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

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$33.05M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$7.93M
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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
4/25/2024 North Ridge Wealth Advisors Inc.3,607$222K0.2%N/A0.086%
4/23/2024 Bfsg LLC1,300$80K0.0%N/A0.031%
4/19/2024 Northland Capital Management LLC81,933$5.03M3.5%-1.7%1.965%
4/10/2024 LexAurum Advisors LLC4,034$248K0.1%N/A0.128%
2/16/2024Clarity Asset Management Inc.269,110$15.12M12.0%N/A8.543%
2/14/2024Waverly Advisors LLC139,165$7.82M0.3%-6.3%4.418%
2/13/2024Trademark Financial Management LLC23,144$1.30M1.0%N/A0.735%
2/9/2024Journey Strategic Wealth LLC21,121$1.19M0.1%-6.6%0.671%
2/9/2024Corient Private Wealth LLC160,143$9.00M0.0%-0.7%5.084%
2/8/2024 Quarry Hill Advisors LLC4,334$244K0.2%N/A0.138%
2/6/2024TCI Wealth Advisors Inc.6,018$338K0.0%-3.4%0.191%
2/6/2024 Signature Resources Capital Management LLC1,055$59K0.1%N/A0.033%
2/2/2024Red Lighthouse Investment Management LLC2,331$131K0.1%+15.1%0.074%
2/1/2024Kelman Lazarov Inc.4,006$225K0.0%N/A0.127%
1/29/2024Grand Wealth Management LLC934$52K0.0%N/A0.030%
1/26/2024PrairieView Partners LLC18,566$1.04M0.1%+1.0%0.589%
1/24/2024 Northland Capital Management LLC83,333$4.68M3.1%+1.3%2.645%
1/19/2024 Trellis Wealth Advisors LLC33,947$1.91M1.0%+507.5%1.078%
1/18/2024Highland Financial Advisors LLC61,925$3.48M1.5%+1.0%1.966%
11/20/2023Willow Creek Wealth Management Inc.62,675$3.11M0.5%+3.5%1.990%
11/14/2023Waverly Advisors LLC148,601$7.37M0.3%-5.0%4.717%
11/13/2023Mariner LLC39,970$1.98M0.0%N/A1.269%
11/8/2023HighTower Advisors LLC54,738$2.72M0.0%-42.4%1.738%
11/8/2023Journey Strategic Wealth LLC22,613$1.12M0.1%+2.9%0.718%
11/4/2023Corient Private Wealth LLC161,225$7.99M0.0%+1.3%5.118%
10/25/2023Highland Financial Advisors LLC61,314$3.04M1.6%-1.6%1.946%
10/23/2023 Trellis Wealth Advisors LLC5,588$277K0.2%N/A0.177%
10/23/2023Commonwealth Equity Services LLC117,815$5.84M0.0%+100.5%3.740%
10/23/2023PrairieView Partners LLC18,378$910K0.1%+11.7%0.583%
10/17/2023 Northland Capital Management LLC82,257$4.08M2.8%+10.8%2.611%
10/10/2023 ZRC Wealth Management LLC962$48K0.0%+74.0%0.031%
8/28/2023Willow Creek Wealth Management Inc.60,571$3.13M0.4%-1.0%1.923%
8/15/2023Journey Strategic Wealth LLC21,980$1.14M0.1%+25.5%0.698%
8/11/2023Hill Investment Group Partners LLC14,525$750K0.1%+20.4%0.461%
8/10/2023Commonwealth Equity Services LLC58,773$3.03M0.0%N/A1.866%
8/9/2023Flow Traders U.S. LLC27,345$1.41M0.1%N/A0.868%
8/8/2023Orion Capital Management LLC8,240$425K0.3%N/A0.262%
8/4/2023PrairieView Partners LLC16,455$849K0.1%+52.1%0.577%
8/4/2023TCI Wealth Advisors Inc.6,298$325K0.0%-5.2%0.221%
8/2/2023Wealthstream Advisors Inc.16,843$870K0.5%+27.7%0.591%
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7/28/2023First Republic Investment Management Inc.10,336$534K0.0%+86.7%0.363%
7/19/2023 Northland Capital Management LLC74,214$3.83M2.8%-40.9%2.604%
7/13/2023Highland Financial Advisors LLC62,296$3.22M1.7%-2.3%2.186%
5/12/2023WMS Partners LLC4,495$217K0.0%N/A0.158%
5/12/2023Journey Strategic Wealth LLC17,513$846K0.1%+8.5%0.614%
5/12/2023HighTower Advisors LLC91,037$4.40M0.0%+33.4%3.194%
5/8/2023PrairieView Partners LLC10,815$522K0.1%+29.7%0.379%
5/4/2023Merriman Wealth Management LLC46,214$2.23M0.1%-1.9%2.265%
5/4/2023 ZRC Wealth Management LLC551$27K0.0%N/A0.027%
5/3/2023TCI Wealth Advisors Inc.6,645$321K0.0%-3.3%0.326%
5/3/2023Vista Capital Partners Inc.24,054$1.16M0.2%-61.8%1.179%
5/2/2023Wealthstream Advisors Inc.13,186$637K0.4%+124.1%0.646%
4/24/2023Willow Creek Wealth Management Inc.61,203$2.96M0.5%+10.1%3.000%
4/17/2023 Annapolis Financial Services LLC1,239$60K0.0%+143.9%0.061%
4/17/2023Highland Financial Advisors LLC63,762$3.08M1.7%+4.6%3.126%
4/17/2023 Northland Capital Management LLC125,678$6.07M4.5%-14.1%6.161%
3/14/2023 AWM Capital LLC32,893$1.51M0.5%N/A1.612%
3/1/2023Willow Creek Wealth Management Inc.55,579$2.54M0.4%-39.8%2.724%
2/14/2023Silicon Hills Wealth Management LLC5,290$242K0.2%N/A0.259%
2/13/2023Merriman Wealth Management LLC47,090$2.15M0.1%+147.8%2.308%
2/10/2023Red Lighthouse Investment Management LLC1,937$89K0.0%N/A0.095%
2/9/2023HighTower Advisors LLC68,252$3.12M0.0%+27.3%3.346%
2/8/2023Highland Financial Advisors LLC60,950$2.79M1.6%+11.9%2.988%
2/7/2023Commonwealth Equity Services LLC5,270$241K0.0%N/A0.258%
2/7/2023Vista Capital Partners Inc.62,966$2.88M0.4%N/A3.087%
2/7/2023TCI Wealth Advisors Inc.6,872$314K0.0%N/A0.337%
2/6/2023Kelman Lazarov Inc.4,470$204K0.1%N/A0.219%
2/2/2023Wealthstream Advisors Inc.5,883$269K0.2%N/A0.288%
1/31/2023Kestra Advisory Services LLC605,977$27.72M0.2%N/A29.705%
1/19/2023 Northland Capital Management LLC146,233$6.69M5.3%-5.2%7.386%
11/7/2022Diversified Portfolios Inc.24,010$1.02M0.3%N/A1.569%
11/4/2022Tortoise Investment Management LLC3,910$166K0.0%+25.7%0.256%
11/1/2022PrairieView Partners LLC8,185$348K0.1%+236.7%0.535%
10/31/2022Willow Creek Wealth Management Inc.92,288$3.92M0.8%+301.6%6.032%
10/26/2022Merriman Wealth Management LLC19,003$807K0.1%N/A1.293%
10/20/2022 Northland Capital Management LLC154,289$6.55M6.1%N/A11.689%
8/16/2022Willow Creek Wealth Management Inc.22,979$1.02M0.2%N/A4.255%
8/10/2022Nwam LLC9,564$425K0.0%N/A1.771%
8/3/2022Tortoise Investment Management LLC3,110$138K0.0%N/A0.576%
7/22/2022PrairieView Partners LLC2,431$108K0.0%N/A0.506%
(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, 38 institutional investors and hedge funds held shares of Avantis Responsible U.S. Equity ETF. The most heavily invested institutionals were Kestra Advisory Services LLC ($27.72M), Clarity Asset Management Inc. ($15.12M), Corient Private Wealth LLC ($9.00M), Waverly Advisors LLC ($7.82M), Commonwealth Equity Services LLC ($5.84M), Northland Capital Management LLC ($5.03M), and Highland Financial Advisors LLC ($3.48M).Learn more on AVSU's institutional investors.

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

Of the 37 institutional investors that purchased Avantis Responsible U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kestra Advisory Services LLC ($605.98K), Clarity Asset Management Inc. ($269.11K), Northland Capital Management LLC ($163.41K), Commonwealth Equity Services LLC ($123.09K), Willow Creek Wealth Management Inc. ($100.02K), Vista Capital Partners Inc. ($62.97K), and Merriman Wealth Management LLC ($47.09K).

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

Institutional investors have bought a total of 1,717,468 shares in the last 24 months. This purchase volume represents approximately $82.51M in transactions.

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

Of the 10 institutional investors that sold Avantis Responsible U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northland Capital Management LLC ($81.48K), HighTower Advisors LLC ($40.28K), Vista Capital Partners Inc. ($38.91K), Willow Creek Wealth Management Inc. ($37.34K), Waverly Advisors LLC ($17.30K), Highland Financial Advisors LLC ($2.45K), and Journey Strategic Wealth LLC ($1.49K).

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

Institutional investors have sold a total of 221,996 shares in the last 24 months. This volume of shares sold represents approximately $10.97M in transactions.


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This page (NYSEARCA:AVSU) was last updated on 4/29/2024 by MarketBeat.com Staff

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