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Align Financial’s Avantis US Equity ETF AVUS Stock Holding History

Align Financial’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.1M Buy
344,040
+10,787
+3% +$1.33M 21.87% 1
2026
Q1 		$37.1M Sell
333,253
-35,672,763
-99% -$4.08B 21.06% 1
2025
Q4 		$36B Buy
+36,006,016
New +$3.97B 20.88% 1

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Align Financial's AVUS Position: Q2 2026 in Review

Align Financial increased its Avantis US Equity ETF (AVUS) stake by 3.2% in Q2 2026, buying an estimated $1.33M and bringing the position to 344,040 shares worth $44.1M. The position accounts for 21.87% of the portfolio, ranked #1.

Align Financial first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $36B in Q4 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Align Financial held 344,040 shares of Avantis US Equity ETF worth $44.1M as of Q2 2026.
  • Align Financial bought 10,787 Avantis US Equity ETF shares in Q2 2026, an estimated $1.33M.
  • Avantis US Equity ETF made up 21.87% of Align Financial's portfolio in Q2 2026, its #1 holding.
  • Align Financial first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's Avantis US Equity ETF position peaked at $36B in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.