§ EQUITY
USDAVUS
AVANTIS U.S. EQUITY ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
317 increased/new, 168 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| HB Wealth Management, LLC | 5.7M | 4.1% | +9% |
| AMERICAN CENTURY COMPANIES INC | 4.1M | 0.2% | +9% |
| Oak Root LLC | 2.9M | 39.4% | ±0% |
| LPL Financial LLC | 2.4M | 0.1% | +3% |
| MASECO LLP | 2.3M | 8.1% | n/a |
| Focus Partners Wealth | 2.0M | 0.3% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for AVUS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER87.1% · 510 holders
QUALITY / COMPOUNDER5.3% · 5 holders
DEALER / BANK5.1% · 27 holders
INCOME / DEFENSIVE1.4% · 4 holders
SYSTEMATIC / QUANT1.2% · 3 holders
PASSIVE / INDEX0.0% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVUS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVUS yet.