AVSE

Avantis Resp Emerg Mkts Eq-e

+$36.3M

Net Activity

Institutions Holding

64

Popularity Rank

#5421

Avg Weight

0.22%

Total Value

$118.0M

Ownership Trend

64 institutions currently hold AVSE, with 33 net buyers and 26 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

26

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

ML
Maseco LLP
$29.0M
CA
Citadel Advisors LLC
$11.5M
FP
Focus Partners Wealth
$10.1M
RP
Riverwater Partners LLC
$8.8M
CP
Corient Private Wealth LLC
$7.5M

Top 5 by Conviction

SF
Strategic Financial Planning, Inc.
3.68%
RP
Riverwater Partners LLC
2.94%
TP
Trailhead Planners LLC
2.48%
ML
Maseco LLP
0.91%
NC
Northland Capital Management LLC
0.50%
View all 64 holding institutions

Quarterly Activity

Recent Activity

+$86.8M

Total Buy Value

$38.0M

Total Sell Value

New buy9
Trim19
Add24
Sold out7

33

Net Buyers

26

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding AVANTIS RESP EMERG MKTS EQ-E (AVSE)?
Major stakeholders currently include Maseco LLP ($29.0M), Citadel Advisors LLC ($11.5M), Focus Partners Wealth ($10.1M). Based on the latest 13F filings, there are a total of 64 tracked investment funds and institutions maintaining positions in AVSE.
What is the overall institutional sentiment toward AVSE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $36.3M, driven by 33 managers accumulating shares while 26 reduced their exposure.
Which institutions have been selling or reducing their AVSE positions?
In the latest period, 19 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $38.0M.
Are there any notable investors adding AVSE to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 24 existing holders added to their shares. The total reported buy value for the quarter amounted to $86.8M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail