Who Owns AVEE?
Avantis Emerging Markets Small Cap Equity ETF — Institutional Ownership & 13F Holdings
$69.96
-0.49 (-0.70%)
Market Cap
$54.6M
Shares Outstanding
851,562
Institutional Holders
14
Total Inst. Value
$15.8M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
7
Closed Positions
3
Increased
5
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $4.7M | 89,608 |
| 2 | Timonier Family Office, LTD.New | $2.9M | 55,756 |
| 3 | Ariadne Wealth Management, LP | $1.8M | 33,639 |
| 4 | Index Fund Advisors, Inc. | $1.7M | 31,549 |
| 5 | Avior Wealth Management, LLCNew | $1.0M | 19,768 |
| 6 | Mills Wealth Advisors LLC | $863K | 16,439 |
| 7 | CAP Partners, LLCNew | $675K | 12,861 |
| 8 | Cypress Point Wealth Management, LLCNew | $511K | 9,726 |
| 9 | LAM GROUP, INC.New | $396K | 7,545 |
| 10 | Efficient Frontier Advisors LLCNew | $375K | 7,143 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +6K | $4.7M |
| Timonier Family Office, LTD.New | +56K | $2.9M |
| Index Fund Advisors, Inc. | +26K | $1.7M |
| Avior Wealth Management, LLCNew | +20K | $1.0M |
| Mills Wealth Advisors LLC | +2K | $863K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ariadne Wealth Management, LP | -982 | $1.8M |
| CARDIFF PARK ADVISORS, LLC | -560 | $297K |
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Frequently Asked Questions
How many institutional investors hold AVEE?
As of Q1 2025, 14 institutional investors report holding AVEE (Avantis Emerging Markets Small Cap Equity ETF) in their 13F filings.
Which hedge fund owns the most AVEE?
The largest institutional holder of AVEE is AMERICAN CENTURY COMPANIES INC with $4.7M in shares.
Are institutions buying or selling AVEE?
This quarter, 7 institutions opened new positions in AVEE and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.