AVANTIS US QUALITY EQ ETF (AVUQ) Institutional Shareholders
AVANTIS US QUALITY EQ ETF (AVUQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $248.37M in AVUQ holdings during the latest filing period.
Cresset Asset Management, Llc is currently the largest disclosed institutional shareholder of AVUQ tracked by InsiderSet, reporting ownership valued at approximately $62.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $63.38M, representing an estimated gain of +1.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed AVUQ value among the investors covered in this analysis. Major shareholders include Cresset Asset Management, Llc, American Century Companies Inc, B&D White Capital Company, Llc, and several other long-term asset managers with concentrated positions in AVANTIS US QUALITY EQ ETF (AVUQ).
This page ranks the largest institutional AVUQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$248.37M
Largest Holder
Cresset Asset Management, Llc
Largest Position
$62.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cresset Asset Management, Llc | 0.23% | 945,545 | $62,406,065 | $63,380,165 | +$974,100 | +1.56% | |
| American Century Companies Inc | 0.03% | 910,888 | $60,118,699 | $61,057,096 | +$938,397 | +1.56% | |
| B&D White Capital Company, Llc | 2.12% | 322,988 | $21,317,240 | $21,649,983 | +$332,743 | +1.56% | |
| Bridgewater Advisors Inc. | 1.04% | 286,749 | $19,091,748 | $19,220,871 | +$129,123 | +0.68% | |
| Strategic Blueprint, Llc | 0.90% | 273,432 | $18,046,539 | $18,328,229 | +$281,690 | +1.56% | |
| Kooman & Associates | 4.10% | 231,427 | $15,274,184 | $15,512,621 | +$238,437 | +1.56% | |
| Torren Management, Llc | 6.55% | 195,207 | $12,883,690 | $13,084,784 | +$201,094 | +1.56% | |
| Newedge Advisors, Llc | 0.03% | 164,235 | $10,839,526 | $11,008,721 | +$169,195 | +1.56% | |
| Trustwell Financial Advisors, Llc | 8.11% | 144,823 | $9,558,363 | $9,707,529 | +$149,166 | +1.56% | |
| Enrich Financial Partners Llc | 1.63% | 103,685 | $6,843,220 | $6,950,037 | +$106,817 | +1.56% | |
| Three Arch Wealth Management Llc | 0.59% | 57,916 | $3,822,462 | $3,882,127 | +$59,665 | +1.56% | |
| True Wealth Design, Llc | 0.42% | 26,921 | $1,776,800 | $1,804,523 | +$27,723 | +1.56% | |
| Tortoise Investment Management, Llc | 0.09% | 18,500 | $1,221,002 | $1,240,061 | +$19,059 | +1.56% | |
| Legacy Financial Group, Inc. | 0.21% | 13,899 | $917,335 | $931,654 | +$14,319 | +1.56% | |
| Herold Advisors, Inc. | 0.18% | 13,526 | $891,000 | $906,652 | +$15,652 | +1.76% | |
| Bank Of Montreal | 0.00% | 12,871 | $849,458 | $862,747 | +$13,289 | +1.56% | |
| Citadel Advisors Llc | 0.00% | 10,336 | $682,177 | $692,825 | +$10,648 | +1.56% | |
| Haven Private, Llc | 0.18% | 7,156 | $472,297 | $479,669 | +$7,372 | +1.56% | |
| Lpl Financial Llc | 0.00% | 6,045 | $398,971 | $405,198 | +$6,227 | +1.56% | |
| Orion Capital Management Llc | 0.10% | 4,940 | $326,041 | $331,130 | +$5,089 | +1.56% | |
| Plancorp, Llc | 0.01% | 4,875 | $321,868 | $326,773 | +$4,905 | +1.52% | |
| Tyche Wealth Partners Llc | 0.03% | 3,765 | $248,490 | $252,369 | +$3,879 | +1.56% | |
| Farther Finance Advisors, Llc | 0.00% | 870 | $57,420 | $58,316 | +$896 | +1.56% | |
| Lam Group, Inc. | 0.00% | 25 | $1,650 | $1,676 | +$26 | +1.56% | |
| Beaird Harris Wealth Management, Llc | 0.00% | 0 | $9 | — | — | — |
Frequently asked questions about AVUQ
Who owns the most AVUQ stock?
The largest holders of AVUQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS US QUALITY EQ ETF (AVUQ).
Is AVUQ widely held by superinvestors?
Many widely followed stocks like AVUQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVUQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.