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

$89.93 -0.64 (-0.71%)
As of 10:31 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$138.77M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$14.68M
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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
7/10/2026 Highland Financial Advisors LLC175,042$15.50M3.4%+15.9%3.242%
7/8/2026 Elevation Wealth Partners LLC1,204$107K0.0%+19.1%0.022%
5/15/2026 Waverly Advisors LLC128,440$9.50M0.1%-3.6%2.423%
5/14/2026 Modern Wealth Management LLC21,006$1.57M0.0%+373.9%0.396%
5/13/2026 Cetera Investment Advisers4,421$327K0.0%-24.1%0.083%
5/13/2026 WealthCollab LLC1,655$122K0.1%+92.7%0.031%
5/2/2026 Vestment Financial LLC26,459$2.16M1.1%+9.4%0.499%
4/30/2026 Torren Management LLC5,926$438K0.2%-27.4%0.112%
4/30/2026 Kestra Advisory Services LLC3,813$282K0.0%-50.9%0.072%
4/30/2026 Austin Asset Management Co Inc5,910$437K0.1%-5.7%0.112%
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4/27/2026 HB Wealth Management LLC21,130$1.56M0.0%-16.1%0.399%
4/27/2026 Kelman Lazarov Inc.21,059$1.56M0.2%+7.8%0.397%
4/27/2026 Financial Plan Inc.14,204$1.05M0.1%+2.3%0.268%
4/27/2026 Trademark Financial Management LLC6,658$492K0.2%-4.6%0.126%
4/21/2026 Maseco LLP1,292,915$95.59M3.0%N/A24.395%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.6,091$450K0.1%-50.0%0.115%
3/9/2026 Corient Private Wealth LLC95,849$7.31M0.0%+0.5%1.682%
2/19/2026 Professional Financial Solutions LLC ADV4,619$352K0.3%N/A0.081%
2/19/2026 Corient Private Wealth LLC95,849$7.31M0.0%+0.5%1.682%
2/18/2026 Mercer Global Advisors Inc. ADV153,236$11.69M0.0%+21.6%2.688%
2/17/2026 Cetera Investment Advisers5,825$444K0.0%-5.7%0.102%
2/17/2026 Hill Investment Group Partners LLC23,684$1.81M0.2%+51.3%0.416%
2/16/2026 Mariner LLC46,459$3.55M0.0%-52.3%0.815%
2/16/2026North Ridge Wealth Advisors Inc.7,868$600K0.3%-3.9%0.138%
2/16/2026 Focus Partners Wealth351,223$26.80M0.0%-2.0%6.162%
2/16/2026 Clarity Asset Management Inc.419,224$31.99M17.6%-0.7%7.355%
2/13/2026 Kestra Advisory Services LLC7,758$592K0.0%N/A0.136%
2/13/2026 Burton Enright Welch18,655$1.42M0.2%N/A0.327%
2/12/2026 Orion Porfolio Solutions LLC20,022$1.53M0.0%+15.9%0.351%
2/12/2026 Commonwealth Equity Services LLC115,125$8.78M0.0%-0.1%2.020%
2/12/2026 Moneta Group Investment Advisors LLC2,784$212K0.0%-16.3%0.049%
2/12/2026 Trailhead Planners LLC107,749$8.22M8.1%N/A1.890%
2/11/2026 Focus Partners Advisor Solutions LLC10,974$837K0.0%-22.4%0.193%
2/11/2026 Oak Wealth Advisors LLC8,635$659K0.4%-4.7%0.151%
2/11/2026 LPL Financial LLC134,917$10.29M0.0%+1.4%2.367%
2/10/2026 Greenspring Advisors LLC42,183$3.22M0.2%N/A0.740%
2/10/2026 Savant Capital LLC25,670$1.96M0.0%-9.0%0.450%
2/6/2026 HighTower Advisors LLC32,233$2.46M0.0%-4.4%0.565%
1/30/2026 Torren Management LLC8,161$623K0.3%N/A0.141%
1/28/2026 EnRich Financial Partners LLC9,212$703K0.2%-1.6%0.159%
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1/28/2026 HB Wealth Management LLC25,173$1.92M0.0%+7.4%0.434%
1/28/2026 Trademark Financial Management LLC6,979$532K0.3%-84.8%0.120%
1/28/2026 Financial Plan Inc.13,880$1.06M0.1%N/A0.239%
1/27/2026 Wealth Enhancement Trust Services Inc.4,580$349K0.0%N/A0.079%
1/26/2026 Asset Dedication LLC541$41K0.0%+31.6%0.009%
1/26/2026 Kelman Lazarov Inc.19,537$1.49M0.2%+62.8%0.337%
1/26/2026 Quarry Hill Advisors LLC10,016$764K0.4%+147.7%0.173%
1/23/2026 Bridgewater Advisors Inc.15,502$1.21M0.1%+19.8%0.263%
1/23/2026 Highland Financial Advisors LLC136,746$10.43M2.9%+1.0%2.318%
1/23/2026 ABLE Financial Group LLC11,427$872K0.2%+4.9%0.194%
1/23/2026 Vestment Financial LLC24,179$1.90M1.0%-2.8%0.410%
1/22/2026 Bfsg LLC19,613$1.50M0.1%+14.0%0.332%
1/21/2026 Signature Resources Capital Management LLC8,420$642K0.3%+27.7%0.143%
1/20/2026 Northland Capital Management LLC75,850$5.79M3.2%+7.3%1.308%
1/8/2026 True Wealth Design LLC2,209$169K0.0%+7.3%0.038%
1/8/2026 Wealth Enhancement Advisory Services LLC153,639$12.03M0.0%+6.1%2.649%
1/7/2026 Henrickson Nauta Wealth Advisors Inc.12,182$953K0.1%+100.0%0.210%
11/20/2025 Asset Dedication LLC411$30K0.0%-68.9%0.007%
11/17/2025 Susquehanna International Group LLP19,260$1.42M0.0%-30.4%0.332%
11/17/2025 Mariner LLC97,464$7.17M0.0%-2.5%1.680%
11/17/2025 Mercer Global Advisors Inc. ADV126,052$9.27M0.0%+803.1%2.173%
11/17/2025 Focus Partners Wealth358,248$26.36M0.0%+4.2%6.177%
11/14/2025 Two Sigma Investments LP17,700$1.30M0.0%N/A0.305%
11/13/2025 Curio Wealth LLC2,458$181K0.1%+13.1%0.042%
11/12/2025 Orion Porfolio Solutions LLC17,279$1.27M0.0%+9.9%0.298%
11/12/2025 Diversified Portfolios Inc.21,393$1.57M0.1%-1.3%0.369%
11/12/2025 Focus Partners Advisor Solutions LLC14,142$1.06M0.0%N/A0.244%
11/12/2025 Kelman 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%
11/10/2025 Bridgewater Advisors Inc.12,935$955K0.1%+21.0%0.223%
11/7/2025 HighTower Advisors LLC33,722$2.48M0.0%-22.5%0.581%
11/7/2025 Vista 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%
11/6/2025 LexAurum Advisors LLC10,752$791K0.1%-2.3%0.185%
11/5/2025 Savant Capital LLC28,217$2.08M0.0%N/A0.487%
11/5/2025 Envestnet Asset Management Inc.26,995$1.99M0.0%-26.5%0.465%
11/3/2025 Truist Financial Corp26,505$1.95M0.0%+7.5%0.457%
10/31/2025 Red Lighthouse Investment Management LLC2,284$168K0.1%-8.3%0.039%
10/29/2025 Wealth Enhancement Advisory Services LLC144,827$10.67M0.0%+4.5%2.455%
10/29/2025 Bfsg LLC17,209$1.27M0.1%+27.2%0.292%
10/28/2025 Quarry Hill Advisors LLC4,044$298K0.2%-3.8%0.069%
10/27/2025 Clarity Asset Management Inc.422,365$31.07M17.4%-0.6%7.159%
10/24/2025 Austin Asset Management Co Inc6,270$461K0.1%-3.3%0.106%
10/23/2025 HB Wealth Management LLC23,440$1.72M0.0%-16.4%0.397%
10/22/2025 Highland Financial Advisors LLC135,444$9.96M2.9%+15.3%2.296%
10/22/2025 Commonwealth Equity Services LLC115,255$8.48M0.0%-0.3%1.953%
10/17/2025 Trademark Financial Management LLC45,882$3.38M2.0%-1.0%0.778%
10/17/2025 Henrickson Nauta Wealth Advisors Inc.6,091$448K0.1%+3.2%0.103%
10/16/2025 Vestment Financial LLC24,864$1.84M1.0%+5.5%0.421%
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10/16/2025 Signature Resources Capital Management LLC6,594$485K0.3%+587.6%0.112%
10/15/2025 FMB Wealth Management11,263$829K0.4%+1.3%0.191%
9/26/2025 Corient Private Wealth LLC95,186$6.53M0.0%-15.4%1.679%
9/4/2025 Osaic Holdings Inc.1,387$95K0.0%+44.3%0.024%
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%
8/15/2025North 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%


AVSU Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 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), Highland Financial Advisors LLC ($15.50M), Wealth Enhancement Advisory Services LLC ($12.03M), Mercer Global Advisors Inc. ADV ($11.69M), and LPL Financial LLC ($10.29M).Learn more on Avantis Responsible U.S. Equity ETF's institutional investors.

Of the 69 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), Trailhead Planners LLC ($107.75K), Raymond James Financial Inc. ($104.07K), and Clarity Asset Management Inc. ($103.79K).

Institutional investors have bought a total of 1,864,072 shares in the last 24 months. This purchase volume represents approximately $138.77M in transactions.

Of the 32 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 ($17.31K), HighTower Advisors LLC ($11.29K), Envestnet Asset Management Inc. ($9.72K), HB Wealth Management LLC ($8.65K), and Susquehanna International Group LLP ($8.43K).

Institutional investors have sold a total of 196,622 shares in the last 24 months. This volume of shares sold represents approximately $14.68M in transactions.


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Institutional ownership data for NYSEARCA:AVSU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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