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 $11.14B 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 $782.89M, representing an estimated gain of +1.43% 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
571
Total Reported Value
$11.14B
Largest Holder
Hb Wealth Management, Llc
Largest Position
$771.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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 | 4.33% | 6,026,439 | $771,865,206 | $782,894,690 | +$11,029,484 | +1.43% | |
| American Century Companies Inc | 0.26% | 4,549,423 | $582,690,098 | $591,015,542 | +$8,325,444 | +1.43% | |
| Oak Root Llc | 41.07% | 2,905,949 | $372,193,948 | $377,511,835 | +$5,317,887 | +1.43% | |
| Lpl Financial Llc | 0.07% | 2,541,722 | $325,543,797 | $330,195,105 | +$4,651,308 | +1.43% | |
| Maseco Llp | 8.56% | 2,377,661 | $304,590,320 | $308,881,941 | +$4,291,621 | +1.41% | |
| Annex Advisory Services, Llc | 4.43% | 2,025,359 | $259,407,930 | $263,114,388 | +$3,706,458 | +1.43% | |
| Envestnet Asset Management Inc | 0.06% | 2,009,207 | $257,339,253 | $261,016,081 | +$3,676,828 | +1.43% | |
| Focus Partners Wealth | 0.26% | 1,954,513 | $250,334,048 | $253,910,784 | +$3,576,736 | +1.43% | |
| Fifth Third Bancorp | 0.37% | 1,764,029 | $225,936,834 | $229,165,007 | +$3,228,173 | +1.43% | |
| Prime Capital Investment Advisors, Llc | 2.19% | 1,763,123 | $225,820,794 | $229,047,309 | +$3,226,515 | +1.43% | |
| Hightower Advisors, Llc | 0.20% | 1,572,782 | $201,441,870 | $204,320,110 | +$2,878,240 | +1.43% | |
| Financial Plan, Inc. | 17.36% | 1,428,195 | $182,923,195 | $185,536,812 | +$2,613,617 | +1.43% | |
| Commonwealth Equity Services, Llc | 0.23% | 1,412,717 | $180,940,750 | $183,526,065 | +$2,585,315 | +1.43% | |
| Great Point Wealth Advisors, Llc | 24.46% | 1,182,649 | $151,473,654 | $153,637,932 | +$2,164,278 | +1.43% | |
| Beacon Pointe Advisors, Llc | 0.67% | 1,125,582 | $144,164,580 | $146,224,358 | +$2,059,778 | +1.43% | |
| Corient Private Wealth Llc | 0.18% | 1,104,250 | $141,432,403 | $143,453,118 | +$2,020,715 | +1.43% | |
| Modera Wealth Management, Llc | 1.47% | 1,076,358 | $137,859,913 | $139,829,668 | +$1,969,755 | +1.43% | |
| Traphagen Investment Advisors Llc | 9.29% | 1,015,751 | $130,097,334 | $131,956,212 | +$1,858,878 | +1.43% | |
| Morgan Stanley | 0.01% | 999,429 | $128,006,992 | $129,835,821 | +$1,828,829 | +1.43% | |
| Mercer Global Advisors Inc | 0.16% | 982,092 | $125,786,289 | $127,583,572 | +$1,797,283 | +1.43% | |
| Raymond James Financial Inc | 0.03% | 971,486 | $124,428,018 | $126,205,746 | +$1,777,728 | +1.43% | |
| Bank Of America Corp | 0.01% | 967,372 | $123,901,062 | $125,671,297 | +$1,770,235 | +1.43% | |
| Quantum Financial Advisors, Llc | 11.50% | 907,573 | $116,242,000 | $117,902,808 | +$1,660,808 | +1.43% | |
| Bank Of New York Mellon Corp | 0.02% | 879,326 | $112,624,062 | $114,233,241 | +$1,609,179 | +1.43% | |
| Rvw Wealth, Llc | 6.97% | 826,494 | $105,857,338 | $107,369,836 | +$1,512,498 | +1.43% | |
| Bridgewater Advisors Inc. | 5.72% | 810,647 | $104,824,699 | $105,311,152 | +$486,453 | +0.46% | |
| Cetera Investment Advisers | 0.10% | 816,548 | $104,583,514 | $106,077,751 | +$1,494,237 | +1.43% | |
| Werba Rubin Papier Wealth Management | 11.93% | 767,323 | $98,278,769 | $99,682,931 | +$1,404,162 | +1.43% | |
| Mclean Asset Management Corp | 12.67% | 751,137 | $95,845,105 | $97,580,208 | +$1,735,103 | +1.81% | |
| B&D White Capital Company, Llc | 9.40% | 737,291 | $94,432,192 | $95,781,474 | +$1,349,282 | +1.43% | |
| Cresset Asset Management, Llc | 0.31% | 666,468 | $85,361,250 | $86,580,858 | +$1,219,608 | +1.43% | |
| Savant Capital, Llc | 0.25% | 655,079 | $83,902,517 | $85,101,313 | +$1,198,796 | +1.43% | |
| Sc&H Financial Advisors, Inc. | 10.93% | 643,544 | $82,425,056 | $83,602,801 | +$1,177,745 | +1.43% | |
| Caliber Wealth Management, Llc / Ks | 7.78% | 628,777 | $80,533,795 | $81,684,420 | +$1,150,625 | +1.43% | |
| Rockwood Wealth Management, Llc | 4.91% | 605,983 | $77,614,359 | $78,723,252 | +$1,108,893 | +1.43% | |
| Simplicity Wealth,Llc | 4.35% | 689,828 | $76,695,069 | $89,615,555 | +$12,920,486 | +16.85% | |
| Mcglone Suttner Wealth Management, Inc. | 7.95% | 528,975 | $67,751,109 | $68,719,142 | +$968,033 | +1.43% | |
| Plancorp, Llc | 1.65% | 527,558 | $67,416,658 | $68,535,060 | +$1,118,402 | +1.66% | |
| Accredited Investor Services, Llc | 37.45% | 517,498 | $66,281,144 | $67,228,165 | +$947,021 | +1.43% | |
| Wmg Financial Advisors, Llc | 24.44% | 506,461 | $64,867,498 | $65,794,349 | +$926,851 | +1.43% | |
| Onedigital Investment Advisors Llc | 0.54% | 496,521 | $63,594,430 | $64,503,043 | +$908,613 | +1.43% | |
| Cpc Advisors, Llc | 8.51% | 492,914 | $63,132,412 | $64,034,458 | +$902,046 | +1.43% | |
| Gradient Investments Llc | 0.85% | 483,502 | $61,926,932 | $62,811,745 | +$884,813 | +1.43% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 471,368 | $60,021,629 | $61,235,417 | +$1,213,788 | +2.02% | |
| Geometric Wealth Advisors | 6.18% | 445,778 | $57,095,249 | $57,911,020 | +$815,771 | +1.43% | |
| Focus Partners Advisor Solutions, Llc | 0.48% | 442,411 | $56,664,058 | $57,473,613 | +$809,555 | +1.43% | |
| Strategic Blueprint, Llc | 2.82% | 440,816 | $56,459,768 | $57,266,407 | +$806,639 | +1.43% | |
| Correct Capital Wealth Management | 9.64% | 436,566 | $55,915,357 | $56,714,289 | +$798,932 | +1.43% | |
| Red Lighthouse Investment Management, Llc | 16.62% | 435,464 | $55,774,229 | $56,571,128 | +$796,899 | +1.43% | |
| Rockefeller Capital Management L.P. | 0.09% | 434,777 | $55,686,362 | $56,481,880 | +$795,518 | +1.43% |
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.