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

$72.30 +0.14 (+0.19%)
As of 08/28/2025 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)
52
Total
Institutional Inflows
(last 12 months)
$154.60M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$7.82M
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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
8/27/2025 Orion Porfolio Solutions LLC15,725$1.08M0.0%-13.2%0.277%
8/19/2025 Asset Dedication LLC1,320$91K0.0%+70.1%0.023%
8/15/2025 North Ridge Wealth Advisors Inc.8,205$563K0.3%+149.0%0.145%
8/15/2025 Corient Private Wealth LLC95,185$6.53M0.0%-15.4%1.679%
8/15/2025 Orion Porfolio Solutions LLC15,725$1.08M0.0%-13.2%0.277%
8/14/2025 Clarity Asset Management Inc.424,981$29.15M17.4%-6.1%7.495%
8/12/2025 Hill Investment Group Partners LLC16,884$1.16M0.2%+22.6%0.298%
8/12/2025 Journey Strategic Wealth LLC15,881$1.09M0.0%+2.5%0.280%
8/11/2025 Diversified Portfolios Inc.21,673$1.49M0.1%-0.7%0.382%
8/6/2025 True Wealth Design LLC2,059$141K0.0%+22.2%0.036%
8/5/2025 Bridgewater Advisors Inc.10,688$751K0.1%+42.0%0.189%
8/1/2025 Red Lighthouse Investment Management LLC2,490$171K0.1%+6.8%0.044%
8/1/2025 Fort Vancouver Investment Management LLC607$42K0.0%+61.9%0.011%
8/1/2025 Envestnet Asset Management Inc.36,716$2.52M0.0%+152.7%0.648%
7/31/2025 Orion Capital Management LLC9,156$628K0.2%+2.1%0.161%
7/31/2025 Curio Wealth LLC2,174$149K0.1%+43,380.0%0.038%
7/31/2025 Trademark Financial Management LLC46,353$3.18M1.9%+4.9%0.818%
7/31/2025 AlTi Global Inc.50,529$3.47M0.1%N/A0.891%
7/30/2025 EnRich Financial Partners LLC9,448$648K0.2%-12.5%0.167%
7/29/2025 Kelman Lazarov Inc.10,838$744K0.1%-3.5%0.191%
7/29/2025 Wealthstream Advisors Inc.38,440$2.64M0.4%+12.4%0.678%
7/29/2025 Werba Rubin Papier Wealth Management4,109$282K0.1%+4.4%0.072%
7/25/2025 PrairieView Partners LLC31,217$2.14M0.2%-1.3%0.551%
7/24/2025 Grand Wealth Management LLC934$64K0.0%-42.5%0.016%
7/23/2025 Quarry Hill Advisors LLC4,202$288K0.2%-74.3%0.074%
7/21/2025 Trellis Wealth Advisors LLC33,411$2.29M1.0%-0.5%0.589%
7/18/2025 Truist Financial Corp24,658$1.69M0.0%+81.4%0.435%
7/18/2025 FMB 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%
5/20/2025 Focus Partners Wealth326,840$20.38M0.1%N/A5.921%
5/19/2025 Jane Street Group LLC7,512$468K0.0%N/A0.136%
5/15/2025 Tortoise Investment Management LLC5,320$332K0.0%+12.5%0.096%
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5/15/2025 Clarity Asset Management Inc.452,668$28.23M18.2%+19.3%8.201%
5/14/2025 Orion Capital Management LLC8,972$559K0.2%+8.9%0.166%
5/14/2025 Hill Investment Group Partners LLC13,776$859K0.1%+9.5%0.255%
5/13/2025 Raymond James Financial Inc.104,070$6.49M0.0%N/A1.927%
5/13/2025 HighTower Advisors LLC48,681$3.04M0.0%+2.8%0.902%
5/7/2025 Werba Rubin Papier Wealth Management3,934$245K0.1%+24.9%0.073%
5/7/2025 Wealthstream Advisors Inc.34,186$2.13M0.4%-2.3%0.633%
5/7/2025 LPL Financial LLC22,924$1.43M0.0%+59.4%0.425%
5/7/2025 HB Wealth Management LLC24,090$1.50M0.0%N/A0.446%
5/6/2025 Avantax Advisory Services Inc.6,899$430K0.0%-34.0%0.128%
5/6/2025 Grand Wealth Management LLC1,625$101K0.1%+74.0%0.030%
5/6/2025 Kelman Lazarov Inc.11,232$700K0.1%+4.6%0.208%
5/6/2025 Journey Strategic Wealth LLC15,492$966K0.0%-3.7%0.287%
5/6/2025 Vista Capital Partners Inc.19,564$1.22M0.1%-8.8%0.362%
5/2/2025 Bridgewater Advisors Inc.7,529$463K0.0%N/A0.139%
5/2/2025 Schwarz Dygos Wheeler Investment Advisors LLC5,894$368K0.1%+6.8%0.109%
5/1/2025 Asset Dedication LLC776$48K0.0%+102.1%0.014%
4/29/2025 Envestnet Asset Management Inc.14,531$906K0.0%+25.8%0.269%
4/28/2025 Red Lighthouse Investment Management LLC2,331$143K0.1%+12.8%0.043%
4/28/2025 Quarry Hill Advisors LLC16,336$1.02M0.7%+10.1%0.303%
4/25/2025 EnRich Financial Partners LLC10,792$673K0.2%N/A0.200%
4/25/2025 Trademark Financial Management LLC44,197$2.76M2.1%-6.6%0.818%
4/23/2025 Austin 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%
4/22/2025 Diversified Portfolios Inc.21,825$1.36M0.1%-9.1%0.404%
4/18/2025 Bfsg LLC12,045$751K0.1%+47.4%0.228%
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%
2/17/2025 Waverly Advisors LLC139,519$9.23M0.1%-0.8%3.346%
2/17/2025 Vestment Financial LLC16,591$1.10M0.8%N/A0.398%
2/17/2025 Clarity Asset Management Inc.379,408$25.09M16.3%-2.4%9.099%
2/17/2025 Citadel Advisors LLC12,227$808K0.0%N/A0.293%
2/14/2025 Oak Wealth Advisors LLC8,958$592K0.5%N/A0.215%
2/13/2025 Mariner LLC94,405$6.24M0.0%+92.9%2.264%
2/13/2025 Kelman Lazarov Inc.10,741$710K0.1%+7.6%0.258%
2/13/2025 Envestnet 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%
2/11/2025 LPL Financial LLC14,384$951K0.0%-31.8%0.345%
2/10/2025 Curio Wealth LLC2,115$140K0.1%N/A0.051%
2/10/2025 Corient Private Wealth LLC162,803$10.77M0.0%+1.8%3.904%
2/10/2025 Commonwealth Equity Services LLC117,491$7.77M0.0%+0.6%2.818%
2/10/2025 Parkworth Wealth Management Inc.2,147$142K0.1%N/A0.051%
2/7/2025 HighTower Advisors LLC47,340$3.13M0.0%-3.0%1.135%
2/7/2025 Tortoise Investment Management LLC4,730$313K0.0%+6.8%0.113%
2/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC5,521$365K0.1%+59.0%0.132%
2/7/2025 Red Lighthouse Investment Management LLC2,067$137K0.1%-11.7%0.050%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
2/5/2025 Passive Capital Management LLC.12,598$833K0.3%+8.0%0.302%
2/4/2025 Wealthstream Advisors Inc.34,987$2.31M0.4%+41.5%0.839%
2/3/2025 Trellis Wealth Advisors LLC33,572$2.22M1.1%-1.1%0.805%
2/3/2025 Werba Rubin Papier Wealth Management3,150$208K0.0%N/A0.076%
1/31/2025 Bfsg LLC8,171$540K0.1%+41.0%0.196%
1/31/2025 Truist Financial Corp11,555$764K0.0%+19.3%0.277%
1/30/2025 Highland Financial Advisors LLC100,039$6.62M2.3%+4.1%2.399%
1/30/2025 Trademark Financial Management LLC47,339$3.13M2.5%+58.7%1.135%
1/29/2025 PrairieView Partners LLC31,781$2.10M0.2%-3.5%0.762%
1/24/2025 Journey Strategic Wealth LLC16,087$1.06M0.0%-5.9%0.386%
(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, 65 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. ($29.15M), Focus Partners Wealth ($20.38M), Merriman Wealth Management LLC ($18.49M), Wealth Enhancement Advisory Services LLC ($9.67M), Waverly Advisors LLC ($9.23M), and Commonwealth Equity Services LLC ($7.77M).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 60 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), Raymond James Financial Inc. ($104.07K), Mariner LLC ($85.43K), and Commonwealth Equity Services LLC ($62.71K).

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

Institutional investors have bought a total of 2,328,301 shares in the last 24 months. This purchase volume represents approximately $154.60M in transactions.

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

Of the 23 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: Clarity Asset Management Inc. ($37.15K), Corient Private Wealth LLC ($17.31K), Northland Capital Management LLC ($13.17K), Quarry Hill Advisors LLC ($12.13K), LPL Financial LLC ($6.71K), Orion Porfolio Solutions LLC ($4.79K), and Avantax Advisory Services Inc. ($3.55K).

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

Institutional investors have sold a total of 116,694 shares in the last 24 months. This volume of shares sold represents approximately $7.82M in transactions.


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This page (NYSEARCA:AVSU) was last updated on 8/29/2025 by MarketBeat.com Staff
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