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Avantis Responsible International Equity ETF (AVSD) Institutional Ownership

$57.78
+0.17 (+0.30%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Avantis Responsible International Equity ETF (NYSEARCA:AVSD)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$23.52M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.25M
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AVSD Institutional Buying and Selling by Quarter

Avantis Responsible International Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Trademark Financial Management LLC20,968$1.27M1.0%+1.2%0.856%
10/30/2024 Highland Financial Advisors LLC31,969$1.94M0.7%+6.5%1.305%
10/29/2024 Opes Wealth Management LLC7,045$427K0.1%+4.4%0.288%
10/23/2024 Tarbox Family Office Inc.5,464$331K0.1%+9.3%0.223%
10/23/2024 Northland Capital Management LLC34,990$2.12M1.2%-0.7%1.428%
10/18/2024Revolve Wealth Partners LLC17,443$1.06M0.2%+9.4%0.712%
10/11/2024 Henrickson Nauta Wealth Advisors Inc.17,010$1.03M0.4%-2.9%0.694%
9/25/2024Passive Capital Management LLC.5,080$282K0.1%+5.3%0.207%
8/21/2024Truist Financial Corp4,363$242K0.0%+5.1%0.178%
8/16/2024Clarity Asset Management Inc.267,707$14.87M10.6%+1.4%10.927%
8/13/2024Merriman Wealth Management LLC68,914$3.83M0.2%-3.9%2.813%
8/8/2024Grand Wealth Management LLC2,800$156K0.1%-20.5%0.114%
8/7/2024Team Hewins LLC10,240$569K0.2%-3.4%0.418%
8/1/2024PrairieView Partners LLC9,941$552K0.1%+51.4%0.406%
7/31/2024 Trademark Financial Management LLC20,713$1.15M0.9%-1.5%0.845%
7/29/2024Wealthstream Advisors Inc.26,840$1.49M0.5%+2.8%1.096%
7/26/2024WealthShield Partners LLC6,350$353K0.1%+33.7%0.259%
7/19/2024Revolve Wealth Partners LLC15,941$885K0.1%+22.3%0.651%
7/17/2024 Highland Financial Advisors LLC30,021$1.67M0.6%+10.1%1.225%
5/16/2024Waverly Advisors LLC65,884$3.75M0.1%+1.7%2.689%
5/14/2024OLD Mission Capital LLC93,340$5.31M0.1%-34.0%3.810%
5/8/2024 Trademark Financial Management LLC21,020$1.20M1.0%+5.4%0.858%
5/4/2024PrairieView Partners LLC6,568$374K0.0%+5.0%0.268%
4/29/2024Commonwealth Equity Services LLC53,564$3.05M0.0%-6.1%2.186%
4/19/2024 Northland Capital Management LLC38,367$2.18M1.5%-0.9%1.566%
4/15/2024Revolve Wealth Partners LLC13,036$742K0.1%+39.3%0.652%
2/16/2024Clarity Asset Management Inc.264,246$14.24M11.3%N/A13.212%
2/13/2024 Trademark Financial Management LLC19,947$1.08M0.8%N/A0.997%
2/9/2024Team Hewins LLC10,554$569K0.1%N/A0.528%
2/9/2024Corient Private Wealth LLC171,482$9.24M0.0%-1.7%8.574%
2/8/2024 Tarbox Family Office Inc.4,782$258K0.1%+12.5%0.239%
2/8/2024MB Generational Wealth LLC21,926$1.18M1.1%N/A1.096%
2/6/2024 Signature Resources Capital Management LLC484$26K0.0%N/A0.024%
1/31/2024 Opes Wealth Management LLC6,512$351K0.1%N/A0.326%
1/29/2024Grand Wealth Management LLC3,520$190K0.1%+25.7%0.176%
1/24/2024 Northland Capital Management LLC38,726$2.09M1.4%+1.4%1.936%
1/19/2024 Trellis Wealth Advisors LLC26,486$1.43M0.8%+514.4%1.324%
1/18/2024 Highland Financial Advisors LLC28,244$1.52M0.7%+5.4%1.412%
1/18/2024 Evanson Asset Management LLC3,877$209K0.0%N/A0.194%
1/12/2024 Henrickson Nauta Wealth Advisors Inc.17,635$950K0.5%-1.2%0.882%
625,000% Gain (Ad)

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1/12/2024Revolve Wealth Partners LLC9,357$504K0.1%N/A0.468%
11/20/2023Willow Creek Wealth Management Inc.195,653$9.60M1.4%-0.2%9.783%
11/16/2023Orion Capital Management LLC2,649$130K0.1%N/A0.132%
11/14/2023Waverly Advisors LLC65,400$3.21M0.1%-2.2%3.270%
11/13/2023 Asset Dedication LLC11,301$554K0.0%+95.2%0.565%
11/13/2023Mariner LLC36,643$1.80M0.0%N/A1.832%
11/9/2023Grand Wealth Management LLC2,800$137K0.1%N/A0.140%
11/8/2023HighTower Advisors LLC50,619$2.48M0.0%-41.5%2.531%
11/4/2023Corient Private Wealth LLC174,417$8.55M0.0%+2.1%8.721%
10/25/2023 Highland Financial Advisors LLC26,800$1.31M0.7%+10.3%1.340%
10/23/2023 Trellis Wealth Advisors LLC4,311$211K0.1%N/A0.216%
10/23/2023Commonwealth Equity Services LLC53,748$2.64M0.0%+104.6%2.687%
10/23/2023PrairieView Partners LLC6,221$305K0.0%+100.4%0.311%
10/17/2023 Northland Capital Management LLC38,205$1.87M1.3%-22.1%1.910%
10/13/2023 Tarbox Family Office Inc.4,249$208K0.0%N/A0.212%
8/28/2023Willow Creek Wealth Management Inc.196,004$10.04M1.4%+0.2%9.800%
8/22/2023 Asset Dedication LLC5,788$297K0.0%+95.2%0.289%
8/4/2023PrairieView Partners LLC3,105$158K0.0%+142.4%0.168%
8/4/2023 TCI Wealth Advisors Inc.7,627$391K0.0%-3.9%0.412%
8/3/2023WealthShield Partners LLC3,600$184K0.0%+16.1%0.195%
8/2/2023Wealthstream Advisors Inc.23,355$1.20M0.6%+8.2%1.262%
8/2/2023Bank of Montreal Can22,920$1.21M0.0%N/A1.239%
7/19/2023 Northland Capital Management LLC49,028$2.51M1.9%-37.4%2.650%
7/13/2023 Highland Financial Advisors LLC24,302$1.24M0.6%+40.8%1.314%
7/12/2023 Henrickson Nauta Wealth Advisors Inc.17,846$914K0.6%-3.7%0.965%
5/12/2023WMS Partners LLC10,913$552K0.0%+4.1%0.590%
5/12/2023HighTower Advisors LLC84,902$4.30M0.0%+11.6%4.589%
5/8/2023WealthShield Partners LLC3,100$157K0.0%N/A0.168%
5/8/2023PrairieView Partners LLC1,281$64K0.0%+18.8%0.069%
5/4/2023Merriman Wealth Management LLC55,801$2.82M0.1%-1.8%4.650%
5/3/2023 TCI Wealth Advisors Inc.7,933$401K0.1%-8.7%0.661%
5/2/2023Wealthstream Advisors Inc.21,593$1.09M0.7%+46.0%1.799%
4/24/2023Willow Creek Wealth Management Inc.195,602$9.89M1.5%+3.0%16.300%
4/17/2023 Northland Capital Management LLC78,340$3.96M3.0%-14.1%6.528%
4/11/2023 Henrickson Nauta Wealth Advisors Inc.18,523$937K0.7%-3.2%1.544%
3/6/2023OLD Mission Capital LLC45,914$2.16M0.1%N/A3.826%
3/1/2023Willow Creek Wealth Management Inc.189,846$8.94M1.5%+102.8%15.821%
2/13/2023Merriman Wealth Management LLC56,825$2.68M0.1%+100.6%4.735%
2/10/2023Red Lighthouse Investment Management LLC1,016$48K0.0%N/A0.085%
2/9/2023HighTower Advisors LLC76,107$3.58M0.0%-38.6%6.342%
2/8/2023Team Hewins LLC10,214$481K0.3%N/A0.851%
2/8/2023 Highland Financial Advisors LLC17,188$809K0.5%+18.7%1.432%
2/7/2023WMS Partners LLC10,483$493K0.0%N/A0.874%
2/7/2023 TCI Wealth Advisors Inc.8,691$409K0.1%N/A0.724%
2/6/2023Kelman Lazarov Inc.5,041$237K0.1%N/A0.420%
2/3/2023Tortoise Investment Management LLC4,500$212K0.0%N/A0.375%
2/2/2023 Henrickson Nauta Wealth Advisors Inc.19,128$900K0.7%N/A1.594%
2/2/2023Wealthstream Advisors Inc.14,793$696K0.5%N/A1.233%
1/19/2023 Asset Dedication LLC2,965$140K0.0%N/A0.247%
1/19/2023 Northland Capital Management LLC91,203$4.29M3.4%-1.6%7.600%
625,000% Gain (Ad)

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11/7/2022Diversified Portfolios Inc.11,424$461K0.1%N/A1.142%
11/1/2022PrairieView Partners LLC1,078$44K0.0%+165.5%0.108%
10/31/2022Willow Creek Wealth Management Inc.93,590$3.78M0.7%+227.6%9.359%
10/26/2022Merriman Wealth Management LLC28,333$1.14M0.1%+538.0%3.148%
10/20/2022 Northland Capital Management LLC92,673$3.74M3.5%N/A10.297%
8/16/2022Willow Creek Wealth Management Inc.28,571$1.30M0.2%N/A8.163%
7/29/2022Merriman Wealth Management LLC4,441$201K0.0%N/A1.269%
(Data available from 1/1/2016 forward)

AVSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSD shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Avantis Responsible International Equity ETF. The most heavily invested institutionals were Clarity Asset Management Inc. ($14.87M), Willow Creek Wealth Management Inc. ($9.60M), Corient Private Wealth LLC ($9.24M), OLD Mission Capital LLC ($5.31M), Merriman Wealth Management LLC ($3.83M), Waverly Advisors LLC ($3.75M), and Commonwealth Equity Services LLC ($3.05M).Learn more on AVSD's institutional investors.

Which institutional investors have been buying Avantis Responsible International Equity ETF stock?

Of the 36 institutional investors that purchased Avantis Responsible International Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clarity Asset Management Inc. ($267.97K), Willow Creek Wealth Management Inc. ($102.41K), OLD Mission Capital LLC ($45.91K), Mariner LLC ($36.64K), Merriman Wealth Management LLC ($28.49K), Commonwealth Equity Services LLC ($27.48K), and Trellis Wealth Advisors LLC ($26.49K).

How much institutional buying is happening at Avantis Responsible International Equity ETF?

Institutional investors have bought a total of 805,271 shares in the last 24 months. This purchase volume represents approximately $40.97M in transactions.

Which Avantis Responsible International Equity ETF major shareholders have been selling company stock?

Of the 13 institutional investors that sold Avantis Responsible International Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HighTower Advisors LLC ($83.80K), Northland Capital Management LLC ($55.09K), OLD Mission Capital LLC ($48.10K), Merriman Wealth Management LLC ($3.83K), Commonwealth Equity Services LLC ($3.49K), Corient Private Wealth LLC ($2.94K), and Henrickson Nauta Wealth Advisors Inc. ($2.00K).

How much institutional selling is happening at Avantis Responsible International Equity ETF?

Institutional investors have sold a total of 203,506 shares in the last 24 months. This volume of shares sold represents approximately $10.43M in transactions.



This page (NYSEARCA:AVSD) was last updated on 11/2/2024 by MarketBeat.com Staff
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