Free Trial

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

Avantis U.S. Equity ETF logo
$94.75
-0.09 (-0.09%)
(As of 11/4/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
257
Total
Institutional Inflows
(last 12 months)
$2.53B
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$468.51M
Get AVUS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis U.S. Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AVUS Institutional Buying and Selling by Quarter

Avantis U.S. Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/1/2024 Proficio Capital Partners LLC6,200$590K0.1%N/A0.009%
11/1/2024 Atria Investments Inc2,275$216K0.0%N/A0.003%
11/1/2024 Acorn Financial Advisory Services Inc. ADV190,022$18.08M3.2%-1.0%0.263%
11/1/2024 Cypress Point Wealth Management LLC47,781$4.55M1.8%+2.2%0.066%
11/1/2024 Objective Capital Management LLC2,990$284K0.2%N/A0.004%
11/1/2024 Triune Financial Partners LLC33,957$3.23M1.0%N/A0.047%
11/1/2024 Physician Wealth Solutions Inc.29,520$2.84M1.4%-1.8%0.041%
11/1/2024 Capital Performance Advisors LLP20,523$1.95M0.6%-1.3%0.028%
10/31/2024 TFB Advisors LLC19,696$1.87M0.6%+5.6%0.027%
10/31/2024 Castle Wealth Management LLC43,143$4.11M1.6%-2.4%0.060%
10/31/2024 Cozad Asset Management Inc.14,430$1.37M0.1%+11.8%0.020%
10/31/2024 Vickerman 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%
10/31/2024 Trademark Financial Management LLC37,234$3.54M2.8%-11.8%0.052%
10/30/2024 Cornerstone Capital Inc.10,185$969K0.1%-26.9%0.014%
10/30/2024 Oak Root LLC3,036,602$288.93M36.5%-0.2%4.210%
10/30/2024 Highland Financial Advisors LLC264,926$25.21M9.0%+2.6%0.367%
10/29/2024 Forum Financial Management LP36,023$3.43M0.1%+26.3%0.050%
10/29/2024 BSW Wealth Partners331,443$31.54M4.7%+6.6%0.460%
10/29/2024 Angeles Wealth Management LLC11,790$1.12M0.1%-21.3%0.016%
10/29/2024 Prosperitas Financial LLC2,401$228K0.1%N/A0.003%
10/29/2024 REDW Wealth LLC241,271$22.96M5.9%-10.0%0.335%
10/29/2024 Visionary Horizons LLC49,247$4.69M3.1%+8.3%0.068%
10/29/2024 Chicago Partners Investment Group LLC193,627$18.52M0.6%+5.0%0.268%
10/29/2024 Farther Finance Advisors LLC79,154$7.53M0.3%+8.3%0.110%
10/29/2024 Oceanside Advisors LLC5,115$487K0.4%-2.8%0.007%
10/28/2024 Fonville Wealth Management LLC88,543$8.43M2.9%+8.7%0.123%
10/28/2024 Summit Wealth Partners LLC73,741$7.02M1.4%+35.5%0.102%
10/25/2024 Voisard Asset Management Group Inc.2,650$252K0.1%N/A0.004%
10/25/2024 Financial Advocates Investment Management3,650$332K0.0%N/A0.005%
10/25/2024 Trajan Wealth LLC162,803$15.49M0.9%-0.6%0.226%
10/25/2024 Ramsay Stattman Vela & Price Inc.2,466$235K0.0%N/A0.003%
10/25/2024 Strategic Blueprint LLC409,451$38.96M2.4%-0.2%0.568%
10/25/2024 SC&H Financial Advisors Inc.587,129$55.87M12.2%+6.6%0.814%
10/25/2024 Fortitude Family Office LLC1,000$95K0.0%N/A0.001%
10/25/2024 Quarry Hill Advisors LLC49,631$4.72M3.2%-0.8%0.069%
10/25/2024 Geometric Wealth Advisors51,279$4.88M0.9%+3.5%0.071%
Rigged election? (Ad)

Porter Stansberry’s viral Breaking Point 2024 broadcast has now been by tens of thousands of Americans who finally understand the grim reality of our next election. With November 5 just around the corner, it’s imperative for your financial future that you read Porter’s message below now and then watch Breaking Point before it’s too late.

Watch this video, it is being taken down Monday night
10/25/2024 Gateway Wealth Partners LLC136,376$12.98M3.6%+1.7%0.189%
10/24/2024 Greenspring Advisors LLC98,742$9.40M2.1%-4.2%0.137%
10/24/2024 Motiv8 Investments LLC2,162$206K0.1%-6.1%0.003%
10/24/2024 Modera Wealth Management LLC807,616$76.85M1.0%+3.4%1.120%
10/24/2024 Wealth Enhancement Advisory Services LLC632,482$60.18M0.1%-11.6%0.877%
10/23/2024 Allworth Financial LP219,923$20.93M0.1%-82.6%0.305%
10/23/2024 North Ridge Wealth Advisors Inc.34,967$3.33M2.3%-1.7%0.048%
10/23/2024 Silver Oak Securities Incorporated24,393$2.31M0.2%+8,519.4%0.034%
10/23/2024 Global Trust Asset Management LLC480$46K0.0%+71.4%0.001%
10/23/2024 Index Fund Advisors Inc.2,871$273K0.0%+26.1%0.004%
10/23/2024 Signature Resources Capital Management LLC220,533$20.98M19.2%-7.7%0.306%
10/23/2024 Tanager Wealth Management LLP235,977$22.45M3.0%+10.4%0.327%
10/22/2024 SOL Capital Management CO51,966$4.95M0.5%-2.4%0.072%
10/22/2024 Ruedi Wealth Management Inc.16,511$1.57M0.5%-29.4%0.023%
10/22/2024 Private Advisor Group LLC41,219$3.92M0.0%-31.4%0.057%
10/22/2024 Leo Wealth LLC419,713$39.94M3.6%+3.5%0.582%
10/22/2024 My Personal CFO LLC128,159$12.19M6.7%+17.2%0.178%
10/21/2024 Mattern Wealth Management LLC172,446$16.41M3.6%+11.5%0.239%
10/21/2024 Vicus Capital26,616$2.53M0.2%+18.0%0.037%
10/21/2024 Traphagen Investment Advisors LLC1,156,998$110.09M11.1%+1.2%1.604%
10/21/2024 Fortis Group Advisors LLC10,099$961K0.2%N/A0.014%
10/21/2024 Foundations Investment Advisors LLC121,229$11.54M0.2%+55.6%0.168%
10/21/2024 Trellis Wealth Advisors LLC223,939$21.31M10.7%+1.0%0.311%
10/21/2024 Bayshore Asset Management LLC73,589$7.00M3.1%+2.1%0.102%
10/21/2024 Integrity Wealth Solutions LLC38,378$3.65M2.1%+13.8%0.053%
10/21/2024 Eaton Cambridge Inc.10,996$1.05M0.5%-2.8%0.015%
10/21/2024 Financial Symmetry Inc64,834$6.17M4.3%+2.5%0.090%
10/21/2024 Trilogy Capital Inc.4,103$390K0.0%-6.2%0.006%
10/21/2024 Echo Wealth Management LLC88,736$8.49M5.9%-4.2%0.123%
10/19/2024Hardin Capital Partners LLC7,644$726K0.4%+32.1%0.011%
10/19/2024Werba Rubin Papier Wealth Management603,504$57.42M13.5%+6.6%0.837%
10/18/2024Waypoint Capital Advisors LLC229,504$21.84M4.7%-14.7%0.318%
10/18/2024Lam Group Inc.9,680$921K0.7%+20.6%0.013%
10/18/2024Commonwealth Equity Services LLC396,301$37.71M0.1%+5.5%0.550%
10/18/2024Raymond James & Associates233,493$22.22M0.0%+11.4%0.324%
10/18/2024Continuum Wealth Advisors LLC307,701$29.28M15.7%-11.0%0.427%
10/18/2024Blue Trust Inc.305$28K0.0%-65.5%0.000%
10/17/2024LexAurum Advisors LLC138,168$13.15M2.9%+5.3%0.192%
10/16/2024 Rockwood Wealth Management LLC373,877$35.57M3.9%-1.7%0.518%
10/16/2024 Good Life Advisors LLC49,905$4.75M0.3%+10.9%0.069%
10/16/2024 Cornerstone Wealth Management LLC53,470$5.09M0.4%+6.2%0.074%
10/16/2024 MN Wealth Advisors LLC51,783$4.93M2.8%+1.7%0.072%
10/15/2024 Regatta Capital Group LLC14,167$1.35M0.3%-83.5%0.020%
10/15/2024 Hutchens & Kramer Investment Management Group LLC34,624$3.27M1.8%+82.8%0.048%
10/15/2024 Magnus Financial Group LLC23,101$2.20M0.2%-4.8%0.032%
10/15/2024 Zhang Financial LLC143,961$13.70M0.9%-3.3%0.200%
10/11/2024 Creative Planning1,318,746$125.48M0.1%-3.3%1.829%
10/11/2024 Henrickson Nauta Wealth Advisors Inc.186,540$17.75M7.0%-1.4%0.259%
10/11/2024 Procyon Advisors LLC3,612$344K0.0%+10.5%0.005%
10/10/2024 CVA Family Office LLC144,297$13.73M2.2%-3.9%0.200%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

10/10/2024 McGlone Suttner Wealth Management Inc.345,642$32.89M6.8%+2,221.3%0.479%
10/10/2024 Annex Advisory Services LLC3,393,936$322.93M10.3%+25.0%4.706%
10/10/2024 Silverlake Wealth Management LLC30,319$2.89M1.1%+0.4%0.042%
10/10/2024 Lion Street Advisors LLC32,021$3.05M1.1%+4.3%0.044%
10/10/2024 Simplicity Wealth LLC629,361$59.88M5.5%+837.3%0.873%
10/8/2024 CWM LLC36,916$3.51M0.0%+10.4%0.051%
10/8/2024 Objectivity Squared LLC46,043$4.35M3.0%+2.6%0.064%
10/8/2024 Anderson Hoagland & Co.105,175$10.03M1.0%+3.3%0.146%
10/8/2024 Dynamic Advisor Solutions LLC6,828$650K0.0%+8.3%0.009%
10/8/2024 Versant Capital Management Inc64,757$6.16M1.4%-1.5%0.090%
(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, 363 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 ($322.93M), Oak Root LLC ($288.93M), American Century Companies Inc. ($263.72M), Envestnet Asset Management Inc. ($147.22M), HighTower Advisors LLC ($133.07M), and Northwestern Mutual Wealth Management Co. ($132.64M).Learn more on AVUS's institutional investors.

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

Of the 338 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 ($3.39M), Pacific Life Fund Advisors LLC ($2.18M), Envestnet Asset Management Inc. ($1.22M), Allworth Financial LP ($1.19M), and American Century Companies Inc. ($1.14M).

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

Institutional investors have bought a total of 52,566,034 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 156 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 ($563.30K), McGlone Suttner Wealth Management Inc. ($398.06K), Intelligence Driven Advisers LLC ($348.41K), 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 7,191,688 shares in the last 24 months. This volume of shares sold represents approximately $602.03M in transactions.



This page (NYSEARCA:AVUS) was last updated on 11/4/2024 by MarketBeat.com Staff
From Our Partners