Who owns Avantis U.S. Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVUS from SEC Form 13F filings across 590 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 590 institutions disclosed 92.3M shares of Avantis U.S. Equity ETF worth $11.73B — about 85.2% of shares outstanding; the largest disclosed holder is HB Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
590
13F holders
$11.73B
value, 2026 filers
85.2%
of shares outstanding (92.3M sh)
67
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVUS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HB Wealth Management, LLC | 6.0M | $771.9M | 4.3% | 5.6% | +4.9% |
| 2 | AMERICAN CENTURY COMPANIES INC | 4.5M | $582.7M | 0.3% | 4.2% | +9.8% |
| 3 | Oak Root LLC | 2.9M | $372.2M | 41.1% | 2.7% | 0.0% |
| 4 | LPL Financial LLC | 2.5M | $325.5M | 0.1% | 2.3% | +6.4% |
| 5 | MASECO LLP | 2.4M | $304.6M | 8.6% | 2.2% | +1.7% |
| 6 | Annex Advisory Services, LLC | 2.0M | $259.4M | 4.4% | 1.9% | +5.0% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 2.0M | $257.3M | 0.1% | 1.9% | +9.7% |
| 8 | Focus Partners Wealth | 2.0M | $250.3M | 0.3% | 1.8% | -0.2% |
| 9 | FIFTH THIRD BANCORP | 1.8M | $225.9M | 0.4% | 1.6% | +220128.3% |
| 10 | Prime Capital Investment Advisors, LLCNEW | 1.8M | $225.8M | 2.2% | 1.6% | new |
| 11 | HighTower Advisors, LLC | 1.6M | $201.4M | 0.2% | 1.5% | -2.5% |
| 12 | Financial Plan, Inc. | 1.4M | $182.9M | 17.4% | 1.3% | +2.5% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 1.4M | $180.9M | 0.2% | 1.3% | +4.3% |
| 14 | Great Point Wealth Advisors, LLC | 1.2M | $151.5M | 24.5% | 1.1% | +3.3% |
| 15 | Beacon Pointe Advisors, LLC | 1.1M | $144.2M | 0.7% | 1% | +3.2% |
| 16 | Corient Private Wealth LP | 1.1M | $141.0M | 0.2% | 1% | -17.7% |
| 17 | Modera Wealth Management, LLC | 1.1M | $137.9M | 1.5% | 1% | +4.7% |
| 18 | TRAPHAGEN INVESTMENT ADVISORS LLC | 1.0M | $130.1M | 9.3% | 0.9% | -3.6% |
| 19 | MORGAN STANLEY | 999,429 | $128.0M | 0.0% | 0.9% | +2.7% |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | 982,092 | $125.8M | 0.2% | 0.9% | -1.2% |
| 21 | RAYMOND JAMES FINANCIAL INC | 971,486 | $124.4M | 0.0% | 0.9% | +17.1% |
| 22 | BANK OF AMERICA CORP /DE/ | 967,372 | $123.9M | 0.0% | 0.9% | +10.5% |
| 23 | Creative Planning | 938,149 | $120.2M | 0.1% | 0.9% | -3.2% |
| 24 | PARK AVENUE SECURITIES LLC | 914,760 | $117.2M | 0.7% | 0.8% | +13.4% |
| 25 | Quantum Financial Advisors, LLC | 907,573 | $116.2M | 11.5% | 0.8% | +3.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.