AVANTIS US QUALITY EQ ETF (AVUQ) Institutional Ownership Changes & 13F Activity
AVANTIS US QUALITY EQ ETF (AVUQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include B&D White Capital Company, Llc, Bridgewater Advisors Inc., Kooman & Associates, Cresset Asset Management, Llc, and Enrich Financial Partners Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -768 | -6.9% | 10,336 | $682.18K | Q2 2026 | Sep 02, 2026 |
| Orion Capital Management Llc | Buy | +4,920 | +24600.0% | 4,940 | $326.04K | Q2 2026 | Aug 18, 2026 |
| Cresset Asset Management, Llc | Sell | -220,106 | -18.9% | 945,545 | $62.41M | Q2 2026 | Aug 14, 2026 |
| Newedge Advisors, Llc | Buy | +42,141 | +34.5% | 164,235 | $10.84M | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +12,871 | — | 12,871 | $849.46K | Q2 2026 | Aug 12, 2026 |
| American Century Companies Inc | Buy | +9,717 | +1.1% | 910,888 | $60.12M | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +6,045 | — | 6,045 | $398.97K | Q2 2026 | Aug 07, 2026 |
| Tyche Wealth Partners Llc | Buy | +3,765 | — | 3,765 | $248.49K | Q2 2026 | Aug 06, 2026 |
| Three Arch Wealth Management Llc | Sell | -83 | -0.1% | 57,916 | $3.82M | Q2 2026 | Aug 06, 2026 |
| Bridgewater Advisors Inc. | Buy | +286,749 | — | 286,749 | $19.09M | Q2 2026 | Aug 05, 2026 |
| B&D White Capital Company, Llc | Buy | +322,988 | — | 322,988 | $21.32M | Q2 2026 | Jul 31, 2026 |
| Legacy Financial Group, Inc. | Buy | +189 | +1.4% | 13,899 | $917.34K | Q2 2026 | Jul 30, 2026 |
| Haven Private, Llc | Sell | -5,347 | -42.8% | 7,156 | $472.30K | Q2 2026 | Jul 29, 2026 |
| Enrich Financial Partners Llc | Buy | +61,104 | +143.5% | 103,685 | $6.84M | Q2 2026 | Jul 27, 2026 |
| Strategic Blueprint, Llc | Buy | +7,258 | +2.7% | 273,432 | $18.05M | Q2 2026 | Jul 23, 2026 |
| Kooman & Associates | Buy | +231,427 | — | 231,427 | $15.27M | Q2 2026 | Jul 22, 2026 |
| Trustwell Financial Advisors, Llc | Sell | -12,047 | -7.7% | 144,823 | $9.56M | Q2 2026 | Jul 22, 2026 |
| Herold Advisors, Inc. | Buy | +2,887 | +27.1% | 13,526 | $891.00K | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, Llc | Buy | +870 | — | 870 | $57.42K | Q2 2026 | Jul 17, 2026 |
| True Wealth Design, Llc | Sell | -920 | -3.3% | 26,921 | $1.78M | Q2 2026 | Jul 16, 2026 |
| Plancorp, Llc | Buy | +480 | +10.9% | 4,875 | $321.87K | Q2 2026 | Jul 14, 2026 |
| Torren Management, Llc | Buy | +1,124 | +0.6% | 195,207 | $12.88M | Q2 2026 | Jul 10, 2026 |
| Lam Group, Inc. | Buy | +20 | +400.0% | 25 | $1.65K | Q2 2026 | Jul 10, 2026 |
| Ubs Group Ag | Sell | -36 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about AVUQ activity
Which institutional owners are buying AVUQ?
Institutional owners buying AVUQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVUQ activity?
"Buy" means an investor increased their reported position in AVUQ compared to the prior reporting period. This reflects growing exposure to AVANTIS US QUALITY EQ ETF (AVUQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVUQ increasing?
Institutional interest in AVUQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.