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AVUS · Avantis U.S. Equity ETF ETF

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$131.29 -0.10 (-0.08%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $147,495,645
Total Shares: 1,151,590

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 5 13F filers · Δ vs Jun 30, 2024
Top Holder
95.6%
Dec 2021 → Jun 2026 · range 5.4% – 95.6%
+90.2 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 21.1% – 100.0%
+78.8 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 33.1% – 100.0%
+66.9 pts
HHI
9,148
Dec 2021 → Jun 2026 · range 180 – 9,148
Highly concentrated+8,968

Quarterly Activity

vs Jun 30, 2024
New
3
Increased
1
Decreased
1
Sold Out
351
Unchanged
0
Holder count: -348
Institutional value: -97.1%
Shares held: -98.4%

Top Buyers

vs Jun 30, 2024
Institution Added Now Holds Open
Corient Private Wealth LLC +298,387 1,101,011

Top Sellers

vs Jun 30, 2024
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −14,272 9,500

Top New Positions

vs Jun 30, 2024
Institution Acquired Value (USD) Open
Schulz Wealth, LTD. 23,664 $3,030,885
Brown Financial Advisors 16,348 $2,093,851
Parkside Financial Bank & Trust 1,067 $136,661

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
Oak Root LLC 3,043,506 $274,493,806
AMERICAN CENTURY COMPANIES INC 2,924,011 $263,716,552
Annex Advisory Services, LLC 2,714,281 $244,801,003
HighTower Advisors, LLC 1,666,950 $150,342,220
ENVESTNET ASSET MANAGEMENT INC 1,632,278 $147,215,152
Filter: New 3 Increased 1 Reduced 1 Sold out 351 Unchanged 0
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC AVUS $141,017,488 95.61% 1,101,011
Schulz Wealth, LTD. AVUS $3,030,885 2.05% 23,664
Brown Financial Advisors AVUS $2,093,851 1.42% 16,348
CITADEL ADVISORS LLC AVUS $1,216,760 0.82% 9,500
Parkside Financial Bank & Trust AVUS $136,661 0.09% 1,067