AVDV
Avantis® International Small Cap Value ETFNYSE
$104.87-0.06%
Close Nov 13, 2026
Reading stored signals…
Factor tilt: Blend
Insider activity
AVDV is an exchange-traded fund. Funds have no corporate insiders, earnings calls or executives. Its holdings, institutional holders, distributions and price still apply.
- 1 month
- -2.3%
- 3 months
- -5.7%
- 1 year
- +15.3%
- 52-week range
- $87.51$113.75
More market facts
- Dividend, last 12 mo
- $3.4671 · 3.31% yield
- Last ex-date
- Sep 8, 2026 · $0.5363
- Short interest
- 216.7K sharessettled Oct 30, 2026 · +6.7% since Oct 15, 2026 · FINRA
End-of-day close from stored market data, not a live quote.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Adjusted close · USD
Settlement records · 137 observations
Settlement Oct 30, 2026
216,711 shares short
+13,693 shares (+6.7%) vs Oct 15, 2026
Published Nov 10, 2026.
Settlement Oct 15, 2026
203,018 shares short
-215,176 shares (-51.5%) vs Sep 30, 2026
Published Oct 26, 2026.
Settlement Sep 30, 2026
418,194 shares short
+92,960 shares (+28.6%) vs Sep 15, 2026
Published Oct 9, 2026.
Settlement Sep 15, 2026
325,234 shares short
-88,422 shares (-21.4%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
413,656 shares short
-1,760,149 shares (-81%) vs Aug 14, 2026
Published Sep 10, 2026.
Settlement Aug 14, 2026
2,173,805 shares short
-84,053 shares (-3.7%) vs Jul 31, 2026
Published Aug 25, 2026.
Settlement Jul 31, 2026
2,257,858 shares short
+1,379,822 shares (+157.1%) vs Jul 15, 2026
Published Aug 11, 2026.
Settlement Jul 15, 2026
878,036 shares short
+825,358 shares (+1,566.8%) vs Jun 30, 2026
Published Jul 24, 2026.
Settlement Jun 30, 2026
52,678 shares short
-13,878 shares (-20.9%) vs Jun 15, 2026
Published Jul 10, 2026.
Settlement Jun 15, 2026
66,556 shares short
-1,193,161 shares (-94.7%) vs May 29, 2026
Published Jun 25, 2026.
Settlement May 29, 2026
1,259,717 shares short
+975,032 shares (+342.5%) vs May 15, 2026
Published Jun 9, 2026.
Settlement May 15, 2026
284,685 shares short
-695,270 shares (-70.9%) vs Apr 30, 2026
Published May 27, 2026.
Settlement Apr 30, 2026
979,955 shares short
-121,176 shares (-11%) vs Apr 15, 2026
Published May 11, 2026.
Settlement Apr 15, 2026
1,101,131 shares short
+144,203 shares (+15.1%) vs Mar 31, 2026
Published Apr 24, 2026.
Settlement Mar 31, 2026
956,928 shares short
+319,676 shares (+50.2%) vs Mar 13, 2026
Published Apr 10, 2026.
Settlement Mar 13, 2026
637,252 shares short
+99,633 shares (+18.5%) vs Feb 27, 2026
Published Mar 24, 2026.
Settlement Feb 27, 2026
537,619 shares short
-413,324 shares (-43.5%) vs Feb 13, 2026
Published Mar 10, 2026.
Settlement Feb 13, 2026
950,943 shares short
+230,087 shares (+31.9%) vs Jan 30, 2026
Published Feb 25, 2026.
Settlement Jan 30, 2026
720,856 shares short
+267,210 shares (+58.9%) vs Jan 15, 2026
Published Feb 10, 2026.
Settlement Jan 15, 2026
453,646 shares short
+128,421 shares (+39.5%) vs Dec 31, 2025
Published Jan 27, 2026.
Settlement Dec 31, 2025
325,225 shares short
-864,834 shares (-72.7%) vs Dec 15, 2025
Published Jan 12, 2026.
Settlement Dec 15, 2025
1,190,059 shares short
+710,658 shares (+148.2%) vs Nov 28, 2025
Published Dec 24, 2025.
Settlement Nov 28, 2025
479,401 shares short
-329,546 shares (-40.7%) vs Nov 14, 2025
Published Dec 9, 2025.
Settlement Nov 14, 2025
808,947 shares short
-2,085,822 shares (-72.1%) vs Oct 31, 2025
Published Nov 25, 2025.
Settlement Oct 31, 2025
2,894,769 shares short
+2,508,586 shares (+649.6%) vs Oct 15, 2025
Published Nov 11, 2025.
Settlement Oct 15, 2025
386,183 shares short
-454,138 shares (-54%) vs Sep 30, 2025
Published Oct 24, 2025.
Settlement Sep 30, 2025
840,321 shares short
+335,698 shares (+66.5%) vs Sep 15, 2025
Published Oct 9, 2025.
Settlement Sep 15, 2025
504,623 shares short
-185,391 shares (-26.9%) vs Aug 29, 2025
Published Sep 24, 2025.
Settlement Aug 29, 2025
690,014 shares short
+74,993 shares (+12.2%) vs Aug 15, 2025
Published Sep 10, 2025.
Settlement Aug 15, 2025
615,021 shares short
-1,353,038 shares (-68.7%) vs Jul 31, 2025
Published Aug 26, 2025.
Settlement Jul 31, 2025
1,968,059 shares short
+1,864,836 shares (+1,806.6%) vs Jul 15, 2025
Published Aug 11, 2025.
Settlement Jul 15, 2025
103,223 shares short
-73,350 shares (-41.5%) vs Jun 30, 2025
Published Jul 24, 2025.
Settlement Jun 30, 2025
176,573 shares short
-217,672 shares (-55.2%) vs Jun 13, 2025
Published Jul 10, 2025.
Settlement Jun 13, 2025
394,245 shares short
-230,627 shares (-36.9%) vs May 30, 2025
Published Jun 25, 2025.
Settlement May 30, 2025
624,872 shares short
+275,666 shares (+78.9%) vs May 15, 2025
Published Jun 10, 2025.
Settlement May 15, 2025
349,206 shares short
-297,943 shares (-46%) vs Apr 30, 2025
Published May 27, 2025.
Settlement Apr 30, 2025
647,149 shares short
-411,294 shares (-38.9%) vs Apr 15, 2025
Published May 9, 2025.
Settlement Apr 15, 2025
1,058,443 shares short
+454,372 shares (+75.2%) vs Mar 31, 2025
Published Apr 25, 2025.
Settlement Mar 31, 2025
604,071 shares short
+68,827 shares (+12.9%) vs Mar 14, 2025
Published Apr 9, 2025.
Settlement Mar 14, 2025
535,244 shares short
-326,562 shares (-37.9%) vs Feb 28, 2025
Published Mar 25, 2025.
Settlement Feb 28, 2025
861,806 shares short
+407,853 shares (+89.8%) vs Feb 14, 2025
Published Mar 11, 2025.
Settlement Feb 14, 2025
453,953 shares short
-85,998 shares (-15.9%) vs Jan 31, 2025
Published Feb 26, 2025.
Settlement Jan 31, 2025
539,951 shares short
-271,334 shares (-33.4%) vs Jan 15, 2025
Published Feb 11, 2025.
Settlement Jan 15, 2025
811,285 shares short
+590,989 shares (+268.3%) vs Dec 31, 2024
Published Jan 27, 2025.
Settlement Dec 31, 2024
220,296 shares short
-179,652 shares (-44.9%) vs Dec 13, 2024
Published Jan 10, 2025.
Settlement Dec 13, 2024
399,948 shares short
-96,420 shares (-19.4%) vs Nov 29, 2024
Published Dec 24, 2024.
Settlement Nov 29, 2024
496,368 shares short
+232,040 shares (+87.8%) vs Nov 15, 2024
Published Dec 10, 2024.
Settlement Nov 15, 2024
264,328 shares short
-261,322 shares (-49.7%) vs Oct 31, 2024
Published Nov 26, 2024.
Settlement Oct 31, 2024
525,650 shares short
-222,648 shares (-29.8%) vs Oct 15, 2024
Published Nov 11, 2024.
Settlement Oct 15, 2024
748,298 shares short
+229,612 shares (+44.3%) vs Sep 30, 2024
Published Oct 24, 2024.
Settlement Sep 30, 2024
518,686 shares short
+139,274 shares (+36.7%) vs Sep 13, 2024
Published Oct 9, 2024.
Settlement Sep 13, 2024
379,412 shares short
-142,175 shares (-27.3%) vs Aug 30, 2024
Published Sep 24, 2024.
Settlement Aug 30, 2024
521,587 shares short
+214,907 shares (+70.1%) vs Aug 15, 2024
Published Sep 11, 2024.
Settlement Aug 15, 2024
306,680 shares short
-81,524 shares (-21%) vs Jul 31, 2024
Published Aug 26, 2024.
Settlement Jul 31, 2024
388,204 shares short
+93,326 shares (+31.6%) vs Jul 15, 2024
Published Aug 9, 2024.
Settlement Jul 15, 2024
294,878 shares short
+39,638 shares (+15.5%) vs Jun 28, 2024
Published Jul 24, 2024.
Settlement Jun 28, 2024
255,240 shares short
-249,628 shares (-49.4%) vs Jun 14, 2024
Published Jul 10, 2024.
Settlement Jun 14, 2024
504,868 shares short
+204,176 shares (+67.9%) vs May 31, 2024
Published Jun 26, 2024.
Settlement May 31, 2024
300,692 shares short
+100,264 shares (+50%) vs May 15, 2024
Published Jun 11, 2024.
Settlement May 15, 2024
200,428 shares short
-145,768 shares (-42.1%) vs Apr 30, 2024
Published May 24, 2024.
Settlement Apr 30, 2024
346,196 shares short
-99,001 shares (-22.2%) vs Apr 15, 2024
Published May 9, 2024.
Settlement Apr 15, 2024
445,197 shares short
-122,936 shares (-21.6%) vs Mar 28, 2024
Published Apr 24, 2024.
Settlement Mar 28, 2024
568,133 shares short
+193,181 shares (+51.5%) vs Mar 15, 2024
Published Apr 9, 2024.
Settlement Mar 15, 2024
374,952 shares short
+219,603 shares (+141.4%) vs Feb 29, 2024
Published Mar 26, 2024.
Settlement Feb 29, 2024
155,349 shares short
-85,019 shares (-35.4%) vs Feb 15, 2024
Published Mar 11, 2024.
Settlement Feb 15, 2024
240,368 shares short
+67,153 shares (+38.8%) vs Jan 31, 2024
Published Feb 27, 2024.
Settlement Jan 31, 2024
173,215 shares short
+10,715 shares (+6.6%) vs Jan 12, 2024
Published Feb 9, 2024.
Settlement Jan 12, 2024
162,500 shares short
-214,494 shares (-56.9%) vs Dec 29, 2023
Published Jan 24, 2024.
Settlement Dec 29, 2023
376,994 shares short
-206,460 shares (-35.4%) vs Dec 15, 2023
Published Jan 10, 2024.
Settlement Dec 15, 2023
583,454 shares short
+408,748 shares (+234%) vs Nov 30, 2023
Published Dec 26, 2023.
Settlement Nov 30, 2023
174,706 shares short
+40,739 shares (+30.4%) vs Nov 15, 2023
Published Dec 11, 2023.
Settlement Nov 15, 2023
133,967 shares short
-357,753 shares (-72.8%) vs Oct 31, 2023
Published Nov 24, 2023.
Settlement Oct 31, 2023
491,720 shares short
-76,869 shares (-13.5%) vs Oct 13, 2023
Published Nov 9, 2023.
Settlement Oct 13, 2023
568,589 shares short
+284,705 shares (+100.3%) vs Sep 29, 2023
Published Oct 24, 2023.
Settlement Sep 29, 2023
283,884 shares short
-10,573 shares (-3.6%) vs Sep 15, 2023
Published Oct 10, 2023.
Settlement Sep 15, 2023
294,457 shares short
-382,201 shares (-56.5%) vs Aug 31, 2023
Published Sep 26, 2023.
Settlement Aug 31, 2023
676,658 shares short
+339,432 shares (+100.7%) vs Aug 15, 2023
Published Sep 11, 2023.
Settlement Aug 15, 2023
337,226 shares short
-195,613 shares (-36.7%) vs Jul 31, 2023
Published Aug 24, 2023.
Settlement Jul 31, 2023
532,839 shares short
+221,012 shares (+70.9%) vs Jul 14, 2023
Published Aug 9, 2023.
Settlement Jul 14, 2023
311,827 shares short
+115,183 shares (+58.6%) vs Jun 30, 2023
Published Jul 25, 2023.
Settlement Jun 30, 2023
196,644 shares short
-187,607 shares (-48.8%) vs Jun 15, 2023
Published Jul 11, 2023.
Settlement Jun 15, 2023
384,251 shares short
+257,049 shares (+202.1%) vs May 31, 2023
Published Jun 26, 2023.
Settlement May 31, 2023
127,202 shares short
+65,137 shares (+104.9%) vs May 15, 2023
Published Jun 9, 2023.
Settlement May 15, 2023
62,065 shares short
-13,408 shares (-17.8%) vs Apr 28, 2023
Published May 24, 2023.
Settlement Apr 28, 2023
75,473 shares short
-530,888 shares (-87.6%) vs Apr 14, 2023
Published May 9, 2023.
Settlement Apr 14, 2023
606,361 shares short
+561,881 shares (+1,263.2%) vs Mar 31, 2023
Published Apr 25, 2023.
Settlement Mar 31, 2023
44,480 shares short
-2,831 shares (-6%) vs Mar 15, 2023
Published Apr 11, 2023.
Settlement Mar 15, 2023
47,311 shares short
-49,100 shares (-50.9%) vs Feb 28, 2023
Published Mar 24, 2023.
Settlement Feb 28, 2023
96,411 shares short
+73,320 shares (+317.5%) vs Feb 15, 2023
Published Mar 9, 2023.
Settlement Feb 15, 2023
23,091 shares short
-4,000 shares (-14.8%) vs Jan 31, 2023
Published Feb 24, 2023.
Settlement Jan 31, 2023
27,091 shares short
-29,193 shares (-51.9%) vs Jan 13, 2023
Published Feb 9, 2023.
Settlement Jan 13, 2023
56,284 shares short
+31,398 shares (+126.2%) vs Dec 30, 2022
Published Jan 24, 2023.
Settlement Dec 30, 2022
24,886 shares short
-45,607 shares (-64.7%) vs Dec 15, 2022
Published Jan 10, 2023.
Settlement Dec 15, 2022
70,493 shares short
-60,786 shares (-46.3%) vs Nov 30, 2022
Published Dec 26, 2022.
Settlement Nov 30, 2022
131,279 shares short
+67,339 shares (+105.3%) vs Nov 15, 2022
Published Dec 9, 2022.
Settlement Nov 15, 2022
63,940 shares short
-315,074 shares (-83.1%) vs Oct 31, 2022
Published Nov 24, 2022.
Settlement Oct 31, 2022
379,014 shares short
-2,918 shares (-0.8%) vs Oct 14, 2022
Published Nov 9, 2022.
Settlement Oct 14, 2022
381,932 shares short
+342,197 shares (+861.2%) vs Sep 30, 2022
Published Oct 25, 2022.
Settlement Sep 30, 2022
39,735 shares short
-6,499 shares (-14.1%) vs Sep 15, 2022
Published Oct 11, 2022.
Settlement Sep 15, 2022
46,234 shares short
-12,748 shares (-21.6%) vs Aug 31, 2022
Published Sep 26, 2022.
Settlement Aug 31, 2022
58,982 shares short
-48,542 shares (-45.1%) vs Aug 15, 2022
Published Sep 9, 2022.
Settlement Aug 15, 2022
107,524 shares short
+50,000 shares (+86.9%) vs Jul 29, 2022
Published Aug 24, 2022.
Settlement Jul 29, 2022
57,524 shares short
+14,369 shares (+33.3%) vs Jul 15, 2022
Published Aug 9, 2022.
Settlement Jul 15, 2022
43,155 shares short
-53,913 shares (-55.5%) vs Jun 30, 2022
Published Jul 26, 2022.
Settlement Jun 30, 2022
97,068 shares short
-151,433 shares (-60.9%) vs Jun 15, 2022
Published Jul 11, 2022.
Settlement Jun 15, 2022
248,501 shares short
+198,229 shares (+394.3%) vs May 31, 2022
Published Jun 24, 2022.
Settlement May 31, 2022
50,272 shares short
+11,483 shares (+29.6%) vs May 13, 2022
Published Jun 9, 2022.
Settlement May 13, 2022
38,789 shares short
-724 shares (-1.8%) vs Apr 29, 2022
Published May 24, 2022.
Settlement Apr 29, 2022
39,513 shares short
+21,852 shares (+123.7%) vs Mar 31, 2022
Published May 10, 2022.
Settlement Mar 31, 2022
17,661 shares short
-216,816 shares (-92.5%) vs Mar 15, 2022
Published Apr 11, 2022.
Settlement Mar 15, 2022
234,477 shares short
+84,237 shares (+56.1%) vs Feb 28, 2022
Published Mar 24, 2022.
Settlement Feb 28, 2022
150,240 shares short
-14,444 shares (-8.8%) vs Feb 15, 2022
Published Mar 9, 2022.
Settlement Feb 15, 2022
164,684 shares short
+91,021 shares (+123.6%) vs Jan 31, 2022
Published Feb 24, 2022.
Settlement Jan 31, 2022
73,663 shares short
+45,427 shares (+160.9%) vs Jan 14, 2022
Published Feb 9, 2022.
Settlement Jan 14, 2022
28,236 shares short
-38,122 shares (-57.4%) vs Dec 31, 2021
Published Jan 25, 2022.
Settlement Dec 31, 2021
66,358 shares short
-46,356 shares (-41.1%) vs Dec 15, 2021
Published Jan 11, 2022.
Settlement Dec 15, 2021
112,714 shares short
-126,709 shares (-52.9%) vs Nov 30, 2021
Published Dec 24, 2021.
Settlement Nov 30, 2021
239,423 shares short
+28,210 shares (+13.4%) vs Nov 15, 2021
Published Dec 9, 2021.
Settlement Nov 15, 2021
211,213 shares short
+50,378 shares (+31.3%) vs Oct 29, 2021
Published Nov 24, 2021.
Settlement Oct 29, 2021
160,835 shares short
+23,244 shares (+16.9%) vs Oct 15, 2021
Published Nov 9, 2021.
Settlement Oct 15, 2021
137,591 shares short
+105,761 shares (+332.3%) vs Sep 30, 2021
Published Oct 26, 2021.
Settlement Sep 30, 2021
31,830 shares short
+3,639 shares (+12.9%) vs Sep 15, 2021
Published Oct 11, 2021.
Settlement Sep 15, 2021
28,191 shares short
+4,192 shares (+17.5%) vs Aug 31, 2021
Published Sep 24, 2021.
Settlement Aug 31, 2021
23,999 shares short
+14,484 shares (+152.2%) vs Aug 13, 2021
Published Sep 9, 2021.
Settlement Aug 13, 2021
9,515 shares short
-34,967 shares (-78.6%) vs Jul 30, 2021
Published Aug 24, 2021.
Settlement Jul 30, 2021
44,482 shares short
-67,346 shares (-60.2%) vs Jul 15, 2021
Published Aug 10, 2021.
Settlement Jul 15, 2021
111,828 shares short
+79,463 shares (+245.5%) vs Jun 30, 2021
Published Jul 26, 2021.
Settlement Jun 30, 2021
32,365 shares short
-57,951 shares (-64.2%) vs Jun 15, 2021
Published Jul 9, 2021.
Settlement Jun 15, 2021
90,316 shares short
+15,249 shares (+20.3%) vs May 14, 2021
Published Jun 24, 2021.
Settlement May 14, 2021
75,067 shares short
+69,705 shares (+1,300%) vs Apr 30, 2021
Published May 25, 2021.
Settlement Apr 30, 2021
5,362 shares short
-9,635 shares (-64.2%) vs Apr 15, 2021
Published May 11, 2021.
Settlement Apr 15, 2021
14,997 shares short
-14,917 shares (-49.9%) vs Mar 31, 2021
Published Apr 26, 2021.
Settlement Mar 31, 2021
29,914 shares short
+6,169 shares (+26%) vs Mar 15, 2021
Published Apr 9, 2021.
Settlement Mar 15, 2021
23,745 shares short
+7,156 shares (+43.1%) vs Feb 26, 2021
Published Mar 24, 2021.
Settlement Feb 26, 2021
16,589 shares short
-6,080 shares (-26.8%) vs Jan 29, 2021
Published Mar 9, 2021.
Settlement Jan 29, 2021
22,669 shares short
+6,188 shares (+37.5%) vs Jan 15, 2021
Published Feb 9, 2021.
Settlement Jan 15, 2021
16,481 shares short
Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
Through Nov 14, 2026
Recorded amounts and dates, not confirmation of cash received.
View all 16 dividends
| Ex-date | Event | Recorded detail |
|---|---|---|
| Sep 8, 2026 | Cash dividend | USD 0.5363 per shareRecorded pay date: Sep 10, 2026 (past date) |
| Jun 9, 2026 | Cash dividend | USD 1.3873 per shareRecorded pay date: Jun 11, 2026 (past date) |
| Mar 10, 2026 | Cash dividend | USD 0.121 per shareRecorded pay date: Mar 12, 2026 (past date) |
| Dec 16, 2025 | Cash dividend | USD 1.4225 per shareRecorded pay date: Dec 18, 2025 (past date) |
| Jun 24, 2025 | Cash dividend | USD 1.445 per shareRecorded pay date: Jun 26, 2025 (past date) |
| Dec 17, 2024 | Cash dividend | USD 1.6205 per shareRecorded pay date: Dec 19, 2024 (past date) |
| Jun 24, 2024 | Cash dividend | USD 1.1838 per shareRecorded pay date: Jun 26, 2024 (past date) |
| Dec 18, 2023 | Cash dividend | USD 0.8884 per shareRecorded pay date: Dec 21, 2023 (past date) |
| Jun 20, 2023 | Cash dividend | USD 1.1645 per shareRecorded pay date: Jun 23, 2023 (past date) |
| Dec 15, 2022 | Cash dividend | USD 0.7604 per shareRecorded pay date: Dec 20, 2022 (past date) |
| Jun 21, 2022 | Cash dividend | USD 0.9936 per shareRecorded pay date: Jun 24, 2022 (past date) |
| Dec 16, 2021 | Cash dividend | USD 0.9233 per shareRecorded pay date: Dec 21, 2021 (past date) |
| Jun 22, 2021 | Cash dividend | USD 0.6209 per shareRecorded pay date: Jun 25, 2021 (past date) |
| Dec 17, 2020 | Cash dividend | USD 0.6557 per shareRecorded pay date: Dec 23, 2020 (past date) |
| Jun 23, 2020 | Cash dividend | USD 0.298 per shareRecorded pay date: Jun 29, 2020 (past date) |
| Dec 23, 2019 | Cash dividend | USD 0.2024 per shareRecorded pay date: Dec 30, 2019 (past date) |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
Portfolio context
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Sign inMarket context
Smart money context
Holder IQ: MEDIUM
67 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Nov 10, 2026
Smart-money 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
An exchange-traded fund has no corporate insiders filing Forms 3/4/5.
Red flags: 0
AVDV holdings · Nov 14, 2026
1,671 holdings. Largest 15 by weight, from the latest stored fund holdings.
Largest 13-F holders · Q2 2026
720 filers reported a long position in AVDV for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
62.2%
of the 147.4M shares 13-F filers reported
Moves vs Q1 2026
9 added1 trimmed
Net shares held
+7.2%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Jones Financial Companies LLLP | $3.5B · 33.3M shares | 33.3M | +9.6% |
| 2 | Creative Planning | $2.6B · 25.5M shares | 25.5M | +7.3% |
| 3 | Savant Capital, LLC | $1.2B · 11.7M shares | 11.7M | +1.5% |
| 4 | Focus Partners Wealth | $496M · 4.8M shares | 4.8M | +10% |
| 5 | Focus Partners Advisor Solutions, LLC | $483.5M · 4.7M shares | 4.7M | +13.9% |
| 6 | Accredited Investors Inc. | $276.7M · 2.7M shares | 2.7M | +2% |
| 7 | Envestnet Asset Management Inc | $271.7M · 2.6M shares | 2.6M | +2.9% |
| 8 | Modera Wealth Management, LLC | $243.4M · 2.4M shares | 2.4M | +7.9% |
| 9 | Mason Investment Advisory Services, Inc. | $242.3M · 2.4M shares | 2.4M | -0.4% |
| 10 | Haverford Trust Co | $175.7M · 1.7M shares | 1.7M | +2.7% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of AVDV file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Nov 13, 2026 | Savant Capital, LLC13G · passive · amended | 6.37% |
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