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

Avantis U.S. Equity ETF logo
$129.25 -1.32 (-1.01%)
Closing price 04:10 PM Eastern
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$129.25 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Number of
Institutional Buyers
(last 12 months)
338
Total
Institutional Inflows
(last 12 months)
$6.64B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$464.28M
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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
10/14/2026My Personal CFO LLC112,812$14.45M5.3%N/A0.099%
10/14/2026XY Planning Network Inc.98,470$12.61M1.4%+138.0%0.087%
10/13/2026McGlone Suttner Wealth Management Inc.532,568$68.22M7.9%+0.7%0.469%
10/13/2026Sax Wealth Advisors LLC115,259$14.76M0.4%N/A0.102%
10/13/2026NorthCrest Asset Manangement LLC4,826$628K0.0%N/A0.004%
10/13/2026Avior Wealth Management LLC2,718$348K0.0%N/A0.002%
10/9/2026Sprinkle Financial Consultants LLC2,362$303K0.1%N/A0.002%
10/9/2026Wedmont Private Capital97,159$12.64M0.3%+2.4%0.086%
10/9/2026Intelligence Driven Advisers LLC3,954$506K0.1%N/A0.004%
10/9/2026Prosperity Planning Inc.57,950$7.42M1.7%N/A0.051%
10/9/2026Hardin Capital Partners LLC16,442$2.11M0.9%+1.2%0.015%
10/9/2026Bannerman Wealth Management Group LLC41,265$5.29M3.0%-1.2%0.037%
10/9/2026Acropolis Investment Management LLC168,218$21.55M0.9%N/A0.149%
10/8/2026Invariant Investment Management24,062$3.12M1.8%N/A0.021%
10/8/2026Farther Finance Advisors LLC81,781$10.48M0.1%+83.1%0.073%
10/8/2026CoreCap Advisors LLC187,105$23.97M0.7%N/A0.166%
10/8/2026Apella Capital LLC176,975$23.04M0.3%N/A0.157%
10/8/2026Gradient Investments LLC547,307$70.11M1.0%N/A0.485%
10/8/2026Avidian Wealth Enterprises LLC4,688$600K0.0%-95.8%0.004%
10/8/2026Winebrenner Capital Management LLC4,487$575K0.4%+8.6%0.004%
10/7/2026Elevation Wealth Partners LLC38,679$4.95M1.4%+13.3%0.034%
10/7/2026Kwmg LLC135,427$17.35M1.3%N/A0.120%
10/6/2026RVW Wealth LLC910,991$116.69M7.5%N/A0.808%
10/6/2026Financial Symmetry Inc82,060$10.51M3.4%-0.3%0.073%
10/5/2026Ferguson Wellman Capital Management Inc.1,649$211K0.0%-64.6%0.001%
10/5/2026Collective Family Office LLC11,290$1.45M0.3%N/A0.010%
10/2/2026 Versant Capital Management Inc71,166$9.12M0.8%N/A0.063%
9/23/2026Envestnet Asset Management Inc.2,009,207$257.34M0.0%+9.7%1.830%
9/21/2026Altar Rock LLC27,614$3.54M5.1%+1.4%0.025%
9/15/2026Anchor Investment Management LLC411$53K0.0%N/A0.000%
9/15/2026Cherry Tree Wealth Management LLC1,103$141K0.0%+1,261.7%0.001%
9/9/2026Tortoise Investment Management LLC415,640$53.24M4.0%+6.0%0.379%
9/9/2026MCF Advisors LLC135,196$17.32M0.6%-0.2%0.123%
9/9/2026Integrated Wealth Concepts LLC4,760$610K0.0%-47.1%0.004%
9/9/2026NewEdge Advisors LLC25,333$3.25M0.0%+0.3%0.023%
9/9/2026IFP Advisors Inc1,998$256K0.0%+23.9%0.002%
9/9/2026Baird Financial Group Inc.4,170$534K0.0%-38.2%0.004%
9/9/2026XY Planning Network Inc.41,375$5.30M0.7%+77.5%0.038%
9/8/2026Allworth Financial LP154,752$19.82M0.1%+0.1%0.141%
9/8/2026Waverly Advisors LLC407,458$52.19M0.3%-1.3%0.371%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions. A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider.tc pixel

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9/4/2026Parkside Financial Bank & Trust1,067$137K0.0%+23.2%0.001%
8/27/2026Corient Private Wealth LP1,101,011$141.02M0.2%-17.7%1.003%
8/26/2026Schulz Wealth LTD.23,664$3.03M1.6%N/A0.022%
8/26/2026Brown Financial Advisors16,348$2.09M0.7%+18.2%0.015%
8/23/2026Tanager Wealth Management LLP175,042$22.42M2.0%-2.0%0.159%
8/23/2026Ameritas Advisory Services LLC3,155$404K0.0%-43.1%0.003%
8/23/2026Henrickson Nauta Wealth Advisors Inc.192,534$24.66M6.0%-1.6%0.175%
8/23/2026Wedmont Private Capital94,887$12.19M0.3%+3.1%0.086%
8/23/2026PCG Wealth Advisors LLC1,762$226K0.1%-23.4%0.002%
8/23/2026Endeavor Private Wealth Inc.81,585$10.45M2.5%+15.8%0.074%
8/23/2026Andrews Lucia Wealth Management LLC41,887$5.37M2.8%+35.3%0.038%
8/23/2026Bayshore Asset Management LLC78,742$10.09M3.4%+1.2%0.072%
8/23/2026Midwest Heritage Bank FSB3,554$455K0.1%+10.3%0.003%
8/23/2026SFG Wealth Management LLC.51,363$6.58M2.4%-3.4%0.047%
8/23/2026Beaird Harris Wealth Management LLC1,363$175K0.0%N/A0.001%
8/23/2026HB Wealth Management LLC6,026,439$771.87M4.3%+4.9%5.489%
8/23/2026Hutchens & Kramer Investment Management Group LLC348,287$44.61M12.2%+16.2%0.317%
8/23/2026Ridgeline Wealth LLC55,692$7.13M4.1%-1.0%0.051%
8/23/2026Red Lighthouse Investment Management LLC435,464$55.77M16.1%+0.6%0.397%
8/22/2026Sensenig Capital Advisors Inc243,335$31.17M28.5%+1.9%0.222%
8/22/2026Concurrent Investment Advisors LLC130,733$16.74M0.1%+6.6%0.119%
8/22/2026Prosperitas Financial LLC2,722$349K0.1%+12.1%0.002%
8/20/2026Wedbush Securities Inc.68,767$6.71M0.2%N/A0.063%
8/20/2026Greenleaf Trust1,618$207K0.0%N/A0.001%
7/10/2026Annex Advisory Services LLC2,025,359$259.41M4.4%+5.0%1.874%
7/10/2026Canvas Wealth Advisors LLC23,403$3.00M0.4%-5.6%0.022%
7/10/2026William Mack & Associates Inc.4,175$535K0.2%+15.0%0.004%
7/10/2026Lam Group Inc.15,450$1.98M1.0%-0.6%0.014%
7/10/2026Torren Management LLC197,155$25.25M12.8%+0.0%0.182%
7/10/2026KWB Wealth35,602$4.56M0.4%-5.3%0.033%
7/10/2026Prosperity Planning Inc.57,080$7.31M1.7%+2.2%0.053%
7/10/2026Highland Financial Advisors LLC331,484$42.46M9.5%-1.1%0.302%
7/10/2026Wealthcare Advisory Partners LLC5,287$677K0.0%-25.7%0.005%
7/10/2026Paladin Wealth LLC19,234$2.46M1.4%+41.7%0.018%
7/9/2026Revolve Wealth Partners LLC34,245$4.39M0.5%+114.7%0.032%
7/9/2026Ares Financial Consulting LLC31,348$4.02M2.8%-8.5%0.029%
7/9/2026Vista Investment Partners LLC24,640$3.16M0.8%N/A0.023%
7/9/2026Sax Wealth Advisors LLC117,054$14.99M0.6%-3.8%0.108%
7/9/2026Ehrlich Financial Group127,765$16.36M8.4%+76.6%0.118%
7/8/2026Beaird Harris Wealth Management LLC1,363$175K0.0%N/A0.001%
7/8/2026Gradient Investments LLC483,502$61.93M0.9%+35.1%0.447%
7/8/2026Invariant Investment Management23,562$3.01M1.8%+2.7%0.022%
7/8/20263 Factor Indexing LLC74,457$9.54M8.1%+12.4%0.069%
7/8/2026Quantum Financial Advisors LLC907,573$116.24M10.1%+3.4%0.840%
7/8/2026Kwmg LLC130,072$16.66M1.2%+3.2%0.120%
7/8/2026Factor Wealth Management LTD7,771$995K0.2%-4.6%0.007%
7/8/2026RVW Wealth LLC826,494$105.86M7.0%+3.0%0.765%
7/8/2026Bannerman Wealth Management Group LLC41,758$5.35M3.1%-0.4%0.039%
7/8/2026Elevation Wealth Partners LLC34,142$4.37M1.3%+20.5%0.032%
7/8/2026Apella Capital LLC162,216$20.64M0.3%-6.1%0.150%
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7/8/2026Clark Asset Management LLC2,389$306K0.0%-18.1%0.002%
7/8/2026Evanson Financial LLC17,212$2.21M0.1%N/A0.016%
7/8/2026Hardin Capital Partners LLC16,251$2.09M1.0%+3.9%0.015%
7/7/2026Pioneer Wealth Management Group4,377$561K0.1%-11.9%0.004%
7/7/2026Dynamic Advisor Solutions LLC11,619$1.49M0.0%+7.4%0.011%
7/7/2026Ridgeline Wealth LLC55,692$7.13M4.2%-1.0%0.052%
7/7/2026CGN Advisors LLC16,665$2.13M0.2%-2.0%0.015%
7/7/2026CoreCap Advisors LLC176,933$22.66M0.7%+15.7%0.164%
7/7/2026Anderson Hoagland & Co.158,579$20.31M1.6%+1.3%0.147%
7/7/2026Paul R. Ried Financial Group LLC4,197$538K0.2%-3.4%0.004%


AVUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 558 institutional investors and hedge funds held shares of Avantis U.S. Equity ETF. The most heavily invested institutionals were Align Financial LLC ($4.02B), HB Wealth Management LLC ($771.87M), American Century Companies Inc. ($388.17M), Oak Root LLC ($324.83M), Maseco LLP ($259.86M), Annex Advisory Services LLC ($259.41M), and LPL Financial LLC ($258.58M).Learn more on Avantis U.S. Equity ETF's institutional investors.

Of the 493 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: Align Financial LLC ($36.01M), Strategic Financial Concepts LLC ($19.88M), HB Wealth Management LLC ($5.98M), Maseco LLP ($4.43M), Financial Plan Inc. ($1.39M), Simplicity Wealth LLC ($1.38M), and Raymond James Financial Inc. ($1.21M).

Institutional investors have bought a total of 59,033,985 shares in the last 24 months. This purchase volume represents approximately $6.64B in transactions.

Of the 211 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: Simplicity Wealth LLC ($691.72K), Northwestern Mutual Wealth Management Co. ($347.31K), Corient Private Wealth LP ($237.37K), Henrickson Nauta Wealth Advisors Inc. ($197.82K), Mariner LLC ($172.18K), Buttonwood Financial Group LLC ($167.62K), and Annex Advisory Services LLC ($155.27K).

Institutional investors have sold a total of 4,148,842 shares in the last 24 months. This volume of shares sold represents approximately $464.28M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AVUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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