Avantis US Quality EQ ETF (AVUQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

B&D White Capital Company, LLC

INCREASED

Shares361,236 from 322,988

Change+38,248 (+12%)

Value$24.5M (+$3.2M)

Filed 2026-11-02

Strategic Blueprint, LLC

INCREASED

Shares282,205 from 273,432

Change+8,773 (+3%)

Value$19.1M (+$1.1M)

Filed 2026-10-22

Kooman & Associates

INCREASED

Shares239,810 from 231,427

Change+8,383 (+4%)

Value$16.3M (+$984.7K)

Filed 2026-10-21

Torren Management, LLC

INCREASED

Shares196,514 from 195,207

Change+1,307 (+1%)

Value$13.3M (+$439.8K)

Filed 2026-10-29

TrustWell Financial Advisors, LLC

INCREASED

Shares151,671 from 144,823

Change+6,848 (+5%)

Value$10.3M (+$724.8K)

Filed 2026-10-15

EnRich Financial Partners LLC

INCREASED

Shares108,523 from 103,685

Change+4,838 (+5%)

Value$7.4M (+$514.5K)

Filed 2026-10-21

LPL Financial LLC

INCREASED

Shares103,119 from 6,045

Change+97,074 (+1606%)

Value$7.0M (+$6.6M)

Filed 2026-11-06

Three Arch Wealth Management LLC

UNCHANGED

Shares57,916 from 57,916

Change0 (0%)

Value$3.9M (+$104.2K)

Filed 2026-10-20

True Wealth Design, LLC

DECREASED

Shares24,857 from 26,921

Change-2,064 (-8%)

Value$1.7M (-$91.5K)

Filed 2026-10-13

Plancorp, LLC

INCREASED

Shares21,315 from 4,875

Change+16,440 (+337%)

Value$1.4M (+$1.1M)

Filed 2026-11-03

Tortoise Investment Management, LLC

UNCHANGED

Shares18,500 from 18,500

Change0 (0%)

Value$1.3M (+$33.3K)

Filed 2026-11-06

Legacy Financial Group, Inc.

INCREASED

Shares15,236 from 13,899

Change+1,337 (+10%)

Value$1.0M (+$115.7K)

Filed 2026-10-21

Herold Advisors, Inc.

INCREASED

Shares13,722 from 13,526

Change+196 (+1%)

Value$930.3K (+$39.3K)

Filed 2026-10-19

Haven Private, LLC

INCREASED

Shares11,439 from 7,156

Change+4,283 (+60%)

Value$775.6K (+$303.3K)

Filed 2026-10-27

GEM Asset Management, LLC

NEW

Shares8,740

Change+8,740

Value$592.6K

Filed 2026-10-13

Lauterbach Financial Advisors, LLC

NEW

Shares3,607

Change+3,607

Value$244.6K

Filed 2026-10-21

Evanson Financial, LLC

NEW

Shares2,959

Change+2,959

Value$200.6K

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares1,095 from 870

Change+225 (+26%)

Value$74.2K (+$16.8K)

Filed 2026-10-08

LAM Group, Inc.

DECREASED

Shares15 from 25

Change-10 (-40%)

Value$1.0K (-$633)

Filed 2026-10-26

Cresset Asset Management, LLC

N/A

Shares— from 945,545

Change-945,545 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 910,888

Change-910,888 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 286,749

Change-286,749 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 164,235

Change-164,235 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 12,871

Change-12,871 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,336

Change-10,336 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 4,940

Change-4,940 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 4,740

Change-4,740 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 3,765

Change-3,765 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 160

Change-160 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 0

Change0

Value—

	Status
B&D White Capital Company, LLC	INCREASED	361,236	322,988	+38,248	+12%	$21.3M	$24.5M	+$3.2M	2026-11-02
Strategic Blueprint, LLC	INCREASED	282,205	273,432	+8,773	+3%	$18.0M	$19.1M	+$1.1M	2026-10-22
Kooman & Associates	INCREASED	239,810	231,427	+8,383	+4%	$15.3M	$16.3M	+$984.7K	2026-10-21
Torren Management, LLC	INCREASED	196,514	195,207	+1,307	+1%	$12.9M	$13.3M	+$439.8K	2026-10-29
TrustWell Financial Advisors, LLC	INCREASED	151,671	144,823	+6,848	+5%	$9.6M	$10.3M	+$724.8K	2026-10-15
EnRich Financial Partners LLC	INCREASED	108,523	103,685	+4,838	+5%	$6.8M	$7.4M	+$514.5K	2026-10-21
LPL Financial LLC	INCREASED	103,119	6,045	+97,074	+1606%	$399.0K	$7.0M	+$6.6M	2026-11-06
Three Arch Wealth Management LLC	UNCHANGED	57,916	57,916	0	0%	$3.8M	$3.9M	+$104.2K	2026-10-20
True Wealth Design, LLC	DECREASED	24,857	26,921	-2,064	-8%	$1.8M	$1.7M	-$91.5K	2026-10-13
Plancorp, LLC	INCREASED	21,315	4,875	+16,440	+337%	$321.9K	$1.4M	+$1.1M	2026-11-03
Tortoise Investment Management, LLC	UNCHANGED	18,500	18,500	0	0%	$1.2M	$1.3M	+$33.3K	2026-11-06
Legacy Financial Group, Inc.	INCREASED	15,236	13,899	+1,337	+10%	$917.3K	$1.0M	+$115.7K	2026-10-21
Herold Advisors, Inc.	INCREASED	13,722	13,526	+196	+1%	$891.0K	$930.3K	+$39.3K	2026-10-19
Haven Private, LLC	INCREASED	11,439	7,156	+4,283	+60%	$472.3K	$775.6K	+$303.3K	2026-10-27
GEM Asset Management, LLC	NEW	8,740	—	+8,740	—	—	$592.6K	—	2026-10-13
Lauterbach Financial Advisors, LLC	NEW	3,607	—	+3,607	—	—	$244.6K	—	2026-10-21
Evanson Financial, LLC	NEW	2,959	—	+2,959	—	—	$200.6K	—	2026-10-23
Farther Finance Advisors, LLC	INCREASED	1,095	870	+225	+26%	$57.4K	$74.2K	+$16.8K	2026-10-08
LAM Group, Inc.	DECREASED	15	25	-10	-40%	$1.7K	$1.0K	-$633	2026-10-26
Cresset Asset Management, LLC	N/A	—	945,545	-945,545	-100%	$62.4M	—	—	—
American Century Companies Inc	N/A	—	910,888	-910,888	-100%	$60.1M	—	—	—
Bridgewater Advisors Inc.	N/A	—	286,749	-286,749	-100%	$19.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	164,235	-164,235	-100%	$10.8M	—	—	—
Bank of Montreal	N/A	—	12,871	-12,871	-100%	$849.5K	—	—	—
Citadel Advisors LLC	N/A	—	10,336	-10,336	-100%	$682.2K	—	—	—
Orion Capital Management LLC	N/A	—	4,940	-4,940	-100%	$326.0K	—	—	—
Sankala Group LLC	N/A	—	4,740	-4,740	-100%	$317.6K	—	—	—
Tyche Wealth Partners LLC	N/A	—	3,765	-3,765	-100%	$248.5K	—	—	—
AE Wealth Management LLC	N/A	—	160	-160	-100%	$10.6K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	0	0	—	$9	—	—	—

Showing 30 of 30 institutions