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

$82.94 +1.03 (+1.26%)
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)
53
Total
Institutional Inflows
(last 12 months)
$265.11M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$18.94M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
3/9/2026Corient 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%
2/13/2026 Kestra Advisory Services LLC7,758$592K0.0%N/A0.136%
2/13/2026 Burton Enright Welch18,655$1.42M0.2%N/A0.327%
2/12/2026Orion 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%
2/12/2026Moneta 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%
2/11/2026 Oak 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%
2/10/2026 Savant Capital LLC25,670$1.96M0.0%-9.0%0.450%
2/6/2026HighTower Advisors LLC32,233$2.46M0.0%-4.4%0.565%
1/30/2026 Torren Management LLC8,161$623K0.3%N/A0.141%
1/28/2026EnRich Financial Partners LLC9,212$703K0.2%-1.6%0.159%
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%
1/26/2026Asset 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%
1/23/2026Bridgewater 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%
11/20/2025Asset 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%
11/12/2025 Kelman Lazarov Inc.11,997$883K0.1%+10.7%0.207%
11/12/2025 Journey 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%
11/6/2025 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%
10/31/2025Red 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%
10/27/2025Clarity 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%
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%
9/26/2025Corient 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%
8/12/2025 Journey Strategic Wealth LLC15,881$1.09M0.0%+2.5%0.280%
8/11/2025Diversified 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%
8/5/2025Bridgewater Advisors Inc.10,688$751K0.1%+42.0%0.189%
8/1/2025Red Lighthouse Investment Management LLC2,490$171K0.1%+6.8%0.044%


AVSU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSU shares?

During the previous two years, 80 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.

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

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).

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

Institutional investors have bought a total of 3,764,147 shares in the last 24 months. This purchase volume represents approximately $265.11M in transactions.

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

Of the 37 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).

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

Institutional investors have sold a total of 259,936 shares in the last 24 months. This volume of shares sold represents approximately $18.94M in transactions.


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This page (NYSEARCA:AVSU) was last updated on 5/5/2026 by MarketBeat.com Staff.
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