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Avantis Responsible International Equity ETF (AVSD) Institutional Ownership

$83.67 +0.02 (+0.02%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Avantis Responsible International Equity ETF (NYSEARCA:AVSD)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$236.21M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$10.03M
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AVSD Institutional Buying and Selling by Quarter

Avantis Responsible International Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Highland Financial Advisors LLC80,278$6.41M1.4%+193.0%1.338%
7/9/2026 Revolve Wealth Partners LLC20,146$1.61M0.2%-2.7%0.336%
7/8/2026 Evanson Financial LLC4,132$330K0.0%N/A0.069%
7/7/2026 Dynamic Advisor Solutions LLC9,952$795K0.0%+6.7%0.166%
6/3/2026 NewEdge Advisors LLC31,563$2.33M0.0%N/A0.564%
5/19/2026GTS Financial LLC5,827$429K0.3%N/A0.104%
5/15/2026 Bridgewater Advisors Inc.11,351$904K0.1%+1.3%0.203%
5/13/2026 WealthCollab LLC2,159$159K0.1%+47.9%0.039%
5/5/2026 Bank of New York Mellon Corp6,808$501K0.0%N/A0.122%
5/5/2026Milestone Investment Advisors LLC518$38K0.0%N/A0.009%
5/2/2026 Vestment Financial LLC16,111$1.29M0.7%+4.6%0.288%
4/30/2026 Torren Management LLC4,973$366K0.2%-4.2%0.089%
4/30/2026 Mason & Associates Inc28,734$2.05M0.4%+10.6%0.513%
4/30/2026 Team Hewins LLC12,269$904K0.3%-1.8%0.219%
4/30/2026 Kestra Advisory Services LLC4,456$328K0.0%+346.0%0.080%
4/30/2026 Austin Asset Management Co Inc2,880$212K0.0%-17.2%0.051%
4/27/2026 HB Wealth Management LLC7,395$545K0.0%-23.3%0.132%
4/27/2026 Kelman Lazarov Inc.5,687$419K0.1%+31.2%0.102%
4/27/2026Financial Plan Inc.8,952$659K0.1%+24.2%0.160%
4/27/2026 Trademark Financial Management LLC10,321$760K0.4%-52.7%0.184%
4/21/2026 Maseco LLP701,841$51.69M1.6%N/A12.533%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.17,010$1.25M0.4%-50.0%0.304%
3/9/2026 Corient Private Wealth LLC137,119$10.18M0.0%+0.8%2.449%
2/19/2026 Professional Financial Solutions LLC ADV3,309$246K0.2%N/A0.059%
2/19/2026 Axxcess Wealth Management LLC3,229$240K0.0%+5.9%0.058%
2/19/2026 Corient Private Wealth LLC137,119$10.18M0.0%+0.8%2.449%
2/18/2026 Mercer Global Advisors Inc. ADV65,308$4.85M0.0%+39.3%1.166%
2/17/2026Royal Bank of Canada438$33K0.0%N/A0.008%
2/16/2026Mariner LLC9,755$724K0.0%-6.2%0.174%
2/16/2026 Focus Partners Wealth40,070$2.98M0.0%-37.8%0.716%
2/16/2026 Clarity Asset Management Inc.208,931$15.52M8.5%+0.8%3.731%
2/13/2026 Kestra Advisory Services LLC999$74K0.0%N/A0.018%
2/13/2026 Burton Enright Welch6,247$464K0.1%N/A0.112%
2/12/2026Northwest & Ethical Investments L.P.1,981,400$147.14M3.3%N/A35.382%
2/12/2026Jane Street Group LLC18,585$1.38M0.0%-13.8%0.332%
2/12/2026 Commonwealth Equity Services LLC57,578$4.28M0.0%-1.0%1.028%
2/12/2026Riverwater Partners LLC69,811$5.18M2.0%+25.4%1.247%
2/12/2026 Trailhead Planners LLC80,418$5.97M5.9%N/A1.436%
2/11/2026 Focus Partners Advisor Solutions LLC13,544$1.01M0.0%-38.2%0.242%
2/11/2026 Oak Wealth Advisors LLC4,423$328K0.2%-9.6%0.079%
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2/11/2026 LPL Financial LLC59,135$4.39M0.0%+73.1%1.056%
2/11/2026 Curio Wealth LLC746$56K0.0%+172.3%0.013%
2/10/2026 Greenspring Advisors LLC31,878$2.37M0.1%N/A0.569%
2/10/2026 Calton & Associates Inc.10,496$779K0.1%+2.6%0.187%
2/10/2026 Savant Capital LLC12,411$922K0.0%-11.5%0.222%
2/9/2026 Goepper Burkhardt LLC2,800$208K0.1%N/A0.050%
2/6/2026 Axxcess Wealth Management LLC3,229$240K0.0%+5.9%0.058%
2/6/2026 HighTower Advisors LLC55,343$4.11M0.0%-4.3%0.988%
1/30/2026 Torren Management LLC5,192$386K0.2%N/A0.094%
1/28/2026 Trademark Financial Management LLC21,832$1.62M0.9%-18.4%0.397%
1/28/2026Financial Plan Inc.7,206$535K0.1%N/A0.131%
1/23/2026 Bridgewater Advisors Inc.11,201$856K0.1%+20.5%0.204%
1/23/2026 Highland Financial Advisors LLC25,739$1.91M0.5%-2.9%0.468%
1/23/2026 Vestment Financial LLC15,409$1.17M0.6%+12.1%0.280%
1/21/2026 Signature Resources Capital Management LLC6,480$481K0.2%+35.8%0.118%
1/20/2026 Revolve Wealth Partners LLC21,586$1.60M0.2%+2.4%0.392%
1/20/2026 Northland Capital Management LLC28,670$2.13M1.2%+15.0%0.521%
1/16/2026 Red Lighthouse Investment Management LLC4,409$327K0.1%+74.1%0.080%
1/9/2026 Dynamic Advisor Solutions LLC9,416$699K0.0%N/A0.171%
1/7/2026 Henrickson Nauta Wealth Advisors Inc.34,020$2.58M0.4%+100.0%0.619%
11/24/2025Opes Wealth Management LLC12,239$876K0.2%-10.4%0.231%
11/17/2025Susquehanna International Group LLP5,390$386K0.0%N/A0.102%
11/17/2025 Mercer Global Advisors Inc. ADV46,897$3.36M0.0%+1,023.0%0.885%
11/17/2025 Focus Partners Wealth64,434$4.61M0.0%-3.4%1.216%
11/17/2025Citadel Advisors LLC22,372$1.60M0.0%+65.6%0.422%
11/12/2025 Focus Partners Advisor Solutions LLC21,904$1.59M0.0%+297.2%0.413%
11/12/2025Journey Strategic Wealth LLC10,965$785K0.0%+5.8%0.207%
11/12/2025Willow Creek Wealth Management Inc.217,469$15.56M1.3%+0.5%4.103%
11/10/2025 Bridgewater Advisors Inc.9,295$663K0.0%+3.0%0.175%
11/7/2025 Calton & Associates Inc.10,226$732K0.1%N/A0.193%
11/7/2025 HighTower Advisors LLC57,835$4.14M0.0%+22.7%1.091%
11/6/2025 EnRich Financial Partners LLC2,830$202K0.1%N/A0.053%
11/6/2025 MB Generational Wealth LLC19,791$1.42M0.9%N/A0.373%
11/5/2025 Savant Capital LLC14,027$1.00M0.0%N/A0.265%
11/5/2025 Envestnet Asset Management Inc.11,735$840K0.0%-17.9%0.221%
11/3/2025 Truist Financial Corp11,015$788K0.0%+9.9%0.208%
10/31/2025Riverwater Partners LLC55,675$3.98M1.7%+6.5%1.050%
10/30/2025 Trellis Wealth Advisors LLC26,046$1.86M0.8%-0.7%0.521%
10/22/2025 Highland Financial Advisors LLC26,509$1.90M0.5%+13.2%0.698%
10/22/2025 Verus Wealth Management LLC5,300$379K0.4%N/A0.139%
10/17/2025 Trademark Financial Management LLC26,770$1.92M1.1%+1.0%0.704%
10/16/2025 Vestment Financial LLC13,751$990K0.6%+5.2%0.362%
10/16/2025 Signature Resources Capital Management LLC4,773$342K0.2%+724.4%0.126%
10/14/2025 Revolve Wealth Partners LLC21,076$1.51M0.2%-1.8%0.602%
9/26/2025 Corient Private Wealth LLC141,570$9.56M0.0%-16.0%5.056%
8/19/2025 Asset Dedication LLC661$45K0.0%+33.3%0.024%
8/15/2025North Ridge Wealth Advisors Inc.4,947$334K0.2%+102.7%0.177%
8/15/2025 Corient Private Wealth LLC141,569$9.56M0.0%-16.0%5.056%
8/14/2025 HUB Investment Partners LLC30,234$2.04M0.1%N/A1.080%
8/14/2025 Clarity Asset Management Inc.207,501$14.02M8.4%+9.8%7.411%
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8/12/2025Steward Partners Investment Advisory LLC6,656$450K0.0%N/A0.238%
8/12/2025Journey Strategic Wealth LLC10,367$700K0.0%-7.7%0.370%
8/6/2025 True Wealth Design LLC1,373$93K0.0%-10.5%0.049%
8/5/2025 Bridgewater Advisors Inc.9,021$610K0.0%+29.3%0.322%
8/1/2025 Red Lighthouse Investment Management LLC2,494$168K0.1%+64.9%0.089%
8/1/2025Riverwater Partners LLC52,288$3.53M1.7%+38.9%1.867%
8/1/2025 Envestnet Asset Management Inc.14,293$966K0.0%+108.2%0.510%
7/31/2025 Focus Partners Advisor Solutions LLC5,514$372K0.0%+17.5%0.197%
7/31/2025 Trademark Financial Management LLC26,496$1.79M1.1%+10.1%0.946%
7/31/2025 AlTi Global Inc.15,998$1.08M0.0%N/A0.571%


AVSD Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 institutional investors and hedge funds held shares of Avantis Responsible International Equity ETF. The most heavily invested institutionals were Northwest & Ethical Investments L.P. ($147.14M), Maseco LLP ($51.69M), Willow Creek Wealth Management Inc. ($15.56M), Clarity Asset Management Inc. ($15.52M), Corient Private Wealth LLC ($10.18M), Highland Financial Advisors LLC ($6.41M), and Trailhead Planners LLC ($5.97M).Learn more on Avantis Responsible International Equity ETF's institutional investors.

Of the 75 institutional investors that purchased Avantis Responsible International Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwest & Ethical Investments L.P. ($1.98M), Maseco LLP ($1.36M), Raymond James Financial Inc. ($88.88K), Trailhead Planners LLC ($80.42K), Riverwater Partners LLC ($69.81K), Focus Partners Wealth ($69.00K), and Mercer Global Advisors Inc. ADV ($61.13K).

Institutional investors have bought a total of 3,188,464 shares in the last 24 months. This purchase volume represents approximately $236.21M in transactions.

Of the 20 institutional investors that sold Avantis Responsible International Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($54.08K), Focus Partners Wealth ($26.65K), Henrickson Nauta Wealth Advisors Inc. ($17.01K), Trademark Financial Management LLC ($16.45K), Focus Partners Advisor Solutions LLC ($8.36K), Jane Street Group LLC ($2.97K), and Envestnet Asset Management Inc. ($2.56K).

Institutional investors have sold a total of 140,486 shares in the last 24 months. This volume of shares sold represents approximately $10.03M in transactions.



Institutional ownership data for NYSEARCA:AVSD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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