20 institutions reported holding $25.4M of Avantis Emerging Markets Small Cap ETF (AVEE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cornerstone Wealth Partners, LLC ($8.7M), Timonier Family Office, LTD. ($5.7M), Richard P Slaughter Associates Inc ($2.2M), VISTA CAPITAL PARTNERS, INC. ($1.4M), ARK & TLK INVESTMENTS, LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cornerstone Wealth Partners, LLC | $8.7M | 126,209 | Added |
| 2 | Timonier Family Office, LTD. | $5.7M | 82,404 | Added |
| 3 | Richard P Slaughter Associates Inc | $2.2M | 31,618 | New |
| 4 | VISTA CAPITAL PARTNERS, INC. | $1.4M | 19,926 | Trimmed |
| 5 | ARK & TLK INVESTMENTS, LLC | $1.3M | 19,253 | Added |
| 6 | Cypress Point Wealth Management, LLC | $1.3M | 18,648 | Added |
| 7 | Avior Wealth Management, LLC | $1.1M | 15,259 | Trimmed |
| 8 | ERn Financial, LLC | $749,191 | 10,807 | Added |
| 9 | LAM GROUP, INC. | $682,501 | 9,845 | Added |
| 10 | Plancorp, LLC | $542,066 | 8,065 | Added |
| 11 | Kane Co Wealth Management, Inc. | $403,621 | 5,822 | Added |
| 12 | B&D White Capital Company, LLC | $379,483 | 5,474 | Added |
| 13 | Mills Wealth Advisors LLC | $292,178 | 4,215 | Added |
| 14 | WorthPointe, LLC | $247,766 | 3,574 | New |
| 15 | Evanson Financial, LLC | $203,569 | 2,936 | New |
| 16 | Ares Financial Consulting, LLC | $168,582 | 2,432 | Added |
| 17 | Bogart Wealth, LLC | $23,324 | 336 | Added |
| 18 | ANGELES WEALTH MANAGEMENT, LLC | $18,094 | 261 | New |
| 19 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
| 20 | CAP Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30