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Cornerstone Capital’s Avantis US Equity ETF AVUS Stock Holding History

Cornerstone Capital’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
Q1 		$994K Hold
8,940
– – 0.1% 66
2025
Q4 		$999K Sell
8,940
-230
-3% -$25.3K 0.1% 63
2025
Q3 		$997K Sell
9,170
-210
-2% -$22K 0.1% 64
2025
Q2 		$946K Hold
9,380
– – 0.1% 59
2025
Q1 		$867K Hold
9,380
– – 0.09% 60
2024
Q4 		$909K Sell
9,380
-805
-8% -$79K 0.1% 63
2024
Q3 		$969K Sell
10,185
-3,754
-27% -$345K 0.09% 66
2024
Q2 		$1.26M Buy
+13,939
New +$1.23M 0.13% 57

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 $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Cornerstone Capital's AVUS Position: Q1 2026 in Review

Cornerstone Capital held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 8,940 shares worth $994K. The position accounts for 0.1% of the portfolio, ranked #66.

Cornerstone Capital first reported a position in AVUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q2 2024. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Cornerstone Capital held 8,940 shares of Avantis US Equity ETF worth $994K as of Q1 2026.
  • Cornerstone Capital left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up 0.1% of Cornerstone Capital's portfolio in Q1 2026, its #66 holding.
  • Cornerstone Capital first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • Cornerstone Capital's Avantis US Equity ETF position peaked at $1.26M in Q2 2024.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Cornerstone Capital's 13F filing for Q1 2026, filed 12 May 2026.