
Avantis All International Markets Equity is an exchange-traded fund on ARCA. As of Q3 2025, 37 institutional investors hold shares in this ETF, with total holdings valued at $330.5M. Merit Financial Group, LLC is the largest holder with a position valued at $125.9M.
Overview of institutional ownership in AVNM as of Q3 2025
Institutions with the largest positions in AVNM as of Q3 2025
| Institution | Position Value |
|---|---|
Merit Financial Group, LLC RIA/Wealth | $125.9M 1.18% of portfolio |
Geometric Wealth Advisors RIA/Wealth | $47.6M 6.35% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $46.2M 0.06% of portfolio |
Wealth Management Partners, LLC RIA/Wealth | $23.3M 7.41% of portfolio |
B BWM Planning, LLC Institution | $18.4M 5.46% of portfolio |
BB&T CORP Institution | $14.0M 0.02% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $13.4M 0.00% of portfolio |
B&D White Capital Company, LLC RIA/Wealth | $9.8M 1.26% of portfolio |
Peak Asset Management, LLC RIA/Wealth | $8.2M 1.44% of portfolio |
Ausdal Financial Partners, Inc. RIA/Wealth | $3.1M 0.15% of portfolio |
Institutional buying and selling activity for AVNM in Q3 2025
| Institution | Net Bought |
|---|---|
Merit Financial Group, LLC RIA/Wealth | +$5.0M +70.3K shares |
Edge Financial Advisors LLC RIA/Wealth | +$1.5M +21.8K shares |
B BWM Planning, LLC Institution | +$1.5M +21.5K shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | +$842.3K +11.9K shares |
Peak Asset Management, LLC RIA/Wealth | +$460.7K +6.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$346.2K +4.9K shares |
Geometric Wealth Advisors RIA/Wealth | +$270.0K +3.8K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | +$181.9K +2.6K shares |
B&D White Capital Company, LLC RIA/Wealth | +$122.3K +1.7K shares |
Oak Wealth Advisors LLC RIA/Wealth | +$105.0K +1.5K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$3.1M −44.5K shares |
P Paragon Advisors, LLC Institution | −$755.9K −11.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$665.1K −10.2K shares |
UBS Group AG Institution | −$22.5K −344.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | −$9.7K −149.0 shares |
Cloud Capital Management, LLC RIA/Wealth | −$988.4 −14.0 shares |
Institutions that initiated new positions or completely exited AVNM in Q3 2025
| Institution | Position Value |
|---|---|
BB&T CORP Institution | $14.0M 196.7K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $13.4M 189.8K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $1.4M 20.3K shares |
Duncan Williams Asset Management, LLC RIA/Wealth | $590.4K 8.4K shares |
AE Wealth Management LLC RIA/Wealth | $363.1K 5.1K shares |
Modern Wealth Management, LLC RIA/Wealth | $315.4K 4.5K shares |
R ROYAL BANK OF CANADA Institution | $77.1K 1.1K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | $12.3K 174.0 shares |
CWM, LLC RIA/Wealth | $8.2K 116.0 shares |
| Institution | Previous Position |
|---|---|
P Paragon Advisors, LLC Institution | $755.9K 11.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $665.1K 10.2K shares |
UBS Group AG Institution | $22.5K 344.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $9.7K 149.0 shares |
Institutions with the largest Call and Put options positions in AVNM as of Q3 2025
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $28.2K 4.0 contracts |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with AVNM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Wealth Management Partners, LLC RIA/Wealth | 7.41% $23.3M |
Geometric Wealth Advisors RIA/Wealth | 6.35% $47.6M |
B BWM Planning, LLC Institution | 5.46% $18.4M |
Peak Asset Management, LLC RIA/Wealth | 1.44% $8.2M |
Edge Financial Advisors LLC RIA/Wealth | 1.38% $3.1M |
B&D White Capital Company, LLC RIA/Wealth | 1.26% $9.8M |
Merit Financial Group, LLC RIA/Wealth | 1.18% $125.9M |
Altus Wealth Group LLC RIA/Wealth | 0.83% $2.0M |
Orcam Financial Group RIA/Wealth | 0.75% $620.5K |
Oak Wealth Advisors LLC RIA/Wealth | 0.54% $930.7K |
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