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Avantis Responsible U.S. Equity ETF (AVSU) Institutional Ownership

$69.48 -0.09 (-0.13%)
As of 07/18/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$152.60M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$3.84M
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AVSU Institutional Buying and Selling by Quarter

Avantis Responsible U.S. Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Truist Financial Corp24,658$1.69M0.0%+81.4%0.435%
7/18/2025FMB Wealth Management11,118$763K0.4%+80.4%0.196%
7/17/2025 HB Wealth Management LLC28,050$1.92M0.0%+16.4%0.495%
7/17/2025 Willow Creek Wealth Management Inc.91,791$6.30M0.6%+34.8%1.619%
7/15/2025 Vestment Financial LLC23,573$1.63M1.0%+30.2%0.416%
7/15/2025 Maseco LLP1,230,145$84.29M3.2%N/A21.696%
7/15/2025 Bfsg LLC13,524$928K0.1%+12.3%0.239%
7/14/2025 Northland Capital Management LLC70,740$4.85M3.0%+8.4%1.248%
7/14/2025 ABLE Financial Group LLC10,983$753K0.2%+73.8%0.194%
7/10/2025 Wealth Enhancement Advisory Services LLC138,582$9.67M0.0%+0.5%2.444%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.5,900$405K0.1%N/A0.104%
5/20/2025Focus Partners Wealth326,840$20.38M0.1%N/A5.921%
5/19/2025Jane Street Group LLC7,512$468K0.0%N/A0.136%
5/15/2025Tortoise Investment Management LLC5,320$332K0.0%+12.5%0.096%
5/15/2025Clarity Asset Management Inc.452,668$28.23M18.2%+19.3%8.201%
5/14/2025Orion Capital Management LLC8,972$559K0.2%+8.9%0.166%
5/14/2025Hill Investment Group Partners LLC13,776$859K0.1%+9.5%0.255%
5/13/2025Raymond James Financial Inc.104,070$6.49M0.0%N/A1.927%
5/13/2025HighTower Advisors LLC48,681$3.04M0.0%+2.8%0.902%
5/7/2025Werba Rubin Papier Wealth Management3,934$245K0.1%+24.9%0.073%
5/7/2025Wealthstream Advisors Inc.34,186$2.13M0.4%-2.3%0.633%
5/7/2025LPL Financial LLC22,924$1.43M0.0%+59.4%0.425%
5/7/2025 HB Wealth Management LLC24,090$1.50M0.0%N/A0.446%
5/6/2025Avantax Advisory Services Inc.6,899$430K0.0%-34.0%0.128%
5/6/2025Grand Wealth Management LLC1,625$101K0.1%+74.0%0.030%
5/6/2025Kelman Lazarov Inc.11,232$700K0.1%+4.6%0.208%
5/6/2025Journey Strategic Wealth LLC15,492$966K0.0%-3.7%0.287%
5/6/2025Vista Capital Partners Inc.19,564$1.22M0.1%-8.8%0.362%
5/2/2025Bridgewater Advisors Inc.7,529$463K0.0%N/A0.139%
5/2/2025Schwarz Dygos Wheeler Investment Advisors LLC5,894$368K0.1%+6.8%0.109%
5/1/2025Asset Dedication LLC776$48K0.0%+102.1%0.014%
4/29/2025Envestnet Asset Management Inc.14,531$906K0.0%+25.8%0.269%
4/28/2025Red Lighthouse Investment Management LLC2,331$143K0.1%+12.8%0.043%
4/28/2025Quarry Hill Advisors LLC16,336$1.02M0.7%+10.1%0.303%
4/25/2025EnRich Financial Partners LLC10,792$673K0.2%N/A0.200%
4/25/2025Trademark Financial Management LLC44,197$2.76M2.1%-6.6%0.818%
4/23/2025Austin Asset Management Co Inc6,485$404K0.1%N/A0.120%
4/23/2025 Northland Capital Management LLC65,252$4.07M2.8%-2.3%1.208%
4/22/2025Diversified Portfolios Inc.21,825$1.36M0.1%-9.1%0.404%
4/18/2025 Bfsg LLC12,045$751K0.1%+47.4%0.228%
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4/16/2025 Wealth Enhancement Advisory Services LLC137,887$8.60M0.0%N/A2.611%
4/15/2025 Vestment Financial LLC18,102$1.14M0.8%+9.1%0.343%
4/14/2025 LexAurum Advisors LLC11,067$690K0.1%+5.5%0.210%
4/9/2025 Elevation Wealth Partners LLC981$61K0.0%N/A0.019%
4/8/2025 Highland Financial Advisors LLC101,435$6.33M2.3%+1.4%1.921%
2/27/2025 ABLE Financial Group LLC6,398$423K0.1%+8.5%0.125%
2/17/2025Waverly Advisors LLC139,519$9.23M0.1%-0.8%3.346%
2/17/2025 Vestment Financial LLC16,591$1.10M0.8%N/A0.398%
2/17/2025Clarity Asset Management Inc.379,408$25.09M16.3%-2.4%9.099%
2/17/2025Citadel Advisors LLC12,227$808K0.0%N/A0.293%
2/14/2025 Oak Wealth Advisors LLC8,958$592K0.5%N/A0.215%
2/13/2025Mariner LLC94,405$6.24M0.0%+92.9%2.264%
2/13/2025Kelman Lazarov Inc.10,741$710K0.1%+7.6%0.258%
2/13/2025Envestnet Asset Management Inc.11,555$764K0.0%+19.3%0.277%
2/12/2025Orion Portfolio Solutions LLC20,970$1.39M0.0%-4.8%0.503%
2/11/2025LPL Financial LLC14,384$951K0.0%-31.8%0.345%
2/10/2025Curio Wealth LLC2,115$140K0.1%N/A0.051%
2/10/2025Corient Private Wealth LLC162,803$10.77M0.0%+1.8%3.904%
2/10/2025Commonwealth Equity Services LLC117,491$7.77M0.0%+0.6%2.818%
2/10/2025Parkworth Wealth Management Inc.2,147$142K0.1%N/A0.051%
2/7/2025HighTower Advisors LLC47,340$3.13M0.0%-3.0%1.135%
2/7/2025Tortoise Investment Management LLC4,730$313K0.0%+6.8%0.113%
2/7/2025Schwarz Dygos Wheeler Investment Advisors LLC5,521$365K0.1%+59.0%0.132%
2/7/2025Red Lighthouse Investment Management LLC2,067$137K0.1%-11.7%0.050%
2/5/2025Passive Capital Management LLC.12,598$833K0.3%+8.0%0.302%
2/4/2025Wealthstream Advisors Inc.34,987$2.31M0.4%+41.5%0.839%
2/3/2025Trellis Wealth Advisors LLC33,572$2.22M1.1%-1.1%0.805%
2/3/2025Werba Rubin Papier Wealth Management3,150$208K0.0%N/A0.076%
1/31/2025 Bfsg LLC8,171$540K0.1%+41.0%0.196%
1/31/2025Truist Financial Corp11,555$764K0.0%+19.3%0.277%
1/30/2025 Highland Financial Advisors LLC100,039$6.62M2.3%+4.1%2.399%
1/30/2025Trademark Financial Management LLC47,339$3.13M2.5%+58.7%1.135%
1/29/2025PrairieView Partners LLC31,781$2.10M0.2%-3.5%0.762%
1/24/2025Journey Strategic Wealth LLC16,087$1.06M0.0%-5.9%0.386%
1/22/2025 Perigon Wealth Management LLC4,325$291K0.0%+27.6%0.104%
1/22/2025 Northland Capital Management LLC66,766$4.42M3.3%-14.9%1.601%
1/21/2025 LexAurum Advisors LLC10,486$693K0.1%+4.7%0.251%
11/15/2024Clarity Asset Management Inc.388,873$25.39M17.7%+8.5%9.325%
11/15/2024Passive Capital Management LLC.11,667$762K0.3%-2.6%0.280%
11/15/2024Orion Portfolio Solutions LLC22,019$1.44M0.0%-6.1%0.528%
11/15/2024HighTower Advisors LLC48,818$3.19M0.0%-2.7%1.171%
11/6/2024Wealthstream Advisors Inc.24,725$1.62M0.3%+3.3%0.593%
11/4/2024Axxcess Wealth Management LLC4,692$306K0.0%+27.3%0.113%
11/1/2024Vista Capital Partners Inc.21,451$1.40M0.2%-1.0%0.514%
10/31/2024Trademark Financial Management LLC29,828$1.95M1.5%+0.8%0.715%
10/30/2024 Highland Financial Advisors LLC96,131$6.28M2.2%+16.6%2.305%
10/25/2024Quarry Hill Advisors LLC14,899$973K0.7%+2.8%0.357%
10/23/2024North Ridge Wealth Advisors Inc.3,295$215K0.1%-8.6%0.079%
10/23/2024 Northland Capital Management LLC78,423$5.12M2.9%+10.2%1.881%
10/17/2024 LexAurum Advisors LLC10,013$654K0.1%+128.4%0.240%
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10/16/2024Financial Advisors LLC9,600$627K0.1%N/A0.230%
10/16/2024 Bfsg LLC5,794$378K0.0%+44.2%0.139%
9/25/2024Passive Capital Management LLC.11,974$739K0.3%+6.2%0.287%
8/16/2024Clarity Asset Management Inc.358,347$22.13M15.7%+9.0%8.593%
8/13/2024Merriman Wealth Management LLC299,481$18.49M0.8%+3.4%7.182%
8/5/2024Quarry Hill Advisors LLC14,497$895K0.6%+237.1%0.348%
8/5/2024Hill Investment Group Partners LLC9,124$579K0.1%-38.6%0.219%
8/1/2024PrairieView Partners LLC30,626$1.89M0.2%+63.9%0.734%
7/31/2024Commonwealth Equity Services LLC113,843$7.03M0.0%-1.5%2.730%
7/31/2024Trademark Financial Management LLC29,599$1.83M1.5%-1.4%0.710%
(Data available from 1/1/2016 forward)

AVSU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSU shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Avantis Responsible U.S. Equity ETF. The most heavily invested institutionals were Maseco LLP ($84.29M), Clarity Asset Management Inc. ($28.23M), Focus Partners Wealth ($20.38M), Merriman Wealth Management LLC ($18.49M), Corient Private Wealth LLC ($10.77M), Wealth Enhancement Advisory Services LLC ($9.67M), and Waverly Advisors LLC ($9.23M).Learn more on Avantis Responsible U.S. Equity ETF's institutional investors.

Which institutional investors have been buying Avantis Responsible U.S. Equity ETF's stock?

Of the 59 institutional investors that purchased Avantis Responsible U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Maseco LLP ($1.23M), Clarity Asset Management Inc. ($402.63K), Focus Partners Wealth ($326.84K), Wealth Enhancement Advisory Services LLC ($138.58K), Commonwealth Equity Services LLC ($121.49K), Raymond James Financial Inc. ($104.07K), and Mariner LLC ($85.43K).

How much institutional buying is happening at Avantis Responsible U.S. Equity ETF?

Institutional investors have bought a total of 2,306,342 shares in the last 24 months. This purchase volume represents approximately $152.60M in transactions.

Which of Avantis Responsible U.S. Equity ETF's major shareholders have been selling company stock?

Of the 19 institutional investors that sold Avantis Responsible U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northland Capital Management LLC ($13.17K), Clarity Asset Management Inc. ($9.47K), LPL Financial LLC ($6.71K), Hill Investment Group Partners LLC ($5.74K), Trademark Financial Management LLC ($3.56K), Avantax Advisory Services Inc. ($3.55K), and HighTower Advisors LLC ($2.85K).

How much institutional selling is happening at Avantis Responsible U.S. Equity ETF?

Institutional investors have sold a total of 59,466 shares in the last 24 months. This volume of shares sold represents approximately $3.84M in transactions.


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This page (NYSEARCA:AVSU) was last updated on 7/19/2025 by MarketBeat.com Staff
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