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

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Institutional Ownership Changes (13F Filings) for Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Number of
Institutional Buyers
(last 12 months)
295
Total
Institutional Inflows
(last 12 months)
$4.68B
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$444.02M
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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
3/24/2025Avant Financial Advisors LLC10,637$1.03M0.9%N/A0.013%
3/17/2025 Wealth Enhancement Advisory Services LLC649,011$62.91M0.1%+2.6%0.789%
3/7/2025 Bannerman Wealth Management Group LLC55,219$5.35M4.4%N/A0.068%
3/6/2025 Arcadia Wealth Management Inc.236,963$22.97M19.5%N/A0.290%
3/4/2025 Dogwood Wealth Management LLC2,723$264K0.1%-41.0%0.003%
2/27/2025 Landaas & Co. WI ADV2,325$225K0.1%N/A0.003%
2/27/2025 XY Planning Network Inc.14,667$1.42M1.1%N/A0.020%
2/25/2025 Armis Advisers LLC60,458$5.86M0.7%N/A0.084%
2/24/2025 Great Valley Advisor Group Inc.164,224$15.92M0.4%+4.5%0.228%
2/19/2025 ARQ Wealth Advisors LLC129,031$12.51M4.8%-3.7%0.179%
2/19/2025 WCG Wealth Advisors LLC362,344$35.12M2.3%+3.7%0.502%
2/18/2025 Sunbelt Securities Inc.6,953$675K0.1%-14.4%0.010%
2/18/2025 Legacy Financial Group Inc.258,738$25.08M8.1%+5.7%0.359%
2/18/2025 Orion Capital Management LLC110,888$10.75M4.7%+4.2%0.154%
2/18/2025 Focus Partners Advisor Solutions LLC271,875$26.35M0.4%+41.8%0.377%
2/18/2025 Lantern Wealth Advisors LLC84,068$8.15M5.3%-11.5%0.117%
2/17/2025 Waverly Advisors LLC419,542$40.67M0.6%-2.8%0.582%
2/17/2025 Trace Wealth Advisors LLC156,955$15.21M13.6%N/A0.218%
2/17/2025 True Wealth Design LLC20,326$1.97M0.8%-2.9%0.028%
2/17/2025 Triune Financial Partners LLC33,808$3.28M1.0%-0.4%0.047%
2/17/2025 Royal Bank of Canada168,247$16.31M0.0%+5.3%0.233%
2/17/2025 Quantinno Capital Management LP4,377$424K0.0%N/A0.006%
2/17/2025 Minot DeBlois Advisors LLC421$41K0.0%N/A0.001%
2/17/2025 JRM Investment Counsel LLC371,273$35.99M12.7%-10.5%0.515%
2/17/2025 Focus Partners Wealth349,290$33.86M0.1%+5.9%0.484%
2/17/2025 Francis Financial Inc.2,570$249K0.1%N/A0.004%
2/17/2025 Full Sail Capital LLC689,540$66.84M4.3%-1.2%0.956%
2/17/2025 EP Wealth Advisors LLC2,145$208K0.0%N/A0.003%
2/17/2025 CoreCap Advisors LLC40,723$3.95M0.2%+818.0%0.056%
2/17/2025 Cresset Asset Management LLC610,222$59.15M0.3%-10.2%0.846%
2/17/2025 Cetera Investment Advisers45,784$4.44M0.0%-6.4%0.063%
2/17/2025 Captrust Financial Advisors14,685$1.42M0.0%-7.4%0.020%
2/17/2025 Cardiff Park Advisors LLC187,747$18.20M1.7%+0.1%0.260%
2/17/2025 Baird Financial Group Inc.7,467$724K0.0%+12.1%0.010%
2/17/2025 Bank of America Corp DE561,165$54.39M0.0%+260.4%0.778%
2/17/2025 Ameriprise Financial Inc.70,350$6.82M0.0%-1.1%0.098%
2/17/2025 Accredited Wealth Management LLC132,537$12.85M11.2%N/A0.184%
2/17/2025 Acorn Financial Advisory Services Inc. ADV187,718$18.20M3.0%-1.2%0.260%
2/14/2025 Mercer Global Advisors Inc. ADV440,773$42.72M0.1%N/A0.611%
2/14/2025 FAS Wealth Partners Inc.2,989$290K0.0%-17.1%0.004%
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2/14/2025 Jane Street Group LLC5,659$549K0.0%N/A0.008%
2/14/2025 Comerica Bank857$83K0.0%+147.0%0.001%
2/14/2025 Parkshore Wealth Management Inc.73,016$7.08M4.3%N/A0.101%
2/14/2025 Betterment LLC46,349$4.49M0.0%+15.1%0.064%
2/14/2025 Oak Wealth Advisors LLC197,202$19.12M14.7%N/A0.273%
2/14/2025 Knightsbridge Asset Management LLC51,733$5.01M1.2%-3.1%0.072%
2/14/2025 Integrated Wealth Concepts LLC8,219$797K0.0%N/A0.011%
2/14/2025 Susquehanna International Group LLP35,026$3.40M0.0%+1,256.0%0.049%
2/14/2025 IHT Wealth Management LLC228,851$22.18M0.7%+0.1%0.317%
2/14/2025 Stifel Financial Corp107,940$10.46M0.0%+7.4%0.150%
2/14/2025 OneDigital Investment Advisors LLC772,214$74.85M0.9%+3.7%1.071%
2/14/2025 Trajan Wealth LLC154,425$14.97M0.8%-5.1%0.214%
2/14/2025 MML Investors Services LLC303,233$29.39M0.1%0.0%0.420%
2/14/2025 Cornerstone Capital Inc.9,380$909K0.1%-7.9%0.013%
2/14/2025 Holcombe Financial Inc.64,797$6.28M5.2%N/A0.090%
2/14/2025 Capital Group Private Client Services Inc.56,905$5.52M0.1%+0.3%0.079%
2/13/2025 NewEdge Advisors LLC49,427$4.79M0.0%+18.4%0.069%
2/13/2025 United Capital Financial Advisors LLC14,027$1.36M0.0%-2.0%0.019%
2/13/2025 CreativeOne Wealth LLC31,138$3.02M0.1%+8.3%0.043%
2/13/2025 Mariner LLC442,375$42.88M0.1%+33.4%0.613%
2/13/2025 SageView Advisory Group LLC30,176$2.93M0.1%+4.3%0.042%
2/13/2025 Townsquare Capital LLC53,402$5.18M0.1%N/A0.074%
2/13/2025 Rockefeller Capital Management L.P.282,569$27.39M0.1%+32.0%0.392%
2/13/2025 Family Office Research LLC81,749$7.92M3.5%N/A0.113%
2/13/2025 Bessemer Group Inc.2,700$262K0.0%-88.9%0.004%
2/13/2025 Raymond James Financial Inc.545,465$52.87M0.0%N/A0.756%
2/13/2025 Advisory Services Network LLC19,714$1.91M0.0%-1.2%0.027%
2/13/2025 Cooper Haims Advisors LLC13,880$1.35M0.8%+17.3%0.019%
2/13/2025 Renaissance Technologies LLC23,300$2.26M0.0%+366.0%0.032%
2/13/2025 Envestnet Asset Management Inc.1,727,996$167.50M0.1%+1.5%2.396%
2/13/2025 Annandale Capital LLC94,941$9.20M1.5%+0.7%0.132%
2/13/2025 Wells Fargo & Company MN270,501$26.22M0.0%-16.8%0.375%
2/12/2025 World Investment Advisors273,077$26.47M0.7%+6.3%0.379%
2/12/2025 Grand Wealth Management LLC82,836$8.03M4.5%-24.3%0.115%
2/12/2025 Disciplina Capital Management LLC210,609$20.41M3.4%-2.2%0.292%
2/12/2025 National Bank of Canada FI279$27K0.0%N/A0.000%
2/12/2025 Prevail Innovative Wealth Advisors LLC17,064$1.65M0.5%+26.1%0.024%
2/12/2025 ARK & TLK Investments LLC21,571$2.09M0.7%+6.5%0.030%
2/12/2025 L & S Advisors Inc43,995$4.26M0.5%-2.2%0.061%
2/12/2025 Riverchase Wealth Management LLC15,257$1.48M1.1%N/A0.021%
2/12/2025 AssuredPartners Investment Advisors LLC3,607$350K0.1%N/A0.005%
2/12/2025 JPMorgan Chase & Co.469,100$45.47M0.0%+34.6%0.650%
2/12/2025 Hardin Capital Partners LLC8,324$807K0.5%+8.9%0.012%
2/12/2025 Ausdal Financial Partners Inc.99,711$9.67M0.8%+27.5%0.138%
2/12/2025 Financial Engines Advisors L.L.C.51,911$5.03M0.0%+10.7%0.072%
2/12/2025 Ariadne Wealth Management LP66,808$6.71M3.1%-2.5%0.093%
2/11/2025 WorthPointe LLC262,954$25.49M10.4%+4.9%0.365%
2/11/2025 Prospect Financial Group LLC10,652$1.03M1.3%N/A0.015%
2/11/2025 Modern Wealth Management LLC10,443$1.05M0.0%N/A0.014%
2/11/2025 Clune & Associates LTD.2,131$207K0.1%N/A0.003%
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2/11/2025 LPL Financial LLC1,422,531$137.89M0.1%+6.0%1.972%
2/11/2025 American Century Companies Inc.3,229,740$313.06M0.2%+4.0%4.478%
2/11/2025 Plancorp LLC520,001$50.40M2.1%-0.3%0.721%
2/11/2025 Truepoint Inc.17,874$1.73M0.0%+111.1%0.025%
2/11/2025 HUB Investment Partners LLC11,136$1.08M0.0%-1.3%0.015%
2/11/2025 Symmetry Partners LLC107,453$10.42M1.5%N/A0.149%
2/11/2025 L.K. Benson & Company P.C.5,467$530K0.4%N/A0.008%
2/10/2025 Thrivent Financial for Lutherans17,441$1.76M0.0%-19.5%0.024%
2/10/2025 Axxcess Wealth Management LLC72,000$6.98M0.2%+8.5%0.100%
2/10/2025 Cozad Asset Management Inc.15,014$1.46M0.1%+4.0%0.021%
(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, 434 institutional investors and hedge funds held shares of Avantis U.S. Equity ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($345.42M), American Century Companies Inc. ($313.06M), Oak Root LLC ($288.93M), 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 398 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), Envestnet Asset Management Inc. ($1.09M), Raymond James Financial Inc. ($1.09M), Allworth Financial LP ($1.09M), Life Planning Partners Inc ($944.06K), and American Century Companies Inc. ($856.41K).

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

Institutional investors have bought a total of 67,277,264 shares in the last 24 months. This purchase volume represents approximately $6.01B in transactions.

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

Of the 198 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: 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), Avestar Capital LLC ($253.72K), and JPMorgan Chase & Co. ($209.28K).

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

Institutional investors have sold a total of 7,486,908 shares in the last 24 months. This volume of shares sold represents approximately $651.27M in transactions.


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This page (NYSEARCA:AVUS) was last updated on 3/26/2025 by MarketBeat.com Staff
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