§ EQUITY
USDAVEM
AVANTIS EMERGING MARKETS EQ
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
601 increased/new, 332 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 28.7M | 0.2% | +45% |
| Savant Capital, LLC | 18.8M | 7.3% | +2% |
| ENVESTNET ASSET MANAGEMENT INC | 16.1M | 0.3% | +3% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.9M | 1.2% | +3% |
| Morgan Stanley | 8.0M | 0.0% | n/a |
| Wells Fargo & Company | 7.3M | n/a | +28% |
◇ AC INTELLIGENCE
Top institutional owners for AVEM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER68.8% · 839 holders
DEALER / BANK24.0% · 44 holders
QUALITY / COMPOUNDER4.6% · 6 holders
INCOME / DEFENSIVE2.3% · 9 holders
SYSTEMATIC / QUANT0.2% · 3 holders
TACTICAL / MACRO0.1% · 3 holders
PASSIVE / INDEX0.0% · 2 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVEM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVEM yet.