AVUS institutional holders

Avantis U.S. Equity ETF · 604 reporting institutions · $11.7B reported value

Funds that can replace AVUS · AVUS return decomposition

Institutional holdings

Institutions reporting AVUS, largest first
InstitutionReported positionAdvisors at firmReport period
Hb Wealth Management, LLC$771.9M1692026-06-30
American Century Companies Inc$582.7M02026-06-30
Oak Root LLC$372.2M22026-06-30
Lpl Financial LLC$325.5M23,4582026-06-30
Maseco LLP$304.6M82026-06-30
Annex Advisory Services, LLC$259.4M982026-06-30
Envestnet Pmc$257.3M602026-06-30
Focus Partners Wealth$250.3M1,0482026-06-30
Fifth Third Bancorp$225.9M02026-06-30
Prime Capital Financial$225.8M2652026-06-30
Hightower Advisors, LLC$201.4M1,0462026-06-30
Financial Plan, Inc.$182.9M132026-06-30
Commonwealth Equity Services, LLC$180.9M2,8632026-06-30
Great Point Wealth Advisors, LLC$151.5M32026-06-30
Beacon Pointe Advisors, LLC$144.2M4662026-06-30
Corient Private Wealth LP$141M6742026-06-30
Modera Wealth Management, LLC$137.9M1352026-06-30
Traphagen Investment Advisors LLC$130.1M162026-06-30
Morgan Stanley$128M23,1852026-06-30
Mercer Global Advisors Inc /adv$125.8M02026-06-30
Raymond James Financial Inc$124.4M02026-06-30
Bank of America Corp /de$123.9M02026-06-30
Creative Planning$120.2M1,1712026-06-30
Quantum Financial Advisors, LLC$116.2M02026-06-30
Bank of New York Mellon Corp$112.6M02026-06-30
Rvw Wealth, LLC$105.9M82026-06-30
Bridgewater Advisors Inc.$104.8M142026-06-30
Cetera Investment Advisers$104.6M10,3702026-06-30
Werba Rubin Papier Wealth Management, LLC$98.3M72026-06-30
McLean Asset Management Corp.$95.8M162026-06-30
B&D White Capital Company, LLC$94.4M62026-06-30
Northwestern Mutual Wealth Management Co$93.7M02026-06-30
Simplicity Wealth, LLC$89.9M02026-06-30
Cresset Asset Management, LLC$85.4M2122026-06-30
Savant Wealth Management$83.9M4052026-06-30
Sc&h Financial Advisors, Inc.$82.4M192026-06-30
Caliber Wealth Management, LLC / Ks$80.5M142026-06-30
Rockwood Wealth Management, LLC$77.6M462026-06-30
Full Sail Capital, LLC$68.6M02025-09-30
McGlone Suttner Wealth Management, Inc.$67.8M82026-06-30
Plancorp, LLC$67.4M522026-06-30
Accredited Investor Services, LLC$66.3M102026-06-30
Wmg Financial Advisors, LLC$64.9M142026-06-30
Onedigital Investment Advisors LLC$63.6M3862026-06-30
Cpc Advisors, LLC$63.1M172026-06-30
Gradient Investments, LLC$61.9M312026-06-30
Wealth Enhancement Advisory Services, LLC$60M1,0262026-06-30
Raffa Wealth Management, LLC$57.7M62026-06-30
Geometric Wealth Advisors, LLC$57.1M102026-06-30
Focus Partners Advisor Solutions, LLC$56.7M422026-06-30
Strategic Blueprint, LLC$56.5M552026-06-30
Correct Capital Wealth Management$55.9M72026-06-30
Red Lighthouse Investment Management, LLC$55.8M12026-06-30
Rockefeller Capital Management LP$55.7M3462026-06-30
Wcg Wealth Advisors LLC$55.6M1302026-06-30
Indivisible Partners$55.1M342026-06-30
Awm Capital, LLC$53.9M292026-06-30
Tortoise Investment Management, LLC$53.2M152026-06-30
Leo Wealth, LLC$52.5M152026-03-31
Waverly Advisors, LLC$52.2M2312026-06-30
MML Investors Services, LLC$50.8M5,1202026-06-30
Legacy Financial Group, Inc.$50M82026-06-30
Vestmark Advisory Solutions, Inc.$49.2M82026-06-30
World Investment Advisors$49.1M3592026-06-30
Two Sigma Investments, LP$48.9M02026-06-30
Mattern Wealth Management LLC$48.6M42026-06-30
Disciplina Capital Management LLC$48.4M32026-06-30
Arcadia Wealth Management, Inc.$47.2M02026-06-30
Glenview Trust Co$46.3M02026-06-30
Bsw Wealth Partners$45.8M02026-06-30
Retirement Financial Solutions, LLC$45.2M152026-06-30
Monon Wealth Management$44.6M72026-06-30
Retire Agile$44.1M42026-06-30
Continuum Wealth Advisors, LLC$43.5M62026-06-30
Signature Resources Capital Management, LLC$43.2M02026-06-30
Osaic Holdings, Inc.$42.8M02026-06-30
Highland Financial Advisors, LLC$42.5M82026-06-30
Cva Family Office, LLC$41.6M82026-06-30
Jpmorgan Chase & Co$39.3M02026-06-30
Jrm Investment Counsel.$38.6M32026-06-30
Htg Investment Advisors Inc$38M122026-06-30
Ameriprise Financial Inc$35.4M02026-06-30
Aspen Private Advisors, LLC$35.4M52026-06-30
Kestra Advisory Services, LLC$34.8M1,4792026-06-30
Burton Enright Welch$34M122026-06-30
Copper Harbor Investment Advisors, LLC$33.5M52026-06-30
Zhang Financial LLC$33.2M202026-06-30
Ep Wealth Advisors, LLC$31.9M3382026-06-30
Tandemgrowth Financial Advisors LLC$31.6M32026-06-30
Sensenig Capital Advisors, Inc.$31.2M32026-06-30
Websterrogers Financial Advisors, LLC$29.6M72026-06-30
Worthpointe, LLC$29.6M72026-06-30
Chicago Partners Investment Group LLC$29.1M572026-06-30
Oak Wealth Advisors LLC$28.8M32026-06-30
Creative Financial Designs Inc /adv$27.9M02026-06-30
Divergent Planning, LLC$27.3M02025-12-31
Arq Wealth Advisors, LLC$26.8M152026-06-30
Trellis Wealth Advisors LLC$26.3M42026-06-30
Lexaurum Advisors, LLC$25.8M352026-06-30
Torren Management, LLC$25.3M42026-06-30
Cardiff Park Advisors, LLC$25.2M12026-06-30
Henrickson Nauta Wealth Advisors, Inc.$24.7M102026-06-30
Royal Bank of Canada$24.2M02026-06-30
Greenspring Advisors, LLC$23.2M442026-06-30
Corecap Advisors, LLC$22.7M1182026-06-30
Tanager Wealth Management LLP$22.4M132026-06-30
Wells Fargo & Company/mn$22.4M02026-06-30
Fmb Wealth Management$21.7M82026-06-30
Acropolis Investment Management, LLC$21.5M372026-06-30
Freedom Financial Partners LLC$21.5M42026-06-30
Passive Capital Management, Llc.$21M72026-06-30
Trace Wealth Advisors, LLC$20.8M12026-06-30
Apella Capital, LLC$20.6M1042026-06-30
Anderson Hoagland & Co$20.3M72026-06-30
Allworth Financial, LP$19.8M3172026-06-30
Trajan Wealth LLC$19.5M522026-06-30
Redw Wealth LLC$18.7M82026-06-30
Gateway Wealth Partners, LLC$18.6M1012026-06-30
Sjs Investment Services$18.5M192026-06-30
Poinciana Advisors Group, LLC$18.5M32026-06-30
Axxcess Wealth Management, LLC$17.8M382026-06-30
Orion Capital Management LLC$17.7M42026-06-30
Fonville Wealth Management LLC$17.4M122026-06-30
McCartney Wealth Management LLC$17.3M22026-06-30
Mcf Advisors LLC$17.3M332026-06-30
Flagstone Financial Management$16.9M102026-06-30
Concurrent Investment Advisors, LLC$16.7M3492026-06-30
Keen Wealth Advisors$16.7M222026-06-30
Quantinno Capital Management LP$16.6M02026-06-30
Ehrlich Financial Group$16.4M42026-06-30
Madrid Wealth Management, LLC$16.2M42026-06-30
Planwiser Financial, LLC$16.1M32026-06-30
Cornerstone Wealth Management, LLC$16M02026-06-30
Grand Wealth Management, LLC$15.8M72026-06-30
Accredited Wealth Management, LLC$15.4M02025-09-30
Stifel Financial Corp$15.4M02026-06-30
Marrick Wealth$15.1M22026-06-30
Heirloom Wealth Management LLC$14.8M192026-06-30
Fiduciary Financial Advisors$14.7M512026-06-30
Kestra Investment Management, LLC$14.6M92026-06-30
Private Advisor Group, LLC$14.5M9272026-06-30
Family Office Research LLC$14.3M32026-06-30
Meredith Wealth Planning$14.3M22026-06-30
Lakeridge Wealth Management LLC$14.2M122026-06-30
My Personal Cfo, LLC$14.1M22026-06-30
Clarity Capital Advisors, LLC$14.1M22026-06-30
Summit Portfolio Management, Ltd.$13.7M52026-03-31
Wilkerson Advisory Group LLC$13.6M52026-06-30
Owl Creek Wealth Partners$13.6M32026-06-30
Magnolia Private Wealth, LLC$13.3M42026-06-30
Sax Wealth Advisors, LLC$13M422026-06-30
Bull Oak Capital, LLC$13M52026-06-30
Generations Wealth, LLC$12.6M22026-06-30
Wheels Up Wealth, Inc.$12.6M32026-06-30
Edelman Financial Engines$12.6M7222026-06-30
Jones Financial Companies LLLP$12.3M02026-06-30
Wedmont Private Capital$12.2M122026-06-30
Hub Investment Partners, LLC$12.2M1182026-06-30
Outbound Financial$11.2M12026-06-30
Lantern Wealth Advisors, LLC$11.1M262026-06-30
Atlas Wealth LLC$11M52026-06-30
Parkshore Wealth Management$11M52026-06-30
Ark & Tlk Investments, LLC$10.6M92026-06-30
Financial Symmetry Inc$10.5M162026-06-30
Integrity Investment Advisors, LLC$10.5M22026-06-30
Endeavor Private Wealth, Inc.$10.4M122026-06-30
Herold Advisors, Inc.$10.4M132026-06-30
UBS Group AG$10.3M02026-06-30
Lri Investments, LLC$10.2M252026-06-30
Bayshore Asset Management, LLC$10.1M32026-06-30
Ausdal Financial Partners, Inc.$10M1892026-06-30
Sollinda Capital Management LLC$10M172026-06-30
Vestgen Advisors, LLC$9.9M582026-06-30
Iht Wealth Management LLC$9.9M1592026-06-30
Perigon Wealth Management, LLC$9.8M922026-06-30
Lane Brothers & Co Inc$9.7M22026-06-30
Northwest Wealth Management, LLC$9.7M212026-06-30
3 Factor Indexing, LLC$9.5M22026-06-30
Echo Wealth Management, LLC$9.3M12026-06-30
Versant Capital Management, Inc.$9.1M112026-06-30
Kenora Financial, LLC$9M42026-06-30
Mn Wealth Advisors, LLC$8.9M32026-06-30
Equity Wealth Partners, LLC$8.8M72026-06-30
Curio Wealth, LLC$8.7M72026-06-30
Buttonwood Financial Group, LLC$8.6M72026-06-30
Sage Rhino Capital LLC$8.5M102026-06-30
Sterneck Capital Management, LLC$8.4M42026-06-30
Quarry Hill Advisors, LLC$8.4M42026-06-30
Cerity Partners LLC$8.4M7772026-06-30
Capital Group Private Client Services, Inc.$8M1062026-06-30
Visionary Horizons, LLC$8M162026-06-30
Ariadne Wealth Management, LP$7.9M72026-06-30
Mariner, LLC$7.9M02026-06-30
Symmetry Partners, LLC$7.8M232026-06-30
Brio Consultants, LLC$7.7M162026-06-30
Approach Retirement Advisors, LLC$7.7M22026-06-30
Arax Advisory Partners$7.4M2322026-06-30
Timmons Wealth Management, LLC$7.3M12026-06-30
Prosperity Planning, Inc.$7.3M112026-06-30
Auxano Advisors$7.1M82026-06-30
Ridgeline Wealth, LLC$7.1M42026-06-30
Mattson Financial Services, LLC$7M92026-06-30
Morling Financial Advisors, LLC$7M172026-06-30
Alphacore Capital LLC$6.9M692026-06-30
Cogent Private Wealth, Inc.$6.8M52026-06-30
Gotham Asset Management, LLC$6.8M52026-06-30
Fielder Capital Group LLC$6.8M82026-06-30
Aqr Capital Management LLC$6.6M12026-06-30
Sfg Wealth Management, Llc.$6.6M92026-06-30
Valued Wealth Advisors LLC$6.4M52026-06-30
Elevation Capital Advisory, LLC$6.4M22026-06-30
S&A Financial Services, Inc.$6.3M42026-06-30
Holcombe Financial, Inc.$6.2M32026-06-30
Cypress Point Wealth Management, LLC$6.2M42026-06-30
Schwarz Dygos Wheeler Investment Advisors LLC$6.2M72026-06-30
Eaton-Cambridge Inc.$6.1M52026-06-30
Integrity Wealth Solutions LLC$5.9M22026-06-30
L & S Advisors Inc$5.9M122026-06-30
Equitable Holdings, Inc.$5.8M02026-06-30
Farther Finance Advisors, LLC$5.7M3342026-06-30
Vicus Capital$5.6M902026-06-30
Tillman Hartley LLC$5.6M32026-06-30
Physician Wealth Solutions Inc.$5.4M12026-06-30
Andrews, Lucia Wealth Management LLC$5.4M12026-06-30
Bannerman Wealth$5.3M42026-06-30
Xy Planning Network, Inc.$5.3M02026-06-30
True Wealth Design, LLC$5.2M72026-06-30
Riverchase Wealth Management, LLC$5.2M32026-06-30
Blvd Private Wealth, LLC$5M32026-06-30
Savvy Advisors, Inc.$4.7M2142026-06-30
Summit Wealth Partners, LLC$4.7M122026-06-30
Great Valley Advisor Group, LLC$4.6M2052026-06-30
Kwb Wealth$4.6M102026-06-30
North Ridge Wealth Advisors, Inc.$4.6M02026-03-31
Ruedi Wealth Management, Inc.$4.5M52026-06-30
Prevail Innovative Wealth Advisors, LLC$4.5M302026-06-30
Revolve Wealth Partners, LLC$4.4M142026-06-30
Elevation Wealth Partners, LLC$4.4M02026-06-30
Umb Bank, N.A.$4.3M02026-06-30
Tudor Investment Corp Et Al$4.3M02026-06-30
Triune Financial Partners, LLC$4.1M162026-06-30
PNC Financial Services Group, Inc.$4M02026-06-30
Ares Financial Consulting, LLC$4M42026-06-30
Coldstream Capital Management Inc$3.9M1362026-06-30
Sageview Advisory Group, LLC$3.9M942026-06-30
Forum Financial Management, LP$3.9M1162026-06-30
Global Retirement Partners LLC$3.8M4912026-06-30
Clear Harbor Asset Management, LLC$3.8M172026-06-30
Pathstone Holdings, LLC$3.8M02026-06-30
Voisard Asset Management Group$3.8M62026-06-30

The 250 largest of 604 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30