Who Owns Avantis U.S. Equity ETF (AVUS)?Hedge Fund & Institutional Holders

$111.27-0.56 (-0.50%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$81.38$90.43$99.48$108.53$117.58Sep 24Jun 25Mar 26

AVUS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Great Point Wealth Advisors, LLCNew Position+1.1M+$125.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.1M+$123.0B
RVW Wealth, LLCNew Position+822K+$91.9B
B&D White Capital Company, LLCNew Position+751K+$83.9B
Simplicity Wealth,LLCNew Position+699K+$78.1B
SC&H Financial Advisors, Inc.New Position+628K+$70.2B
CALIBER WEALTH MANAGEMENT, LLC / KSNew Position+566K+$63.3B
McGlone Suttner Wealth Management, Inc.New Position+516K+$57.6B
WMG Financial Advisors, LLCNew Position+502K+$56.1B
ACCREDITED INVESTOR SERVICES, LLCNew Position+492K+$55.0B
Strategic Blueprint, LLCNew Position+465K+$52.0B
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCNew Position+429K+$48.0B
AWM CAPITAL, LLCNew Position+429K+$48.0B
Henrickson Nauta Wealth Advisors, Inc.New Position+390K+$44.7B
Mattern Wealth Management LLCNew Position+364K+$40.7B

AVUS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-34K-$110.8B
Full Sail Capital, LLCClosed Position-631K-$68.6B
Plancorp, LLCDecreased-2K-$56.9B
Waverly Advisors, LLCDecreased-5K-$44.0B
Mariner, LLCDecreased-168K-$35.8B
Allworth Financial LPDecreased-7K-$18.2B
Accredited Wealth Management, LLCClosed Position-7K-$15.4B
PLANWISER FINANCIAL, LLCClosed Position-122K-$13.5B
Arax Advisory PartnersDecreased-63K-$13.5B
Cresset Asset Management, LLCDecreased-118K-$11.2B
MERCER GLOBAL ADVISORS INC /ADVDecreased-119K-$10.3B
NewEdge Advisors, LLCDecreased-4K-$8.1B
AlphaCore Capital LLCDecreased-10K-$6.9B
Oak Root LLCDecreased-127K-$4.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-27K-$3.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERICAN CENTURY COMPANIES INC3,810,384$425.0B213.60%Share
2Oak Root LLC2,905,949$324.8B39.27%Share
3Focus Partners Wealth1,979,602$221.0B251.87%Share
4TRAPHAGEN INVESTMENT ADVISORS LLC1,253,450$140.1B11.53%Share
5Quantum Financial Advisors, LLC1,233,508$137.9B15.48%Share
6Great Point Wealth Advisors, LLC1,122,278$125.4B22.90%Share
7COMMONWEALTH EQUITY SERVICES, LLC1,108,221$123.0B163.98%Share
8MERCER GLOBAL ADVISORS INC /ADV1,015,677$113.0B172.25%Share
9RVW Wealth, LLC821,848$91.9B7.02%Share
10B&D White Capital Company, LLC750,556$83.9B9.72%Share
11Bridgewater Advisors Inc.700,712$80.3B5.21%Share
12Simplicity Wealth,LLC698,955$78.1B4.66%Share
13McLean Asset Management Corp677,180$77.6B13.90%Share
14Cresset Asset Management, LLC647,098$72.0B303.39%Share
15SC&H Financial Advisors, Inc.627,798$70.2B10.86%Share
16Rockwood Wealth Management, LLC575,849$64.4B4.80%Share
17CALIBER WEALTH MANAGEMENT, LLC / KS565,860$63.3B6.81%Share
18McGlone Suttner Wealth Management, Inc.515,580$57.6B7.75%Share
19WMG Financial Advisors, LLC501,994$56.1B23.11%Share
20ACCREDITED INVESTOR SERVICES, LLC492,255$55.0B36.46%Share
21Leo Wealth, LLC483,817$54.1B3.92%Share
22OneDigital Investment Advisors LLC487,973$54.0B529.26%Share
23Strategic Blueprint, LLC465,389$52.0B3.07%Share
24Disciplina Capital Management LLC438,915$49.1B5.62%Share
25RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC429,120$48.0B17.17%Share
26AWM CAPITAL, LLC429,029$48.0B4.35%Share
27WCG Wealth Advisors LLC428,096$47.9B1.34%Share
28Henrickson Nauta Wealth Advisors, Inc.390,002$44.7B6.59%Share
29Geometric Wealth Advisors386,244$43.2B5.55%Share
30Rockefeller Capital Management L.P.390,100$43.0B77.41%Share
31Glenview Trust Co371,188$41.0B632.62%Share
32Mattern Wealth Management LLC363,928$40.7B7.83%Share
33Tortoise Investment Management, LLC359,435$40.2B3.53%Share
34LEGACY FINANCIAL GROUP, INC.350,459$39.2B10.27%Share
35Arcadia Wealth Management, Inc.335,379$37.5B21.50%Share
36RETIREMENT FINANCIAL SOLUTIONS, LLC333,192$37.2B10.90%Share
37RAYMOND JAMES FINANCIAL INC339,296$37.0B11.51%Share
38Align Financial, LLC36,006,016$36.0B20.88%Share
39JRM Investment Counsel, LLC321,496$35.9B10.39%Share
40Highland Financial Advisors, LLC310,056$34.7B9.61%Share
41RAYMOND JAMES FINANCIAL INC312,272$34.0B10.58%Share
42Gradient Investments LLC298,812$33.4B530.19%Share
43Hutchens & Kramer Investment Management Group, LLC276,001$30.9B10.66%Share
44Signature Resources Capital Management, LLC271,612$30.4B15.35%Share
45CONTINUUM WEALTH ADVISORS, LLC270,853$30.3B11.70%Share
46WorthPointe, LLC269,325$30.1B7.91%Share
47WEBSTERROGERS FINANCIAL ADVISORS, LLC254,660$28.5B8.26%Share
48BANK OF AMERICA CORP /DE/250,961$28.0B2.04%Share
49Divergent Planning, LLC242,241$27.3B6.96%Share
50HTG Investment Advisors, Inc.241,223$27.0B8.28%Share

AVUS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025508$4.8T+252
Q3 2025256$3.8T-183
Q2 2025439$5.6T+1
Q1 2025438$5.2T+96
Q4 2024342$32.2T+98
Q3 2024244$534.9T+10
Q2 2024234$347.0T+9
Q1 2024225$260.4T—

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As of Q4 2025, 50 institutional investors hold AVUS (Avantis U.S. Equity ETF). The largest holder is AMERICAN CENTURY COMPANIES INC with $425.0B in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own AVUS?

As of Q4 2025, 50 institutional investors report holding AVUS (Avantis U.S. Equity ETF) in their 13F filings.

Who is the largest institutional holder of AVUS?

The largest institutional holder of AVUS is AMERICAN CENTURY COMPANIES INC with $425.0B in shares.

Is institutional ownership of AVUS increasing or decreasing?

This quarter, 15 institutions opened new positions in AVUS and 4 closed their positions.