AVUQ Institutional Ownership
Avantis U.S. Quality ETF
1W: +0.2%
1M: +2.9%
3M: +3.6%
YTD: +13.7%
1Y: +15.1%
$68.45
+0.48 (+0.71%)
Weekly Expected Move ±1.7%
$66
$67
$68
$70
$71
Overview
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Institutional Ownership — AVUQ
28
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
249M
Total Invested
8
New Positions
11
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 945,545 | 65M | -220,106 | -18.9% | 6Q | SEC ↗ |
| 2 | AMERICAN CENTURY COMPANIES INC | 910,888 | 62M | +9,717 | +1.1% | 2Q | SEC ↗ |
| 3 | B&D White Capital Company, LLC NEW | 322,988 | 22M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Bridgewater Advisors Inc. NEW | 286,749 | 20M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Strategic Blueprint, LLC | 273,432 | 19M | +7,258 | +2.7% | 3Q | SEC ↗ |
| 6 | Kooman & Associates NEW | 231,427 | 16M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Torren Management, LLC | 195,207 | 13M | +1,124 | +0.6% | 3Q | SEC ↗ |
| 8 | NewEdge Advisors, LLC | 164,235 | 11M | +42,141 | +34.5% | 2Q | SEC ↗ |
| 9 | TrustWell Financial Advisors, LLC | 144,823 | 10M | -12,047 | -7.7% | 3Q | SEC ↗ |
| 10 | EnRich Financial Partners LLC | 103,685 | 7M | +61,104 | +143.5% | 3Q | SEC ↗ |
| 11 | Three Arch Wealth Management LLC | 57,916 | 4M | -83 | -0.1% | 3Q | SEC ↗ |
| 12 | True Wealth Design, LLC | 26,921 | 2M | -920 | -3.3% | 5Q | SEC ↗ |
| 13 | Tortoise Investment Management, LLC | 18,500 | 1M | — | +0.0% | 2Q | SEC ↗ |
| 14 | LEGACY FINANCIAL GROUP, INC. | 13,899 | 951K | +189 | +1.4% | 5Q | SEC ↗ |
| 15 | Herold Advisors, Inc. | 13,526 | 926K | +2,887 | +27.1% | 5Q | SEC ↗ |
| 16 | BANK OF MONTREAL /CAN NEW | 12,871 | 881K | — | +0.0% | 1Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 10,336 | 708K | -768 | -6.9% | 4Q | SEC ↗ |
| 18 | Haven Private, LLC | 7,156 | 490K | -5,347 | -42.8% | 3Q | SEC ↗ |
| 19 | LPL Financial LLC NEW | 6,045 | 414K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Orion Capital Management LLC | 4,940 | 338K | +4,920 | +24600.0% | 3Q | SEC ↗ |
| 21 | Plancorp, LLC | 4,875 | 334K | +480 | +10.9% | 4Q | SEC ↗ |
| 22 | Sankala Group LLC | 4,740 | 324K | +3,334 | +237.1% | 3Q | SEC ↗ |
| 23 | Tyche Wealth Partners LLC NEW | 3,765 | 258K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Farther Finance Advisors, LLC NEW | 870 | 60K | — | +0.0% | 1Q | SEC ↗ |
| 25 | AE Wealth Management LLC NEW | 160 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 26 | LAM GROUP, INC. | 25 | 2K | +20 | +400.0% | 2Q | SEC ↗ |
| 27 | Beaird Harris Wealth Management, LLC | 0 | 0K | — | — | 4Q | SEC ↗ |
| 28 | UBS Group AG | 0 | 0K | -36 | -100.0% | 1Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 0 | 0K | -124 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| B&D White Capital Company, LLC | 322,988 | 22M |
| Bridgewater Advisors Inc. | 286,749 | 20M |
| Kooman & Associates | 231,427 | 16M |
| BANK OF MONTREAL /CAN | 12,871 | 881K |
| LPL Financial LLC | 6,045 | 414K |
| Tyche Wealth Partners LLC | 3,765 | 258K |
| Farther Finance Advisors, LLC | 870 | 60K |
| AE Wealth Management LLC | 160 | 11K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 124 | 8K |
| UBS Group AG | 36 | 2K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EnRich Financial Partners LLC | +61,104 | +143.5% | 103,685 |
| NewEdge Advisors, LLC | +42,141 | +34.5% | 164,235 |
| AMERICAN CENTURY COMPANIES INC | +9,717 | +1.1% | 910,888 |
| Strategic Blueprint, LLC | +7,258 | +2.7% | 273,432 |
| Orion Capital Management LLC | +4,920 | +24600.0% | 4,940 |
| Sankala Group LLC | +3,334 | +237.1% | 4,740 |
| Herold Advisors, Inc. | +2,887 | +27.1% | 13,526 |
| Torren Management, LLC | +1,124 | +0.6% | 195,207 |
| Plancorp, LLC | +480 | +10.9% | 4,875 |
| LEGACY FINANCIAL GROUP, INC. | +189 | +1.4% | 13,899 |
| LAM GROUP, INC. | +20 | +400.0% | 25 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cresset Asset Management, LLC | -220,106 | -18.9% | 945,545 |
| TrustWell Financial Advisors, LLC | -12,047 | -7.7% | 144,823 |
| Haven Private, LLC | -5,347 | -42.8% | 7,156 |
| True Wealth Design, LLC | -920 | -3.3% | 26,921 |
| CITADEL ADVISORS LLC | -768 | -6.9% | 10,336 |
| Three Arch Wealth Management LLC | -83 | -0.1% | 57,916 |