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Avantis Responsible International Equity ETF (AVSD) Institutional Ownership

$79.56 +0.49 (+0.62%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$243.51M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$10.18M
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AVSD Institutional Buying and Selling by Quarter

Avantis Responsible International Equity ETF Major Shareholders & Ownership History

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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%
6/3/2026NewEdge Advisors LLC31,563$2.33M0.0%N/A0.564%
5/19/2026GTS Financial LLC5,827$429K0.3%N/A0.104%
5/15/2026Bridgewater Advisors Inc.11,351$904K0.1%+1.3%0.203%
5/13/2026WealthCollab LLC2,159$159K0.1%+47.9%0.039%
5/5/2026Bank of New York Mellon Corp6,808$501K0.0%N/A0.122%
5/5/2026Milestone Investment Advisors LLC518$38K0.0%N/A0.009%
5/2/2026Vestment 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%
4/30/2026Team Hewins LLC12,269$904K0.3%-1.8%0.219%
4/30/2026Kestra Advisory Services LLC4,456$328K0.0%+346.0%0.080%
4/30/2026Austin Asset Management Co Inc2,880$212K0.0%-17.2%0.051%
4/27/2026HB Wealth Management LLC7,395$545K0.0%-23.3%0.132%
4/27/2026Kelman Lazarov Inc.5,687$419K0.1%+31.2%0.102%
4/27/2026Financial Plan Inc.8,952$659K0.1%+24.2%0.160%
4/27/2026Trademark Financial Management LLC10,321$760K0.4%-52.7%0.184%
4/21/2026Maseco 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%
3/9/2026Corient Private Wealth LLC137,119$10.18M0.0%+0.8%2.449%
2/19/2026Professional Financial Solutions LLC ADV3,309$246K0.2%N/A0.059%
2/19/2026Axxcess Wealth Management LLC3,229$240K0.0%+5.9%0.058%
2/19/2026Corient Private Wealth LLC137,119$10.18M0.0%+0.8%2.449%
2/18/2026Mercer 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%
2/16/2026Focus 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth Equity Services LLC57,578$4.28M0.0%-1.0%1.028%
2/12/2026Riverwater Partners LLC69,811$5.18M2.0%+25.4%1.247%
2/12/2026Trailhead Planners LLC80,418$5.97M5.9%N/A1.436%
2/11/2026Focus 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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2/11/2026LPL Financial LLC59,135$4.39M0.0%+73.1%1.056%
2/11/2026Curio Wealth LLC746$56K0.0%+172.3%0.013%
2/10/2026Greenspring Advisors LLC31,878$2.37M0.1%N/A0.569%
2/10/2026Calton & Associates Inc.10,496$779K0.1%+2.6%0.187%
2/10/2026Savant Capital LLC12,411$922K0.0%-11.5%0.222%
2/9/2026Goepper Burkhardt LLC2,800$208K0.1%N/A0.050%
2/6/2026Axxcess Wealth Management LLC3,229$240K0.0%+5.9%0.058%
2/6/2026HighTower Advisors LLC55,343$4.11M0.0%-4.3%0.988%
1/30/2026 Torren Management LLC5,192$386K0.2%N/A0.094%
1/28/2026Trademark Financial Management LLC21,832$1.62M0.9%-18.4%0.397%
1/28/2026Financial Plan Inc.7,206$535K0.1%N/A0.131%
1/23/2026Bridgewater 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%
1/23/2026Vestment 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%
1/16/2026Red 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%
11/17/2025Mercer Global Advisors Inc. ADV46,897$3.36M0.0%+1,023.0%0.885%
11/17/2025Focus Partners Wealth64,434$4.61M0.0%-3.4%1.216%
11/17/2025Citadel Advisors LLC22,372$1.60M0.0%+65.6%0.422%
11/12/2025Focus 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%
11/10/2025Bridgewater Advisors Inc.9,295$663K0.0%+3.0%0.175%
11/7/2025Calton & Associates Inc.10,226$732K0.1%N/A0.193%
11/7/2025HighTower Advisors LLC57,835$4.14M0.0%+22.7%1.091%
11/6/2025EnRich Financial Partners LLC2,830$202K0.1%N/A0.053%
11/6/2025MB Generational Wealth LLC19,791$1.42M0.9%N/A0.373%
11/5/2025Savant Capital LLC14,027$1.00M0.0%N/A0.265%
11/5/2025Envestnet Asset Management Inc.11,735$840K0.0%-17.9%0.221%
11/3/2025Truist 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%
10/22/2025Verus Wealth Management LLC5,300$379K0.4%N/A0.139%
10/17/2025Trademark Financial Management LLC26,770$1.92M1.1%+1.0%0.704%
10/16/2025Vestment 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%
9/26/2025Corient Private Wealth LLC141,570$9.56M0.0%-16.0%5.056%
8/19/2025Asset Dedication LLC661$45K0.0%+33.3%0.024%
8/15/2025North Ridge Wealth Advisors Inc.4,947$334K0.2%+102.7%0.177%
8/15/2025Corient Private Wealth LLC141,569$9.56M0.0%-16.0%5.056%
8/14/2025HUB 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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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
8/5/2025Bridgewater Advisors Inc.9,021$610K0.0%+29.3%0.322%
8/1/2025Red Lighthouse Investment Management LLC2,494$168K0.1%+64.9%0.089%
8/1/2025Riverwater Partners LLC52,288$3.53M1.7%+38.9%1.867%
8/1/2025Envestnet Asset Management Inc.14,293$966K0.0%+108.2%0.510%
7/31/2025Focus Partners Advisor Solutions LLC5,514$372K0.0%+17.5%0.197%
7/31/2025Trademark Financial Management LLC26,496$1.79M1.1%+10.1%0.946%
7/31/2025AlTi Global Inc.15,998$1.08M0.0%N/A0.571%


AVSD Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 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 3,296,460 shares in the last 24 months. This purchase volume represents approximately $243.51M in transactions.

Of the 23 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 142,634 shares in the last 24 months. This volume of shares sold represents approximately $10.18M in transactions.


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This page (NYSEARCA:AVSD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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