Who Owns AVXC?
Avantis Emerging Markets ex-China Equity ETF — Institutional Ownership & 13F Holdings
$76.10
-0.65 (-0.84%)
Market Cap
$287.4M
Shares Outstanding
4,379,929
Institutional Holders
29
Total Inst. Value
$54.3M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
16
Closed Positions
5
Increased
5
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $22.7M | 466,847 |
| 2 | Trajan Wealth LLC | $11.4M | 233,541 |
| 3 | TOUNJIAN ADVISORY PARTNERS, LLCNew | $4.2M | 87,184 |
| 4 | Wealthcare Advisory Partners LLCNew | $3.5M | 71,756 |
| 5 | Ridgeline Wealth, LLCNew | $2.2M | 45,594 |
| 6 | JPMORGAN CHASE & CO | $2.2M | 44,885 |
| 7 | Avior Wealth Management, LLCNew | $2.1M | 43,509 |
| 8 | Prudent Man Investment Management, Inc. | $1.1M | 21,750 |
| 9 | Retirement Planning Group, LLC | $831K | 17,082 |
| 10 | Quantum Financial Advisors, LLC | $803K | 16,503 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Trajan Wealth LLC | +5K | $11.4M |
| TOUNJIAN ADVISORY PARTNERS, LLCNew | +87K | $4.2M |
| Wealthcare Advisory Partners LLCNew | +72K | $3.5M |
| Ridgeline Wealth, LLCNew | +46K | $2.2M |
| JPMORGAN CHASE & CO | +1K | $2.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AE Wealth Management LLC | -94K | $22.7M |
| Retirement Planning Group, LLC | -8K | $831K |
| JDM Financial Group LLC | -5 | $16K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold AVXC?
As of Q1 2025, 29 institutional investors report holding AVXC (Avantis Emerging Markets ex-China Equity ETF) in their 13F filings.
Which hedge fund owns the most AVXC?
The largest institutional holder of AVXC is AE Wealth Management LLC with $22.7M in shares.
Are institutions buying or selling AVXC?
This quarter, 16 institutions opened new positions in AVXC and 5 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.