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

Avantis U.S. Equity ETF logo
$103.71 +0.79 (+0.77%)
Closing price 04:10 PM Eastern
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$103.70 -0.02 (-0.01%)
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Number of
Institutional Buyers
(last 12 months)
340
Total
Institutional Inflows
(last 12 months)
$4.46B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$679.83M
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AVUS Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Tortoise Investment Management LLC342,698$34.55M3.3%+7.3%0.390%
8/8/2025Rockefeller Capital Management L.P.257,138$25.93M0.1%-8.0%0.293%
8/8/2025Avantax Advisory Services Inc.76,574$7.72M0.0%-16.7%0.087%
8/8/2025Cetera Investment Advisers39,809$4.01M0.0%+8.8%0.045%
8/8/2025Creative Planning1,078,562$108.74M0.1%-6.7%1.228%
8/8/2025Truepoint Inc.8,015$808K0.0%-70.7%0.009%
8/8/2025Foundations Investment Advisors LLC132,545$13.36M0.2%+4.0%0.151%
8/8/2025RAM Investment Partners LLC27,100$2.73M0.6%+244.6%0.031%
8/8/2025L & S Advisors Inc43,673$4.40M0.4%+9.5%0.050%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC48,044$4.84M1.1%-1.7%0.055%
8/8/2025Good Life Advisors LLC58,662$5.91M0.4%+7.6%0.067%
8/8/2025Austin Wealth Management LLC10,804$1.11M0.2%N/A0.012%
8/8/2025PNC Financial Services Group Inc.20,852$2.10M0.0%+6.6%0.024%
8/7/2025 Lakeridge Wealth Management LLC80,910$8.16M3.8%+1.6%0.092%
8/7/2025 CENTRAL TRUST Co1,146$116K0.0%+774.8%0.001%
8/7/2025 Nwam LLC15,163$1.57M0.1%-1.1%0.017%
8/7/2025 Allworth Financial LP174,479$17.59M0.1%-2.5%0.199%
8/7/2025 Tillman Hartley LLC19,812$2.00M0.6%-9.4%0.023%
8/7/2025 Summit X LLC62,905$6.34M1.2%-0.7%0.072%
8/7/2025 Fonville Wealth Management LLC115,849$11.68M3.0%+5.4%0.132%
8/7/2025 Brio Consultants LLC68,359$6.89M1.0%-15.1%0.078%
8/6/2025 True Wealth Design LLC45,514$4.59M1.6%+90.0%0.052%
8/6/2025 Valued Wealth Advisors LLC25,609$2.58M1.3%+36.6%0.029%
8/6/2025 AE Wealth Management LLC2,645$267K0.0%+61.0%0.003%
8/6/2025 Vestmark Advisory Solutions Inc.175,871$17.73M0.3%N/A0.200%
8/6/2025 Savant Capital LLC17,916$1.81M0.0%+68.5%0.020%
8/6/2025 Geometric Wealth Advisors387,561$39.07M5.8%+54.8%0.441%
8/6/2025 Modera Wealth Management LLC1,016,141$102.45M1.3%+16.5%1.157%
8/6/2025 Commonwealth Equity Services LLC1,112,693$112.18M0.1%+3.3%1.267%
8/6/2025 First Horizon Advisors Inc.1,492$150K0.0%+13.5%0.002%
8/6/2025 Cloud Capital Management LLC57,492$5.92M3.7%+292.5%0.065%
8/5/2025 Atlas Wealth LLC40,973$4.15M1.5%+194.6%0.047%
8/5/2025 Integrity Wealth Solutions LLC43,293$4.37M2.1%-1.3%0.049%
8/5/2025 WorthPointe LLC257,110$25.92M10.9%-1.1%0.293%
8/5/2025 Bridgewater Advisors Inc.596,319$61.89M4.7%+3.9%0.679%
8/5/2025 Bank of New York Mellon Corp574,539$57.93M0.0%+6.5%0.654%
8/5/2025 Continuum Wealth Advisors LLC261,110$26.33M12.6%-18.8%0.297%
8/5/2025 Hutchens & Kramer Investment Management Group LLC137,710$13.94M6.4%+80.5%0.157%
8/5/2025 Strategic Financial Concepts LLC263,783$26.60M3.7%+6.5%0.300%
8/5/2025 Avant Financial Advisors LLC12,275$1.24M1.0%+11.3%0.014%
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8/4/2025 Haven Private LLC3,482$351K0.2%+51.3%0.004%
8/4/2025 Linscomb Wealth Inc.5,159$520K0.0%+130.4%0.006%
8/4/2025 Earned Wealth Advisors LLC23,547$2.37M0.5%-2.6%0.027%
8/4/2025 Mesirow Financial Investment Management Inc.2,007$202K0.0%N/A0.002%
8/4/2025 REDW Wealth LLC175,387$17.68M7.0%+0.7%0.200%
8/4/2025 Savvy Advisors Inc.4,033$407K0.0%-17.5%0.005%
8/4/2025 Spire Wealth Management269$27K0.0%-70.9%0.000%
8/4/2025 World Investment Advisors366,093$36.91M0.8%+21.7%0.417%
8/4/2025 Waterfront Wealth Inc.15,112$1.52M0.3%+0.7%0.017%
8/4/2025 Arcadia Wealth Management Inc.295,806$29.82M20.3%+11.0%0.337%
8/1/2025 Winebrenner Capital Management LLC4,046$408K0.3%+19.8%0.005%
8/1/2025 Bull Oak Capital LLC113,462$11.44M5.2%-54.7%0.129%
8/1/2025 SwitchPoint Financial Planning LLC19,146$1.93M1.6%N/A0.022%
8/1/2025 Zhang Financial LLC149,826$15.11M0.7%-3.1%0.171%
8/1/2025 Facet Wealth Inc.22,331$2.30M0.1%-23.4%0.025%
8/1/2025 Transcend Capital Advisors LLC2,887$291K0.0%-22.3%0.003%
8/1/2025 Red Lighthouse Investment Management LLC426,097$42.96M16.4%-0.4%0.485%
8/1/2025 Envestnet Asset Management Inc.1,674,852$168.86M0.0%+2.2%1.907%
7/31/2025 Wealthfront Advisers LLC22,608$2.28M0.0%+86.8%0.026%
7/31/2025 Orion Capital Management LLC125,714$12.67M4.8%+4.8%0.143%
7/31/2025 CVA Family Office LLC150,501$15.17M2.1%+2.1%0.171%
7/31/2025 Aspen Capital Management LLC14,662$1.48M0.4%N/A0.017%
7/31/2025 Focus Partners Advisor Solutions LLC309,020$31.16M0.4%-0.7%0.352%
7/31/2025 Fielder Capital Group LLC43,587$4.39M1.2%-9.5%0.050%
7/31/2025 Curio Wealth LLC68,164$6.87M3.0%+234,948.3%0.078%
7/31/2025 Trademark Financial Management LLC8,777$885K0.5%-45.7%0.010%
7/31/2025 Intelligent Financial Strategies1,017$102K0.1%-9.0%0.001%
7/30/2025 Paragon Advisors LLC7,029$709K0.2%-1.9%0.008%
7/30/2025 Bayshore Asset Management LLC72,033$7.26M3.3%-3.8%0.082%
7/30/2025 Strategic Blueprint LLC463,135$46.69M2.3%+8.5%0.527%
7/30/2025 Prosperity Financial Group Inc.2,614$264K0.1%+8.2%0.003%
7/30/2025 Forum Financial Management LP44,116$4.45M0.1%+76.7%0.050%
7/30/2025 Caliber Wealth Management LLC KS460,285$46.41M5.0%+14.2%0.524%
7/30/2025 TFB Advisors LLC16,163$1.63M0.4%-11.2%0.018%
7/30/2025 Citizens & Northern Corp11,523$1.16M0.3%-2.5%0.013%
7/30/2025 Divergent Planning LLC230,313$23.31M4.2%+5.2%0.263%
7/30/2025 Clune & Associates LTD.2,080$210K0.1%N/A0.002%
7/30/2025 WESPAC Advisors SoCal LLC3,443$347K0.1%-16.3%0.004%
7/30/2025 Canvas Wealth Advisors LLC36,862$3.84M0.8%+0.9%0.042%
7/29/2025 Financial Symmetry Inc77,218$7.79M4.0%+47.3%0.088%
7/29/2025 Chicago Partners Investment Group LLC220,386$22.89M0.7%+2.2%0.252%
7/29/2025 Wealthstream Advisors Inc.4,906$495K0.1%N/A0.006%
7/29/2025 Private Wealth Management Group LLC20,307$2.05M0.7%+1,191.0%0.023%
7/29/2025 Lutz Financial Services LLC3,804$384K0.0%N/A0.004%
7/29/2025 Arista Wealth Management LLC11,361$1.15M0.2%+215.9%0.013%
7/29/2025 Stratos Wealth Partners LTD.8,929$900K0.0%+23.1%0.010%
7/29/2025 AssuredPartners Investment Advisors LLC2,719$274K0.1%-20.2%0.003%
7/29/2025 Private Trust Co. NA9,019$909K0.1%-1.8%0.010%
7/29/2025 Mattson Financial Services LLC12,879$1.30M0.4%+1,013.1%0.015%
7/29/2025 Harbor Asset Planning Inc.283$29K0.0%N/A0.000%
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7/29/2025 Werba Rubin Papier Wealth Management651,767$65.71M12.3%+4.8%0.744%
7/29/2025 Flagstone Financial Management131,134$13.22M3.8%+5.8%0.150%
7/28/2025 WealthPlan Investment Management LLC8,597$867K0.1%N/A0.010%
7/28/2025 RCS Financial Planning LLC2,581$260K0.1%-65.4%0.003%
7/28/2025 Morris Financial Concepts Inc.25,371$2.56M1.0%+1.1%0.029%
7/28/2025 Mutual Advisors LLC6,151$641K0.0%-4.4%0.007%
7/28/2025 Frazier Financial Advisors LLC574$58K0.0%-33.2%0.001%
7/28/2025 Axxcess Wealth Management LLC87,565$8.83M0.2%+11.4%0.100%
7/28/2025 Acorn Financial Advisory Services Inc. ADV163,881$16.52M2.7%-2.5%0.187%
7/25/2025 Verdence Capital Advisors LLC2,882$291K0.0%-22.3%0.003%
(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, 473 institutional investors and hedge funds held shares of Avantis U.S. Equity ETF. The most heavily invested institutionals were HB Wealth Management LLC ($376.60M), American Century Companies Inc. ($319.99M), Oak Root LLC ($305.76M), Annex Advisory Services LLC ($260.66M), Maseco LLP ($211.00M), LPL Financial LLC ($198.59M), and Envestnet Asset Management Inc. ($168.86M).Learn more on Avantis U.S. Equity ETF's institutional investors.

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

Of the 438 institutional investors that purchased Avantis U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($34.20M), Annex Advisory Services LLC ($3.83M), HB Wealth Management LLC ($3.69M), Maseco LLP ($2.09M), Simplicity Wealth LLC ($1.99M), Raymond James Financial Inc. ($1.20M), and LPL Financial LLC ($1.01M).

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

Institutional investors have bought a total of 46,042,981 shares in the last 24 months. This purchase volume represents approximately $4.46B in transactions.

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

Of the 195 institutional investors that sold Avantis U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Annex Advisory Services LLC ($1.24M), Allworth Financial LP ($1.09M), Smith Anglin Financial LLC ($768.24K), Northwestern Mutual Wealth Management Co. ($417.47K), Ridgeline Wealth LLC ($240.20K), RVW Wealth LLC ($229.78K), and Tanager Wealth Management LLP ($214.88K).

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

Institutional investors have sold a total of 7,108,535 shares in the last 24 months. This volume of shares sold represents approximately $679.83M in transactions.



This page (NYSEARCA:AVUS) was last updated on 8/8/2025 by MarketBeat.com Staff
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