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

$86.98 -0.32 (-0.37%)
As of 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)
$231.70M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$18.98M
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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
7/8/2026Elevation Wealth Partners LLC1,204$107K0.0%+19.1%0.022%
5/15/2026Waverly Advisors LLC128,440$9.50M0.1%-3.6%2.423%
5/14/2026Modern Wealth Management LLC21,006$1.57M0.0%+373.9%0.396%
5/13/2026Cetera Investment Advisers4,421$327K0.0%-24.1%0.083%
5/13/2026WealthCollab LLC1,655$122K0.1%+92.7%0.031%
5/2/2026Vestment Financial LLC26,459$2.16M1.1%+9.4%0.499%
4/30/2026Torren Management LLC5,926$438K0.2%-27.4%0.112%
4/30/2026Kestra Advisory Services LLC3,813$282K0.0%-50.9%0.072%
4/30/2026Austin Asset Management Co Inc5,910$437K0.1%-5.7%0.112%
4/27/2026HB Wealth Management LLC21,130$1.56M0.0%-16.1%0.399%
4/27/2026Kelman Lazarov Inc.21,059$1.56M0.2%+7.8%0.397%
4/27/2026Financial Plan Inc.14,204$1.05M0.1%+2.3%0.268%
4/27/2026Trademark Financial Management LLC6,658$492K0.2%-4.6%0.126%
4/21/2026Maseco LLP1,292,915$95.59M3.0%N/A24.395%
4/16/2026Henrickson Nauta Wealth Advisors Inc.6,091$450K0.1%-50.0%0.115%
3/9/2026Corient Private Wealth LLC95,849$7.31M0.0%+0.5%1.682%
2/19/2026Professional Financial Solutions LLC ADV4,619$352K0.3%N/A0.081%
2/19/2026Corient Private Wealth LLC95,849$7.31M0.0%+0.5%1.682%
2/18/2026Mercer Global Advisors Inc. ADV153,236$11.69M0.0%+21.6%2.688%
2/17/2026Cetera Investment Advisers5,825$444K0.0%-5.7%0.102%
2/17/2026Hill Investment Group Partners LLC23,684$1.81M0.2%+51.3%0.416%
2/16/2026Mariner LLC46,459$3.55M0.0%-52.3%0.815%
2/16/2026North Ridge Wealth Advisors Inc.7,868$600K0.3%-3.9%0.138%
2/16/2026Focus Partners Wealth351,223$26.80M0.0%-2.0%6.162%
2/16/2026Clarity Asset Management Inc.419,224$31.99M17.6%-0.7%7.355%
2/13/2026Kestra Advisory Services LLC7,758$592K0.0%N/A0.136%
2/13/2026Burton Enright Welch18,655$1.42M0.2%N/A0.327%
2/12/2026Orion Porfolio Solutions LLC20,022$1.53M0.0%+15.9%0.351%
2/12/2026Commonwealth Equity Services LLC115,125$8.78M0.0%-0.1%2.020%
2/12/2026Moneta Group Investment Advisors LLC2,784$212K0.0%-16.3%0.049%
2/12/2026Trailhead Planners LLC107,749$8.22M8.1%N/A1.890%
2/11/2026Focus Partners Advisor Solutions LLC10,974$837K0.0%-22.4%0.193%
2/11/2026Oak Wealth Advisors LLC8,635$659K0.4%-4.7%0.151%
2/11/2026LPL Financial LLC134,917$10.29M0.0%+1.4%2.367%
2/10/2026Greenspring Advisors LLC42,183$3.22M0.2%N/A0.740%
2/10/2026Savant Capital LLC25,670$1.96M0.0%-9.0%0.450%
2/6/2026HighTower Advisors LLC32,233$2.46M0.0%-4.4%0.565%
1/30/2026Torren Management LLC8,161$623K0.3%N/A0.141%
1/28/2026EnRich Financial Partners LLC9,212$703K0.2%-1.6%0.159%
1/28/2026HB Wealth Management LLC25,173$1.92M0.0%+7.4%0.434%
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1/28/2026Trademark Financial Management LLC6,979$532K0.3%-84.8%0.120%
1/28/2026Financial Plan Inc.13,880$1.06M0.1%N/A0.239%
1/27/2026Wealth Enhancement Trust Services Inc.4,580$349K0.0%N/A0.079%
1/26/2026Asset Dedication LLC541$41K0.0%+31.6%0.009%
1/26/2026Kelman Lazarov Inc.19,537$1.49M0.2%+62.8%0.337%
1/26/2026Quarry Hill Advisors LLC10,016$764K0.4%+147.7%0.173%
1/23/2026Bridgewater Advisors Inc.15,502$1.21M0.1%+19.8%0.263%
1/23/2026Highland Financial Advisors LLC136,746$10.43M2.9%+1.0%2.318%
1/23/2026ABLE Financial Group LLC11,427$872K0.2%+4.9%0.194%
1/23/2026Vestment Financial LLC24,179$1.90M1.0%-2.8%0.410%
1/22/2026Bfsg LLC19,613$1.50M0.1%+14.0%0.332%
1/21/2026Signature Resources Capital Management LLC8,420$642K0.3%+27.7%0.143%
1/20/2026Northland Capital Management LLC75,850$5.79M3.2%+7.3%1.308%
1/8/2026True Wealth Design LLC2,209$169K0.0%+7.3%0.038%
1/8/2026Wealth Enhancement Advisory Services LLC153,639$12.03M0.0%+6.1%2.649%
1/7/2026Henrickson Nauta Wealth Advisors Inc.12,182$953K0.1%+100.0%0.210%
11/20/2025Asset Dedication LLC411$30K0.0%-68.9%0.007%
11/17/2025Susquehanna International Group LLP19,260$1.42M0.0%-30.4%0.332%
11/17/2025Mariner LLC97,464$7.17M0.0%-2.5%1.680%
11/17/2025Mercer Global Advisors Inc. ADV126,052$9.27M0.0%+803.1%2.173%
11/17/2025Focus Partners Wealth358,248$26.36M0.0%+4.2%6.177%
11/14/2025Two Sigma Investments LP17,700$1.30M0.0%N/A0.305%
11/13/2025Curio Wealth LLC2,458$181K0.1%+13.1%0.042%
11/12/2025Orion Porfolio Solutions LLC17,279$1.27M0.0%+9.9%0.298%
11/12/2025Diversified Portfolios Inc.21,393$1.57M0.1%-1.3%0.369%
11/12/2025Focus Partners Advisor Solutions LLC14,142$1.06M0.0%N/A0.244%
11/12/2025Kelman Lazarov Inc.11,997$883K0.1%+10.7%0.207%
11/12/2025Journey Strategic Wealth LLC15,746$1.16M0.0%-0.9%0.271%
11/12/2025Willow Creek Wealth Management Inc.89,985$6.62M0.5%-2.0%1.551%
11/10/2025Bridgewater Advisors Inc.12,935$955K0.1%+21.0%0.223%
11/7/2025HighTower Advisors LLC33,722$2.48M0.0%-22.5%0.581%
11/7/2025Vista Capital Partners Inc.18,216$1.34M0.1%-6.8%0.314%
11/6/2025Wealthstream Advisors Inc.41,486$3.05M0.5%+7.9%0.715%
11/6/2025LexAurum Advisors LLC10,752$791K0.1%-2.3%0.185%
11/5/2025Savant Capital LLC28,217$2.08M0.0%N/A0.487%
11/5/2025Envestnet Asset Management Inc.26,995$1.99M0.0%-26.5%0.465%
11/3/2025Truist Financial Corp26,505$1.95M0.0%+7.5%0.457%
10/31/2025Red Lighthouse Investment Management LLC2,284$168K0.1%-8.3%0.039%
10/29/2025Wealth Enhancement Advisory Services LLC144,827$10.67M0.0%+4.5%2.455%
10/29/2025Bfsg LLC17,209$1.27M0.1%+27.2%0.292%
10/28/2025Quarry Hill Advisors LLC4,044$298K0.2%-3.8%0.069%
10/27/2025Clarity Asset Management Inc.422,365$31.07M17.4%-0.6%7.159%
10/24/2025Austin Asset Management Co Inc6,270$461K0.1%-3.3%0.106%
10/23/2025HB Wealth Management LLC23,440$1.72M0.0%-16.4%0.397%
10/22/2025Highland Financial Advisors LLC135,444$9.96M2.9%+15.3%2.296%
10/22/2025Commonwealth Equity Services LLC115,255$8.48M0.0%-0.3%1.953%
10/17/2025Trademark Financial Management LLC45,882$3.38M2.0%-1.0%0.778%
10/17/2025Henrickson Nauta Wealth Advisors Inc.6,091$448K0.1%+3.2%0.103%
10/16/2025Vestment Financial LLC24,864$1.84M1.0%+5.5%0.421%
10/16/2025Signature Resources Capital Management LLC6,594$485K0.3%+587.6%0.112%
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10/15/2025FMB Wealth Management11,263$829K0.4%+1.3%0.191%
9/26/2025Corient Private Wealth LLC95,186$6.53M0.0%-15.4%1.679%
9/4/2025Osaic Holdings Inc.1,387$95K0.0%+44.3%0.024%
8/27/2025Orion Porfolio Solutions LLC15,725$1.08M0.0%-13.2%0.277%
8/19/2025Asset Dedication LLC1,320$91K0.0%+70.1%0.023%
8/15/2025North Ridge Wealth Advisors Inc.8,205$563K0.3%+149.0%0.145%
8/15/2025Corient Private Wealth LLC95,185$6.53M0.0%-15.4%1.679%
8/15/2025Orion Porfolio Solutions LLC15,725$1.08M0.0%-13.2%0.277%
8/14/2025Clarity Asset Management Inc.424,981$29.15M17.4%-6.1%7.495%
8/12/2025Hill Investment Group Partners LLC16,884$1.16M0.2%+22.6%0.298%


AVSU Institutional Ownership - Frequently Asked Questions

During the previous two years, 81 institutional investors and hedge funds held shares of Avantis Responsible U.S. Equity ETF. The most heavily invested institutionals were Maseco LLP ($95.59M), Clarity Asset Management Inc. ($31.99M), Focus Partners Wealth ($26.80M), Merriman Wealth Management LLC ($18.49M), Wealth Enhancement Advisory Services LLC ($12.03M), Mercer Global Advisors Inc. ADV ($11.69M), and Highland Financial Advisors LLC ($10.43M).Learn more on Avantis Responsible U.S. Equity ETF's institutional investors.

Of the 72 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 ($2.52M), Focus Partners Wealth ($341.24K), Wealth Enhancement Advisory Services LLC ($153.64K), Mercer Global Advisors Inc. ADV ($139.28K), Clarity Asset Management Inc. ($133.52K), Trailhead Planners LLC ($107.75K), and Raymond James Financial Inc. ($104.07K).

Institutional investors have bought a total of 3,225,668 shares in the last 24 months. This purchase volume represents approximately $231.70M in transactions.

Of the 36 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: Mariner LLC ($53.53K), Trademark Financial Management LLC ($39.70K), Corient Private Wealth LLC ($34.62K), Clarity Asset Management Inc. ($33.44K), Quarry Hill Advisors LLC ($12.29K), HighTower Advisors LLC ($11.29K), and Envestnet Asset Management Inc. ($9.72K).

Institutional investors have sold a total of 259,312 shares in the last 24 months. This volume of shares sold represents approximately $18.98M in transactions.


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This page (NYSEARCA:AVSU) was last updated on 7/8/2026 by MarketBeat.com Staff.
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