AVUS · Insider trading · 13F holders · Congress trades
Avantis U.S. Equity ETF (AVUS)
Who is buying and selling AVUS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 265
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
AVUS at a glance
- No open-market insider purchases or sales of AVUS were filed in the last 90 days.
- 265 13F filers hold AVUS among their 50 largest positions, worth $8.3B combined. The biggest bets by portfolio weight are Oak Root LLC (41.0%), Accredited Investor Services, LLC (38.0%) and Aspen Private Advisors, LLC (34.2%). In their latest 13Fs, 1 manager opened a new position and 60 added to one.
- No member of Congress has disclosed a trade in AVUS.
AVUS insider trading
No open-market insider purchases or sales of AVUS were filed in the last 90 days.
Who owns AVUS? Hedge funds and superinvestors
265 13F filers hold AVUS among their 50 largest positions, worth $8.3B combined. The biggest bets by portfolio weight are Oak Root LLC (41.0%), Accredited Investor Services, LLC (38.0%) and Aspen Private Advisors, LLC (34.2%). In their latest 13Fs, 1 manager opened a new position and 60 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| HB Wealth Management, LLCWealth manager | 4.2% | $826.1M | 6,449,045 | +7.0% shares | Q3 2026 |
| American Century Companies IncInvestment manager | 0.3% | $582.7M | 4,549,423 | +9.8% shares | Q2 2026 |
| Oak Root LLCWealth manager | 41.0% | $372.2M | 2,905,949 | +0.0% shares | Q3 2026 |
| Maseco LLPWealth manager | 8.4% | $308.1M | 2,405,761 | +1.2% shares | Q3 2026 |
| Annex Advisory Services, LLCWealth manager | 4.5% | $277.5M | 2,166,227 | +7.0% shares | Q3 2026 |
| Prime Capital Investment Advisors, LLCAsset manager | 2.2% | $221.8M | 1,731,605 | -1.8% shares | Q3 2026 |
| Financial Plan, Inc.Wealth manager | 17.4% | $182.9M | 1,428,195 | +2.5% shares | Q2 2026 |
| Great Point Wealth Advisors, LLCWealth manager | 24.9% | $156.9M | 1,224,666 | +3.6% shares | Q3 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 0.7% | $144.2M | 1,125,582 | +3.2% shares | Q2 2026 |
| Modera Wealth Management, LLCWealth manager | 1.5% | $141.3M | 1,103,061 | +2.5% shares | Q3 2026 |
| Park Avenue Securities LLCWealth manager | 0.8% | $128.6M | 1,003,702 | +9.7% shares | Q3 2026 |
| Traphagen Investment Advisors LLCWealth manager | 8.2% | $120.0M | 936,821 | -7.8% shares | Q3 2026 |
| RVW Wealth, LLCWealth manager | 7.5% | $116.7M | 910,991 | +10.2% shares | Q3 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 11.5% | $116.2M | 907,573 | +3.4% shares | Q2 2026 |
| Bridgewater Advisors Inc.Wealth manager | 5.7% | $104.8M | 810,647 | +6.3% shares | Q2 2026 |
| Werba Rubin Papier Wealth ManagementWealth manager | 11.9% | $98.3M | 767,323 | +4.6% shares | Q2 2026 |
| McLean Asset Management CorpWealth manager | 12.7% | $95.8M | 751,137 | +1.3% shares | Q2 2026 |
| B&D White Capital Company, LLCWealth manager | 9.4% | $94.4M | 737,291 | +0.7% shares | Q2 2026 |
| Simplicity Wealth,LLCInstitutional asset manager | 2.7% | $93.2M | 727,970 | +3.7% shares | Q3 2026 |
| BCR Wealth Strategies, LLCWealth manager | 24.8% | $88.3M | 689,260 | -1.4% shares | Q2 2026 |
| SC&H Financial Advisors, Inc.Wealth manager | 11.6% | $83.6M | 652,755 | +1.4% shares | Q3 2026 |
| Indivisible PartnersWealth manager | 3.7% | $81.8M | 638,660 | +48.4% shares | Q3 2026 |
| Caliber Wealth Management, LLC / KSWealth manager | 7.8% | $80.5M | 628,777 | +3.9% shares | Q2 2026 |
| Rockwood Wealth Management, LLCWealth manager | 4.6% | $76.0M | 593,289 | -2.1% shares | Q3 2026 |
| Gradient Investments LLCWealth manager | 1.0% | $70.1M | 547,307 | +13.2% shares | Q3 2026 |
| McGlone Suttner Wealth Management, Inc.Wealth manager | 7.9% | $68.2M | 532,568 | +0.7% shares | Q3 2026 |
| Accredited Investor Services, LLCWealth manager | 38.0% | $68.1M | 531,680 | +2.7% shares | Q3 2026 |
| Plancorp, LLCWealth manager | 1.6% | $67.4M | 527,558 | -0.1% shares | Q2 2026 |
| WMG Financial Advisors, LLCWealth manager | 24.4% | $64.9M | 506,461 | +0.0% shares | Q3 2026 |
| CPC Advisors, LLCWealth manager | 8.7% | $64.1M | 500,646 | +1.6% shares | Q3 2026 |
The 30 largest of 265 positions, by value. Each manager counts with its latest 13F (Q3 2026: 135, Q2 2026: 128, Q1 2026: 2). Screen AVUS in the grand portfolio →
AVUS stock trades by members of Congress
No member of Congress has disclosed a trade in AVUS.
AVUS questions and answers
Are insiders buying AVUS stock?
No open-market insider purchases or sales of AVUS were filed in the last 90 days.
Which hedge funds own AVUS?
265 13F filers hold AVUS among their 50 largest positions, worth $8.3B combined. The biggest bets by portfolio weight are Oak Root LLC (41.0%), Accredited Investor Services, LLC (38.0%) and Aspen Private Advisors, LLC (34.2%). In their latest 13Fs, 1 manager opened a new position and 60 added to one.
Has Congress traded AVUS?
No member of Congress has disclosed a trade in AVUS.
Who is the largest holder of AVUS?
Among 13F filers, HB Wealth Management, LLC reports the largest AVUS position, $826.1M (6,449,045 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Oak Root LLC's: 41.0% of its portfolio.
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