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

Avantis U.S. Equity ETF logo
$108.99 -0.50 (-0.46%)
Closing price 10/9/2025 04:10 PM Eastern
Extended Trading
$108.82 -0.17 (-0.16%)
As of 10/9/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Number of
Institutional Buyers
(last 12 months)
356
Total
Institutional Inflows
(last 12 months)
$4.34B
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$738.42M
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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
10/9/2025CGN Advisors LLC17,196$1.87M0.2%+31.7%0.019%
10/9/2025Independence Bank of Kentucky850$92K0.0%N/A0.001%
10/9/2025Dynamic Advisor Solutions LLC9,275$1.01M0.0%+5.7%0.010%
10/9/2025Prosperity Planning Inc.48,349$5.26M1.4%+6.4%0.054%
10/9/2025Websterrogers Financial Advisors LLC258,103$28.06M8.4%-1.6%0.286%
10/8/2025 Andrews Lucia Wealth Management LLC7,447$810K0.5%N/A0.008%
10/8/2025 Kwmg LLC121,785$13.24M1.2%+2.7%0.135%
10/8/2025 Quantum Financial Advisors LLC1,190,992$129.46M15.8%+7.4%1.320%
10/8/2025 Cypress Point Wealth Management LLC53,774$5.85M1.2%-0.2%0.060%
10/7/2025 McLean Asset Management Corp478,285$52.33M10.8%+214.0%0.530%
10/7/2025 Acropolis Investment Management LLC160,136$16.15M0.8%+1.5%0.178%
10/7/2025 Traphagen Investment Advisors LLC1,233,425$134.07M11.5%+1.5%1.367%
10/7/2025 Hardin Capital Partners LLC12,363$1.34M0.7%+18.5%0.014%
10/6/2025 Collective Family Office LLC15,492$1.68M0.4%-1.7%0.017%
10/6/2025 Gradient Investments LLC189,300$20.58M0.3%+96.6%0.210%
9/26/2025Corient Private Wealth LLC1,039,992$104.85M0.2%0.0%1.184%
9/4/2025Osaic Holdings Inc.140,243$14.14M0.0%-12.2%0.160%
8/29/2025Evolution Wealth Management Inc.939$95K0.1%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC5,521$557K0.0%+3.9%0.006%
8/25/2025Promus Capital LLC480$48K0.0%N/A0.001%
8/25/2025Silverlake Wealth Management LLC29,112$2.94M0.9%-1.7%0.033%
8/25/2025BLVD Private Wealth LLC43,635$4.40M4.1%N/A0.050%
8/19/2025Advisory Services Network LLC20,086$2.07M0.0%+2.1%0.023%
8/19/2025Asset Dedication LLC845$85K0.0%+67.7%0.001%
8/18/2025Geneos Wealth Management Inc.637$64K0.0%-89.8%0.001%
8/18/2025Kestra Investment Management LLC42,077$4.24M0.1%+71.0%0.048%
8/15/2025Tower Research Capital LLC TRC 2,534$255K0.0%-42.9%0.003%
8/15/2025North Ridge Wealth Advisors Inc.43,359$4.37M2.7%+24.0%0.049%
8/15/2025Brown Financial Advisors5,275$532K0.2%N/A0.006%
8/15/2025Corient Private Wealth LLC1,039,992$104.85M0.1%0.0%1.184%
8/15/2025Captrust Financial Advisors12,313$1.24M0.0%-1.7%0.014%
8/15/2025Prevail Innovative Wealth Advisors LLC23,597$2.38M0.5%+17.5%0.027%
8/15/2025Lantern Wealth Advisors LLC88,731$8.95M5.0%N/A0.101%
8/15/2025Smartleaf Asset Management LLC2,421$243K0.0%+4.2%0.003%
8/15/2025MML Investors Services LLC289,717$29.21M0.1%+8.5%0.330%
8/15/2025Modern Wealth Management LLC26,782$2.70M0.1%+97.2%0.030%
8/15/2025IHT Wealth Management LLC150,695$15.19M0.4%-23.8%0.172%
8/15/2025Freedom Financial Partners LLC248,783$25.08M10.6%+4.7%0.283%
8/15/2025Great Valley Advisor Group Inc.30,028$3.03M0.1%-31.9%0.034%
8/15/2025Eaton Cambridge Inc.50,865$5.13M1.9%+4.1%0.058%
8/15/2025Curi Capital LLC7,219$728K0.0%+13.9%0.008%
8/15/2025Bank of America Corp DE463,863$46.77M0.0%-34.3%0.528%
8/15/2025Ameriprise Financial Inc.111,019$11.19M0.0%+36.4%0.126%
8/14/2025Jane Street Group LLC12,503$1.26M0.0%N/A0.014%
8/14/2025Ausdal Financial Partners Inc.70,838$7.14M0.5%+35.2%0.081%
8/14/2025Raymond James Financial Inc.661,964$66.74M0.0%+0.4%0.754%
8/14/2025Betterment LLC60,610$6.11M0.0%+8.5%0.069%
8/14/2025Quantinno Capital Management LP18,851$1.90M0.0%N/A0.021%
8/14/2025HUB Investment Partners LLC10,730$1.08M0.0%-3.7%0.012%
8/14/2025Clarity Asset Management Inc.3,936$397K0.2%-7.3%0.004%
8/14/2025FAS Wealth Partners Inc.10,307$1.04M0.1%+3.5%0.012%
8/14/2025NewEdge Advisors LLC79,298$8.00M0.0%-7.9%0.090%
8/14/2025Qube Research & Technologies Ltd964$97K0.0%+17.6%0.001%
8/14/2025Planwiser Financial LLC115,043$11.98M10.2%-10.6%0.131%
8/14/2025Acorn Wealth Advisors LLC3,944$398K0.1%N/A0.004%
8/13/2025Avestar Capital LLC5,656$570K0.0%+2.2%0.006%
8/13/2025Vance Wealth LLC2,376$240K0.1%N/A0.003%
8/13/2025SageView Advisory Group LLC30,188$3.14M0.1%-0.8%0.034%
8/13/2025Cresset Asset Management LLC749,460$75.56M0.3%+0.2%0.854%
8/13/2025Gateway Wealth Partners LLC109,233$11.01M2.1%+11.9%0.124%
8/13/2025Annandale Capital LLC95,231$9.60M0.7%+0.2%0.108%
8/13/2025Parkworth Wealth Management Inc.171,198$17.26M12.5%+3.0%0.195%
8/13/2025First Trust Advisors LP15,448$1.56M0.0%+140.4%0.018%
8/13/2025EverSource Wealth Advisors LLC358$36K0.0%+138.7%0.000%
8/13/2025WCG Wealth Advisors LLC408,323$41.17M2.7%+9.3%0.465%
8/13/2025ARK & TLK Investments LLC35,203$3.55M1.1%+32.2%0.040%
8/13/2025JRM Investment Counsel LLC324,632$32.73M10.5%+6.0%0.370%
8/13/2025VestGen Advisors LLC56,208$5.67M0.2%N/A0.064%
8/13/2025Northwestern Mutual Wealth Management Co.963,621$97.15M0.1%+3.1%1.097%
8/13/2025Integrity Investment Advisors LLC61,264$6.18M4.7%-0.7%0.070%
8/13/2025Correct Capital Wealth Management13,948$1.41M0.2%+1.3%0.016%
8/12/2025Burk Holdings LLC25,612$2.58M1.6%N/A0.029%
8/12/2025CreativeOne Wealth LLC27,904$2.81M0.1%-24.2%0.032%
8/12/2025Hill Investment Group Partners LLC4,194$423K0.1%+23.0%0.005%
8/12/2025Global Retirement Partners LLC8,456$852K0.0%N/A0.010%
8/12/2025Legacy Financial Group Inc.307,815$31.03M9.2%+9.2%0.351%
8/12/2025American Century Companies Inc.3,474,063$350.26M0.2%+0.3%3.956%
8/12/2025Cozad Asset Management Inc.17,016$1.72M0.1%+7.8%0.019%
8/12/2025AlphaCore Capital LLC65,361$6.59M0.3%+544,575.0%0.074%
8/12/2025MAI Capital Management3,268$329K0.0%N/A0.004%
8/12/2025JPMorgan Chase & Co.213,943$21.57M0.0%-54.0%0.244%
8/12/2025Auxano Advisors LLC69,239$6.98M1.6%-4.0%0.079%
8/12/2025NFP Retirement Inc.5,529$557K0.0%-3.4%0.006%
8/11/2025Morling Financial Advisors LLC55,031$5.55M1.8%+1.8%0.063%
8/11/2025Landaas & Co. WI ADV2,142$216K0.1%N/A0.002%
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%
8/7/2025Lakeridge Wealth Management LLC80,910$8.16M3.8%+1.6%0.092%
8/7/2025CENTRAL TRUST Co1,146$116K0.0%+774.8%0.001%
(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, 492 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. ($350.26M), 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 454 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 ($34.19M), 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. ($1.21M), 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 44,710,311 shares in the last 24 months. This purchase volume represents approximately $4.34B in transactions.

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

Of the 204 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), JPMorgan Chase & Co. ($459.95K), Northwestern Mutual Wealth Management Co. ($417.47K), Bank of America Corp DE ($242.63K), and Ridgeline Wealth LLC ($240.20K).

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

Institutional investors have sold a total of 7,686,100 shares in the last 24 months. This volume of shares sold represents approximately $738.42M in transactions.


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This page (NYSEARCA:AVUS) was last updated on 10/10/2025 by MarketBeat.com Staff
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