AVUS Institutional Ownership & Shareholders
AVANTIS U.S. EQUITY ETF (AVUS) is currently held by 588 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.42B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hb Wealth Management, Llc is currently the largest disclosed institutional shareholder of AVUS tracked by InsiderSet, reporting ownership valued at approximately $826.06M in its September 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 $826.32M, representing an estimated gain of +0.03% 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
588
Total Reported Value
$11.42B
Largest Holder
Hb Wealth Management, Llc
Largest Position
$826.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hb Wealth Management, Llc | 4.25% | 6,449,045 | $826,058,849 | $826,316,136 | +$257,287 | +0.03% | |
| American Century Companies Inc | 0.26% | 4,549,423 | $582,690,098 | $582,917,569 | +$227,471 | +0.04% | |
| Oak Root Llc | 41.03% | 2,905,949 | $372,223,007 | $372,339,245 | +$116,238 | +0.03% | |
| Lpl Financial Llc | 0.07% | 2,541,722 | $325,543,797 | $325,670,840 | +$127,043 | +0.04% | |
| Maseco Llp | 8.43% | 2,405,761 | $308,093,848 | $308,250,157 | +$156,309 | +0.05% | |
| Annex Advisory Services, Llc | 4.54% | 2,166,227 | $277,471,955 | $277,558,666 | +$86,711 | +0.03% | |
| Envestnet Asset Management Inc | 0.06% | 2,009,207 | $257,339,253 | $257,439,693 | +$100,440 | +0.04% | |
| Focus Partners Wealth | 0.26% | 1,954,513 | $250,334,048 | $250,431,751 | +$97,703 | +0.04% | |
| Fifth Third Bancorp | 0.37% | 1,764,029 | $225,936,834 | $226,025,036 | +$88,202 | +0.04% | |
| Prime Capital Investment Advisors, Llc | 2.18% | 1,731,605 | $221,801,284 | $221,870,549 | +$69,265 | +0.03% | |
| Commonwealth Equity Services, Llc | 0.24% | 1,452,465 | $186,046,210 | $186,104,340 | +$58,130 | +0.03% | |
| Financial Plan, Inc. | 17.36% | 1,428,195 | $182,923,195 | $182,994,625 | +$71,430 | +0.04% | |
| Great Point Wealth Advisors, Llc | 24.92% | 1,224,666 | $156,867,490 | $156,916,455 | +$48,965 | +0.03% | |
| Beacon Pointe Advisors, Llc | 0.67% | 1,125,582 | $144,164,580 | $144,220,822 | +$56,242 | +0.04% | |
| Modera Wealth Management, Llc | 1.49% | 1,103,061 | $141,291,130 | $141,335,206 | +$44,076 | +0.03% | |
| Corient Private Wealth Llc | 0.20% | 1,101,011 | $141,017,552 | $141,072,539 | +$54,987 | +0.04% | |
| Morgan Stanley | 0.01% | 999,429 | $128,006,992 | $128,056,838 | +$49,846 | +0.04% | |
| Mercer Global Advisors Inc | 0.16% | 982,092 | $125,786,289 | $125,835,448 | +$49,159 | +0.04% | |
| Raymond James Financial Inc | 0.03% | 971,486 | $124,428,018 | $124,476,501 | +$48,483 | +0.04% | |
| Bank Of America Corp | 0.01% | 967,372 | $123,901,062 | $123,949,374 | +$48,312 | +0.04% | |
| Traphagen Investment Advisors Llc | 8.22% | 936,821 | $119,997,413 | $120,034,875 | +$37,462 | +0.03% | |
| Creative Planning | 0.07% | 933,319 | $119,548,773 | $119,586,163 | +$37,390 | +0.03% | |
| Rvw Wealth, Llc | 7.49% | 910,991 | $116,688,816 | $116,725,277 | +$36,461 | +0.03% | |
| Quantum Financial Advisors, Llc | 11.50% | 907,573 | $116,242,000 | $116,287,328 | +$45,328 | +0.04% | |
| Bank Of New York Mellon Corp | 0.02% | 879,326 | $112,624,062 | $112,668,040 | +$43,978 | +0.04% | |
| Bridgewater Advisors Inc. | 5.72% | 810,647 | $104,824,699 | $103,868,200 | -$956,499 | -0.91% | |
| Cetera Investment Advisers | 0.10% | 816,548 | $104,583,514 | $104,624,295 | +$40,781 | +0.04% | |
| Werba Rubin Papier Wealth Management | 11.93% | 767,323 | $98,278,769 | $98,317,096 | +$38,327 | +0.04% | |
| B&D White Capital Company, Llc | 9.45% | 760,638 | $97,430,168 | $97,460,547 | +$30,379 | +0.03% | |
| Mclean Asset Management Corp | 12.67% | 751,137 | $95,845,105 | $96,243,184 | +$398,079 | +0.42% | |
| Simplicity Wealth,Llc | 2.72% | 727,970 | $93,245,631 | $93,274,796 | +$29,165 | +0.03% | |
| Bcr Wealth Strategies, Llc | 24.80% | 689,260 | $88,280,000 | $88,314,884 | +$34,884 | +0.04% | |
| Cresset Asset Management, Llc | 0.31% | 666,468 | $85,361,250 | $85,394,545 | +$33,295 | +0.04% | |
| Savant Capital, Llc | 0.25% | 655,079 | $83,902,517 | $83,935,272 | +$32,755 | +0.04% | |
| Sc&H Financial Advisors, Inc. | 11.58% | 652,755 | $83,611,401 | $83,637,498 | +$26,097 | +0.03% | |
| Indivisible Partners | 3.75% | 638,660 | $81,806,011 | $81,831,506 | +$25,495 | +0.03% | |
| Caliber Wealth Management, Llc / Ks | 7.78% | 628,777 | $80,533,795 | $80,565,197 | +$31,402 | +0.04% | |
| Rockwood Wealth Management, Llc | 4.57% | 593,289 | $75,994,380 | $76,018,120 | +$23,740 | +0.03% | |
| Gradient Investments Llc | 1.00% | 547,307 | $70,104,605 | $70,126,446 | +$21,841 | +0.03% | |
| Mcglone Suttner Wealth Management, Inc. | 7.92% | 532,568 | $68,216,672 | $68,237,938 | +$21,266 | +0.03% | |
| Accredited Investor Services, Llc | 37.96% | 531,680 | $68,102,891 | $68,124,158 | +$21,267 | +0.03% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 523,461 | $67,453,762 | $67,071,058 | -$382,704 | -0.57% | |
| Plancorp, Llc | 1.65% | 527,558 | $67,416,658 | $67,596,007 | +$179,349 | +0.27% | |
| Wmg Financial Advisors, Llc | 24.44% | 506,461 | $64,867,498 | $64,892,848 | +$25,350 | +0.04% | |
| Cpc Advisors, Llc | 8.72% | 500,646 | $64,127,727 | $64,147,772 | +$20,045 | +0.03% | |
| Onedigital Investment Advisors Llc | 0.54% | 496,521 | $63,594,430 | $63,619,236 | +$24,806 | +0.04% | |
| Correct Capital Wealth Management | 10.56% | 485,775 | $62,223,021 | $62,242,351 | +$19,330 | +0.03% | |
| Geometric Wealth Advisors | 6.18% | 445,778 | $57,095,249 | $57,117,535 | +$22,286 | +0.04% | |
| Strategic Blueprint, Llc | 2.79% | 444,602 | $56,949,031 | $56,966,854 | +$17,823 | +0.03% | |
| Focus Partners Advisor Solutions, Llc | 0.48% | 442,411 | $56,664,058 | $56,686,121 | +$22,063 | +0.04% |
Frequently asked questions about AVUS
Who are the largest institutional holders of AVUS?
The largest institutional holders of AVUS reported in the latest SEC Form 13F filings include Hb Wealth Management, Llc, American Century Companies Inc, Oak Root Llc, Lpl Financial Llc, and Maseco Llp. InsiderSet ranks institutional holders by their latest reported AVUS position.
What is AVUS institutional ownership?
This page tracks AVUS positions reported by institutional investment managers through SEC Form 13F. AVANTIS U.S. EQUITY ETF (AVUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVUS?
InsiderSet currently tracks 588 institutional managers reporting AVUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVUS shareholders.
How much AVUS stock do institutions own?
Institutional investment managers disclosed approximately $11.42B in AVUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVUS institutional ownership last updated?
The latest AVUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVUS position after the reporting date.
Are institutions buying or selling AVUS?
Institutional buying and selling can be analyzed by comparing AVUS positions across consecutive 13F reporting periods. InsiderSet's AVUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVUS ownership changes.
How has AVUS institutional ownership changed over time?
InsiderSet tracks AVUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.