AVUS Institutional Ownership
Avantis U.S. Equity ETF
1W: -0.1%
1M: -0.2%
3M: +1.2%
YTD: +15.1%
1Y: +19.2%
3Y: +82.5%
5Y: +81.5%
$129.58
+0.87 (+0.68%)
Weekly Expected Move ±1.3%
$126
$128
$130
$131
$133
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AVUS
611
Institutional Holders
+34 vs prior quarter
0.0%
Ownership
+0.00pp
12B
Total Invested
57
New Positions
261
Increased
190
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (628 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HB Wealth Management, LLC | 6,026,439 | $781M | +281,733 | +4.9% | 18Q | SEC ↗ |
| 2 | AMERICAN CENTURY COMPANIES INC | 4,549,423 | $590M | +406,412 | +9.8% | 15Q | SEC ↗ |
| 3 | Oak Root LLC | 2,905,949 | $377M | — | +0.0% | 11Q | SEC ↗ |
| 4 | LPL Financial LLC | 2,541,722 | $329M | +153,009 | +6.4% | 22Q | SEC ↗ |
| 5 | MASECO LLP | 2,377,661 | $308M | +39,384 | +1.7% | 2Q | SEC ↗ |
| 6 | Annex Advisory Services, LLC | 2,025,359 | $262M | +96,288 | +5.0% | 11Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 2,009,207 | $260M | +177,765 | +9.7% | 22Q | SEC ↗ |
| 8 | Focus Partners Wealth | 1,954,513 | $253M | -4,386 | -0.2% | 8Q | SEC ↗ |
| 9 | FIFTH THIRD BANCORP | 1,764,029 | $229M | +1,763,228 | +220128.3% | 3Q | SEC ↗ |
| 10 | Prime Capital Investment Advisors, LLC NEW | 1,763,123 | $228M | — | +0.0% | 1Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 1,572,782 | $204M | -39,920 | -2.5% | 26Q | SEC ↗ |
| 12 | Financial Plan, Inc. | 1,428,195 | $185M | +34,237 | +2.5% | 3Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 1,412,717 | $183M | +58,745 | +4.3% | 27Q | SEC ↗ |
| 14 | Great Point Wealth Advisors, LLC | 1,182,649 | $153M | +37,785 | +3.3% | 4Q | SEC ↗ |
| 15 | Beacon Pointe Advisors, LLC | 1,125,582 | $146M | +35,204 | +3.2% | 4Q | SEC ↗ |
| 16 | Corient Private Wealth LP | 1,101,011 | $143M | -237,366 | -17.7% | 15Q | SEC ↗ |
| 17 | Modera Wealth Management, LLC | 1,076,358 | $139M | +48,655 | +4.7% | 19Q | SEC ↗ |
| 18 | TRAPHAGEN INVESTMENT ADVISORS LLC | 1,015,751 | $132M | -37,993 | -3.6% | 12Q | SEC ↗ |
| 19 | MORGAN STANLEY | 999,429 | $130M | +26,031 | +2.7% | 23Q | SEC ↗ |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | 982,092 | $127M | -12,237 | -1.2% | 7Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 971,486 | $126M | +141,634 | +17.1% | 7Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 967,372 | $125M | +92,213 | +10.5% | 15Q | SEC ↗ |
| 23 | Creative Planning | 938,149 | $122M | -31,331 | -3.2% | 15Q | SEC ↗ |
| 24 | PARK AVENUE SECURITIES LLC | 914,760 | $119M | +108,081 | +13.4% | 20Q | SEC ↗ |
| 25 | Quantum Financial Advisors, LLC | 907,573 | $118M | +29,427 | +3.4% | 17Q | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 879,326 | $114M | +97,568 | +12.5% | 15Q | SEC ↗ |
| 27 | RVW Wealth, LLC | 826,494 | $107M | +23,940 | +3.0% | 26Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 816,548 | $106M | +237,673 | +41.1% | 10Q | SEC ↗ |
| 29 | Bridgewater Advisors Inc. | 810,647 | $105M | +48,337 | +6.3% | 15Q | SEC ↗ |
| 30 | Werba Rubin Papier Wealth Management | 767,323 | $99M | +34,017 | +4.6% | 2Q | SEC ↗ |
| 31 | Magnolia Private Wealth, LLC | 760,242 | $99M | -5,244 | -0.7% | 7Q | SEC ↗ |
| 32 | McLean Asset Management Corp | 751,137 | $97M | +9,674 | +1.3% | 17Q | SEC ↗ |
| 33 | B&D White Capital Company, LLC | 737,291 | $96M | +4,851 | +0.7% | 21Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 731,664 | $95M | -21,488 | -2.9% | 24Q | SEC ↗ |
| 35 | Simplicity Wealth,LLC | 702,241 | $91M | +12,413 | +1.8% | 6Q | SEC ↗ |
| 36 | BCR Wealth Strategies, LLC | 689,260 | $89M | -9,737 | -1.4% | 19Q | SEC ↗ |
| 37 | Cresset Asset Management, LLC | 666,468 | $86M | +14,521 | +2.2% | 13Q | SEC ↗ |
| 38 | Savant Capital, LLC | 655,079 | $85M | +115,497 | +21.4% | 14Q | SEC ↗ |
| 39 | SC&H Financial Advisors, Inc. | 643,544 | $83M | +7,752 | +1.2% | 19Q | SEC ↗ |
| 40 | Caliber Wealth Management, LLC / KS | 628,777 | $81M | +23,352 | +3.9% | 6Q | SEC ↗ |
| 41 | Rockwood Wealth Management, LLC | 605,983 | $79M | -8,507 | -1.4% | 19Q | SEC ↗ |
| 42 | McGlone Suttner Wealth Management, Inc | 528,975 | $69M | +6,658 | +1.3% | 11Q | SEC ↗ |
| 43 | Plancorp, LLC | 527,558 | $68M | -367 | -0.1% | 27Q | SEC ↗ |
| 44 | ACCREDITED INVESTOR SERVICES, LLC | 517,498 | $67M | +961 | +0.2% | 7Q | SEC ↗ |
| 45 | WMG Financial Advisors, LLC | 506,461 | $66M | +4,952 | +1.0% | 19Q | SEC ↗ |
| 46 | OneDigital Investment Advisors LLC | 496,521 | $64M | +9,314 | +1.9% | 21Q | SEC ↗ |
| 47 | CPC Advisors, LLC | 492,914 | $64M | +1,674 | +0.3% | 4Q | SEC ↗ |
| 48 | Gradient Investments LLC | 483,502 | $63M | +125,746 | +35.1% | 6Q | SEC ↗ |
| 49 | Leo Wealth, LLC | 471,880 | $61M | -11,937 | -2.5% | 10Q | SEC ↗ |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 471,368 | $61M | +16,212 | +3.6% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Prime Capital Investment Advisors, | 1,763,123 | $228M |
| TWO SIGMA INVESTMENTS, LP | 381,500 | $49M |
| Aspen Private Advisors, LLC | 276,168 | $36M |
| Copper Harbor Investment Advisors, | 261,754 | $34M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 217,490 | $28M |
| AXXCESS WEALTH MANAGEMENT, LLC | 138,935 | $18M |
| Summit Portfolio Management, LTD. | 123,280 | $16M |
| Timmons Wealth Management, LLC | 57,292 | $7M |
| Elevation Capital Advisory, LLC | 49,719 | $6M |
| Global Retirement Partners, LLC | 30,006 | $4M |
| VISTA INVESTMENT PARTNERS LLC | 24,640 | $3M |
| Schulz Wealth, LTD. | 23,664 | $3M |
| Evanson Financial, LLC | 17,212 | $2M |
| Platform Wealth Management, LLC | 15,279 | $2M |
| R2 Capital Strategies, LLC | 15,262 | $2M |
| Solidarity Wealth, LLC | 15,117 | $2M |
| Diversify Advisory Services, LLC | 8,752 | $1M |
| Freedom Day Solutions, LLC | 8,637 | $1M |
| KEYBANK NATIONAL ASSOCIATION/OH | 8,279 | $1M |
| HBW ADVISORY SERVICES LLC | 5,083 | $659K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Strategic Financial Planning, Inc. | 200,814 | $26M |
| SOL Capital Management CO | 63,680 | $8M |
| M Holdings Securities, Inc. | 15,965 | $2M |
| TFB Advisors LLC | 15,606 | $2M |
| Independent Advisor Alliance | 15,059 | $2M |
| EVOKE WEALTH, LLC | 7,394 | $958K |
| TIAA TRUST, NATIONAL ASSOCIATION | 5,594 | $725K |
| Colter Lewis Investment Partners LL | 5,055 | $655K |
| Cardinal Point Capital Management U | 3,829 | $496K |
| SEGALL BRYANT & HAMILL, LLC | 3,023 | $392K |
| Stockman Wealth Management, Inc. | 2,705 | $351K |
| Vise Technologies, Inc. | 2,679 | $347K |
| Calamos Advisors LLC | 2,673 | $346K |
| Strategic Financial Concepts, LLC | 2,231 | $289K |
| DGS Capital Management, LLC | 2,211 | $287K |
| Paragon Advisors, LLC | 2,061 | $267K |
| Envestnet Portfolio Solutions, Inc. | 1,897 | $246K |
| Avantax Planning Partners, Inc. | 1,851 | $240K |
| Tower Research Capital LLC (TRC) | 1,717 | $222K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,566 | $203K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FIFTH THIRD BANCORP | +1,763,228 | +220128.3% | 1,764,029 |
| AMERICAN CENTURY COMPANIES INC | +406,412 | +9.8% | 4,549,423 |
| HB Wealth Management, LLC | +281,733 | +4.9% | 6,026,439 |
| Cetera Investment Advisers | +237,673 | +41.1% | 816,548 |
| ENVESTNET ASSET MANAGEMENT INC | +177,765 | +9.7% | 2,009,207 |
| LPL Financial LLC | +153,009 | +6.4% | 2,541,722 |
| RAYMOND JAMES FINANCIAL INC | +141,634 | +17.1% | 971,486 |
| POINCIANA ADVISORS GROUP, LLC | +138,629 | +2227.0% | 144,854 |
| Gradient Investments LLC | +125,746 | +35.1% | 483,502 |
| Savant Capital, LLC | +115,497 | +21.4% | 655,079 |
| PARK AVENUE SECURITIES LLC | +108,081 | +13.4% | 914,760 |
| Bank of New York Mellon Corp | +97,568 | +12.5% | 879,326 |
| MML INVESTORS SERVICES, LLC | +97,268 | +32.5% | 396,786 |
| OSAIC HOLDINGS, INC. | +97,009 | +40.9% | 334,161 |
| Annex Advisory Services, LLC | +96,288 | +5.0% | 2,025,359 |
| BANK OF AMERICA CORP /DE | +92,213 | +10.5% | 967,372 |
| CONTINUUM WEALTH ADVISORS, LLC | +78,019 | +29.8% | 339,935 |
| CORRECT CAPITAL WEALTH MANAGEMENT | +74,073 | +20.4% | 436,566 |
| Indivisible Partners | +69,707 | +19.3% | 430,377 |
| Equity Wealth Partners, LLC | +64,941 | +1696.5% | 68,769 |