AVANTIS US QUALITY EQ ETF AVUQ
$65.44
-0.5% 52w: $51.33 – $67.46
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data51.3359.4067.46
Jun 20, 2025 Jul 2, 2026
Institutional holders
20
+3 QoQ
13F value
$170.6M
+49.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVUQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | Wealth advisor | 1.2M | $66.1M | 0.3% | Held |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 901.2K | $51.1M | 0.0% | New |
| Strategic Blueprint, LLC | Wealth advisor | 266.2K | $15.1M | 0.9% | +1.9% |
| Torren Management, LLC | Wealth advisor | 194.1K | $11.0M | 5.5% | +0.3% |
| TrustWell Financial Advisors, LLC | Wealth advisor | 156.9K | $8.9M | 8.4% | +12.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 122.1K | $6.9M | 0.0% | New |
| Three Arch Wealth Management LLC | Wealth advisor | 58.0K | $3.3M | 0.6% | Held |
| EnRich Financial Partners LLC | Wealth advisor | 42.6K | $2.4M | 0.6% | +545.5% |
| True Wealth Design, LLC | Wealth advisor | 27.8K | $1.6M | 0.4% | +20.3% |
| Tortoise Investment Management, LLC | Wealth advisor | 18.5K | $1.0M | 0.1% | New |
| LEGACY FINANCIAL GROUP, INC. | Wealth advisor | 13.7K | $778K | 0.2% | +14.5% |
| Haven Private, LLC | Wealth advisor | 12.5K | $709K | 0.3% | +8.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 11.1K | $630K | 0.0% | +120.3% |
| Herold Advisors, Inc. | Other | 10.6K | $604K | 0.1% | +34.4% |
| Plancorp, LLC | Wealth advisor | 4.4K | $264K | 0.0% | +10.0% |
| Sankala Group LLC | Wealth advisor | 1.4K | $78K | 0.1% | +74.7% |
| UBS Group AG | Bank broker | 36 | $2K | 0.0% | New |
| Orion Capital Management LLC | Wealth advisor | 20 | $1K | 0.0% | Held |
| LAM GROUP, INC. | Wealth advisor | 5 | $284 | 0.0% | New |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 0 | $8 | 0.0% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding AVUQ