Public ownership evidence

Avantis U.S. Equity ETF (AVUS) Ownership Disclosures

Read AVUS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Avantis U.S. Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
1,101,011
Value (USD)
$141,017,552
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVUS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVUS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-281,101,011$141,017,552None
Brown Financial Advisors2026-06-302026-08-2716,348$2,093,852None
Schulz Wealth, LTD.2026-06-302026-08-2723,664$3,030,885None
Kings Path Partners LLC2026-03-312026-08-22271$30,130None
Kingsview Wealth Management, LLC2026-06-302026-08-203,047$390,322None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-202,041$226,919None
Prosperitas Financial LLC2026-06-302026-08-202,722$348,634None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20982,092$125,786,289None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,125,582$144,164,580None
Orion Capital Management LLC2026-06-302026-08-19138,104$17,688,319None
Glenview Trust Co2026-06-302026-08-19361,185$46,260,574None
Sanchez Levi Garrett2026-06-302026-08-1813,421$1,718,994None
McMill Wealth Management2026-06-302026-08-184,890$626,311None
SwitchPoint Financial Planning, LLC2026-06-302026-08-1817,497$2,241,016None
Corient Private Wealth LP2026-06-302026-08-181,104,250$141,432,403None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1827,748$3,556,617None
Equitable Holdings, Inc.2026-06-302026-08-1845,196$5,788,703None
Financial Plan, Inc.2026-06-302026-08-151,428,195$182,923,195None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15434$55,591None
Modern Wealth Management, LLC2026-06-302026-08-1524,762$3,171,522None
Mutual Advisors, LLC2026-06-302026-08-156,062$776,421None
Nemes Rush Group LLC2026-06-302026-08-15276$35,325None
VANCE WEALTH, LLC2026-06-302026-08-151,952$250,012None
ENTREWEALTH, LLC2026-06-302026-08-1510,195$1,331,671None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-1581,585$10,449,345None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-1523,542$3,015,259None
American Trust2026-06-302026-08-153,150$403,499None
Ameritas Advisory Services, LLC2026-06-302026-08-153,155$404,110None
WCG Wealth Advisors LLC2026-06-302026-08-15433,975$55,583,438None
Stonebrook Private Inc.2026-06-302026-08-153,260$417,599None
Foundations Investment Advisors, LLC2026-06-302026-08-156,784$868,935None
Qube Research & Technologies Ltd2026-06-302026-08-151,570$201,086None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,528$451,866None
OSAIC HOLDINGS, INC.2026-06-302026-08-15183,374$23,486,597None
OSAIC HOLDINGS, INC.2026-06-302026-08-15147,259$18,867,128None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-1514,112$1,807,519None
Betterment LLC2026-06-302026-08-1570,983$9,092,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-155,111$654,648None
HRT FINANCIAL LP2026-06-302026-08-156,944$889,000None
Northwest Bancshares, Inc.2026-06-302026-08-151,630$208,770None
Chevy Chase Trust Holdings, LLC2026-06-302026-08-152,871$367,718None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,075$1,674,646None
Medallion Wealth Advisors, LLC2026-06-302026-08-1583$10,630None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$12,843None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15961$123,122None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,638$465,955None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,286$292,791None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,016$258,209None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$646None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$1,027None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Brown Financial Advisors ↗Schulz Wealth, LTD. ↗Kings Path Partners LLC ↗Kingsview Wealth Management, LLC ↗RESOLUTE WEALTH ADVISOR, INC. ↗Prosperitas Financial LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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