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

Avantis U.S. Equity ETF logo
$127.09 0.00 (0.00%)
As of 07/2/2026 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)
378
Total
Institutional Inflows
(last 12 months)
$7.12B
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$662.54M
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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
7/2/2026 Versant Capital Management Inc71,093$9.11M0.8%+0.4%0.066%
6/12/2026S&A Financial Services Inc.49,112$5.46M3.8%N/A0.049%
6/10/2026FAS Wealth Partners Inc.7,604$845K0.1%+1.3%0.008%
6/3/2026NewEdge Advisors LLC25,252$2.81M0.0%-64.3%0.025%
5/29/2026Asset Dedication LLC918$102K0.0%+15.5%0.001%
5/28/2026Cozad Asset Management Inc.16,593$1.85M0.1%-2.7%0.017%
5/22/2026Segall Bryant & Hamill LLC3,023$343K0.0%N/A0.003%
5/19/2026Western Wealth Management LLC760$84K0.0%N/A0.001%
5/19/2026Ariadne 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%
5/18/2026EverSource Wealth Advisors LLC266$30K0.0%-64.7%0.000%
5/18/2026Royal Bank of Canada177,377$19.72M0.0%-0.9%0.178%
5/16/2026Quantinno 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%
5/15/2026Gateway Wealth Partners LLC272,522$30.30M1.2%+131.1%0.273%
5/15/2026Waverly Advisors LLC412,735$45.89M0.3%+3.1%0.413%
5/15/2026Bridgewater Advisors Inc.762,310$84.75M5.2%+8.8%0.763%
5/14/2026Renaissance Technologies LLC2,500$278K0.0%-28.6%0.003%
5/14/2026JRM 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%
5/14/2026B&D White Capital Company LLC732,440$81.43M10.1%-2.4%0.733%
5/13/2026Cetera Investment Advisers578,875$64.36M0.1%+15.5%0.579%
5/13/2026Wealthspire Retirement LLC4,870$541K0.0%-6.6%0.005%
5/13/2026First Trust Advisors LP16,038$1.78M0.0%-0.9%0.016%
5/8/2026PNC Financial Services Group Inc.23,575$2.62M0.0%+9.7%0.024%
5/8/2026Wilkerson Advisory Group LLC106,350$11.82M4.1%+2.9%0.106%
5/8/2026Glenview Trust Co350,326$38.95M0.6%-5.6%0.351%
5/7/2026Paul 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%
5/7/2026Continuum Wealth Advisors LLC261,916$29.12M12.1%-3.3%0.262%
5/7/2026Eaton Cambridge Inc.51,742$5.75M1.8%+4.6%0.052%
5/6/2026Zhang Financial LLC242,233$26.93M0.9%+13.7%0.242%
5/6/2026Modera Wealth Management LLC1,027,703$114.26M1.4%+3.4%1.029%
5/6/2026Assetmark Inc.790$88K0.0%+36.4%0.001%
5/5/2026Lane Brothers & Co. Inc.41,715$4.64M3.4%-9.7%0.042%
5/5/2026Wealthfront Advisers LLC23,741$2.64M0.0%-2.9%0.024%
5/5/2026Bank of New York Mellon Corp781,758$86.92M0.0%+11.0%0.783%
5/5/2026Geneos Wealth Management Inc.1,248$139K0.0%+17.4%0.001%
5/5/2026Signet Financial Management LLC2,920$325K0.0%-34.9%0.003%
5/5/2026Nwam LLC20,739$2.31M0.1%+41.2%0.021%
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5/5/2026Avantax Planning Partners Inc.1,851$206K0.0%-37.9%0.002%
5/4/2026Calamos Advisors LLC2,673$297K0.0%N/A0.003%
5/4/2026Lutz Financial Services LLC4,234$471K0.0%+4.7%0.004%
5/4/2026Integrity Wealth Solutions LLC46,054$5.12M2.0%+2.0%0.046%
5/4/2026Chicago Partners Investment Group LLC222,642$26.86M0.5%+2.1%0.223%
5/4/2026Uptick Partners LLC11,866$1.32M0.3%+70.9%0.012%
5/2/2026International Assets Investment Management LLC3,490$391K0.0%-3.3%0.003%
5/2/2026ARQ Wealth Advisors LLC179,647$19.97M3.6%+11.3%0.180%
5/2/2026Diversify Wealth Management LLC4,301$519K0.0%N/A0.004%
5/1/2026Seaside Wealth Management Inc.3,298$367K0.1%+8.2%0.003%
5/1/2026Fifth Third Bancorp801$89K0.0%+670.2%0.001%
5/1/2026American Trust3,143$349K0.0%N/A0.003%
5/1/2026Signature Resources Capital Management LLC310,523$34.52M16.4%+14.3%0.311%
5/1/2026BCR Wealth Strategies LLC698,997$77.71M24.4%+2.7%0.700%
5/1/2026Simplicity Wealth LLC689,828$76.70M4.3%-1.3%0.692%
4/30/2026Torren Management LLC197,066$21.91M10.9%+1.0%0.198%
4/30/2026Accredited Investors Inc.4,920$547K0.0%N/A0.005%
4/30/2026Waterfront Wealth Inc.14,650$1.63M0.3%-1.1%0.015%
4/30/2026Beacon Financial Group17,336$1.93M0.2%-0.9%0.017%
4/30/2026Valued Wealth Advisors LLC49,511$5.51M2.2%+96.5%0.050%
4/30/2026Kestra 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%
4/30/2026Integrity Investment Advisors LLC66,320$7.37M4.0%+5.0%0.067%
4/30/2026Frankly Finances LLC13,720$1.53M1.4%+80.9%0.014%
4/29/2026Rockwood Wealth Management LLC614,490$68.32M4.9%+6.7%0.616%
4/29/2026Sage Rhino Capital LLC73,804$8.21M1.5%-6.5%0.074%
4/29/2026Oceanside Advisors LLC4,996$555K0.3%+2.2%0.005%
4/29/2026Canvas Wealth Advisors LLC24,792$2.76M0.5%-28.6%0.025%
4/29/2026Intelligent Financial Strategies784$87K0.0%-9.8%0.001%
4/28/2026Retirement Financial Solutions LLC335,974$37.35M10.7%+0.8%0.338%
4/28/2026Tanglewood Legacy Advisors LLC7,406$823K0.3%-19.6%0.007%
4/27/2026HB Wealth Management LLC5,744,706$638.69M4.1%+9.4%5.779%
4/27/2026BIP Wealth LLC6,755$751K0.0%+106.1%0.007%
4/27/2026Kelman Lazarov Inc.9,243$1.03M0.1%N/A0.009%
4/27/2026World Investment Advisors441,517$49.09M0.8%+6.7%0.444%
4/27/2026Legacy Financial Group Inc.363,360$40.40M10.7%+3.7%0.366%
4/27/2026Flagstone Financial Management134,767$14.98M3.7%+0.8%0.136%
4/27/2026Private Advisor Group LLC56,011$6.23M0.0%-22.6%0.056%
4/27/2026Financial Plan Inc.1,393,958$154.98M16.6%+4.4%1.402%
4/27/2026Trademark Financial Management LLC8,950$995K0.5%+1.7%0.009%
4/25/2026Bayshore Asset Management LLC77,825$8.65M3.4%+9.0%0.078%
4/24/2026Acorn Financial Advisory Services Inc. ADV26,869$2.99M0.4%-83.1%0.027%
4/23/2026Caliber Wealth Management LLC KS605,425$67.31M7.4%+7.0%0.609%
4/23/2026SJS Investment Consulting Inc.140,466$15.62M1.9%+28.2%0.141%
4/23/2026Forum Financial Management LP30,745$3.42M0.0%-4.6%0.031%
4/23/2026WMG Financial Advisors LLC501,509$55.76M23.3%-0.1%0.505%
4/23/2026Avant Financial Advisors LLC13,527$1.50M1.1%+0.8%0.014%
4/23/2026McLean Asset Management Corp741,463$82.44M14.4%+9.5%0.746%
4/23/2026Pasadena Private Wealth LLC3,032$337K0.0%N/A0.003%
4/23/2026Vicus Capital40,867$4.54M0.3%+40.7%0.041%
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4/22/2026Lam Group Inc.15,550$1.73M1.0%+17.3%0.016%
4/22/2026MeadowBrook Investment Advisors LLC3,530$392K0.3%N/A0.004%
4/22/2026Sylvest Advisors LLC2,750$306K0.2%N/A0.003%
4/22/2026AGH Wealth Advisors LLC11,754$1.31M1.0%+4.0%0.012%
4/22/2026Foundry Financial LLC5,249$584K0.2%+4.9%0.005%
4/22/2026My Personal CFO LLC117,189$13.03M5.7%-5.5%0.118%
4/22/2026Harbor Asset Planning Inc.713$79K0.1%+150.2%0.001%
4/21/2026Madrid Wealth Management LLC122,613$13.63M10.1%+12.6%0.124%
4/21/2026Echo Wealth Management LLC72,143$8.02M4.6%-10.4%0.073%
4/21/2026RCS Financial Planning LLC5,031$559K0.3%+87.5%0.005%


AVUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 559 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), Annex Advisory Services LLC ($275.48M), Maseco LLP ($259.86M), and LPL Financial LLC ($258.58M).Learn more on Avantis U.S. Equity ETF's institutional investors.

Of the 496 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 ($34.07M), HB Wealth Management LLC ($5.70M), Maseco LLP ($4.43M), Simplicity Wealth LLC ($2.00M), Financial Plan Inc. ($1.39M), and Annex Advisory Services LLC ($1.28M).

Institutional investors have bought a total of 64,772,309 shares in the last 24 months. This purchase volume represents approximately $7.12B in transactions.

Of the 241 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: Smith Anglin Financial LLC ($768.24K), Simplicity Wealth LLC ($691.72K), Northwestern Mutual Wealth Management Co. ($347.31K), JPMorgan Chase & Co. ($250.67K), Bank of America Corp DE ($242.63K), Ridgeline Wealth LLC ($240.41K), and Henrickson Nauta Wealth Advisors Inc. ($194.73K).

Institutional investors have sold a total of 6,219,434 shares in the last 24 months. This volume of shares sold represents approximately $662.54M in transactions.


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This page (NYSEARCA:AVUS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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