Jim Simons
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Jim Simons’s Avantis US Equity ETF AVUS Stock Holding History

Jim Simons’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 		$278K Sell
2,500
-1,000
-29% -$114K ﹤0.01% 2815
2025
Q4 		$391K Sell
3,500
-11,300
-76% -$1.24M ﹤0.01% 2667
2025
Q3 		$1.61M Buy
14,800
+7,400
+100% +$776K ﹤0.01% 2214
2025
Q2 		$746K Sell
7,400
-8,500
-53% -$796K ﹤0.01% 2642
2025
Q1 		$1.47M Sell
15,900
-7,400
-32% -$721K ﹤0.01% 2178
2024
Q4 		$2.26M Buy
23,300
+18,300
+366% +$1.8M ﹤0.01% 1977
2024
Q3 		$476K Sell
5,000
-11,200
-69% -$1.03M ﹤0.01% 2812
2024
Q2 		$1.46M Sell
16,200
-2,000
-11% -$177K ﹤0.01% 2085
2024
Q1 		$1.63M Sell
18,200
-6,800
-27% -$574K ﹤0.01% 2161
2023
Q4 		$2.04M Buy
25,000
+12,700
+103% +$961K ﹤0.01% 1942
2023
Q3 		$901K Sell
12,300
-14,600
-54% -$1.11M ﹤0.01% 2377
2023
Q2 		$2.02M Buy
26,900
+19,500
+264% +$1.4M ﹤0.01% 1993
2023
Q1 		$525K Sell
7,400
-1,400
-16% -$99.1K ﹤0.01% 2862
2022
Q4 		$598K Buy
8,800
+3,800
+76% +$260K ﹤0.01% 2850
2022
Q3 		$312K Sell
5,000
-9,800
-66% -$673K ﹤0.01% 3192
2022
Q2 		$963K Buy
+14,800
New +$1.05M ﹤0.01% 2745
2022
Q1 		– Sell
-8,900
Closed -$713K – 4072
2021
Q4 		$713K Sell
8,900
-3,300
-27% -$258K ﹤0.01% 2896
2021
Q3 		$899K Buy
+12,200
New +$918K ﹤0.01% 2607

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 $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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 $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Jim Simons's AVUS Position: Q1 2026 in Review

Jim Simons reduced its Avantis US Equity ETF (AVUS) stake by 29% in Q1 2026, selling an estimated $114K and leaving 2,500 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Jim Simons first reported a position in AVUS in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.26M in Q4 2024. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Jim Simons held 2,500 shares of Avantis US Equity ETF worth $278K as of Q1 2026.
  • Jim Simons sold 1,000 Avantis US Equity ETF shares in Q1 2026, an estimated $114K.
  • Avantis US Equity ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2815 holding.
  • Jim Simons first reported a position in Avantis US Equity ETF in Q3 2021 and has held it in 18 quarters since.
  • Jim Simons's Avantis US Equity ETF position peaked at $2.26M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.