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Avantis U.S. Equity ETF (AVUS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Number of
Institutional Buyers
(last 12 months)
244
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$221.70M
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AVUS Institutional Buying and Selling by Quarter

Avantis U.S. Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC10,168$910K0.0%+18.8%0.014%
5/24/2024 Cetera Investment Advisers36,310$3.25M0.0%N/A0.050%
5/23/2024 ARQ Wealth Advisors LLC119,577$10.70M4.6%+15.7%0.166%
5/21/2024 LRI Investments LLC1,529$137K0.0%N/A0.002%
5/20/2024 Continuum Wealth Advisors LLC321,616$28.79M16.3%+17.7%0.446%
5/17/2024 Comerica Bank724$65K0.0%-75.2%0.001%
5/16/2024 WMS Partners LLC806,203$72.16M4.9%+11.0%1.118%
5/15/2024 LRI Investments LLC1,529$135K0.0%N/A0.002%
5/14/2024 Capital Group Private Client Services Inc.56,331$5.04M0.1%+0.3%0.078%
5/14/2024 Axxcess Wealth Management LLC11,906$1.07M0.0%+113.9%0.017%
5/14/2024 CreativeOne Wealth LLC16,457$1.47M0.1%+498.2%0.023%
5/14/2024 Northwest Wealth Management LLC85,996$7.70M2.1%+8.8%0.119%
5/14/2024 Mattern Wealth Management LLC114,535$10.25M2.5%+0.4%0.159%
5/13/2024 Safeguard Investment Advisory Group LLC3,763$337K0.1%N/A0.005%
5/13/2024 O Shaughnessy Asset Management LLC1,967$176K0.0%N/A0.003%
5/11/2024 Orion Capital Management LLC88,233$7.90M4.2%+8.1%0.122%
5/10/2024 Prevail Innovative Wealth Advisors LLC28,010$2.51M0.9%+173.5%0.039%
5/10/2024 ARK & TLK Investments LLC16,795$1.50M0.5%+15.5%0.023%
5/10/2024 Truepoint Inc.9,770$874K0.0%-6.5%0.014%
5/10/2024 GM Advisory Group LLC2,237$200K0.0%N/A0.003%
5/10/2024 Nwam LLC3,378$297K0.0%-14.8%0.005%
5/9/2024 Forum Financial Management LP59,555$5.33M0.1%-10.1%0.083%
5/9/2024 Leo Wealth LLC411,427$36.78M3.8%+5.9%0.570%
5/9/2024 Angeles Wealth Management LLC19,750$1.77M0.2%+28.0%0.027%
5/8/2024 Cozad Asset Management Inc.11,132$996K0.1%+30.9%0.015%
5/8/2024 Avantax Advisory Services Inc.71,723$6.42M0.1%-8.3%0.099%
5/8/2024 Trademark Financial Management LLC42,957$3.85M3.2%-56.0%0.060%
5/8/2024 Tranquility Partners LLC4,107$368K0.1%+4.6%0.006%
5/7/2024 Capital Square LLC7,718$691K0.5%N/A0.011%
5/7/2024 WMG Financial Advisors LLC387,012$34.64M19.8%+5.6%0.537%
5/7/2024 Stonebrook Private Inc.2,528$226K0.1%N/A0.004%
5/7/2024 Atomi Financial Group Inc.6,000$537K0.0%N/A0.008%
5/7/2024 Facet Wealth Inc.34,415$3.02M0.1%-27.8%0.048%
5/6/2024 Envestnet Portfolio Solutions Inc.7,658$685K0.0%+6.8%0.011%
5/6/2024 Ruedi Wealth Management Inc.27,100$2.43M1.0%-11.5%0.038%
5/4/2024 Geneos Wealth Management Inc.27,552$2.47M0.1%-7.7%0.038%
5/3/2024 Avidian Wealth Solutions LLC7,247$649K0.0%-89.8%0.010%
5/3/2024 TFB Advisors LLC18,324$1.56M0.6%+26.9%0.025%
5/3/2024 Callan Capital LLC90,044$8.06M0.7%-8.6%0.125%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC22,272$1.99M0.6%+29.5%0.031%
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5/2/2024 Mutual Advisors LLC90,575$8.11M0.3%+31.4%0.126%
5/2/2024 USAdvisors Wealth Management LLC11,528$1.03M0.4%-1.1%0.016%
5/2/2024 Elevate Wealth Advisory Inc.2,711$243K0.2%+34.5%0.004%
5/2/2024 Flagstone Financial Management116,124$10.39M4.0%+3.9%0.159%
5/2/2024 REDW Wealth LLC245,404$21.96M5.9%+7.4%0.337%
5/1/2024 Tanager Wealth Management LLP169,366$15.16M2.4%+49.7%0.232%
5/1/2024 Intelligence Driven Advisers LLC25,601$2.29M0.3%-17.3%0.035%
5/1/2024 Mission Wealth Management LP3,337$299K0.0%N/A0.005%
5/1/2024 Bridgewater Advisors Inc.248,193$22.21M3.3%+28.3%0.341%
4/30/2024 Private Advisor Group LLC69,828$6.25M0.0%+7.6%0.096%
4/30/2024 HB Wealth Management LLC53,746$4.81M0.1%-2.1%0.074%
4/30/2024 Valued Wealth Advisors LLC14,296$1.28M0.9%+2.1%0.020%
4/30/2024 MN Wealth Advisors LLC48,834$4.37M2.7%+0.7%0.067%
4/30/2024 Private Wealth Management Group LLC1,465$131K0.1%-65.2%0.002%
4/30/2024 Perigon Wealth Management LLC78,403$7.02M0.2%+34.3%0.108%
4/30/2024 Hutchens & Kramer Investment Management Group LLC18,977$1.69M1.0%+2.7%0.026%
4/30/2024 Lakeridge Wealth Management LLC45,000$4.03M2.6%+5.9%0.062%
4/29/2024Commonwealth Equity Services LLC395,578$35.40M0.1%+8.0%0.543%
4/29/2024 FAS Wealth Partners Inc.149,184$13.35M1.2%+2.3%0.205%
4/29/2024 Castle Wealth Management LLC46,620$4.17M2.2%-1.6%0.064%
4/29/2024 Paragon Advisors LLC7,268$650K0.3%+75.5%0.010%
4/29/2024 Brio Consultants LLC86,474$7.74M1.3%-6.3%0.119%
4/29/2024 Intelligent Financial Strategies1,258$113K0.1%-74.1%0.002%
4/27/2024 Fonville Wealth Management LLC74,748$6.69M3.0%+2.5%0.103%
4/27/2024 Austin Asset Management Co Inc8,979$804K0.2%-2.7%0.012%
4/26/2024 Quarry Hill Advisors LLC51,864$4.64M3.4%-5.3%0.071%
4/26/2024 Crestone Asset Management LLC2,339$209K0.0%N/A0.003%
4/26/2024 Sage Rhino Capital LLC105,569$9.45M2.2%-2.1%0.145%
4/26/2024 SFG Wealth Management LLC.69,173$6.19M3.7%-5.6%0.095%
4/26/2024 Quantum Financial Advisors LLC860,867$77.05M13.5%+5.9%1.181%
4/26/2024 Chicago Partners Investment Group LLC179,706$15.51M0.7%+3.4%0.247%
4/25/2024 Allworth Financial LP2,246,289$201.04M1.4%+1.8%3.083%
4/25/2024 Fielder Capital Group LLC43,868$3.93M1.8%+4.2%0.060%
4/25/2024 Capital Investment Advisory Services LLC15,711$1.41M0.2%-52.5%0.022%
4/24/2024 Zhang Financial LLC143,143$12.81M0.9%+67.2%0.196%
4/24/2024 Greenspring Advisors LLC107,759$9.64M2.4%+2.1%0.148%
4/24/2024 SOL Capital Management CO52,771$4.72M0.6%-13.9%0.072%
4/24/2024 Waypoint Wealth Partners Inc.940,922$84.21M24.0%+4.4%1.291%
4/24/2024 Smith Anglin Financial LLC502,863$45.01M4.6%+2.4%0.690%
4/24/2024 Simplicity Wealth LLC6,184$553K0.0%N/A0.008%
4/23/2024 Meredith Wealth Planning64,409$5.77M3.2%+2.5%0.088%
4/23/2024 BSW Wealth Partners212,215$18.99M3.2%+1,431.5%0.291%
4/23/2024 Canvas Wealth Advisors LLC59,805$5.08M1.7%+9.9%0.082%
4/23/2024 Regatta Capital Group LLC90,585$8.11M1.8%-17.6%0.124%
4/23/2024 Strategic Blueprint LLC405,374$36.28M2.6%+0.6%0.556%
4/23/2024 Raymond James Financial Services Advisors Inc.260,013$23.27M0.0%+6.9%0.357%
4/22/2024 Strategic Financial Concepts LLC125,974$11.28M2.7%+1,035.5%0.173%
4/22/2024 Pacific Life Fund Advisors LLC1,560,168$139.64M13.7%+5.4%2.141%
4/22/2024 Arista Wealth Management LLC2,270$203K0.2%N/A0.003%
4/22/2024 Rockwood Wealth Management LLC396,107$35.45M4.6%-0.4%0.544%
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4/22/2024 Sollinda Capital Management LLC27,606$2.47M0.8%+11.2%0.038%
4/22/2024 Raymond James & Associates211,056$18.89M0.0%+3.7%0.290%
4/22/2024 Echo Wealth Management LLC88,399$7.91M6.6%-6.7%0.121%
4/22/2024 Trellis Wealth Advisors LLC231,439$20.71M11.7%+0.1%0.318%
4/22/2024 Physician Wealth Solutions Inc.29,878$2.67M2.2%-0.9%0.041%
4/20/2024 KWB Wealth28,695$2.57M0.3%-4.0%0.039%
4/19/2024 ZRC Wealth Management LLC31,290$2.80M1.4%+0.8%0.043%
4/19/2024 Cornerstone Wealth Management LLC47,267$4.23M0.3%+5.8%0.065%
4/19/2024 PCG Wealth Advisors LLC3,622$324K0.2%+3.5%0.005%
4/19/2024 AWM Capital LLC428,882$38.39M6.4%-1.9%0.589%
(Data available from 1/1/2016 forward)

AVUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVUS shares?

During the previous two years, 329 institutional investors and hedge funds held shares of Avantis U.S. Equity ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($231.73M), Allworth Financial LP ($201.04M), American Century Companies Inc. ($196.61M), Wipfli Financial Advisors LLC ($140.71M), Pacific Life Fund Advisors LLC ($139.64M), HighTower Advisors LLC ($133.07M), and Creative Planning ($119.42M).Learn more on AVUS's institutional investors.

Which institutional investors have been buying Avantis U.S. Equity ETF stock?

Of the 319 institutional investors that purchased Avantis U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creative Planning ($4.14M), Annex Advisory Services LLC ($2.59M), Allworth Financial LP ($2.25M), Pacific Life Fund Advisors LLC ($2.18M), Envestnet Asset Management Inc. ($1.17M), American Century Companies Inc. ($981.82K), and Leo Brokerage LLC ($734.67K).

How much institutional buying is happening at Avantis U.S. Equity ETF?

Institutional investors have bought a total of 39,682,972 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

Which Avantis U.S. Equity ETF major shareholders have been selling company stock?

Of the 129 institutional investors that sold Avantis U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Creative Planning ($812.48K), Websterrogers Financial Advisors LLC ($535.41K), Intelligence Driven Advisers LLC ($346.67K), Avestar Capital LLC ($281.39K), HB Wealth Management LLC ($204.73K), Great Point Wealth Advisors LLC ($173.72K), and Waypoint Wealth Partners Inc. ($163.76K).

How much institutional selling is happening at Avantis U.S. Equity ETF?

Institutional investors have sold a total of 4,911,020 shares in the last 24 months. This volume of shares sold represents approximately $359.78M in transactions.


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This page (NYSEARCA:AVUS) was last updated on 6/4/2024 by MarketBeat.com Staff

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