AVANTIS U.S. EQUITY ETF AVUS
$127.09
-0.3% 52w: $96.19 – $128.44
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data96.19112.31128.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
552
+34 QoQ
13F value
$9.30B
-79.2% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$201K calls / — puts
Institutional value by quarter
Number of holders
Who owns AVUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | Wealth advisor | 5.7M | $638.7M | 4.1% | +9.4% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 4.1M | $460.6M | 0.2% | +8.7% |
| Oak Root LLC | Wealth advisor | 2.9M | $323.1M | 39.4% | Held |
| LPL Financial LLC | Bank broker | 2.4M | $265.6M | 0.1% | +3.3% |
| MASECO LLP | Wealth advisor | 2.3M | $259.9M | 8.1% | New |
| Focus Partners Wealth | Wealth advisor | 2.0M | $232.7M | 0.3% | -1.0% |
| Annex Advisory Services, LLC | Wealth advisor | 1.9M | $214.5M | 4.0% | -21.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.8M | $203.6M | 0.1% | +8.7% |
| HighTower Advisors, LLC | Diversified mechanical | 1.6M | $179.3M | 0.2% | -3.8% |
| Financial Plan, Inc. | Wealth advisor | 1.4M | $155.0M | 16.6% | +4.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.4M | $150.5M | 0.2% | +22.2% |
| Corient Private Wealth LLC | Diversified mechanical | 1.3M | $148.8M | 0.2% | -39.9% |
| Great Point Wealth Advisors, LLC | Wealth advisor | 1.1M | $127.3M | 23.5% | +2.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.1M | $121.2M | 0.6% | -2.1% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | Wealth advisor | 1.1M | $117.2M | 9.5% | -15.9% |
| Modera Wealth Management, LLC | Wealth advisor | 1.0M | $114.3M | 1.4% | +3.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 994.3K | $110.5M | 0.2% | -2.1% |
| MORGAN STANLEY | Bank broker | 973.4K | $108.2M | 0.0% | -2.1% |
| Creative Planning | Wealth advisor | 969.5K | $107.8M | 0.1% | -1.6% |
| Quantum Financial Advisors, LLC | Wealth advisor | 878.1K | $97.6M | 11.0% | -28.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 875.2K | $97.3M | 0.0% | +91.3% |
| Bridgewater Advisors Inc. | Wealth advisor | 762.3K | $95.3M | 5.7% | +8.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 829.9K | $92.3M | 0.0% | +25.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 806.7K | $89.7M | 0.7% | +10.8% |
| RVW Wealth, LLC | Wealth advisor | 802.6K | $89.2M | 7.0% | -2.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 781.8K | $86.9M | 0.0% | +11.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 753.2K | $83.7M | 0.1% | +22.2% |
| McLean Asset Management Corp | Wealth advisor | 741.5K | $82.4M | 14.4% | +9.5% |
| Werba Rubin Papier Wealth Management | Wealth advisor | 733.3K | $81.5M | 11.4% | New |
| B&D White Capital Company, LLC | Wealth advisor | 732.4K | $81.4M | 10.1% | -2.4% |
| BCR Wealth Strategies, LLC | Wealth advisor | 699.0K | $77.7M | 24.4% | +2.7% |
| Simplicity Wealth,LLC | Wealth advisor | 689.8K | $76.7M | 4.3% | -1.3% |
| Cresset Asset Management, LLC | Wealth advisor | 651.9K | $72.5M | 0.3% | +0.7% |
| SC&H Financial Advisors, Inc. | Wealth advisor | 635.8K | $70.7M | 10.7% | +1.3% |
| Rockwood Wealth Management, LLC | Wealth advisor | 614.5K | $68.3M | 4.9% | +6.7% |
| Caliber Wealth Management, LLC / KS | Wealth advisor | 605.4K | $67.3M | 7.4% | +7.0% |
| Cetera Investment Advisers | Wealth advisor | 578.9K | $64.4M | 0.1% | +15.5% |
| Plancorp, LLC | Wealth advisor | 527.9K | $61.3M | 1.7% | +1.1% |
| Savant Capital, LLC | Wealth advisor | 539.6K | $60.0M | 0.3% | +39.1% |
| McGlone Suttner Wealth Management, Inc. | Wealth advisor | 522.3K | $58.1M | 7.7% | +1.3% |
| ACCREDITED INVESTOR SERVICES, LLC | Wealth advisor | 516.5K | $57.4M | 36.9% | +4.9% |
| WMG Financial Advisors, LLC | Wealth advisor | 501.5K | $55.8M | 23.3% | -0.1% |
| CPC Advisors, LLC | Wealth advisor | 491.2K | $54.6M | 8.9% | +0.7% |
| OneDigital Investment Advisors LLC | Wealth advisor | 487.2K | $54.2M | 0.5% | -0.2% |
| Leo Wealth, LLC | Wealth advisor | 471.9K | $52.5M | 3.8% | -2.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 455.2K | $51.0M | 0.1% | -24.4% |
| Strategic Blueprint, LLC | Wealth advisor | 448.6K | $49.9M | 2.9% | -3.6% |
| World Investment Advisors | Wealth advisor | 441.5K | $49.1M | 0.8% | +6.7% |
| Geometric Wealth Advisors | Wealth advisor | 436.1K | $48.5M | 6.1% | +12.9% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | Wealth advisor | 433.1K | $48.1M | 16.3% | +0.9% |
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.