Who owns AVDV?
Avantis International Small Cap Value ETF · Avantis
709 institutions reported holding AVDV, worth $15.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVDV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Jones Financial Companies LLLP | Des Peres, MO | $3.5B | 33,269,635 | +2,907,763 shares |
| Creative Planning | Overland Park, KS | $2.6B | 25,514,696 | +1,734,847 shares |
| Savant Capital, LLC | Rockford, IL | $1.2B | 11,690,609 | +168,387 shares |
| Focus Partners Wealth | St Louis, MO | $496.0M | 4,813,065 | +437,385 shares |
| Focus Partners Advisor Solutions, LLC | Saint Louis, MO | $483.5M | 4,692,285 | +574,313 shares |
| Accredited Investors Inc. | Edina, MN | $276.7M | 2,685,375 | +51,471 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $271.7M | 2,637,014 | +74,465 shares |
| Modera Wealth Management, LLC | Westwood, NJ | $243.4M | 2,361,879 | +173,576 shares |
| Mason Investment Advisory Services, Inc. | Reston, VA | $242.3M | 2,351,220 | −8,994 shares |
| Haverford Trust Co | Radnor, PA | $175.7M | 1,704,861 | +44,361 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AVDV?
709 institutional managers reported holding AVDV in Form 13F filings for June 30, 2026, worth $15.2B in total. The largest reported position was held by Jones Financial Companies LLLP, at $3.5B.
Did institutions buy or sell AVDV last quarter?
Reported 13F value rose 11.3% from March 31, 2026, which includes price moves as well as buying and selling. 107 firms reported a new position and 32 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVDV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.