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

Avantis U.S. Equity ETF logo
$106.65 +0.29 (+0.27%)
Closing price 08/28/2025 04:10 PM Eastern
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$106.65 0.00 (0.00%)
As of 06:02 AM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Number of
Institutional Buyers
(last 12 months)
355
Total
Institutional Inflows
(last 12 months)
$4.50B
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$738.71M
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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
8/27/2025 Orion Porfolio Solutions LLC5,521$557K0.0%+3.9%0.006%
8/25/2025 Promus Capital LLC480$48K0.0%N/A0.001%
8/25/2025 Silverlake Wealth Management LLC29,112$2.94M0.9%-1.7%0.033%
8/25/2025 BLVD Private Wealth LLC43,635$4.40M4.1%N/A0.050%
8/19/2025 Advisory Services Network LLC20,086$2.07M0.0%+2.1%0.023%
8/19/2025 Asset Dedication LLC845$85K0.0%+67.7%0.001%
8/18/2025 Geneos Wealth Management Inc.637$64K0.0%-89.8%0.001%
8/18/2025 Kestra Investment Management LLC42,077$4.24M0.1%+71.0%0.048%
8/15/2025 Tower Research Capital LLC TRC 2,534$255K0.0%-42.9%0.003%
8/15/2025 North Ridge Wealth Advisors Inc.43,359$4.37M2.7%+24.0%0.049%
8/15/2025 Brown Financial Advisors5,275$532K0.2%N/A0.006%
8/15/2025 Corient Private Wealth LLC1,039,992$104.85M0.1%0.0%1.184%
8/15/2025 Captrust Financial Advisors12,313$1.24M0.0%-1.7%0.014%
8/15/2025 Prevail Innovative Wealth Advisors LLC23,597$2.38M0.5%+17.5%0.027%
8/15/2025 Lantern Wealth Advisors LLC88,731$8.95M5.0%N/A0.101%
8/15/2025 Smartleaf Asset Management LLC2,421$243K0.0%+4.2%0.003%
8/15/2025 MML Investors Services LLC289,717$29.21M0.1%+8.5%0.330%
8/15/2025 Modern Wealth Management LLC26,782$2.70M0.1%+97.2%0.030%
8/15/2025 IHT Wealth Management LLC150,695$15.19M0.4%-23.8%0.172%
8/15/2025 Freedom Financial Partners LLC248,783$25.08M10.6%+4.7%0.283%
8/15/2025 Great Valley Advisor Group Inc.30,028$3.03M0.1%-31.9%0.034%
8/15/2025 Eaton Cambridge Inc.50,865$5.13M1.9%+4.1%0.058%
8/15/2025 Curi Capital LLC7,219$728K0.0%+13.9%0.008%
8/15/2025 Bank of America Corp DE463,863$46.77M0.0%-34.3%0.528%
8/15/2025 Ameriprise Financial Inc.111,019$11.19M0.0%+36.4%0.126%
8/14/2025 Jane Street Group LLC12,503$1.26M0.0%N/A0.014%
8/14/2025 Ausdal Financial Partners Inc.70,838$7.14M0.5%+35.2%0.081%
8/14/2025 Raymond James Financial Inc.661,964$66.74M0.0%+0.4%0.754%
8/14/2025 Betterment LLC60,610$6.11M0.0%+8.5%0.069%
8/14/2025 Quantinno Capital Management LP18,851$1.90M0.0%N/A0.021%
8/14/2025 HUB Investment Partners LLC10,730$1.08M0.0%-3.7%0.012%
8/14/2025 Clarity Asset Management Inc.3,936$397K0.2%-7.3%0.004%
8/14/2025 FAS Wealth Partners Inc.10,307$1.04M0.1%+3.5%0.012%
8/14/2025 NewEdge Advisors LLC79,298$8.00M0.0%-7.9%0.090%
8/14/2025 Qube Research & Technologies Ltd964$97K0.0%+17.6%0.001%
8/14/2025 Planwiser Financial LLC115,043$11.98M10.2%-10.6%0.131%
8/14/2025 Acorn Wealth Advisors LLC3,944$398K0.1%N/A0.004%
8/13/2025 Avestar Capital LLC5,656$570K0.0%+2.2%0.006%
8/13/2025 Vance Wealth LLC2,376$240K0.1%N/A0.003%
8/13/2025 SageView Advisory Group LLC30,188$3.14M0.1%-0.8%0.034%
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8/13/2025 Cresset Asset Management LLC749,460$75.56M0.3%+0.2%0.854%
8/13/2025 Gateway Wealth Partners LLC109,233$11.01M2.1%+11.9%0.124%
8/13/2025 Annandale Capital LLC95,231$9.60M0.7%+0.2%0.108%
8/13/2025 Parkworth Wealth Management Inc.171,198$17.26M12.5%+3.0%0.195%
8/13/2025 First Trust Advisors LP15,448$1.56M0.0%+140.4%0.018%
8/13/2025 EverSource Wealth Advisors LLC358$36K0.0%+138.7%0.000%
8/13/2025 WCG Wealth Advisors LLC408,323$41.17M2.7%+9.3%0.465%
8/13/2025 ARK & TLK Investments LLC35,203$3.55M1.1%+32.2%0.040%
8/13/2025 JRM Investment Counsel LLC324,632$32.73M10.5%+6.0%0.370%
8/13/2025 VestGen Advisors LLC56,208$5.67M0.2%N/A0.064%
8/13/2025 Northwestern Mutual Wealth Management Co.963,621$97.15M0.1%+3.1%1.097%
8/13/2025 Integrity Investment Advisors LLC61,264$6.18M4.7%-0.7%0.070%
8/13/2025 Correct Capital Wealth Management13,948$1.41M0.2%+1.3%0.016%
8/12/2025 Burk Holdings LLC25,612$2.58M1.6%N/A0.029%
8/12/2025 CreativeOne Wealth LLC27,904$2.81M0.1%-24.2%0.032%
8/12/2025 Hill Investment Group Partners LLC4,194$423K0.1%+23.0%0.005%
8/12/2025 Global Retirement Partners LLC8,456$852K0.0%N/A0.010%
8/12/2025 Legacy Financial Group Inc.307,815$31.03M9.2%+9.2%0.351%
8/12/2025 American Century Companies Inc.3,474,063$350.26M0.2%+0.3%3.956%
8/12/2025 Cozad Asset Management Inc.17,016$1.72M0.1%+7.8%0.019%
8/12/2025 AlphaCore Capital LLC65,361$6.59M0.3%+544,575.0%0.074%
8/12/2025 MAI Capital Management3,268$329K0.0%N/A0.004%
8/12/2025 JPMorgan Chase & Co.213,943$21.57M0.0%-54.0%0.244%
8/12/2025 Auxano Advisors LLC69,239$6.98M1.6%-4.0%0.079%
8/12/2025 NFP Retirement Inc.5,529$557K0.0%-3.4%0.006%
8/11/2025 Morling Financial Advisors LLC55,031$5.55M1.8%+1.8%0.063%
8/11/2025 Landaas & Co. WI ADV2,142$216K0.1%N/A0.002%
8/8/2025 Tortoise Investment Management LLC342,698$34.55M3.3%+7.3%0.390%
8/8/2025 Rockefeller Capital Management L.P.257,138$25.93M0.1%-8.0%0.293%
8/8/2025 Avantax Advisory Services Inc.76,574$7.72M0.0%-16.7%0.087%
8/8/2025 Cetera Investment Advisers39,809$4.01M0.0%+8.8%0.045%
8/8/2025 Creative Planning1,078,562$108.74M0.1%-6.7%1.228%
8/8/2025 Truepoint Inc.8,015$808K0.0%-70.7%0.009%
8/8/2025 Foundations Investment Advisors LLC132,545$13.36M0.2%+4.0%0.151%
8/8/2025 RAM Investment Partners LLC27,100$2.73M0.6%+244.6%0.031%
8/8/2025 L & S Advisors Inc43,673$4.40M0.4%+9.5%0.050%
8/8/2025 Schwarz Dygos Wheeler Investment Advisors LLC48,044$4.84M1.1%-1.7%0.055%
8/8/2025 Good Life Advisors LLC58,662$5.91M0.4%+7.6%0.067%
8/8/2025 Austin Wealth Management LLC10,804$1.11M0.2%N/A0.012%
8/8/2025 PNC 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%
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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%
(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, 487 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 450 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. ($1.21M), 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 46,381,338 shares in the last 24 months. This purchase volume represents approximately $4.50B 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 7,691,019 shares in the last 24 months. This volume of shares sold represents approximately $738.71M in transactions.


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This page (NYSEARCA:AVUS) was last updated on 8/29/2025 by MarketBeat.com Staff
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