AVANTIS U.S. EQUITY ETF (AVUS) Institutional Ownership Changes & 13F Activity
AVANTIS U.S. EQUITY ETF (AVUS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Financial Plan, Inc., Beacon Pointe Advisors, Llc, Corient Private Wealth Llc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Versant Capital Management, Inc | Buy | +73 | +0.1% | 71,166 | $9.12M | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -2,009,207 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -1,103 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -411 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -4,760 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -1,067 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -1,101,011 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Brown Financial Advisors | Sell | -16,348 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Mercer Global Advisors Inc | Sell | -982,092 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -3,047 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Sell | -2,722 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Resolute Wealth Advisor, Inc. | Sell | -2,041 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -1,125,582 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -361,185 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -138,104 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -45,196 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -27,748 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Sell | -17,497 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Sell | -13,421 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Mcmill Wealth Management | Sell | -4,890 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Financial Plan, Inc. | Sell | -1,428,195 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -971,486 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -967,372 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -666,468 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -441,517 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -433,975 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -407,458 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -384,167 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -381,500 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -334,161 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about AVUS activity
Which institutional owners are buying AVUS?
Institutional owners buying AVUS 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 AVUS activity?
"Buy" means an investor increased their reported position in AVUS compared to the prior reporting period. This reflects growing exposure to AVANTIS U.S. EQUITY ETF (AVUS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVUS increasing?
Institutional interest in AVUS 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.