AVUS
ETF

Avantis U.S. Equity ETF

US EQT ETF As of Jun 30, 2026 CUSIP 025072885
Institutional Holders
603
Total Held Value
$11.98B
Total Exact Shares
94.30M
Largest Holder
HB Wealth Management
6.45M shares • $826.1M
Reported Holders603
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 HB Wealth Management
Filing dated Sep 30, 2026
$826.1M 4.2% +7.0% 6.45M Sep 30, 2026
2 American Century Companies $582.7M 0.3% +9.8% 4.55M Jun 30, 2026
3 Oak Root
Filing dated Sep 30, 2026
$372.2M 41.0% — 2.91M Sep 30, 2026
4 LPL Financial $325.5M 0.1% +6.4% 2.54M Jun 30, 2026
5 Maseco
Filing dated Sep 30, 2026
$308.1M 8.4% +1.2% 2.41M Sep 30, 2026
6 Annex Advisory Services
Filing dated Sep 30, 2026
$277.5M 4.5% +7.0% 2.17M Sep 30, 2026
7 Envestnet Asset Management $257.3M 0.1% +9.7% 2.01M Jun 30, 2026
8 Focus Partners Wealth $250.3M 0.3% -0.2% 1.95M Jun 30, 2026
9 Fifth Third Bancorp $225.9M 0.4% >999% 1.76M Jun 30, 2026
10 Prime Capital Investment Advisors
Filing dated Sep 30, 2026
$221.8M 2.2% -1.8% 1.73M Sep 30, 2026
11 HighTower Advisors $201.4M 0.2% -2.5% 1.57M Jun 30, 2026
12 Financial Plan $182.9M 17.4% +2.5% 1.43M Jun 30, 2026
13 Commonwealth Equity Services $180.9M 0.2% +4.3% 1.41M Jun 30, 2026
14 Great Point Wealth Advisors
Filing dated Sep 30, 2026
$156.9M 24.9% +3.6% 1.22M Sep 30, 2026
15 Beacon Pointe Advisors $144.2M 0.7% +3.2% 1.13M Jun 30, 2026
16 Modera Wealth Management
Filing dated Sep 30, 2026
$141.3M 1.5% +2.5% 1.10M Sep 30, 2026
17 Corient Private Wealth $141.0M 0.2% -17.7% 1.10M Jun 30, 2026
18 Park Avenue Securities
Filing dated Sep 30, 2026
$128.6M 0.8% +9.7% 1.00M Sep 30, 2026
19 Morgan Stanley $128.0M <0.1% +2.7% 999.4K Jun 30, 2026
20 Mercer Global Advisors $125.8M 0.2% -1.2% 982.1K Jun 30, 2026
Exited in Latest Filing17
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.