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

$58.52 +0.26 (+0.45%)
As of 04/17/2025 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)
35
Total
Institutional Inflows
(last 12 months)
$30.53M
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

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
4/18/2025Bfsg LLC12,045$751K0.1%+47.4%0.228%
4/16/2025 Wealth Enhancement Advisory Services LLC137,887$8.60M0.0%N/A2.611%
4/15/2025 Vestment Financial LLC18,102$1.14M0.8%+9.1%0.343%
4/14/2025 LexAurum Advisors LLC11,067$690K0.1%+5.5%0.210%
4/9/2025 Elevation Wealth Partners LLC981$61K0.0%N/A0.019%
4/8/2025 Highland Financial Advisors LLC101,435$6.33M2.3%+1.4%1.921%
2/27/2025ABLE Financial Group LLC6,398$423K0.1%+8.5%0.125%
2/17/2025Waverly Advisors LLC139,519$9.23M0.1%-0.8%3.346%
2/17/2025 Vestment Financial LLC16,591$1.10M0.8%N/A0.398%
2/17/2025Clarity Asset Management Inc.379,408$25.09M16.3%-2.4%9.099%
2/17/2025Citadel Advisors LLC12,227$808K0.0%N/A0.293%
2/14/2025Oak Wealth Advisors LLC8,958$592K0.5%N/A0.215%
2/13/2025Mariner LLC94,405$6.24M0.0%+92.9%2.264%
2/13/2025Kelman Lazarov Inc.10,741$710K0.1%+7.6%0.258%
2/13/2025Envestnet Asset Management Inc.11,555$764K0.0%+19.3%0.277%
2/12/2025Orion Portfolio Solutions LLC20,970$1.39M0.0%-4.8%0.503%
2/11/2025LPL Financial LLC14,384$951K0.0%-31.8%0.345%
2/10/2025Curio Wealth LLC2,115$140K0.1%N/A0.051%
2/10/2025Corient Private Wealth LLC162,803$10.77M0.0%+1.8%3.904%
2/10/2025Commonwealth Equity Services LLC117,491$7.77M0.0%+0.6%2.818%
2/10/2025Parkworth Wealth Management Inc.2,147$142K0.1%N/A0.051%
2/7/2025HighTower Advisors LLC47,340$3.13M0.0%-3.0%1.135%
2/7/2025Tortoise Investment Management LLC4,730$313K0.0%+6.8%0.113%
2/7/2025Schwarz Dygos Wheeler Investment Advisors LLC5,521$365K0.1%+59.0%0.132%
2/7/2025Red Lighthouse Investment Management LLC2,067$137K0.1%-11.7%0.050%
2/5/2025Passive Capital Management LLC.12,598$833K0.3%+8.0%0.302%
2/4/2025Wealthstream Advisors Inc.34,987$2.31M0.4%+41.5%0.839%
2/3/2025Trellis Wealth Advisors LLC33,572$2.22M1.1%-1.1%0.805%
2/3/2025Werba Rubin Papier Wealth Management3,150$208K0.0%N/A0.076%
1/31/2025Bfsg LLC8,171$540K0.1%+41.0%0.196%
1/31/2025Truist Financial Corp11,555$764K0.0%+19.3%0.277%
1/30/2025 Highland Financial Advisors LLC100,039$6.62M2.3%+4.1%2.399%
1/30/2025Trademark Financial Management LLC47,339$3.13M2.5%+58.7%1.135%
1/29/2025PrairieView Partners LLC31,781$2.10M0.2%-3.5%0.762%
1/24/2025Journey Strategic Wealth LLC16,087$1.06M0.0%-5.9%0.386%
1/22/2025Perigon Wealth Management LLC4,325$291K0.0%+27.6%0.104%
1/22/2025Northland Capital Management LLC66,766$4.42M3.3%-14.9%1.601%
1/21/2025 LexAurum Advisors LLC10,486$693K0.1%+4.7%0.251%
11/15/2024Clarity Asset Management Inc.388,873$25.39M17.7%+8.5%9.325%
11/15/2024Passive Capital Management LLC.11,667$762K0.3%-2.6%0.280%
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11/15/2024Orion Portfolio Solutions LLC22,019$1.44M0.0%-6.1%0.528%
11/15/2024HighTower Advisors LLC48,818$3.19M0.0%-2.7%1.171%
11/6/2024Wealthstream Advisors Inc.24,725$1.62M0.3%+3.3%0.593%
11/4/2024Axxcess Wealth Management LLC4,692$306K0.0%+27.3%0.113%
11/1/2024Vista Capital Partners Inc.21,451$1.40M0.2%-1.0%0.514%
10/31/2024Trademark Financial Management LLC29,828$1.95M1.5%+0.8%0.715%
10/30/2024 Highland Financial Advisors LLC96,131$6.28M2.2%+16.6%2.305%
10/25/2024Quarry 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%
10/23/2024Northland Capital Management LLC78,423$5.12M2.9%+10.2%1.881%
10/17/2024 LexAurum Advisors LLC10,013$654K0.1%+128.4%0.240%
10/16/2024Financial Advisors LLC9,600$627K0.1%N/A0.230%
10/16/2024Bfsg LLC5,794$378K0.0%+44.2%0.139%
9/25/2024Passive Capital Management LLC.11,974$739K0.3%+6.2%0.287%
8/16/2024Clarity Asset Management Inc.358,347$22.13M15.7%+9.0%8.593%
8/13/2024Merriman Wealth Management LLC299,481$18.49M0.8%+3.4%7.182%
8/5/2024Quarry Hill Advisors LLC14,497$895K0.6%+237.1%0.348%
8/5/2024Hill Investment Group Partners LLC9,124$579K0.1%-38.6%0.219%
8/1/2024PrairieView Partners LLC30,626$1.89M0.2%+63.9%0.734%
7/31/2024Commonwealth Equity Services LLC113,843$7.03M0.0%-1.5%2.730%
7/31/2024Trademark Financial Management LLC29,599$1.83M1.5%-1.4%0.710%
7/29/2024Wealthstream Advisors Inc.23,925$1.48M0.5%+1.4%0.574%
7/29/2024Bfsg LLC4,019$248K0.0%+209.2%0.096%
7/26/2024ABLE Financial Group LLC5,866$362K0.1%N/A0.141%
7/26/2024Sprinkle 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%
5/16/2024Waverly Advisors LLC143,925$8.84M0.2%+3.4%3.451%
5/8/2024Avantax Advisory Services Inc.10,628$653K0.0%N/A0.255%
5/8/2024Trademark Financial Management LLC30,021$1.84M1.5%+29.7%0.720%
5/7/2024TCI Wealth Advisors Inc.5,175$318K0.0%-14.0%0.124%
4/29/2024Commonwealth 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%
4/23/2024Bfsg LLC1,300$80K0.0%N/A0.031%
4/19/2024Northland Capital Management LLC81,933$5.03M3.5%-1.7%1.965%
4/10/2024 LexAurum Advisors LLC4,034$248K0.1%N/A0.128%
2/16/2024Clarity Asset Management Inc.269,110$15.12M12.0%N/A8.543%
2/14/2024Waverly Advisors LLC139,165$7.82M0.3%-6.3%4.418%
2/13/2024Trademark Financial Management LLC23,144$1.30M1.0%N/A0.735%
2/9/2024Journey Strategic Wealth LLC21,121$1.19M0.1%-6.6%0.671%
2/9/2024Corient Private Wealth LLC160,143$9.00M0.0%-0.7%5.084%
2/8/2024Quarry Hill Advisors LLC4,334$244K0.2%N/A0.138%
2/6/2024TCI 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%
2/2/2024Red Lighthouse Investment Management LLC2,331$131K0.1%+15.1%0.074%
2/1/2024Kelman Lazarov Inc.4,006$225K0.0%N/A0.127%
1/29/2024Grand Wealth Management LLC934$52K0.0%N/A0.030%
1/26/2024PrairieView Partners LLC18,566$1.04M0.1%+1.0%0.589%
1/24/2024Northland Capital Management LLC83,333$4.68M3.1%+1.3%2.645%
1/19/2024Trellis 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%
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11/20/2023Willow Creek Wealth Management Inc.62,675$3.11M0.5%+3.5%1.990%
11/14/2023Waverly Advisors LLC148,601$7.37M0.3%-5.0%4.717%
11/13/2023Mariner LLC39,970$1.98M0.0%N/A1.269%
11/8/2023HighTower Advisors LLC54,738$2.72M0.0%-42.4%1.738%
11/8/2023Journey Strategic Wealth LLC22,613$1.12M0.1%+2.9%0.718%
11/4/2023Corient Private Wealth LLC161,225$7.99M0.0%+1.3%5.118%
10/25/2023 Highland Financial Advisors LLC61,314$3.04M1.6%-1.6%1.946%
10/23/2023Trellis Wealth Advisors LLC5,588$277K0.2%N/A0.177%
10/23/2023Commonwealth Equity Services LLC117,815$5.84M0.0%+100.5%3.740%
10/23/2023PrairieView Partners LLC18,378$910K0.1%+11.7%0.583%
(Data available from 1/1/2016 forward)

AVSU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSU shares?

During the previous two years, 52 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), Wealth Enhancement Advisory Services LLC ($8.60M), Commonwealth Equity Services LLC ($7.77M), and Highland Financial Advisors LLC ($6.33M).Learn more on AVSU's institutional investors.

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

Of the 48 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), Wealth Enhancement Advisory Services LLC ($137.89K), Commonwealth Equity Services LLC ($121.49K), Mariner LLC ($85.43K), Trademark Financial Management LLC ($47.76K), Highland Financial Advisors LLC ($40.35K), and Trellis Wealth Advisors LLC ($33.95K).

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

Institutional investors have bought a total of 1,096,271 shares in the last 24 months. This purchase volume represents approximately $63.55M 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 ($64.52K), 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 203,307 shares in the last 24 months. This volume of shares sold represents approximately $10.97M in transactions.


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This page (NYSEARCA:AVSU) was last updated on 4/18/2025 by MarketBeat.com Staff
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