Who Owns AVANTIS U.S. QUALITY ETF SHS AVANTIS US GROWTH EQUITY ETF (AVUQ)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $248.7M of AVANTIS U.S. QUALITY ETF SHS AVANTIS US GROWTH EQUITY ETF (AVUQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cresset Asset Management, LLC ($62.4M), AMERICAN CENTURY COMPANIES INC ($60.1M), B&D White Capital Company, LLC ($21.3M), Bridgewater Advisors Inc. ($19.1M), Strategic Blueprint, LLC ($18.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cresset Asset Management, LLC | $62.4M | 945,545 | Trimmed |
| 2 | AMERICAN CENTURY COMPANIES INC | $60.1M | 910,888 | Added |
| 3 | B&D White Capital Company, LLC | $21.3M | 322,988 | New |
| 4 | Bridgewater Advisors Inc. | $19.1M | 286,749 | New |
| 5 | Strategic Blueprint, LLC | $18.0M | 273,432 | Added |
| 6 | Kooman & Associates | $15.3M | 231,427 | New |
| 7 | Torren Management, LLC | $12.9M | 195,207 | Added |
| 8 | NewEdge Advisors, LLC | $10.8M | 164,235 | Added |
| 9 | TrustWell Financial Advisors, LLC | $9.6M | 144,823 | Trimmed |
| 10 | EnRich Financial Partners LLC | $6.8M | 103,685 | Added |
| 11 | Three Arch Wealth Management LLC | $3.8M | 57,916 | Trimmed |
| 12 | True Wealth Design, LLC | $1.8M | 26,921 | Trimmed |
| 13 | Tortoise Investment Management, LLC | $1.2M | 18,500 | Hold |
| 14 | LEGACY FINANCIAL GROUP, INC. | $917,335 | 13,899 | Added |
| 15 | Herold Advisors, Inc. | $891,000 | 13,526 | Added |
| 16 | BANK OF MONTREAL /CAN/ | $849,458 | 12,871 | New |
| 17 | CITADEL ADVISORS LLC | $682,177 | 10,336 | Trimmed |
| 18 | Haven Private, LLC | $472,297 | 7,156 | Trimmed |
| 19 | LPL Financial LLC | $398,971 | 6,045 | New |
| 20 | Orion Capital Management LLC | $326,041 | 4,940 | Added |
| 21 | Plancorp, LLC | $321,868 | 4,875 | Added |
| 22 | Sankala Group LLC | $317,640 | 4,740 | Added |
| 23 | Tyche Wealth Partners LLC | $248,490 | 3,765 | New |
| 24 | Farther Finance Advisors, LLC | $57,420 | 870 | New |
| 25 | AE Wealth Management LLC | $10,560 | 160 | New |
Source: SEC Form 13F filings · as of 2026-06-30