Rockefeller Capital Management
AVUS icon

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

Rockefeller 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 		$45.7M Buy
410,745
+20,645
+5% +$2.36M 0.08% 237
2025
Q4 		$43.6M Buy
390,100
+125,730
+48% +$13.8M 0.08% 234
2025
Q3 		$28.7M Buy
264,370
+7,232
+3% +$759K 0.06% 316
2025
Q2 		$25.9M Sell
257,138
-22,296
-8% -$2.09M 0.06% 315
2025
Q1 		$25.8M Sell
279,434
-3,135
-1% -$305K 0.06% 282
2024
Q4 		$27.4M Buy
282,569
+68,561
+32% +$6.73M 0.07% 263
2024
Q3 		$20.4M Buy
214,008
+164,689
+334% +$15.1M 0.05% 332
2024
Q2 		$4.45M Buy
49,319
+12,571
+34% +$1.11M 0.01% 722
2024
Q1 		$3.29M Sell
36,748
-3,168
-8% -$268K 0.01% 832
2023
Q4 		$3.26M Buy
39,916
+6,899
+21% +$522K 0.01% 762
2023
Q3 		$2.42M Buy
33,017
+12,607
+62% +$958K 0.01% 777
2023
Q2 		$1.53M Buy
+20,410
New +$1.46M 0.01% 940

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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

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

Rockefeller Capital Management increased its Avantis US Equity ETF (AVUS) stake by 5.3% in Q1 2026, buying an estimated $2.36M and bringing the position to 410,745 shares worth $45.7M. The position accounts for 0.08% of the portfolio, ranked #237.

Rockefeller Capital Management first reported a position in AVUS in Q2 2023 and has held it in 12 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Rockefeller Capital Management held 410,745 shares of Avantis US Equity ETF worth $45.7M as of Q1 2026.
  • Rockefeller Capital Management bought 20,645 Avantis US Equity ETF shares in Q1 2026, an estimated $2.36M.
  • Avantis US Equity ETF made up 0.08% of Rockefeller Capital Management's portfolio in Q1 2026, its #237 holding.
  • Rockefeller Capital Management first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

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