$AVDE is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 7.58%, with an average of 1.33% of portfolio. Largest holder: IAM Advisory, LLC at 7.58%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
AVANTIS INTERNATIONAL EQUITY ETF
13F holders
633
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 633 · Source: 13F-HR01
Encap Energy Capital Fund
—
—
02
Lowe Brockenbrough & Co. Inc.
—
—
03
Massachusetts Institute of Technology
—
—
04
Coastwise Capital Group, LLC
—
—
05
Marquette Asset Management, LLC
—
—
06
Ironwood Financial, llc
—
—
07
Taconic Capital Advisors LP
—
—
08
State Farm Mutual Automobile Insurance Co.
—
—
09
1834 Investment Advisors Co.
—
—
10
25 LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
15 holders · Q1 202601
IAM Advisory, LLC
7.58% NEW
α +49.7pts
02
D L Carlson Investment Group Inc.
3.62% ↑ +0.7pp
α +17.7pts
03
Legacy Wealth Management, LLC / MS
1.58% NEW
α +14.9pts
04
Quarry Hill Advisors, LLC
1.45% NEW
α +11.4pts
05
Plum Street Advisors, LLC
1.33% held
α +18.0pts
06
Avant Financial Advisors LLC
1.16% NEW
α +10.5pts
07
Endeavor Private Wealth, Inc.
0.77% held
α +13.5pts
08
Level Financial Advisors
0.70% held
α +30.9pts
09
Greenwich Wealth Management LLC
0.26% held
α +12.7pts
10
Narus Financial Partners, LLC
0.05% held
α +11.1pts
11
Impact Partnership Wealth, LLC
0.03% held
α +10.3pts
12
Truepoint, Inc.
0.03% held
α +21.4pts
13
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
14
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $AVDE in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $AVDE in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $AVDE lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $AVDE — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 07:08 UTC.