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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

22 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2025
Top Holder
95.6%
Sep 2022 → Jun 2026 · range 5.3% – 95.6%
+90.0 pts
Top 5
100.0%
Sep 2022 → Jun 2026 · range 20.4% – 100.0%
+79.6 pts
Top 10
100.0%
Sep 2022 → Jun 2026 · range 31.3% – 100.0%
+68.7 pts
HHI
9,148
Sep 2022 → Jun 2026 · range 167 – 9,148
Highly concentrated+8,981

Quarterly Activity

vs Mar 31, 2025
New
2
Increased
2
Decreased
1
Sold Out
416
Unchanged
0
Holder count: -414
Institutional value: -97.4%
Shares held: -98.1%

Top Buyers

vs Mar 31, 2025
Institution Added Now Holds Open
Corient Private Wealth LLC +60,604 1,101,011
Parkside Financial Bank & Trust +910 1,067

Top Sellers

vs Mar 31, 2025
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −1,166 9,500

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Schulz Wealth, LTD. 23,664 $3,030,885
Brown Financial Advisors 16,348 $2,093,851

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
AMERICAN CENTURY COMPANIES INC 3,463,839 $319,989,446
Oak Root LLC 3,049,727 $281,733,780
Annex Advisory Services, LLC 2,319,087 $214,237,257
LPL Financial LLC 2,149,684 $198,587,807
Vista Wealth Management Group, LLC 1,659,169 $153,274,032
Filter: New 2 Increased 2 Reduced 1 Sold out 416 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