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Orion Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

Orion Capital Management’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 		$14.7M Buy
132,228
+4,316
+3% +$494K 5.06% 4
2025
Q4 		$14.3M Buy
127,912
+525
+0.4% +$57.8K 4.81% 4
2025
Q3 		$13.8M Buy
127,387
+1,673
+1% +$176K 4.81% 4
2025
Q2 		$12.7M Buy
125,714
+5,791
+5% +$542K 4.82% 4
2025
Q1 		$11.1M Buy
119,923
+9,035
+8% +$880K 4.67% 4
2024
Q4 		$10.7M Buy
110,888
+4,434
+4% +$435K 4.72% 4
2024
Q3 		$10.1M Buy
106,454
+15,781
+17% +$1.45M 4.91% 4
2024
Q2 		$8.18M Buy
90,673
+2,440
+3% +$216K 4.29% 5
2024
Q1 		$7.9M Buy
88,233
+6,643
+8% +$561K 4.19% 5
2023
Q4 		$6.65M Sell
81,590
-7,006
-8% -$530K 3.9% 5
2023
Q3 		$6.49M Buy
88,596
+43,613
+97% +$3.31M 4.21% 4
2023
Q2 		$3.38M Buy
44,983
+43,778
+3,633% +$3.13M 2.22% 13
2023
Q1 		$85.4K Buy
+1,205
New +$85.3K 0.06% 169

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 $424B AUM 22.94% 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

Orion Capital Management's AVUS Position: Q1 2026 in Review

Orion Capital Management increased its Avantis US Equity ETF (AVUS) stake by 3.4% in Q1 2026, buying an estimated $494K and bringing the position to 132,228 shares worth $14.7M. The position accounts for 5.06% of the portfolio, ranked #4.

Orion Capital Management first reported a position in AVUS in Q1 2023 and has held it in 13 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Orion Capital Management held 132,228 shares of Avantis US Equity ETF worth $14.7M as of Q1 2026.
  • Orion Capital Management bought 4,316 Avantis US Equity ETF shares in Q1 2026, an estimated $494K.
  • Avantis US Equity ETF made up 5.06% of Orion Capital Management's portfolio in Q1 2026, its #4 holding.
  • Orion Capital Management first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.