Who owns AVNM?
Avantis All International Markets Equity ETF · Avantis
56 institutions reported holding AVNM, worth $556.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVNM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Merit Financial Group, LLC | Alpharetta, GA | $177.6M | 2,155,582 | +129,237 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $67.8M | 822,604 | +51,278 shares |
| Geometric Wealth Advisors | Washington, DC | $60.7M | 736,769 | +23,215 shares |
| BWM Planning, LLC | The Woodlands, TX | $33.5M | 406,514 | +27,507 shares |
| Wealth Management Partners, LLC | Tucson, AZ | $31.6M | 384,167 | +3,207 shares |
| Duncan Williams Asset Management, LLC | Memphis, TN | $29.8M | 361,184 | +47,290 shares |
| LPL Financial LLC | Fort Mill, SC | $18.5M | 224,409 | +27,651 shares |
| Acumen Wealth Advisors, LLC | Chattanooga, TN | $16.2M | 197,134 | +177,438 shares |
| Truist Financial Corp. | Charlotte, NC | $15.9M | 192,423 | −23,275 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $13.2M | 160,512 | −29,072 shares |
From 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 AVNM?
56 institutional managers reported holding AVNM in Form 13F filings for June 30, 2026, worth $556.3M in total. The largest reported position was held by Merit Financial Group, LLC, at $177.6M.
Did institutions buy or sell AVNM last quarter?
Reported 13F value rose 18.7% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 6 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 AVNM 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.