Public ownership evidence

Avantis International Large Cap Value ETF (AVIV) Ownership Disclosures

Read AVIV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Avantis International Large Cap Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
53,787
Value (USD)
$4,164,207
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVIV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVIV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2853,787$4,164,207None
Fox Hill Wealth Management2026-06-302026-08-206,750$522,563None
Prosperitas Financial LLC2026-06-302026-08-204,560$353,035None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20173,160$13,406,046None
Beacon Pointe Advisors, LLC2026-06-302026-08-1912,453$964,112None
McMill Wealth Management2026-06-302026-08-1833,019$2,556,349None
Corient Private Wealth LP2026-06-302026-08-1853,787$4,164,207None
Mutual Advisors, LLC2026-06-302026-08-153,313$256,492None
Nemes Rush Group LLC2026-06-302026-08-1513,190$1,021,170None
ENTREWEALTH, LLC2026-06-302026-08-1564,135$5,260,370None
WCG Wealth Advisors LLC2026-06-302026-08-1527,559$2,133,605None
Western Wealth Management, LLC2026-06-302026-08-154,189$324,328None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,335$800,858None
Betterment LLC2026-06-302026-08-1518,895$1,463,000None
JANE STREET GROUP, LLC2026-06-302026-08-1590,000$6,967,800None
GTS SECURITIES LLC2026-06-302026-08-154,364$337,861None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,384$649,089None
Ancora Advisors LLC2026-06-302026-08-151,098$84,990None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15463$35,845None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-156,441$498,668None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-1511,174$865,096None
Waverly Advisors, LLC2026-06-302026-08-158,542$661,322None
Keel Point, LLC2026-06-302026-08-158,206$635,315None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15460,582$35,487,850None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,148$88,878None
AMERIPRISE FINANCIAL INC2026-06-302026-08-157,626$590,405None
MAI Capital Management2026-06-302026-08-15249$19,278None
MAI Capital Management2026-06-302026-08-155,893$456,237None
Cerity Partners LLC2026-06-302026-08-158,535$661,000None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1567,950$5,260,726None
ROYAL BANK OF CANADA2026-06-302026-08-15867$67,000None
ROYAL BANK OF CANADA2026-06-302026-08-15891$69,000None
Larson Financial Group LLC2026-06-302026-08-15514$39,794None
NATIXIS ADVISORS, LLC2026-06-302026-08-1541,258$3,194,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1520,787$1,609,330None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,916$690,277None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,960$229,163None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15866,184$67,059,965None
IF Advisors, LLC2026-06-302026-08-145,664$438,507None
Burk Holdings LLC2026-06-302026-08-1411,169$864,704None
McMill Wealth Management2026-06-302026-08-142,556,349$33,019,000None
Ankerstar Wealth, LLC2026-06-302026-08-14705$54,581None
Pathstone Holdings, LLC2026-06-302026-08-1416,385$1,268,551None
Sanctuary Advisors, LLC2026-06-302026-08-1419,247$1,490,103None
Quantinno Capital Management LP2026-06-302026-08-1419,392$1,501,329None
Rockefeller Capital Management L.P.2026-06-302026-08-1413,466$1,042,579None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1480$6,194None
UBS Group AG2026-06-302026-08-14166$12,852None
Creative Planning2026-06-302026-08-1429,679$2,297,759None
SATOVSKY ASSET MANAGEMENT LLC2026-06-302026-08-1466,715$5,165,066None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Fox Hill Wealth Management ↗Prosperitas Financial LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗McMill Wealth Management ↗Corient Private Wealth LP ↗Mutual Advisors, LLC ↗Nemes Rush Group LLC ↗ENTREWEALTH, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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