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Avantis U.S. Quality ETF (AVUQ) Institutional Ownership

$64.30 +0.52 (+0.82%)
As of 03:02 PM Eastern

Institutional Ownership Changes (13F Filings) for Avantis U.S. Quality ETF (NASDAQ:AVUQ)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$84.20M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.06M
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AVUQ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026 Torren Management LLC194,083$11.01M5.5%+0.3%5.545%
4/27/2026 Legacy Financial Group Inc.13,710$778K0.2%+14.5%0.392%
3/2/2026 Sankala Group LLC805$48K0.0%N/A0.026%
2/12/2026Haven Private LLC11,543$695K0.3%N/A0.372%
2/11/2026LPL Financial LLC4,278$257K0.0%-87.0%0.138%
2/6/2026 Legacy Financial Group Inc.11,972$720K0.2%+9.8%0.386%
2/5/2026 Plancorp LLC3,995$240K0.0%+11.1%0.129%
1/30/2026 Strategic Blueprint LLC261,088$15.71M0.9%N/A8.422%
1/30/2026 Torren Management LLC193,468$11.64M5.9%N/A6.241%
1/28/2026EnRich Financial Partners LLC6,597$397K0.1%N/A0.213%
1/8/2026 True Wealth Design LLC23,152$1.39M0.4%-13.0%0.747%
11/17/2025Citadel Advisors LLC5,015$298K0.0%N/A0.173%
11/12/2025Cresset Asset Management LLC1,165,651$69.20M0.3%+0.1%40.195%
11/5/2025 Legacy Financial Group Inc.10,902$647K0.2%+43.9%0.376%
10/21/2025 True Wealth Design LLC26,610$1.58M0.5%-7.6%0.918%
10/20/2025Tripletail Wealth Management LLC415$25K0.0%N/A0.014%
10/15/2025 Plancorp LLC3,595$213K0.0%N/A0.133%
8/13/2025Cresset Asset Management LLC1,164,803$62.96M0.3%+516.4%44.973%
8/12/2025 Legacy Financial Group Inc.7,578$410K0.1%N/A0.293%
8/6/2025 True Wealth Design LLC28,812$1.56M0.5%N/A1.112%


AVUQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVUQ shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Avantis U.S. Quality ETF. The most heavily invested institutionals were Cresset Asset Management LLC ($69.20M), Strategic Blueprint LLC ($15.71M), Torren Management LLC ($11.01M), True Wealth Design LLC ($1.39M), Legacy Financial Group Inc. ($778K), Haven Private LLC ($695K), and EnRich Financial Partners LLC ($397K).Learn more on Avantis U.S. Quality ETF's institutional investors.

Which institutional investors have been buying Avantis U.S. Quality ETF's stock?

Of the 11 institutional investors that purchased Avantis U.S. Quality ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cresset Asset Management LLC ($976.69K), Strategic Blueprint LLC ($261.09K), Torren Management LLC ($194.08K), True Wealth Design LLC ($28.81K), Legacy Financial Group Inc. ($13.71K), Haven Private LLC ($11.54K), and EnRich Financial Partners LLC ($6.60K).

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

Institutional investors have bought a total of 1,502,754 shares in the last 24 months. This purchase volume represents approximately $84.20M in transactions.

Which of Avantis U.S. Quality ETF's major shareholders have been selling company stock?

The following institutional investors have sold Avantis U.S. Quality ETF stock in the last 24 months: LPL Financial LLC ($28.57K), and True Wealth Design LLC ($5.66K).

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

Institutional investors have sold a total of 34,230 shares in the last 24 months. This volume of shares sold represents approximately $2.06M in transactions.



This page (NASDAQ:AVUQ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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