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Who Owns Avantis U.S. Equity ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Avantis U.S. Equity ETF.

Who crossed 5% of AVUS →
Managers holding
27
as of 2026-09-30
Reported value
$707.3M
summed across filings
Shares held
5.5M
Added vs trimmed
16 / 4
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Oak Root LLCUS EQT ETF2.9M shheld$372.2M
RVW Wealth, LLCUS EQT ETF911K shadded$116.7M
Gradient Investments LLCUS EQT ETF547.3K shadded$70.1M
CoreCap Advisors, LLCETF187.1K shadded$24M
Apella Capital, LLCUS EQT ETF177K shadded$23M
Acropolis Investment Management, LLCUS EQT ETF168.2K shadded$21.5M
KWMG, LLCUS EQT ETF135.4K shadded$17.3M
Wedmont Private CapitalUS EQT ETF97.2K shadded$12.6M
Financial Symmetry IncCOM82.1K shtrimmed$10.5M
Farther Finance Advisors, LLCETF81.8K shadded$10.5M
Prosperity Planning, Inc.US EQT ETF58K shadded$7.4M
BANNERMAN WEALTH MANAGEMENT GROUP, LLCUS EQT ETF41.3K shtrimmed$5.3M
ELEVATION WEALTH PARTNERS, LLCUS EQT ETF38.7K shadded$5M
Invariant Investment ManagementUS EQT ETF24.1K shadded$3.1M
Hardin Capital Partners, LLCUS EQT ETF16.4K shadded$2.1M
COLLECTIVE FAMILY OFFICE LLCUS EQT ETF11.3K shadded$1.4M
Factor Wealth Management LTDUS EQT ETF7.8K shadded$997.4K
Avidian Wealth Enterprises, LLCUS EQT ETF4.7K shheld$600.5K
Wealth Enhancement Trust Services, Inc.US EQT ETF4.6K sh—$584.5K
WINEBRENNER CAPITAL MANAGEMENT LLCUS EQT ETF4.5K shadded$574.8K
Pioneer Wealth Management GroupUS EQT ETF4.1K shtrimmed$531.1K
Intelligence Driven Advisers, LLCUS EQT ETF4K shadded$506.5K
Sprinkle Financial Consultants LLCUS EQT ETF2.4K sh—$302.7K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF1.6K shtrimmed$211.2K
GAMMA Investing LLCETF395 shheld$50.6K
ATWOOD & PALMER INCCOM183 shheld$23.4K
Central Pacific Bank - Trust DivisionUS EQT ETF23 shheld$2.9K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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