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

Avantis U.S. Equity ETF logo
$132.47 +0.12 (+0.09%)
As of 04:10 PM 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)
330
Total
Institutional Inflows
(last 12 months)
$6.30B
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$456.19M
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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
7/10/2026 Annex Advisory Services LLC2,025,359$259.41M4.4%+5.0%1.874%
7/10/2026 Canvas Wealth Advisors LLC23,403$3.00M0.4%-5.6%0.022%
7/10/2026 William Mack & Associates Inc.4,175$535K0.2%+15.0%0.004%
7/10/2026 Lam Group Inc.15,450$1.98M1.0%-0.6%0.014%
7/10/2026 Torren Management LLC197,155$25.25M12.8%+0.0%0.182%
7/10/2026 KWB Wealth35,602$4.56M0.4%-5.3%0.033%
7/10/2026 Prosperity Planning Inc.57,080$7.31M1.7%+2.2%0.053%
7/10/2026 Highland Financial Advisors LLC331,484$42.46M9.3%-1.1%0.307%
7/10/2026 Wealthcare Advisory Partners LLC5,287$677K0.0%-25.7%0.005%
7/10/2026 Paladin Wealth LLC19,234$2.46M1.4%+41.7%0.018%
7/9/2026 Revolve Wealth Partners LLC34,245$4.39M0.5%+114.7%0.032%
7/9/2026 Ares Financial Consulting LLC31,348$4.02M2.8%-8.5%0.029%
7/9/2026 Vista Investment Partners LLC24,640$3.16M0.8%N/A0.023%
7/9/2026 Sax Wealth Advisors LLC117,054$14.99M0.6%-3.8%0.108%
7/9/2026 Ehrlich Financial Group127,765$16.36M8.4%+76.6%0.118%
7/8/2026 Beaird Harris Wealth Management LLC1,363$175K0.0%N/A0.001%
7/8/2026 Gradient Investments LLC483,502$61.93M0.9%+35.1%0.447%
7/8/2026 Invariant Investment Management23,562$3.01M1.8%+2.7%0.022%
7/8/2026 3 Factor Indexing LLC74,457$9.54M8.1%+12.4%0.069%
7/8/2026 Quantum Financial Advisors LLC907,573$116.24M10.1%+3.4%0.840%
7/8/2026 Kwmg LLC130,072$16.66M1.2%+3.2%0.120%
7/8/2026 Factor Wealth Management LTD7,771$995K0.2%-4.6%0.007%
7/8/2026 RVW Wealth LLC826,494$105.86M7.0%+3.0%0.765%
7/8/2026 Bannerman Wealth Management Group LLC41,758$5.35M3.1%-0.4%0.039%
7/8/2026 Elevation Wealth Partners LLC34,142$4.37M1.3%+20.5%0.032%
7/8/2026 Apella Capital LLC162,216$20.64M0.3%-6.1%0.150%
7/8/2026 Clark Asset Management LLC2,389$306K0.0%-18.1%0.002%
7/8/2026 Evanson Financial LLC17,212$2.21M0.1%N/A0.016%
7/8/2026 Hardin Capital Partners LLC16,251$2.09M1.0%+3.9%0.015%
7/7/2026 Pioneer Wealth Management Group4,377$561K0.1%-11.9%0.004%
7/7/2026 Dynamic Advisor Solutions LLC11,619$1.49M0.0%+7.4%0.011%
7/7/2026 Ridgeline Wealth LLC55,692$7.13M4.2%-1.0%0.052%
7/7/2026 CGN Advisors LLC16,665$2.13M0.2%-2.0%0.015%
7/7/2026 CoreCap Advisors LLC176,933$22.66M0.7%+15.7%0.164%
7/7/2026 Anderson Hoagland & Co.158,579$20.31M1.6%+1.3%0.147%
7/7/2026 Paul R. Ried Financial Group LLC4,197$538K0.2%-3.4%0.004%
7/2/2026 Versant Capital Management Inc71,093$9.11M0.8%+0.4%0.066%
6/12/2026 S&A Financial Services Inc.49,112$5.46M3.8%N/A0.049%
6/10/2026 FAS Wealth Partners Inc.7,604$845K0.1%+1.3%0.008%
6/3/2026 NewEdge Advisors LLC25,252$2.81M0.0%-64.3%0.025%
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5/29/2026 Asset Dedication LLC918$102K0.0%+15.5%0.001%
5/28/2026Cozad Asset Management Inc.16,593$1.85M0.1%-2.7%0.017%
5/22/2026 Segall Bryant & Hamill LLC3,023$343K0.0%N/A0.003%
5/19/2026Western Wealth Management LLC760$84K0.0%N/A0.001%
5/19/2026 Ariadne Wealth Management LP62,185$6.91M3.1%+3.8%0.062%
5/19/2026Bank of America Corp DE875,159$97.30M0.0%+91.3%0.876%
5/18/2026 EverSource Wealth Advisors LLC266$30K0.0%-64.7%0.000%
5/18/2026Royal Bank of Canada177,377$19.72M0.0%-0.9%0.178%
5/16/2026 Quantinno Capital Management LP91,993$10.23M0.0%+24.0%0.092%
5/15/2026Cardiff Park Advisors LLC195,220$21.71M1.7%+10.3%0.195%
5/15/2026 Gateway Wealth Partners LLC272,522$30.30M1.2%+131.1%0.273%
5/15/2026Waverly Advisors LLC412,735$45.89M0.3%+3.1%0.413%
5/15/2026 Bridgewater Advisors Inc.762,310$84.75M5.2%+8.8%0.763%
5/14/2026 Renaissance Technologies LLC2,500$278K0.0%-28.6%0.003%
5/14/2026 JRM Investment Counsel LLC310,296$34.50M9.2%-3.5%0.311%
5/14/2026Modern Wealth Management LLC26,334$2.95M0.1%+0.4%0.026%
5/14/2026 B&D White Capital Company LLC732,440$81.43M10.1%-2.4%0.733%
5/13/2026 Cetera Investment Advisers578,875$64.36M0.1%+15.5%0.579%
5/13/2026 Wealthspire Retirement LLC4,870$541K0.0%-6.6%0.005%
5/13/2026 First Trust Advisors LP16,038$1.78M0.0%-0.9%0.016%
5/8/2026 PNC Financial Services Group Inc.23,575$2.62M0.0%+9.7%0.024%
5/8/2026 Wilkerson Advisory Group LLC106,350$11.82M4.1%+2.9%0.106%
5/8/2026 Glenview Trust Co350,326$38.95M0.6%-5.6%0.351%
5/7/2026 Paul R. Ried Financial Group LLC4,343$483K0.2%+137.1%0.004%
5/7/2026Earned Wealth Advisors LLC23,567$2.62M0.2%+1.2%0.024%
5/7/2026 Continuum Wealth Advisors LLC261,916$29.12M12.1%-3.3%0.262%
5/7/2026 Eaton Cambridge Inc.51,742$5.75M1.8%+4.6%0.052%
5/6/2026 Zhang Financial LLC242,233$26.93M0.9%+13.7%0.242%
5/6/2026 Modera Wealth Management LLC1,027,703$114.26M1.4%+3.4%1.029%
5/6/2026 Assetmark Inc.790$88K0.0%+36.4%0.001%
5/5/2026 Lane Brothers & Co. Inc.41,715$4.64M3.4%-9.7%0.042%
5/5/2026 Wealthfront Advisers LLC23,741$2.64M0.0%-2.9%0.024%
5/5/2026 Bank of New York Mellon Corp781,758$86.92M0.0%+11.0%0.783%
5/5/2026 Geneos Wealth Management Inc.1,248$139K0.0%+17.4%0.001%
5/5/2026Signet Financial Management LLC2,920$325K0.0%-34.9%0.003%
5/5/2026 Nwam LLC20,739$2.31M0.1%+41.2%0.021%
5/5/2026 Avantax Planning Partners Inc.1,851$206K0.0%-37.9%0.002%
5/4/2026 Calamos Advisors LLC2,673$297K0.0%N/A0.003%
5/4/2026 Lutz Financial Services LLC4,234$471K0.0%+4.7%0.004%
5/4/2026 Integrity Wealth Solutions LLC46,054$5.12M2.0%+2.0%0.046%
5/4/2026 Chicago Partners Investment Group LLC222,642$26.86M0.5%+2.1%0.223%
5/4/2026 Uptick Partners LLC11,866$1.32M0.3%+70.9%0.012%
5/2/2026 International Assets Investment Management LLC3,490$391K0.0%-3.3%0.003%
5/2/2026 ARQ Wealth Advisors LLC179,647$19.97M3.6%+11.3%0.180%
5/2/2026 Diversify Wealth Management LLC4,301$519K0.0%N/A0.004%
5/1/2026 Seaside Wealth Management Inc.3,298$367K0.1%+8.2%0.003%
5/1/2026 Fifth Third Bancorp801$89K0.0%+670.2%0.001%
5/1/2026American Trust3,143$349K0.0%N/A0.003%
5/1/2026 Signature Resources Capital Management LLC310,523$34.52M16.4%+14.3%0.311%
5/1/2026 BCR Wealth Strategies LLC698,997$77.71M24.4%+2.7%0.700%
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5/1/2026 Simplicity Wealth LLC689,828$76.70M4.3%-1.3%0.692%
4/30/2026 Torren Management LLC197,066$21.91M10.9%+1.0%0.198%
4/30/2026 Accredited Investors Inc.4,920$547K0.0%N/A0.005%
4/30/2026 Waterfront Wealth Inc.14,650$1.63M0.3%-1.1%0.015%
4/30/2026 Beacon Financial Group17,336$1.93M0.2%-0.9%0.017%
4/30/2026 Valued Wealth Advisors LLC49,511$5.51M2.2%+96.5%0.050%
4/30/2026 Kestra Advisory Services LLC269,036$29.91M0.1%+17.0%0.270%
4/30/2026Summit Portfolio Management LTD.123,280$13.71M8.8%N/A0.124%
4/30/2026 Integrity Investment Advisors LLC66,320$7.37M4.0%+5.0%0.067%
4/30/2026 Frankly Finances LLC13,720$1.53M1.4%+80.9%0.014%


AVUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 550 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 ($638.69M), 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 489 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 ($5.70M), Maseco LLP ($4.43M), Simplicity Wealth LLC ($1.94M), Financial Plan Inc. ($1.39M), and Annex Advisory Services LLC ($1.25M).

Institutional investors have bought a total of 56,520,082 shares in the last 24 months. This purchase volume represents approximately $6.30B in transactions.

Of the 215 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), Bank of America Corp DE ($242.63K), Henrickson Nauta Wealth Advisors Inc. ($194.73K), Mariner LLC ($172.18K), Buttonwood Financial Group LLC ($167.62K), and Annex Advisory Services LLC ($155.27K).

Institutional investors have sold a total of 4,164,704 shares in the last 24 months. This volume of shares sold represents approximately $456.19M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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