Avantis U.S. Equity

AVUS • ARCA

Avantis U.S. Equity is an exchange-traded fund on ARCA. As of Q3 2025, 473 institutional investors hold shares in this ETF, with total holdings valued at $7.7B. HB Wealth Management, LLC is the largest holder with a position valued at $517.6M.

Overview

Overview of institutional ownership in AVUS as of Q3 2025

All Institutions

Institutions: 473
Value Held: $7.7B
Shares Held: 70.8M
Avg Position: $16.2M
Median Position: $1.7M

Hedge Funds

Hedge Funds: 6
Value Held: $13.0M
Shares Held: 119.3K
Avg Position: $2.2M
Median Position: $2.0M

Biggest Investors

Institutions with the largest positions in AVUS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
H HB Wealth Management, LLC Institution	-	$517.6M 3.52% of portfolio	4.8M shares	Q1 2022 Held for 3y 8m	$14.7B
A AMERICAN CENTURY COMPANIES INC Institution	-	$388.2M 0.20% of portfolio	3.6M shares	Q4 2019 Held for 5y 11m	$195.93B
Oak Root LLC RIA/Wealth	Kevin Charles Root Managing Partner	$329.7M 38.18% of portfolio	3.0M shares	Q4 2023 Held for 1y 11m	$863.5M
A Annex Advisory Services, LLC Institution	-	$284.8M 6.36% of portfolio	2.6M shares	Q4 2023 Held for 1y 11m	$4.5B
L LPL Financial LLC Institution	-	$251.3M 0.07% of portfolio	2.3M shares	Q1 2021 Held for 4y 8m	$340.07B
C Colony Group, LLC Institution	-	$209.5M 0.34% of portfolio	1.9M shares	Q3 2024 Held for 1y 2m	$61.0B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$180.3M 0.21% of portfolio	1.7M shares	Q1 2020 Held for 5y 8m	$87.7B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$176.3M 0.05% of portfolio	1.6M shares	Q1 2021 Held for 4y 8m	$341.99B
TRAPHAGEN INVESTMENT ADVISORS LLC RIA/Wealth	James A. Lawrence Member	$134.1M 11.78% of portfolio	1.2M shares	Q3 2023 Held for 2y 2m	$1.1B
Quantum Financial Advisors, LLC RIA/Wealth	Darius Geiser Gagne Partner	$129.5M 15.80% of portfolio	1.2M shares	Q2 2022 Held for 3y 5m	$819.3M

Net Capital Flow

Institutional buying and selling activity for AVUS in Q3 2025

Traded: +$387.6M
Buyers: 234
Sellers: 179
Total Bought: +$723.6M
Total Sold: −$335.9M
Avg Position: $15.5M

Biggest Buyers

Institution	Net Bought	Current Position
Beacon Pointe Advisors, LLC RIA/Wealth	+$119.5M +1.1M shares	$119.5M 1.1M shares
H HB Wealth Management, LLC Institution	+$111.6M +1.0M shares	$517.6M 4.8M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$79.5M +731.0K shares	$123.3M 1.1M shares
CONSOLIDATED PLANNING CORP RIA/Wealth	+$52.3M +481.2K shares	$52.3M 481.2K shares
Cetera Investment Advisers RIA/Wealth	+$36.2M +333.5K shares	$40.6M 373.3K shares
M McLean Asset Management Corp RIA/Wealth	+$35.7M +325.9K shares	$52.3M 478.3K shares
Savant Capital, LLC RIA/Wealth	+$23.9M +219.5K shares	$25.8M 237.5K shares
B&D White Capital Company, LLC RIA/Wealth	+$20.6M +189.9K shares	$60.2M 553.5K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	+$14.5M +133.2K shares	$33.6M 309.1K shares
SRS Capital Advisors, Inc. RIA/Wealth	+$13.4M +123.2K shares	$13.5M 123.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
Simplicity Wealth,LLC RIA/Wealth	−$74.2M −682.6K shares	$73.5M 676.4K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$27.1M −249.7K shares	$77.6M 713.9K shares
S Strategic Financial Concepts, LLC RIA/Wealth	−$26.6M −263.8K shares	Sold Off 0 shares
L Leo Wealth, LLC Institution	−$21.5M −197.8K shares	$29.1M 267.3K shares
B Buttonwood Financial Group, LLC RIA/Wealth	−$16.6M −152.7K shares	$8.5M 78.4K shares
C CI Private Wealth, LLC RIA/Wealth	−$16.1M −148.5K shares	$96.9M 891.5K shares
M My Personal CFO, LLC RIA/Wealth	−$14.0M −138.9K shares	Sold Off 0 shares
Buckingham Strategic Partners RIA/Wealth	−$11.5M −105.2K shares	$22.3M 203.8K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$9.8M −97.5K shares	Sold Off 0 shares
Herold Advisors, Inc. RIA/Wealth	−$9.2M −84.8K shares	$8.1M 74.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AVUS in Q3 2025

New Positions: 31
New Value: $75.3M
Exited Positions: 23
Exited Value: $73.5M

New Positions

Institution	Position Value
CONSOLIDATED PLANNING CORP RIA/Wealth	$52.3M 481.2K shares
Heirloom Wealth Management RIA/Wealth	$7.9M 72.8K shares
PFG Private Wealth Management, LLC RIA/Wealth	$4.8M 44.2K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$1.3M 12.1K shares
Strategic Wealth Designers RIA/Wealth	$1.2M 11.4K shares
A ANDREWS, LUCIA WEALTH MANAGEMENT LLC RIA/Wealth	$809.5K 7.4K shares
Saxony Capital Management, LLC RIA/Wealth	$804.3K 7.4K shares
Heritage Wealth Management, Inc. /CA/ RIA/Wealth	$753.6K 6.9K shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	$608.1K 5.6K shares
Pinnacle Financial Group, LLC / IL RIA/Wealth	$588.2K 5.4K shares

Exited Positions

Institution	Previous Position
S Strategic Financial Concepts, LLC RIA/Wealth	$26.6M 263.8K shares
M My Personal CFO, LLC RIA/Wealth	$14.0M 138.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$9.8M 97.5K shares
TOWNSQUARE CAPITAL LLC RIA/Wealth	$8.3M 82.2K shares
Armis Advisers, LLC RIA/Wealth	$5.7M 56.3K shares
L Lion Street Advisors, LLC RIA/Wealth	$3.0M 29.8K shares
Fortis Group Advisors, LLC RIA/Wealth	$1.9M 18.2K shares
J JANE STREET GROUP, LLC Institution	$1.3M 12.5K shares
T TCG Advisory Services, LLC RIA/Wealth	$1.1M 10.7K shares
W WealthPlan Investment Management, LLC RIA/Wealth	$866.8K 8.6K shares

Options Activity

Institutions with the largest Call and Put options positions in AVUS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with AVUS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Oak Root LLC RIA/Wealth	Kevin Charles Root Managing Partner	38.18% $329.7M	3.0M shares	Q4 2023 Held for 1y 11m	$863.5M
ACCREDITED INVESTOR SERVICES, LLC RIA/Wealth	Cathy Lynne Juilfs CEO	36.28% $52.8M	485.6K shares	Q4 2024 Held for 11 months	$145.5M
BCR Wealth Strategies, LLC RIA/Wealth	Marshall Peter Rathmell Managing Partner	32.82% $74.1M	681.5K shares	Q4 2021 Held for 3y 11m	$225.7M
Great Point Wealth Advisors, LLC RIA/Wealth	Peter Vincent Disch Managing Partner	22.99% $122.3M	1.1M shares	Q3 2025 Held for 2 months	$532.2M
Arcadia Wealth Management, Inc. RIA/Wealth	Allison Marie Vanaski CEO	20.94% $34.5M	317.0K shares	Q4 2024 Held for 11 months	$164.6M
W WMG Financial Advisors, LLC RIA/Wealth	D William Bergner CEO	18.34% $54.7M	503.7K shares	Q4 2021 Held for 3y 11m	$298.5M
R RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC RIA/Wealth	Mark H Sladkus Member	16.21% $46.4M	426.7K shares	Q4 2022 Held for 2y 11m	$286.2M
Quantum Financial Advisors, LLC RIA/Wealth	Darius Geiser Gagne Partner	15.80% $129.5M	1.2M shares	Q2 2022 Held for 3y 5m	$819.3M
Signature Resources Capital Management, LLC RIA/Wealth	Mark Alan Mowrey CIO	15.30% $28.0M	257.2K shares	Q4 2023 Held for 1y 11m	$182.7M
Trace Wealth Advisors, LLC RIA/Wealth	Peter Frank Heilbron President	13.36% $17.9M	164.4K shares	Q4 2024 Held for 11 months	$133.8M

Hedge Fund Spotlight

Discover hedge funds investing in AVUS

WINEBRENNER CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerEarl George Winebrenner

Portfolio Value: $137.9M
Positions: 133
Last Reported: Q3 2025

Sector Allocation

Position in Avantis U.S. Equity

Market Value: $442.5K
Shares Held: 4.1K
Portfolio Weight: 0.32%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$6.4M	4.66%
2 Nvidia NVDA	Semiconductors Technology	$6.3M	4.58%
3 Pacer Pacific Asset Floating Rate High Income FLRT	ETF ETF	$5.6M	4.08%

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