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

Avantis U.S. Equity ETF logo
$123.11 +1.29 (+1.06%)
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)
391
Total
Institutional Inflows
(last 12 months)
$7.45B
Number of
Institutional Sellers
(last 12 months)
247
Total
Institutional Outflows
(last 12 months)
$721.02M
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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
5/5/2026Bank 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%
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%
5/4/2026Lutz Financial Services LLC4,234$471K0.0%+4.7%0.004%
5/4/2026Integrity Wealth Solutions LLC46,054$5.12M2.0%+2.0%0.046%
5/4/2026 Chicago 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%
5/2/2026 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%
5/1/2026 American 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%
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%
4/30/2026 Summit 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%
4/29/2026 Rockwood Wealth Management LLC614,490$68.32M4.9%+6.7%0.616%
4/29/2026 Sage Rhino Capital LLC73,804$8.21M1.5%-6.5%0.074%
4/29/2026 Oceanside Advisors LLC4,996$555K0.3%+2.2%0.005%
4/29/2026 Canvas Wealth Advisors LLC24,792$2.76M0.5%-28.6%0.025%
4/29/2026 Intelligent Financial Strategies784$87K0.0%-9.8%0.001%
4/28/2026 Retirement Financial Solutions LLC335,974$37.35M10.7%+0.8%0.338%
4/28/2026 Tanglewood Legacy Advisors LLC7,406$823K0.3%-19.6%0.007%
4/27/2026 HB Wealth Management LLC5,744,706$638.69M4.1%+9.4%5.779%
4/27/2026 BIP Wealth LLC6,755$751K0.0%+106.1%0.007%
4/27/2026 Kelman Lazarov Inc.9,243$1.03M0.1%N/A0.009%
4/27/2026 World Investment Advisors441,517$49.09M0.8%+6.7%0.444%
4/27/2026 Legacy Financial Group Inc.363,360$40.40M10.7%+3.7%0.366%
4/27/2026 Flagstone Financial Management134,767$14.98M3.7%+0.8%0.136%
4/27/2026 Private Advisor Group LLC56,011$6.23M0.0%-22.6%0.056%
4/27/2026 Financial Plan Inc.1,393,958$154.98M16.6%+4.4%1.402%
4/27/2026 Trademark Financial Management LLC8,950$995K0.5%+1.7%0.009%
4/25/2026 Bayshore Asset Management LLC77,825$8.65M3.4%+9.0%0.078%
4/24/2026 Acorn Financial Advisory Services Inc. ADV26,869$2.99M0.4%-83.1%0.027%
4/23/2026 Caliber Wealth Management LLC KS605,425$67.31M7.4%+7.0%0.609%
4/23/2026 SJS Investment Consulting Inc.140,466$15.62M1.9%+28.2%0.141%
4/23/2026 Forum Financial Management LP30,745$3.42M0.0%-4.6%0.031%
4/23/2026 WMG Financial Advisors LLC501,509$55.76M23.3%-0.1%0.505%
4/23/2026 Avant Financial Advisors LLC13,527$1.50M1.1%+0.8%0.014%
4/23/2026 McLean Asset Management Corp741,463$82.44M14.4%+9.5%0.746%
4/23/2026 Pasadena Private Wealth LLC3,032$337K0.0%N/A0.003%
4/23/2026 Vicus Capital40,867$4.54M0.3%+40.7%0.041%
4/22/2026 Lam Group Inc.15,550$1.73M1.0%+17.3%0.016%
4/22/2026 MeadowBrook Investment Advisors LLC3,530$392K0.3%N/A0.004%
4/22/2026 Sylvest Advisors LLC2,750$306K0.2%N/A0.003%
4/22/2026 AGH Wealth Advisors LLC11,754$1.31M1.0%+4.0%0.012%
4/22/2026 Foundry Financial LLC5,249$584K0.2%+4.9%0.005%
4/22/2026 My Personal CFO LLC117,189$13.03M5.7%-5.5%0.118%
4/22/2026 Harbor Asset Planning Inc.713$79K0.1%+150.2%0.001%
4/21/2026 Madrid Wealth Management LLC122,613$13.63M10.1%+12.6%0.124%
4/21/2026 Echo Wealth Management LLC72,143$8.02M4.6%-10.4%0.073%
4/21/2026 RCS Financial Planning LLC5,031$559K0.3%+87.5%0.005%
4/21/2026 Maseco LLP2,338,277$259.86M8.1%N/A2.364%
4/21/2026 Silver Oak Securities Incorporated28,031$3.12M0.2%-1.6%0.028%
4/20/2026 Kestra Private Wealth Services LLC2,244$249K0.0%+19.0%0.002%
4/20/2026 Cardinal Point Capital Management ULC3,829$426K0.0%N/A0.004%
4/20/2026 Tanager Wealth Management LLP178,650$19.86M1.9%-1.5%0.181%
4/20/2026 Factor Wealth Management LTD8,142$905K0.2%-26.7%0.008%
4/20/2026 Apella Capital LLC172,697$20.80M0.3%-0.4%0.175%
4/20/2026 Tranquility Partners LLC4,704$523K0.2%+1.9%0.005%
4/20/2026 Riverchase Wealth Management LLC38,926$4.33M2.3%+5.5%0.039%
4/17/2026 Wealth Management Partners LLC14,526$1.62M0.5%+17.3%0.015%
4/17/2026 Certified Advisory Corp21,023$2.34M0.2%+6.9%0.021%
4/17/2026 Summit Wealth Partners LLC42,556$4.73M0.7%-6.7%0.043%
4/17/2026 Sterneck Capital Management LLC66,267$7.37M3.3%+3.9%0.067%
4/17/2026 Clark Asset Management LLC2,916$324K0.0%-19.5%0.003%
4/17/2026 CPC Advisors LLC491,240$54.62M8.9%+0.7%0.497%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.195,625$21.75M6.1%-49.8%0.198%
4/16/2026 Kavar Capital Partners Group LLC21,831$2.43M0.3%+36.2%0.022%
4/16/2026 Freedom Financial Partners LLC174,097$19.36M6.9%-4.7%0.176%
4/16/2026 Paladin Wealth LLC13,573$1.51M1.0%+18.4%0.014%
4/15/2026 WESPAC Advisors SoCal LLC2,934$326K0.1%-16.1%0.003%
3/17/2026Rockefeller Capital Management L.P.390,100$43.61M0.1%+47.6%0.408%
3/13/2026Lane Brothers & Co. Inc.46,174$5.16M3.7%N/A0.048%
3/9/2026Corient Private Wealth LLC1,135,183$126.89M0.1%+27.3%1.187%
2/24/2026 DGS Capital Management LLC2,211$247K0.0%N/A0.002%
2/23/2026 Monetary Solutions Ltd345$39K0.0%N/A0.000%
2/20/2026Capstone Wealth Management Inc.11,919$1.34M1.2%N/A0.012%
2/19/2026Compound Planning Inc.6,933$775K0.0%-4.6%0.007%
2/19/2026 Axxcess Wealth Management LLC119,670$13.38M0.1%+27.8%0.125%
2/19/2026Corient Private Wealth LLC1,093,303$122.21M0.1%+22.6%1.144%
2/18/2026Mercer Global Advisors Inc. ADV1,015,677$113.53M0.2%-10.5%1.062%
2/18/2026Wealthspire Retirement LLC5,215$583K0.0%-3.6%0.005%
2/18/2026Beacon Pointe Advisors LLC1,113,464$124.46M0.9%+1.3%1.165%
2/18/2026FAS Wealth Partners Inc.7,509$839K0.1%-26.1%0.008%
2/18/2026EP Wealth Advisors LLC3,217$360K0.0%N/A0.003%
2/18/2026NewEdge Advisors LLC70,831$7.92M0.0%-5.0%0.074%
2/18/2026 North Capital Inc.8,801$984K0.8%+11.7%0.009%


AVUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVUS shares?

During the previous two years, 563 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.

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

Of the 500 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).

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

Institutional investors have bought a total of 68,468,189 shares in the last 24 months. This purchase volume represents approximately $7.44B in transactions.

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

Of the 245 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), Northwestern Mutual Wealth Management Co. ($764.78K), Simplicity Wealth LLC ($691.72K), JPMorgan Chase & Co. ($250.67K), Bank of America Corp DE ($242.63K), Ridgeline Wealth LLC ($240.41K), and RVW Wealth LLC ($215.23K).

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

Institutional investors have sold a total of 6,875,579 shares in the last 24 months. This volume of shares sold represents approximately $721.02M in transactions.


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