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

$68.23 +0.54 (+0.80%)
(As of 11/22/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$31.25M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.55M
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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
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%
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%
10/23/2024 North 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%
10/17/2024LexAurum 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%
8/1/2024PrairieView Partners LLC30,626$1.89M0.2%+63.9%0.734%
7/31/2024Commonwealth Equity Services LLC113,843$7.03M0.0%-1.5%2.730%
7/31/2024 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%
4/29/2024Commonwealth Equity Services LLC115,542$7.10M0.0%+2.7%2.771%
4/25/2024 North 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%
4/10/2024LexAurum 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%
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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%
1/26/2024PrairieView 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%
11/20/2023Willow 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%
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%
10/23/2023Commonwealth Equity Services LLC117,815$5.84M0.0%+100.5%3.740%
10/23/2023PrairieView 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%
8/28/2023Willow 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%
8/10/2023Commonwealth Equity Services LLC58,773$3.03M0.0%N/A1.866%
8/9/2023 Flow Traders U.S. LLC27,345$1.41M0.1%N/A0.868%
8/8/2023 Orion Capital Management LLC8,240$425K0.3%N/A0.262%
8/4/2023PrairieView Partners LLC16,455$849K0.1%+52.1%0.577%
8/4/2023 TCI Wealth Advisors Inc.6,298$325K0.0%-5.2%0.221%
8/2/2023 Wealthstream Advisors Inc.16,843$870K0.5%+27.7%0.591%
7/28/2023First Republic Investment Management Inc.10,336$534K0.0%+86.7%0.363%
7/19/2023 Northland Capital Management LLC74,214$3.83M2.8%-40.9%2.604%
7/13/2023 Highland Financial Advisors LLC62,296$3.22M1.7%-2.3%2.186%
5/12/2023 WMS Partners LLC4,495$217K0.0%N/A0.158%
5/12/2023 Journey Strategic Wealth LLC17,513$846K0.1%+8.5%0.614%
5/12/2023 HighTower Advisors LLC91,037$4.40M0.0%+33.4%3.194%
5/8/2023PrairieView Partners LLC10,815$522K0.1%+29.7%0.379%
5/4/2023 Merriman Wealth Management LLC46,214$2.23M0.1%-1.9%2.265%
5/4/2023 ZRC Wealth Management LLC551$27K0.0%N/A0.027%
5/3/2023 TCI Wealth Advisors Inc.6,645$321K0.0%-3.3%0.326%
5/3/2023 Vista Capital Partners Inc.24,054$1.16M0.2%-61.8%1.179%
5/2/2023 Wealthstream Advisors Inc.13,186$637K0.4%+124.1%0.646%
4/24/2023Willow Creek Wealth Management Inc.61,203$2.96M0.5%+10.1%3.000%
4/17/2023 Annapolis Financial Services LLC1,239$60K0.0%+143.9%0.061%
4/17/2023 Highland Financial Advisors LLC63,762$3.08M1.7%+4.6%3.126%
4/17/2023 Northland Capital Management LLC125,678$6.07M4.5%-14.1%6.161%
3/14/2023 AWM Capital LLC32,893$1.51M0.5%N/A1.612%
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3/1/2023Willow Creek Wealth Management Inc.55,579$2.54M0.4%-39.8%2.724%
2/14/2023Silicon Hills Wealth Management LLC5,290$242K0.2%N/A0.259%
2/13/2023 Merriman Wealth Management LLC47,090$2.15M0.1%+147.8%2.308%
2/10/2023 Red Lighthouse Investment Management LLC1,937$89K0.0%N/A0.095%
2/9/2023 HighTower Advisors LLC68,252$3.12M0.0%+27.3%3.346%
2/8/2023 Highland Financial Advisors LLC60,950$2.79M1.6%+11.9%2.988%
2/7/2023Commonwealth Equity Services LLC5,270$241K0.0%N/A0.258%
2/7/2023 Vista Capital Partners Inc.62,966$2.88M0.4%N/A3.087%
2/7/2023 TCI Wealth Advisors Inc.6,872$314K0.0%N/A0.337%
2/6/2023 Kelman Lazarov Inc.4,470$204K0.1%N/A0.219%
(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, 42 institutional investors and hedge funds held shares of Avantis Responsible U.S. Equity ETF. The most heavily invested institutionals were Kestra Advisory Services LLC ($27.72M), Clarity Asset Management Inc. ($25.39M), Merriman Wealth Management LLC ($18.49M), Corient Private Wealth LLC ($9.00M), Waverly Advisors LLC ($8.84M), Commonwealth Equity Services LLC ($7.03M), and Highland Financial Advisors LLC ($6.28M).Learn more on AVSU's institutional investors.

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

Of the 41 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: Kestra Advisory Services LLC ($605.98K), Clarity Asset Management Inc. ($329.37K), Commonwealth Equity Services LLC ($126.08K), Vista Capital Partners Inc. ($62.97K), Highland Financial Advisors LLC ($44.35K), Mariner LLC ($39.97K), and Merriman Wealth Management LLC ($38.00K).

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

Institutional investors have bought a total of 1,596,426 shares in the last 24 months. This purchase volume represents approximately $81.19M in transactions.

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

Of the 16 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 ($81.48K), HighTower Advisors LLC ($41.66K), Vista Capital Partners Inc. ($39.12K), Willow Creek Wealth Management Inc. ($37.34K), Waverly Advisors LLC ($17.30K), Hill Investment Group Partners LLC ($5.74K), and Highland Financial Advisors LLC ($2.45K).

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

Institutional investors have sold a total of 234,329 shares in the last 24 months. This volume of shares sold represents approximately $11.74M in transactions.


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This page (NYSEARCA:AVSU) was last updated on 11/24/2024 by MarketBeat.com Staff
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