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

Avantis U.S. Equity ETF logo
$99.85 +0.82 (+0.83%)
As of 01/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$2.52B
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$455.65M
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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
1/17/2025 Endeavor Private Wealth Inc.68,981$6.69M6.4%N/A0.096%
1/17/2025 Mutual Advisors LLC6,576$651K0.0%-20.8%0.009%
1/17/2025 Janney Montgomery Scott LLC5,266$510K0.0%-3.7%0.007%
1/17/2025 Magnus Financial Group LLC22,576$2.19M0.2%-2.3%0.031%
1/17/2025 Traphagen Investment Advisors LLC1,169,356$113.35M11.5%+1.1%1.621%
1/17/2025 Signature Resources Capital Management LLC224,336$21.75M19.4%+1.7%0.311%
1/17/2025 Prosperity Planning Inc.40,765$3.95M1.3%+1.2%0.057%
1/17/2025 Clear Harbor Asset Management LLC19,273$1.87M0.1%+17.6%0.027%
1/16/2025 Lam Group Inc.10,430$1.01M0.7%+7.7%0.014%
1/16/2025 Zhang Financial LLC151,383$14.67M0.8%+5.2%0.210%
1/16/2025 SFG Wealth Management LLC.67,052$6.50M3.4%-5.8%0.093%
1/16/2025 Bridgewater Advisors Inc.512,944$49.85M5.2%+62.4%0.711%
1/16/2025 Wealth Management Partners LLC15,468$1.50M0.6%+1.1%0.021%
1/16/2025 Divergent Planning LLC215,906$20.81M7.1%+1.9%0.299%
1/16/2025 Annex Advisory Services LLC3,563,572$345.42M10.4%+5.0%4.941%
1/16/2025 Bayshore Asset Management LLC75,377$7.31M3.4%+2.4%0.105%
1/15/2025 Ameritas Advisory Services LLC7,634$740K0.0%+89.9%0.011%
1/15/2025 HB Wealth Management LLC53,172$5.15M0.1%+7.2%0.074%
1/15/2025 CGN Advisors LLC11,715$1.14M0.1%+7.8%0.016%
1/15/2025 Sax Wealth Advisors LLC145,618$14.12M1.1%N/A0.202%
1/15/2025 Wealthcare Advisory Partners LLC15,347$1.49M0.0%+3.5%0.021%
1/15/2025 Certified Advisory Corp28,015$2.72M0.3%+0.7%0.039%
1/14/2025 Websterrogers Financial Advisors LLC271,214$26.29M9.1%-0.3%0.376%
1/14/2025 Smith Anglin Financial LLC881,632$85.46M8.0%+4.2%1.222%
1/14/2025 Apella Capital LLC190,561$18.47M0.7%+0.6%0.264%
1/14/2025 Park Avenue Securities LLC610,396$59.17M0.6%+17.5%0.846%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.184,945$17.93M7.3%-0.9%0.256%
1/14/2025 KWB Wealth35,838$3.41M0.4%+7.9%0.050%
1/14/2025 Quantum Financial Advisors LLC1,005,344$97.45M13.7%+4.1%1.394%
1/14/2025 Seed Wealth Management Inc.41,795$4.05M3.3%+3.3%0.058%
1/13/2025 Ehrlich Financial Group94,032$9.11M6.5%+1.5%0.130%
1/13/2025 Kwmg LLC115,186$11.17M1.2%-1.3%0.160%
1/13/2025 Paragon Advisors LLC9,229$895K0.3%+62.0%0.013%
1/10/2025 Wealth Enhancement Advisory Services LLC641,509$61.04M0.1%+1.4%0.890%
1/10/2025 Fortitude Family Office LLC2,275$221K0.1%+127.5%0.003%
1/8/2025 Collective Family Office LLC19,690$1.91M0.5%+6.0%0.027%
1/8/2025 International Assets Investment Management LLC3,298$319K0.0%N/A0.005%
1/8/2025 Sterneck Capital Management LLC34,837$3.38M1.8%N/A0.048%
1/6/2025 Ridgeline Wealth LLC275,080$26.66M21.7%N/A0.381%
1/3/2025 Versant Capital Management Inc65,088$6.31M1.4%+0.5%0.090%
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1/2/2025 Global Wealth Strategies & Associates996$97K0.0%N/A0.001%
12/26/2024JPMorgan Chase & Co.348,435$33.15M0.0%-37.5%0.483%
11/25/2024World Investment Advisors LLC256,985$24.45M0.6%-6.7%0.356%
11/18/2024Sunbelt Securities Inc.8,123$773K0.1%-14.9%0.011%
11/18/2024Orion Capital Management LLC106,454$10.13M4.9%+17.4%0.148%
11/15/2024Clarity Asset Management Inc.2,149$204K0.1%+10.1%0.003%
11/15/2024MML Investors Services LLC303,343$28.86M0.1%-4.2%0.421%
11/15/2024Passive Capital Management LLC.196,813$18.73M6.5%-0.4%0.273%
11/15/2024Orion Portfolio Solutions LLC7,087$674K0.0%+49.2%0.010%
11/15/2024World Investment Advisors LLC256,985$24.45M0.1%-6.7%0.356%
11/15/2024Stifel Financial Corp100,499$9.56M0.0%+4.4%0.139%
11/15/2024SageView Advisory Group LLC28,933$2.75M0.1%+0.5%0.040%
11/15/2024IHT Wealth Management LLC228,727$21.76M0.6%+9.2%0.317%
11/15/2024HighTower Advisors LLC1,625,656$154.67M0.2%-2.5%2.254%
11/15/2024True Wealth Design LLC20,931$1.99M0.8%-68.1%0.029%
11/14/2024Flow Traders U.S. LLC18,267$1.74M0.1%N/A0.025%
11/14/2024Captrust Financial Advisors15,853$1.51M0.0%-2.0%0.022%
11/14/2024Rockefeller Capital Management L.P.214,008$20.36M0.1%+333.9%0.297%
11/14/2024CreativeOne Wealth LLC28,760$2.74M0.1%+582.0%0.040%
11/13/2024WorthPointe LLC250,644$23.85M10.0%+4.0%0.348%
11/13/2024Avestar Capital LLC9,370$892K0.1%+5.2%0.013%
11/13/2024Private Trust Co. NA11,215$1.07M0.1%+12.8%0.016%
11/12/2024Truepoint Inc.8,467$806K0.0%-10.3%0.012%
11/12/2024Great Valley Advisor Group Inc.157,159$14.95M0.4%-5.2%0.218%
11/12/2024 Certified Advisory Corp27,830$2.65M0.3%-6.2%0.039%
11/12/2024Nwam LLC8,662$824K0.1%N/A0.012%
11/12/2024L & S Advisors Inc44,982$4.28M0.4%-1.6%0.062%
11/9/2024LPL Financial LLC1,342,266$127.72M0.1%+7.8%1.861%
11/8/2024Citizens Financial Group Inc. RI8,009$762K0.0%N/A0.011%
11/8/2024Yardley Wealth Management LLC5,123$487K0.3%N/A0.007%
11/7/2024Tranquility Partners LLC4,704$448K0.2%+10.2%0.007%
11/7/2024Pathstone Holdings LLC44,316$4.22M0.0%-10.9%0.061%
11/7/2024CAP Partners LLC5,141$489K0.4%-22.5%0.007%
11/7/2024Thrivent Financial for Lutherans21,667$2.06M0.0%-28.6%0.030%
11/6/2024Adero Partners LLC1,442,769$137.28M9.1%+3.7%2.001%
11/6/2024WESPAC Advisors SoCal LLC6,620$630K0.1%-5.8%0.009%
11/6/2024 Paragon Advisors LLC5,698$542K0.2%-24.0%0.008%
11/6/2024Squire Investment Management Company LLC6,325$602K0.3%N/A0.009%
11/6/2024OneDigital Investment Advisors LLC744,603$70.85M0.8%+0.3%1.032%
11/6/2024Intelligence Driven Advisers LLC6,971$663K0.1%-70.8%0.010%
11/5/2024Empower Advisory Group LLC2,128$202K0.0%N/A0.003%
11/5/2024Savvy Advisors Inc.3,184$303K0.1%N/A0.004%
11/5/2024Northwest Wealth Management LLC88,851$8.45M2.0%+1.0%0.123%
11/4/2024Axxcess Wealth Management LLC66,331$6.31M0.2%+192.6%0.092%
11/4/2024HTG Investment Advisors Inc.165,834$15.78M7.4%+5.6%0.230%
11/4/2024FMB Wealth Management113,733$10.82M6.1%+2.8%0.158%
11/1/2024Proficio Capital Partners LLC6,200$590K0.1%N/A0.009%
11/1/2024Atria Investments Inc2,275$216K0.0%N/A0.003%
11/1/2024Acorn Financial Advisory Services Inc. ADV190,022$18.08M3.2%-1.0%0.263%
11/1/2024Cypress Point Wealth Management LLC47,781$4.55M1.8%+2.2%0.066%
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11/1/2024Objective Capital Management LLC2,990$284K0.2%N/A0.004%
11/1/2024Triune Financial Partners LLC33,957$3.23M1.0%N/A0.047%
11/1/2024Physician Wealth Solutions Inc.29,520$2.84M1.4%-1.8%0.041%
11/1/2024Capital Performance Advisors LLP20,523$1.95M0.6%-1.3%0.028%
10/31/2024TFB Advisors LLC19,696$1.87M0.6%+5.6%0.027%
10/31/2024Castle Wealth Management LLC43,143$4.11M1.6%-2.4%0.060%
10/31/2024Cozad Asset Management Inc.14,430$1.37M0.1%+11.8%0.020%
10/31/2024Vickerman Investment Advisors Inc.2,898$276K0.1%-15.8%0.004%
10/31/2024 Bridgewater Advisors Inc.315,914$30.40M3.2%+13.8%0.438%
10/31/2024Trademark Financial Management LLC37,234$3.54M2.8%-11.8%0.052%
(Data available from 1/1/2016 forward)

AVUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVUS shares?

During the previous two years, 374 institutional investors and hedge funds held shares of Avantis U.S. Equity ETF. The most heavily invested institutionals were Strategic Financial Concepts LLC ($1.29B), Annex Advisory Services LLC ($345.42M), Oak Root LLC ($288.93M), American Century Companies Inc. ($263.72M), HighTower Advisors LLC ($154.67M), Envestnet Asset Management Inc. ($147.22M), and Adero Partners LLC ($137.28M).Learn more on AVUS's institutional investors.

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

Of the 344 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 ($14.32M), Creative Planning ($4.16M), Annex Advisory Services LLC ($3.56M), Pacific Life Fund Advisors LLC ($2.18M), Envestnet Asset Management Inc. ($1.16M), American Century Companies Inc. ($1.14M), and Allworth Financial LP ($1.09M).

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

Institutional investors have bought a total of 51,755,035 shares in the last 24 months. This purchase volume represents approximately $4.19B in transactions.

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

Of the 168 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 ($1.04M), Creative Planning ($857.35K), Websterrogers Financial Advisors LLC ($564.08K), McGlone Suttner Wealth Management Inc. ($398.06K), Intelligence Driven Advisers LLC ($365.30K), and Avestar Capital LLC ($253.52K).

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

Institutional investors have sold a total of 7,414,872 shares in the last 24 months. This volume of shares sold represents approximately $628.86M in transactions.


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This page (NYSEARCA:AVUS) was last updated on 1/21/2025 by MarketBeat.com Staff
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