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

Avantis U.S. Equity ETF logo
$97.49 +1.01 (+1.05%)
(As of 12/20/2024 04:32 PM ET)
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Number of
Institutional Buyers
(last 12 months)
254
Total
Institutional Inflows
(last 12 months)
$2.48B
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$443.56M
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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
11/25/2024 World Investment Advisors LLC256,985$24.45M0.6%-6.7%0.356%
11/18/2024 Sunbelt Securities Inc.8,123$773K0.1%-14.9%0.011%
11/18/2024 Orion Capital Management LLC106,454$10.13M4.9%+17.4%0.148%
11/15/2024 Clarity Asset Management Inc.2,149$204K0.1%+10.1%0.003%
11/15/2024 MML Investors Services LLC303,343$28.86M0.1%-4.2%0.421%
11/15/2024 Passive Capital Management LLC.196,813$18.73M6.5%-0.4%0.273%
11/15/2024 Orion Portfolio Solutions LLC7,087$674K0.0%+49.2%0.010%
11/15/2024 World Investment Advisors LLC256,985$24.45M0.1%-6.7%0.356%
11/15/2024 Stifel Financial Corp100,499$9.56M0.0%+4.4%0.139%
11/15/2024 SageView Advisory Group LLC28,933$2.75M0.1%+0.5%0.040%
11/15/2024 IHT Wealth Management LLC228,727$21.76M0.6%+9.2%0.317%
11/15/2024 HighTower Advisors LLC1,625,656$154.67M0.2%-2.5%2.254%
11/15/2024 True Wealth Design LLC20,931$1.99M0.8%-68.1%0.029%
11/14/2024 Flow Traders U.S. LLC18,267$1.74M0.1%N/A0.025%
11/14/2024 Captrust Financial Advisors15,853$1.51M0.0%-2.0%0.022%
11/14/2024 Rockefeller Capital Management L.P.214,008$20.36M0.1%+333.9%0.297%
11/14/2024 CreativeOne Wealth LLC28,760$2.74M0.1%+582.0%0.040%
11/13/2024 WorthPointe LLC250,644$23.85M10.0%+4.0%0.348%
11/13/2024 Avestar Capital LLC9,370$892K0.1%+5.2%0.013%
11/13/2024 Private Trust Co. NA11,215$1.07M0.1%+12.8%0.016%
11/12/2024 Truepoint Inc.8,467$806K0.0%-10.3%0.012%
11/12/2024 Great 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%
11/12/2024 Nwam LLC8,662$824K0.1%N/A0.012%
11/12/2024 L & S Advisors Inc44,982$4.28M0.4%-1.6%0.062%
11/9/2024 LPL Financial LLC1,342,266$127.72M0.1%+7.8%1.861%
11/8/2024 Citizens Financial Group Inc. RI8,009$762K0.0%N/A0.011%
11/8/2024 Yardley Wealth Management LLC5,123$487K0.3%N/A0.007%
11/7/2024 Tranquility Partners LLC4,704$448K0.2%+10.2%0.007%
11/7/2024 Pathstone Holdings LLC44,316$4.22M0.0%-10.9%0.061%
11/7/2024 CAP Partners LLC5,141$489K0.4%-22.5%0.007%
11/7/2024 Thrivent Financial for Lutherans21,667$2.06M0.0%-28.6%0.030%
11/6/2024 Adero Partners LLC1,442,769$137.28M9.1%+3.7%2.001%
11/6/2024 WESPAC Advisors SoCal LLC6,620$630K0.1%-5.8%0.009%
11/6/2024 Paragon Advisors LLC5,698$542K0.2%-24.0%0.008%
11/6/2024 Squire Investment Management Company LLC6,325$602K0.3%N/A0.009%
11/6/2024 OneDigital Investment Advisors LLC744,603$70.85M0.8%+0.3%1.032%
11/6/2024 Intelligence Driven Advisers LLC6,971$663K0.1%-70.8%0.010%
11/5/2024 Empower Advisory Group LLC2,128$202K0.0%N/A0.003%
11/5/2024 Savvy Advisors Inc.3,184$303K0.1%N/A0.004%
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11/5/2024 Northwest Wealth Management LLC88,851$8.45M2.0%+1.0%0.123%
11/4/2024 Axxcess Wealth Management LLC66,331$6.31M0.2%+192.6%0.092%
11/4/2024 HTG Investment Advisors Inc.165,834$15.78M7.4%+5.6%0.230%
11/4/2024 FMB 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%
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%
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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%
(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, 371 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), 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 341 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), Allworth Financial LP ($1.19M), Envestnet Asset Management Inc. ($1.16M), 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 51,517,698 shares in the last 24 months. This purchase volume represents approximately $4.14B in transactions.

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

Of the 165 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 ($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 7,267,450 shares in the last 24 months. This volume of shares sold represents approximately $612.85M in transactions.


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This page (NYSEARCA:AVUS) was last updated on 12/21/2024 by MarketBeat.com Staff
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