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

$62.03 -1.38 (-2.18%)
As of 03/28/2025 04:10 PM Eastern
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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)
33
Total
Institutional Inflows
(last 12 months)
$21.66M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$3.13M
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AVSU Institutional Buying and Selling by Quarter

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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
2/27/2025 ABLE Financial Group LLC6,398$423K0.1%+8.5%0.125%
2/17/2025 Waverly Advisors LLC139,519$9.23M0.1%-0.8%3.346%
2/17/2025 Vestment Financial LLC16,591$1.10M0.8%N/A0.398%
2/17/2025 Clarity Asset Management Inc.379,408$25.09M16.3%-2.4%9.099%
2/17/2025 Citadel Advisors LLC12,227$808K0.0%N/A0.293%
2/14/2025 Oak Wealth Advisors LLC8,958$592K0.5%N/A0.215%
2/13/2025 Mariner LLC94,405$6.24M0.0%+92.9%2.264%
2/13/2025 Kelman Lazarov Inc.10,741$710K0.1%+7.6%0.258%
2/13/2025 Envestnet Asset Management Inc.11,555$764K0.0%+19.3%0.277%
2/12/2025 Orion Portfolio Solutions LLC20,970$1.39M0.0%-4.8%0.503%
2/11/2025 LPL Financial LLC14,384$951K0.0%-31.8%0.345%
2/10/2025 Curio Wealth LLC2,115$140K0.1%N/A0.051%
2/10/2025 Corient Private Wealth LLC162,803$10.77M0.0%+1.8%3.904%
2/10/2025 Commonwealth Equity Services LLC117,491$7.77M0.0%+0.6%2.818%
2/10/2025 Parkworth Wealth Management Inc.2,147$142K0.1%N/A0.051%
2/7/2025 HighTower Advisors LLC47,340$3.13M0.0%-3.0%1.135%
2/7/2025 Tortoise Investment Management LLC4,730$313K0.0%+6.8%0.113%
2/7/2025 Schwarz Dygos Wheeler Investment Advisors LLC5,521$365K0.1%+59.0%0.132%
2/7/2025 Red Lighthouse Investment Management LLC2,067$137K0.1%-11.7%0.050%
2/5/2025 Passive Capital Management LLC.12,598$833K0.3%+8.0%0.302%
2/4/2025 Wealthstream Advisors Inc.34,987$2.31M0.4%+41.5%0.839%
2/3/2025 Trellis Wealth Advisors LLC33,572$2.22M1.1%-1.1%0.805%
2/3/2025 Werba Rubin Papier Wealth Management3,150$208K0.0%N/A0.076%
1/31/2025 Bfsg LLC8,171$540K0.1%+41.0%0.196%
1/31/2025 Truist Financial Corp11,555$764K0.0%+19.3%0.277%
1/30/2025 Highland Financial Advisors LLC100,039$6.62M2.3%+4.1%2.399%
1/30/2025 Trademark Financial Management LLC47,339$3.13M2.5%+58.7%1.135%
1/29/2025 PrairieView Partners LLC31,781$2.10M0.2%-3.5%0.762%
1/24/2025 Journey Strategic Wealth LLC16,087$1.06M0.0%-5.9%0.386%
1/22/2025 Perigon Wealth Management LLC4,325$291K0.0%+27.6%0.104%
1/22/2025 Northland Capital Management LLC66,766$4.42M3.3%-14.9%1.601%
1/21/2025 LexAurum Advisors LLC10,486$693K0.1%+4.7%0.251%
11/15/2024 Clarity Asset Management Inc.388,873$25.39M17.7%+8.5%9.325%
11/15/2024 Passive Capital Management LLC.11,667$762K0.3%-2.6%0.280%
11/15/2024 Orion Portfolio Solutions LLC22,019$1.44M0.0%-6.1%0.528%
11/15/2024 HighTower Advisors LLC48,818$3.19M0.0%-2.7%1.171%
11/6/2024 Wealthstream Advisors Inc.24,725$1.62M0.3%+3.3%0.593%
11/4/2024 Axxcess Wealth Management LLC4,692$306K0.0%+27.3%0.113%
11/1/2024 Vista Capital Partners Inc.21,451$1.40M0.2%-1.0%0.514%
10/31/2024 Trademark Financial Management LLC29,828$1.95M1.5%+0.8%0.715%
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10/30/2024 Highland Financial Advisors LLC96,131$6.28M2.2%+16.6%2.305%
10/25/2024 Quarry Hill Advisors LLC14,899$973K0.7%+2.8%0.357%
10/23/2024North Ridge Wealth Advisors Inc.3,295$215K0.1%-8.6%0.079%
10/23/2024 Northland Capital Management LLC78,423$5.12M2.9%+10.2%1.881%
10/17/2024 LexAurum Advisors LLC10,013$654K0.1%+128.4%0.240%
10/16/2024 Financial Advisors LLC9,600$627K0.1%N/A0.230%
10/16/2024 Bfsg LLC5,794$378K0.0%+44.2%0.139%
9/25/2024 Passive Capital Management LLC.11,974$739K0.3%+6.2%0.287%
8/16/2024 Clarity Asset Management Inc.358,347$22.13M15.7%+9.0%8.593%
8/13/2024 Merriman Wealth Management LLC299,481$18.49M0.8%+3.4%7.182%
8/5/2024 Quarry Hill Advisors LLC14,497$895K0.6%+237.1%0.348%
8/5/2024 Hill Investment Group Partners LLC9,124$579K0.1%-38.6%0.219%
8/1/2024 PrairieView Partners LLC30,626$1.89M0.2%+63.9%0.734%
7/31/2024 Commonwealth Equity Services LLC113,843$7.03M0.0%-1.5%2.730%
7/31/2024 Trademark Financial Management LLC29,599$1.83M1.5%-1.4%0.710%
7/29/2024 Wealthstream Advisors Inc.23,925$1.48M0.5%+1.4%0.574%
7/29/2024 Bfsg LLC4,019$248K0.0%+209.2%0.096%
7/26/2024 ABLE Financial Group LLC5,866$362K0.1%N/A0.141%
7/26/2024 Sprinkle Financial Consultants LLC5,167$319K0.3%+56.5%0.124%
7/17/2024 Highland Financial Advisors LLC82,454$5.09M1.9%+33.6%1.977%
5/16/2024 Waverly Advisors LLC143,925$8.84M0.2%+3.4%3.451%
5/8/2024 Avantax Advisory Services Inc.10,628$653K0.0%N/A0.255%
5/8/2024 Trademark Financial Management LLC30,021$1.84M1.5%+29.7%0.720%
5/7/2024 TCI Wealth Advisors Inc.5,175$318K0.0%-14.0%0.124%
4/29/2024 Commonwealth Equity Services LLC115,542$7.10M0.0%+2.7%2.771%
4/25/2024North 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%
2/16/2024 Clarity Asset Management Inc.269,110$15.12M12.0%N/A8.543%
2/14/2024 Waverly Advisors LLC139,165$7.82M0.3%-6.3%4.418%
2/13/2024 Trademark Financial Management LLC23,144$1.30M1.0%N/A0.735%
2/9/2024 Journey Strategic Wealth LLC21,121$1.19M0.1%-6.6%0.671%
2/9/2024 Corient Private Wealth LLC160,143$9.00M0.0%-0.7%5.084%
2/8/2024 Quarry Hill Advisors LLC4,334$244K0.2%N/A0.138%
2/6/2024 TCI 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%
2/2/2024 Red Lighthouse Investment Management LLC2,331$131K0.1%+15.1%0.074%
2/1/2024 Kelman Lazarov Inc.4,006$225K0.0%N/A0.127%
1/29/2024 Grand Wealth Management LLC934$52K0.0%N/A0.030%
1/26/2024 PrairieView 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%
1/18/2024 Highland Financial Advisors LLC61,925$3.48M1.5%+1.0%1.966%
11/20/2023 Willow Creek Wealth Management Inc.62,675$3.11M0.5%+3.5%1.990%
11/14/2023 Waverly Advisors LLC148,601$7.37M0.3%-5.0%4.717%
11/13/2023 Mariner LLC39,970$1.98M0.0%N/A1.269%
11/8/2023 HighTower Advisors LLC54,738$2.72M0.0%-42.4%1.738%
11/8/2023 Journey Strategic Wealth LLC22,613$1.12M0.1%+2.9%0.718%
11/4/2023 Corient Private Wealth LLC161,225$7.99M0.0%+1.3%5.118%
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10/25/2023 Highland Financial Advisors LLC61,314$3.04M1.6%-1.6%1.946%
10/23/2023 Trellis Wealth Advisors LLC5,588$277K0.2%N/A0.177%
10/23/2023 Commonwealth Equity Services LLC117,815$5.84M0.0%+100.5%3.740%
10/23/2023 PrairieView 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%
8/28/2023 Willow Creek Wealth Management Inc.60,571$3.13M0.4%-1.0%1.923%
8/15/2023 Journey Strategic Wealth LLC21,980$1.14M0.1%+25.5%0.698%
8/11/2023 Hill Investment Group Partners LLC14,525$750K0.1%+20.4%0.461%
8/10/2023 Commonwealth Equity Services LLC58,773$3.03M0.0%N/A1.866%
(Data available from 1/1/2016 forward)

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AVSU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSU shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Avantis Responsible U.S. Equity ETF. The most heavily invested institutionals were Clarity Asset Management Inc. ($25.09M), Merriman Wealth Management LLC ($18.49M), Corient Private Wealth LLC ($10.77M), Waverly Advisors LLC ($9.23M), Commonwealth Equity Services LLC ($7.77M), Highland Financial Advisors LLC ($6.62M), and Mariner LLC ($6.24M).Learn more on AVSU's institutional investors.

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

Of the 47 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: Clarity Asset Management Inc. ($329.37K), Commonwealth Equity Services LLC ($121.49K), Mariner LLC ($85.43K), Trademark Financial Management LLC ($47.76K), Highland Financial Advisors LLC ($41.77K), Trellis Wealth Advisors LLC ($33.95K), and Flow Traders U.S. LLC ($27.35K).

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

Institutional investors have bought a total of 953,584 shares in the last 24 months. This purchase volume represents approximately $54.60M in transactions.

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

Of the 21 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 ($85.08K), HighTower Advisors LLC ($43.13K), Vista Capital Partners Inc. ($39.12K), Waverly Advisors LLC ($18.42K), Clarity Asset Management Inc. ($9.47K), LPL Financial LLC ($6.71K), and Hill Investment Group Partners LLC ($5.74K).

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

Institutional investors have sold a total of 223,862 shares in the last 24 months. This volume of shares sold represents approximately $11.96M in transactions.


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This page (NYSEARCA:AVSU) was last updated on 3/29/2025 by MarketBeat.com Staff
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