AVUQ institutional holders

AVANTIS U.S. QUALITY ETF · 13F, 2026Q2

Managers holding26
Shares held3,765,524
Reported value$248.7m
Quarter flows8 new, 11 added, 6 trimmed, 1 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cresset Asset Management, LLC945,545$62.4m0.2%
AMERICAN CENTURY COMPANIES INC910,888$60.1m0.0%
B&D White Capital Company, LLC322,988$21.3m2.1%
Bridgewater Advisors Inc.286,749$19.1m1.0%
Strategic Blueprint, LLC273,432$18.0m0.9%
Kooman & Associates231,427$15.3m4.1%
Torren Management, LLC195,207$12.9m6.6%
NewEdge Advisors, LLC164,235$10.8m0.0%
TrustWell Financial Advisors, LLC144,823$9.6m8.1%
EnRich Financial Partners LLC103,685$6.8m1.6%
Three Arch Wealth Management LLC57,916$3.8m0.6%
True Wealth Design, LLC26,921$1.8m0.4%
Tortoise Investment Management, LLC18,500$1.2m0.1%
LEGACY FINANCIAL GROUP, INC.13,899$917,3350.2%
Herold Advisors, Inc.13,526$891,0000.2%
BANK OF MONTREAL /CAN/12,871$849,4580.0%
CITADEL ADVISORS LLC10,336$682,1770.0%
Haven Private, LLC7,156$472,2970.2%
LPL Financial LLC6,045$398,9710.0%
Orion Capital Management LLC4,940$326,0410.1%
Plancorp, LLC4,875$321,8680.0%
Sankala Group LLC4,740$317,6400.2%
Tyche Wealth Partners LLC3,765$248,4900.0%
Farther Finance Advisors, LLC870$57,4200.0%
AE Wealth Management LLC160$10,5600.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AVUQ"). AVUQ price history · All 13F data

Get a free API keySee history bundlesDownload free samples