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

Avantis U.S. Equity ETF logo
$87.64 -0.25 (-0.28%)
Closing price 04/15/2025 04:10 PM Eastern
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$87.68 +0.05 (+0.05%)
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Number of
Institutional Buyers
(last 12 months)
300
Total
Institutional Inflows
(last 12 months)
$4.65B
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$565.61M
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AVUS Institutional Buying and Selling by Quarter

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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
4/15/2025FMB Wealth Management125,085$11.56M6.4%+10.3%0.152%
4/15/2025Zhang Financial LLC154,632$14.29M0.8%+2.1%0.187%
4/15/2025Magnolia Private Wealth LLC72,373$6.69M3.7%+17.9%0.088%
4/15/2025Visionary Horizons LLC53,614$4.95M3.5%-1.3%0.065%
4/15/2025SJS Investment Consulting Inc.4,897$452K0.1%-56.3%0.006%
4/15/2025Paragon Advisors LLC7,164$662K0.3%-22.4%0.009%
4/15/2025Simplicity Wealth LLC641,396$59.25M4.6%N/A0.777%
4/15/2025Signet Financial Management LLC8,719$805K0.1%-10.9%0.011%
4/14/2025 Regatta Capital Group LLC14,567$1.35M0.3%+3.3%0.018%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.188,926$16.20M6.5%+2.2%0.229%
4/14/2025 Farther Finance Advisors LLC46,910$4.35M0.1%-3.3%0.057%
4/14/2025 Clarity Capital Advisors LLC110,176$10.18M6.7%+0.4%0.133%
4/14/2025 Park Avenue Securities LLC531,661$49.12M0.6%-12.9%0.644%
4/14/2025 Greenspring Advisors LLC101,891$9.41M2.2%+3.8%0.123%
4/14/2025 Rockwood Wealth Management LLC387,744$35.82M3.7%+7.1%0.470%
4/14/2025 UMB Bank n.a.13,629$1.26M0.0%-6.1%0.017%
4/14/2025 LexAurum Advisors LLC168,194$15.54M3.0%+18.8%0.204%
4/14/2025 Buttonwood Financial Group LLC225,949$19.37M11.4%+6.0%0.274%
4/11/2025 Ridgeline Wealth LLC291,490$26.93M22.9%+6.0%0.353%
4/11/2025 Ehrlich Financial Group76,118$7.03M5.1%-19.1%0.092%
4/11/2025 Procyon Advisors LLC3,391$313K0.0%-6.1%0.004%
4/11/2025 AGH Wealth Advisors LLC12,055$1.11M1.1%+1.2%0.015%
4/11/2025 Magnus Financial Group LLC21,905$2.02M0.2%-3.0%0.027%
4/11/2025 Prosperity Planning Inc.41,727$3.86M1.2%+2.4%0.051%
4/11/2025 Annex Advisory Services LLC2,319,087$214.24M6.1%-34.9%2.809%
4/10/2025 KWB Wealth34,654$3.36M0.4%-3.3%0.042%
4/10/2025 Wealth Management Partners LLC12,264$1.13M0.5%-20.7%0.015%
4/10/2025 Beacon Financial Group19,110$1.77M0.2%-0.9%0.023%
4/10/2025 Oak Root LLC3,049,727$281.73M37.8%+0.4%3.694%
4/10/2025 Freedom Financial Partners LLC237,696$21.96M10.2%+3.8%0.288%
4/10/2025 Apella Capital LLC189,041$16.84M0.6%-0.8%0.229%
4/10/2025 CGN Advisors LLC12,530$1.16M0.1%+7.0%0.015%
4/10/2025 Smith Anglin Financial LLC883,173$81.59M8.6%+0.2%1.070%
4/9/2025 Kwmg LLC116,584$10.77M1.1%+1.2%0.141%
4/9/2025 McLean Asset Management Corp143,368$13.24M3.9%+15.1%0.174%
4/9/2025 Elevation Wealth Partners LLC30,880$2.85M1.2%N/A0.037%
4/9/2025 Gradient Investments LLC45,383$4.19M0.1%N/A0.055%
4/9/2025 Divergent Planning LLC218,852$20.47M6.8%+1.4%0.265%
4/9/2025 Websterrogers Financial Advisors LLC265,987$24.57M8.4%-1.9%0.322%
4/9/2025 Quantum Financial Advisors LLC1,023,555$94.56M14.1%+1.8%1.240%
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4/8/2025 Sterneck Capital Management LLC34,710$3.21M1.7%-0.4%0.042%
4/8/2025 Highland Financial Advisors LLC284,491$26.28M9.4%+4.0%0.345%
4/3/2025 Versant Capital Management Inc64,816$5.99M1.0%-0.4%0.079%
4/3/2025 Collective Family Office LLC16,847$1.56M0.4%-14.4%0.020%
3/24/2025Avant Financial Advisors LLC10,637$1.03M0.9%N/A0.013%
3/17/2025Wealth Enhancement Advisory Services LLC649,011$62.91M0.1%+2.6%0.789%
3/7/2025Bannerman Wealth Management Group LLC55,219$5.35M4.4%N/A0.068%
3/6/2025Arcadia Wealth Management Inc.236,963$22.97M19.5%N/A0.290%
3/4/2025Dogwood Wealth Management LLC2,723$264K0.1%-41.0%0.003%
2/27/2025Landaas & Co. WI ADV2,325$225K0.1%N/A0.003%
2/27/2025XY Planning Network Inc.14,667$1.42M1.1%N/A0.020%
2/25/2025Armis Advisers LLC60,458$5.86M0.7%N/A0.084%
2/24/2025Great Valley Advisor Group Inc.164,224$15.92M0.4%+4.5%0.228%
2/19/2025ARQ Wealth Advisors LLC129,031$12.51M4.8%-3.7%0.179%
2/19/2025WCG Wealth Advisors LLC362,344$35.12M2.3%+3.7%0.502%
2/18/2025Sunbelt Securities Inc.6,953$675K0.1%-14.4%0.010%
2/18/2025Legacy Financial Group Inc.258,738$25.08M8.1%+5.7%0.359%
2/18/2025Orion Capital Management LLC110,888$10.75M4.7%+4.2%0.154%
2/18/2025Focus Partners Advisor Solutions LLC271,875$26.35M0.4%+41.8%0.377%
2/18/2025Lantern Wealth Advisors LLC84,068$8.15M5.3%-11.5%0.117%
2/17/2025Waverly Advisors LLC419,542$40.67M0.6%-2.8%0.582%
2/17/2025Trace Wealth Advisors LLC156,955$15.21M13.6%N/A0.218%
2/17/2025True Wealth Design LLC20,326$1.97M0.8%-2.9%0.028%
2/17/2025Triune Financial Partners LLC33,808$3.28M1.0%-0.4%0.047%
2/17/2025Royal Bank of Canada168,247$16.31M0.0%+5.3%0.233%
2/17/2025Quantinno Capital Management LP4,377$424K0.0%N/A0.006%
2/17/2025Minot DeBlois Advisors LLC421$41K0.0%N/A0.001%
2/17/2025JRM Investment Counsel LLC371,273$35.99M12.7%-10.5%0.515%
2/17/2025Focus Partners Wealth349,290$33.86M0.1%+5.9%0.484%
2/17/2025Francis Financial Inc.2,570$249K0.1%N/A0.004%
2/17/2025Full Sail Capital LLC689,540$66.84M4.3%-1.2%0.956%
2/17/2025EP Wealth Advisors LLC2,145$208K0.0%N/A0.003%
2/17/2025CoreCap Advisors LLC40,723$3.95M0.2%+818.0%0.056%
2/17/2025Cresset Asset Management LLC610,222$59.15M0.3%-10.2%0.846%
2/17/2025Cetera Investment Advisers45,784$4.44M0.0%-6.4%0.063%
2/17/2025Captrust Financial Advisors14,685$1.42M0.0%-7.4%0.020%
2/17/2025Cardiff Park Advisors LLC187,747$18.20M1.7%+0.1%0.260%
2/17/2025Baird Financial Group Inc.7,467$724K0.0%+12.1%0.010%
2/17/2025Bank of America Corp DE561,165$54.39M0.0%+260.4%0.778%
2/17/2025Ameriprise Financial Inc.70,350$6.82M0.0%-1.1%0.098%
2/17/2025Accredited Wealth Management LLC132,537$12.85M11.2%N/A0.184%
2/17/2025Acorn Financial Advisory Services Inc. ADV187,718$18.20M3.0%-1.2%0.260%
2/14/2025Mercer Global Advisors Inc. ADV440,773$42.72M0.1%N/A0.611%
2/14/2025FAS Wealth Partners Inc.2,989$290K0.0%-17.1%0.004%
2/14/2025Jane Street Group LLC5,659$549K0.0%N/A0.008%
2/14/2025Comerica Bank857$83K0.0%+147.0%0.001%
2/14/2025Parkshore Wealth Management Inc.73,016$7.08M4.3%N/A0.101%
2/14/2025Betterment LLC46,349$4.49M0.0%+15.1%0.064%
2/14/2025Oak Wealth Advisors LLC197,202$19.12M14.7%N/A0.273%
2/14/2025Knightsbridge Asset Management LLC51,733$5.01M1.2%-3.1%0.072%
Markets in Chaos? Here’s What to Do. (Ad)

Wall Street's on edge with tariffs. And volatility? It's not slowing down. You've seen the headlines… But here's the thing: reading the news and refreshing your feed won't protect your portfolio. You need a plan. And that's exactly what I shared in this special market briefing:

Because in a moment like this, clarity is everything. And once you have it…the fear loses its grip.
2/14/2025Integrated Wealth Concepts LLC8,219$797K0.0%N/A0.011%
2/14/2025Susquehanna International Group LLP35,026$3.40M0.0%+1,256.0%0.049%
2/14/2025IHT Wealth Management LLC228,851$22.18M0.7%+0.1%0.317%
2/14/2025Stifel Financial Corp107,940$10.46M0.0%+7.4%0.150%
2/14/2025OneDigital Investment Advisors LLC772,214$74.85M0.9%+3.7%1.071%
2/14/2025Trajan Wealth LLC154,425$14.97M0.8%-5.1%0.214%
2/14/2025MML Investors Services LLC303,233$29.39M0.1%0.0%0.420%
2/14/2025Cornerstone Capital Inc.9,380$909K0.1%-7.9%0.013%
2/14/2025Holcombe Financial Inc.64,797$6.28M5.2%N/A0.090%
2/14/2025Capital Group Private Client Services Inc.56,905$5.52M0.1%+0.3%0.079%
(Data available from 1/1/2016 forward)

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AVUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVUS shares?

During the previous two years, 438 institutional investors and hedge funds held shares of Avantis U.S. Equity ETF. The most heavily invested institutionals were American Century Companies Inc. ($313.06M), Oak Root LLC ($281.73M), Annex Advisory Services LLC ($214.24M), Envestnet Asset Management Inc. ($167.50M), HighTower Advisors LLC ($156.69M), Adero Partners LLC ($151.91M), and LPL Financial LLC ($137.89M).Learn more on AVUS's institutional investors.

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

Of the 403 institutional investors that purchased Avantis U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($34.15M), Annex Advisory Services LLC ($3.56M), Simplicity Wealth LLC ($1.27M), Envestnet Asset Management Inc. ($1.09M), Raymond James Financial Inc. ($1.09M), Allworth Financial LP ($1.09M), and Life Planning Partners Inc ($944.06K).

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

Institutional investors have bought a total of 67,550,244 shares in the last 24 months. This purchase volume represents approximately $6.05B in transactions.

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

Of the 204 institutional investors that sold Avantis U.S. Equity ETF 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), Pacific Life Fund Advisors LLC ($1.17M), Allworth Financial LP ($1.06M), Creative Planning ($857.35K), McGlone Suttner Wealth Management Inc. ($398.06K), Intelligence Driven Advisers LLC ($368.52K), and Avestar Capital LLC ($253.72K).

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

Institutional investors have sold a total of 8,838,805 shares in the last 24 months. This volume of shares sold represents approximately $776.53M in transactions.


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This page (NYSEARCA:AVUS) was last updated on 4/16/2025 by MarketBeat.com Staff
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