AVANTIS U.S. EQUITY ETF (AVUS) Institutional Shareholders
AVANTIS U.S. EQUITY ETF (AVUS) 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 $9.86B in AVUS holdings during the latest filing period.
Hb Wealth Management, Llc is currently the largest disclosed institutional shareholder of AVUS tracked by InsiderSet, reporting ownership valued at approximately $771.87M 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 $768.97M, representing an estimated loss of -0.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 32% of the total disclosed AVUS value among the investors covered in this analysis. Major shareholders include Hb Wealth Management, Llc, American Century Companies Inc, Oak Root Llc, and several other long-term asset managers with concentrated positions in AVANTIS U.S. EQUITY ETF (AVUS).
This page ranks the largest institutional AVUS 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
562
Total Reported Value
$9.86B
Largest Holder
Hb Wealth Management, Llc
Largest Position
$771.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hb Wealth Management, Llc | 4.33% | 6,026,439 | $771,865,206 | $768,973,616 | -$2,891,590 | -0.37% | |
| American Century Companies Inc | 0.24% | 4,143,011 | $460,619,963 | $528,648,204 | +$68,028,241 | +14.77% | |
| Oak Root Llc | 41.07% | 2,905,949 | $372,193,948 | $370,799,092 | -$1,394,856 | -0.37% | |
| Lpl Financial Llc | 0.07% | 2,388,713 | $265,577,118 | $304,799,779 | +$39,222,661 | +14.77% | |
| Maseco Llp | 8.15% | 2,338,277 | $259,864,389 | $298,364,145 | +$38,499,756 | +14.82% | |
| Annex Advisory Services, Llc | 4.43% | 2,025,359 | $259,407,930 | $258,435,808 | -$972,122 | -0.37% | |
| Focus Partners Wealth | 0.26% | 1,958,899 | $232,685,592 | $249,955,512 | +$17,269,920 | +7.42% | |
| Envestnet Asset Management Inc | 0.05% | 1,831,442 | $203,619,694 | $233,691,999 | +$30,072,305 | +14.77% | |
| Commonwealth Equity Services, Llc | 0.23% | 1,412,717 | $180,940,750 | $180,262,689 | -$678,061 | -0.37% | |
| Hightower Advisors, Llc | 0.19% | 1,612,702 | $179,300,572 | $205,780,775 | +$26,480,203 | +14.77% | |
| Financial Plan, Inc. | 16.61% | 1,393,958 | $154,980,210 | $177,869,041 | +$22,888,831 | +14.77% | |
| Great Point Wealth Advisors, Llc | 24.46% | 1,182,649 | $151,473,654 | $150,906,012 | -$567,642 | -0.37% | |
| Corient Private Wealth Llc | 0.21% | 1,338,377 | $148,825,642 | $170,776,905 | +$21,951,263 | +14.75% | |
| Traphagen Investment Advisors Llc | 9.29% | 1,015,751 | $130,097,334 | $129,609,828 | -$487,506 | -0.37% | |
| Beacon Pointe Advisors, Llc | 0.64% | 1,090,378 | $121,228,226 | $139,132,233 | +$17,904,007 | +14.77% | |
| Quantum Financial Advisors, Llc | 11.50% | 907,573 | $116,242,000 | $115,806,315 | -$435,685 | -0.37% | |
| Modera Wealth Management, Llc | 1.37% | 1,027,703 | $114,260,028 | $131,134,903 | +$16,874,875 | +14.77% | |
| Mercer Global Advisors Inc | 0.16% | 994,329 | $110,549,516 | $126,876,380 | +$16,326,864 | +14.77% | |
| Morgan Stanley | 0.01% | 973,398 | $108,222,552 | $124,205,585 | +$15,983,033 | +14.77% | |
| Creative Planning | 0.07% | 969,480 | $107,786,837 | $123,705,648 | +$15,918,811 | +14.77% | |
| Rvw Wealth, Llc | 6.97% | 826,494 | $105,857,338 | $105,460,634 | -$396,704 | -0.37% | |
| Werba Rubin Papier Wealth Management | 11.93% | 767,323 | $98,278,769 | $97,910,415 | -$368,354 | -0.37% | |
| Bank Of America Corp | 0.01% | 875,159 | $97,300,204 | $111,670,288 | +$14,370,084 | +14.77% | |
| Bridgewater Advisors Inc. | 5.67% | 762,310 | $95,349,696 | $97,270,756 | +$1,921,060 | +2.01% | |
| Raymond James Financial Inc | 0.03% | 829,852 | $92,262,927 | $105,889,115 | +$13,626,188 | +14.77% | |
| Bank Of New York Mellon Corp | 0.02% | 781,758 | $86,915,890 | $99,752,321 | +$12,836,431 | +14.77% | |
| Northwestern Mutual Wealth Management Co | 0.05% | 753,152 | $83,735,527 | $96,102,195 | +$12,366,668 | +14.77% | |
| Mclean Asset Management Corp | 14.42% | 741,463 | $82,435,854 | $94,610,679 | +$12,174,825 | +14.77% | |
| B&D White Capital Company, Llc | 10.07% | 732,440 | $81,432,729 | $93,459,344 | +$12,026,615 | +14.77% | |
| Caliber Wealth Management, Llc / Ks | 7.78% | 628,777 | $80,533,795 | $80,231,945 | -$301,850 | -0.37% | |
| Rockwood Wealth Management, Llc | 4.91% | 605,983 | $77,614,359 | $77,323,431 | -$290,928 | -0.37% | |
| Simplicity Wealth,Llc | 4.35% | 689,828 | $76,695,069 | $88,022,053 | +$11,326,984 | +14.77% | |
| Cresset Asset Management, Llc | 0.31% | 651,947 | $72,483,500 | $83,188,437 | +$10,704,937 | +14.77% | |
| Sc&H Financial Advisors, Inc. | 10.66% | 635,792 | $70,687,314 | $81,127,059 | +$10,439,745 | +14.77% | |
| Mcglone Suttner Wealth Management, Inc. | 7.95% | 528,975 | $67,751,109 | $67,497,210 | -$253,899 | -0.37% | |
| Plancorp, Llc | 1.65% | 527,558 | $67,416,658 | $67,316,401 | -$100,257 | -0.15% | |
| Wmg Financial Advisors, Llc | 24.44% | 506,461 | $64,867,498 | $64,624,424 | -$243,074 | -0.37% | |
| Cetera Investment Advisers | 0.07% | 578,875 | $64,359,279 | $73,864,450 | +$9,505,171 | +14.77% | |
| Cpc Advisors, Llc | 8.51% | 492,914 | $63,132,412 | $62,895,826 | -$236,586 | -0.37% | |
| Gradient Investments Llc | 0.85% | 483,502 | $61,926,932 | $61,694,855 | -$232,077 | -0.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 471,368 | $60,021,629 | $60,146,557 | +$124,928 | +0.21% | |
| Savant Capital, Llc | 0.29% | 539,582 | $59,990,764 | $68,850,663 | +$8,859,899 | +14.77% | |
| Accredited Investor Services, Llc | 36.87% | 516,537 | $57,428,584 | $65,910,121 | +$8,481,537 | +14.77% | |
| Strategic Blueprint, Llc | 2.82% | 440,816 | $56,459,768 | $56,248,122 | -$211,646 | -0.37% | |
| Onedigital Investment Advisors Llc | 0.53% | 487,207 | $54,167,670 | $62,167,613 | +$7,999,943 | +14.77% | |
| Leo Wealth, Llc | 3.81% | 471,880 | $52,463,869 | $60,211,888 | +$7,748,019 | +14.77% | |
| Legacy Financial Group, Inc. | 11.66% | 390,059 | $49,958,796 | $49,771,528 | -$187,268 | -0.37% | |
| World Investment Advisors | 0.79% | 441,517 | $49,087,834 | $56,337,569 | +$7,249,735 | +14.77% | |
| Mattern Wealth Management Llc | 7.98% | 379,466 | $48,602,029 | $48,419,862 | -$182,167 | -0.37% | |
| Geometric Wealth Advisors | 6.07% | 436,101 | $48,485,764 | $55,646,488 | +$7,160,724 | +14.77% |
Frequently asked questions about AVUS
Who owns the most AVUS stock?
The largest holders of AVUS 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 U.S. EQUITY ETF (AVUS).
Is AVUS widely held by superinvestors?
Many widely followed stocks like AVUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVUS 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.