-30
Opes Wealth Management LLC$1.5M02026-03-31
Mason & Associates Inc$1.4M82026-06-30
Savant Wealth Management$1.1M4052026-06-30
Journey Strategic Wealth LLC$1M02026-03-31
Burton Enright Welch$927.6K122026-06-30
Apollon Wealth Management, LLC$820.8K1512026-06-30
Greenspring Advisors, LLC$749.3K442026-06-30
Focus Partners Advisor Solutions, LLC$741.1K422026-06-30
Northland Capital Management LLC$726.2K32026-06-30
Trellis Wealth Advisors LLC$699.9K42026-06-30
Md Financial Advisors / Vestment Financial$643.9K132026-06-30
Envestnet Pmc$617.6K602026-06-30
Tarbox Family Office, Inc.$608.9K62026-06-30
Walkner Condon Financial Advisors LLC$601.7K152026-06-30
Asset Dedication, LLC$578.7K112026-06-30
Lexaurum Advisors, LLC$556.2K352026-06-30
Dunhill Financial, LLC$555.7K122026-06-30
Team Hewins, LLC$552.8K232026-06-30
Bridgewater Advisors Inc.$544.5K142026-06-30
Wealthstream Advisors, Inc.$511.2K02025-09-30
Mb Generational Wealth, LLC$508K32026-06-30
Level Financial Advisors$505.2K82026-06-30
Leonard Rickey Investment Advisors P.LLC$477.9K92026-06-30
Plancorp, LLC$442.6K522026-06-30
Curio Wealth, LLC$416.4K72026-06-30
Hb Wealth Management, LLC$408.2K1692026-06-30
Axxcess Wealth Management, LLC$378.3K382026-06-30
Private Advisor Group, LLC$367.2K9272026-06-30
Cambridge Financial Group, LLC$335.6K52026-06-30
Truist Financial Corp$335.1K02026-06-30
Able Financial Group, LLC$321.4K92026-06-30
Kelman-Lazarov, Inc.$296.3K132026-06-30
Tci Wealth Advisors, Inc.$268K462026-06-30
Financial Plan, Inc.$259.1K132026-06-30
Trademark Financial Management, LLC$251.2K22026-06-30
Wealthcollab, LLC$220.9K12026-06-30
True Wealth Design, LLC$216.6K72026-06-30
Signature Resources Capital Management, LLC$174.8K02026-06-30
Torren Management, LLC$136.7K42026-06-30
Farther Finance Advisors, LLC$128.4K3342026-06-30
Marble Trail Advisors$121.9K42026-06-30
Sankala Group LLC$100K42026-06-30
North Ridge Wealth Advisors, Inc.$90.9K02026-03-31
Kayne Anderson Rudnick Investment Management LLC$77.5K362026-06-30
Global Retirement Partners LLC$76.4K4912026-06-30
Morgan Stanley$71K23,1852026-06-30
Orion Capital Management LLC$53.5K42026-06-30
Birchwood Financial Partners, Inc.$49.7K92026-06-30
Sjs Investment Services$32K192026-06-30
Elevation Wealth Partners, LLC$31.4K02026-06-30
Allworth Financial, LP$7.9K3172026-06-30
Royal Bank of Canada$4K02026-06-30
Osaic Holdings, Inc.$2K02026-06-30
Peapack Gladstone Financial Corp$49102026-06-30

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