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

Avantis U.S. Equity ETF logo
$94.77 -0.63 (-0.66%)
As of 05/23/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
322
Total
Institutional Inflows
(last 12 months)
$5.05B
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$670.09M
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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
5/23/2025Triune Financial Partners LLC33,914$3.13M1.0%+0.3%0.040%
5/22/2025 Mattson Financial Services LLC1,157$107K0.0%N/A0.001%
5/21/2025 Geneos Wealth Management Inc.6,219$575K0.0%-47.4%0.007%
5/20/2025 Focus Partners Wealth344,252$31.80M0.1%-1.4%0.404%
5/20/2025 Glenview Trust co231,815$21.42M0.4%+7.9%0.272%
5/19/2025 SageView Advisory Group LLC30,418$2.81M0.1%+0.8%0.036%
5/16/2025 Kestra Investment Management LLC24,613$2.27M0.1%+176.1%0.029%
5/16/2025 Knightsbridge Asset Management LLC22,309$2.06M0.5%-56.9%0.026%
5/16/2025 Plancorp LLC528,409$48.81M1.9%+1.6%0.620%
5/16/2025 NewEdge Advisors LLC86,142$7.96M0.0%+74.3%0.101%
5/16/2025 Integrated Wealth Concepts LLC11,134$1.03M0.0%+35.5%0.013%
5/16/2025 Curi RMB Capital LLC6,338$586K0.0%+6.0%0.007%
5/15/2025 Family Office Research LLC96,989$8.96M4.4%+18.6%0.114%
5/15/2025 Focus Partners Advisor Solutions LLC311,309$28.76M0.4%+14.5%0.365%
5/15/2025 Royal Bank of Canada163,819$15.13M0.0%-2.6%0.192%
5/15/2025 Betterment LLC55,875$5.16M0.0%+20.6%0.066%
5/15/2025 Trace Wealth Advisors LLC165,800$15.32M13.7%+5.6%0.194%
5/15/2025 Baird Financial Group Inc.9,000$831K0.0%+20.5%0.011%
5/15/2025 Tortoise Investment Management LLC319,361$29.50M3.1%+6.3%0.374%
5/15/2025 Clarity Asset Management Inc.4,245$392K0.3%+96.5%0.005%
5/14/2025 Ieq Capital LLC6,388$590K0.0%+35.0%0.008%
5/14/2025 CreativeOne Wealth LLC36,802$3.40M0.1%+18.2%0.044%
5/14/2025 Orion Capital Management LLC119,923$11.08M4.7%+8.1%0.144%
5/14/2025 WCG Wealth Advisors LLC373,629$34.52M2.6%+3.1%0.450%
5/14/2025 Hill Investment Group Partners LLC3,410$315K0.0%-82.3%0.004%
5/14/2025 Full Sail Capital LLC667,556$61.67M4.0%-3.2%0.804%
5/14/2025 B&D White Capital Company LLC871,830$80.54M11.6%+44.1%1.050%
5/14/2025 Northwestern Mutual Wealth Management Co.934,461$86.33M0.1%-30.9%1.126%
5/14/2025 JRM Investment Counsel LLC306,223$28.29M9.6%-17.5%0.369%
5/14/2025 Sax Wealth Advisors LLC151,357$13.98M1.0%+3.9%0.182%
5/14/2025 Kestra Advisory Services LLC137,241$12.68M0.1%+26.6%0.165%
5/14/2025 Elevate Wealth Advisory Inc.9,073$838K0.6%+254.4%0.011%
5/14/2025 TFB Advisors LLC18,197$1.68M0.5%-3.8%0.022%
5/14/2025 Arista Wealth Management LLC3,596$332K0.1%+58.4%0.004%
5/14/2025 Disciplina Capital Management LLC401,089$37.05M5.4%+90.4%0.483%
5/14/2025 Voisard Asset Management Group Inc.22,088$2.04M0.6%+80.0%0.027%
5/13/2025 Raymond James Financial Inc.659,528$60.93M0.0%+20.9%0.795%
5/13/2025 Cresset Asset Management LLC747,979$69.10M0.3%+22.6%0.901%
5/13/2025 American Century Companies Inc.3,463,839$319.99M0.2%+7.2%4.173%
5/13/2025 Leigh Baldwin & CO. LLC3,018$279K0.2%N/A0.004%
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5/13/2025 Waypoint Wealth Partners Inc.1,080,650$99.83M27.6%+0.1%1.302%
5/13/2025 Ariadne Wealth Management LP65,644$6.09M3.2%-1.7%0.079%
5/13/2025 Annandale Capital LLC95,051$8.78M0.6%+0.1%0.115%
5/13/2025 HighTower Advisors LLC1,598,390$147.66M0.2%-1.1%1.926%
5/13/2025 Trajan Wealth LLC157,232$14.53M0.8%+1.8%0.189%
5/12/2025 Financial Engines Advisors L.L.C.51,712$4.78M0.0%-0.4%0.062%
5/12/2025 Linscomb Wealth Inc.2,239$207K0.0%N/A0.003%
5/12/2025 Arcadia Wealth Management Inc.266,415$24.61M19.2%+12.4%0.321%
5/12/2025 Townsquare Capital LLC71,574$6.61M0.1%+34.0%0.086%
5/12/2025 Truepoint Inc.27,378$2.53M0.1%+53.2%0.033%
5/12/2025 Savvy Advisors Inc.4,886$451K0.0%+55.6%0.006%
5/9/2025 Keb Asset Management LLC24,579$2.27M0.6%N/A0.030%
5/9/2025 Chicago Partners Investment Group LLC215,682$19.83M0.7%+5.3%0.260%
5/9/2025 Geometric Wealth Advisors250,323$23.13M4.0%+386.5%0.302%
5/9/2025 McMill Wealth Management4,819$445K0.2%N/A0.006%
5/9/2025 BCR Wealth Strategies LLC648,829$59.94M26.3%+0.5%0.782%
5/9/2025 Earned Wealth Advisors LLC24,173$2.23M0.5%+18.4%0.029%
5/9/2025 Commonwealth Equity Services LLC1,076,711$99.47M0.1%+151.9%1.297%
5/9/2025 Haven Private LLC2,301$213K0.1%N/A0.003%
5/9/2025 L & S Advisors Inc39,893$3.69M0.5%-9.3%0.048%
5/9/2025 PNC Financial Services Group Inc.19,567$1.81M0.0%+415.1%0.024%
5/8/2025 Endeavor Private Wealth Inc.73,997$6.84M3.7%+7.3%0.089%
5/8/2025 Certified Advisory Corp26,760$2.47M0.3%-4.5%0.032%
5/8/2025 Tillman Hartley LLC21,862$2.02M0.6%-6.6%0.026%
5/8/2025 RVW Wealth LLC892,262$82.43M7.8%-14.0%1.075%
5/8/2025 Modera Wealth Management LLC872,492$80.60M1.1%+5.1%1.051%
5/8/2025 Squire Investment Management Company LLC5,603$518K0.2%-11.4%0.007%
5/8/2025 Meredith Wealth Planning67,178$6.21M2.7%-0.2%0.081%
5/8/2025 Cozad Asset Management Inc.15,787$1.46M0.1%+5.1%0.019%
5/7/2025 Fielder Capital Group LLC48,152$4.45M1.3%-2.2%0.058%
5/7/2025 Foundations Investment Advisors LLC127,480$11.78M0.2%+2.4%0.154%
5/7/2025 AWM Capital LLC416,254$38.45M4.5%-1.2%0.501%
5/7/2025 Werba Rubin Papier Wealth Management621,795$57.44M12.5%+1.3%0.749%
5/7/2025 Facet Wealth Inc.29,171$2.69M0.1%-8.5%0.035%
5/7/2025 LPL Financial LLC2,149,684$198.59M0.1%+51.1%2.590%
5/7/2025 Baron Silver Stevens Financial Advisors LLC4,229$391K0.1%N/A0.005%
5/7/2025 HB Wealth Management LLC1,174,242$108.48M0.9%+2,108.4%1.415%
5/7/2025 Angeles Wealth Management LLC7,271$672K0.1%-37.3%0.009%
5/7/2025 Prospect Financial Group LLC9,974$921K1.2%-6.4%0.012%
5/7/2025 Caliber Wealth Management LLC KS402,926$37.22M5.1%N/A0.485%
5/7/2025 Trilogy Capital Inc.2,315$214K0.0%-13.5%0.003%
5/6/2025 Assetmark Inc.268$25K0.0%N/A0.000%
5/6/2025 USAdvisors Wealth Management LLC10,702$988K0.3%-5.9%0.013%
5/6/2025 Cetera Investment Advisers36,592$3.38M0.0%-20.1%0.044%
5/6/2025 Avantax Advisory Services Inc.91,882$8.49M0.1%+0.6%0.111%
5/6/2025 Grand Wealth Management LLC128,671$11.89M6.5%+55.3%0.155%
5/6/2025 Morling Financial Advisors LLC54,078$5.00M1.7%-1.7%0.065%
5/6/2025 AE Wealth Management LLC1,643$152K0.0%+9.8%0.002%
5/6/2025 Abel Hall LLC2,284$211K0.1%N/A0.003%
5/6/2025 Summit Wealth Partners LLC96,696$8.93M1.8%+2.9%0.116%
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5/6/2025 WESPAC Advisors SoCal LLC4,114$380K0.1%-19.0%0.005%
5/6/2025 WorthPointe LLC259,978$24.02M10.7%-1.1%0.313%
5/6/2025 Physician Wealth Solutions Inc.30,767$2.84M1.4%+4.7%0.037%
5/6/2025 WMG Financial Advisors LLC488,965$45.17M19.2%+5.4%0.589%
5/6/2025 Integrity Investment Advisors LLC61,724$5.70M5.2%N/A0.074%
5/5/2025 Parkworth Wealth Management Inc.166,165$15.36M12.3%-0.6%0.200%
5/5/2025 FAS Wealth Partners Inc.9,958$920K0.1%+233.2%0.012%
5/5/2025 Keyes Stange & Wooten Wealth Management LLC8,958$828K0.5%N/A0.011%
5/5/2025 ARQ Wealth Advisors LLC128,330$11.86M4.4%-0.5%0.155%
5/5/2025 Auxano Advisors LLC72,110$6.66M1.8%-2.2%0.087%
(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, 455 institutional investors and hedge funds held shares of Avantis U.S. Equity ETF. The most heavily invested institutionals were American Century Companies Inc. ($319.99M), Oak Root LLC ($281.73M), Annex Advisory Services LLC ($214.24M), LPL Financial LLC ($198.59M), Adero Partners LLC ($153.27M), Envestnet Asset Management Inc. ($151.33M), and HighTower Advisors LLC ($147.66M).Learn more on AVUS's institutional investors.

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

Of the 419 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: Strategic Financial Concepts LLC ($34.18M), Annex Advisory Services LLC ($3.56M), Simplicity Wealth LLC ($1.27M), Raymond James Financial Inc. ($1.20M), HB Wealth Management LLC ($1.12M), LPL Financial LLC ($1.05M), and Allworth Financial LP ($1.04M).

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

Institutional investors have bought a total of 68,695,041 shares in the last 24 months. This purchase volume represents approximately $6.25B in transactions.

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

Of the 221 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: Annex Advisory Services LLC ($1.24M), Allworth Financial LP ($1.08M), Pacific Life Fund Advisors LLC ($1.07M), Creative Planning ($857.35K), Northwestern Mutual Wealth Management Co. ($417.47K), McGlone Suttner Wealth Management Inc. ($398.06K), and Intelligence Driven Advisers LLC ($368.52K).

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

Institutional investors have sold a total of 10,029,091 shares in the last 24 months. This volume of shares sold represents approximately $891.79M in transactions.


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This page (NYSEARCA:AVUS) was last updated on 5/24/2025 by MarketBeat.com Staff
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