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Summit Portfolio Management’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Summit Portfolio Management’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$345K Buy
+5,436
New +$355K 0.22% 19

Other funds holding AVEE

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $226M AUM 45.73% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Summit Portfolio Management's AVEE Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Avantis Emerging Markets Small Cap Equity ETF (AVEE) in Q1 2026: 5,436 shares worth $345K. The stake represents 0.22% of the portfolio and ranks #19 among its holdings.

28 funds tracked by Wall St. Rank hold AVEE as of Q1 2026.

  • Summit Portfolio Management held 5,436 shares of Avantis Emerging Markets Small Cap Equity ETF worth $345K as of Q1 2026.
  • Avantis Emerging Markets Small Cap Equity ETF was a new Summit Portfolio Management position in Q1 2026.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.22% of Summit Portfolio Management's portfolio in Q1 2026, its #19 holding.
  • 28 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.