AVSD Institutional Ownership
Avantis Responsible International Equity ETF
1W: -1.7%
1M: -2.8%
3M: -2.2%
YTD: +6.1%
1Y: +11.8%
3Y: +75.2%
$79.55
+0.78 (+0.99%)
Weekly Expected Move ±1.9%
$76
$78
$80
$81
$83
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — AVSD
101
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
377M
Total Invested
16
New Positions
39
Increased
28
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (107 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Northwest & Ethical Investments L.P. | 1,981,400 | $158M | — | +0.0% | 3Q | SEC ↗ |
| 2 | MASECO LLP | 711,707 | $57M | +9,866 | +1.4% | 2Q | SEC ↗ |
| 3 | FMR LLC | 176,440 | $14M | +16,716 | +10.5% | 8Q | SEC ↗ |
| 4 | HUB Investment Partners, LLC | 123,235 | $10M | +1,049 | +0.9% | 3Q | SEC ↗ |
| 5 | MENORA MIVTACHIM HOLDINGS LTD. | 116,360 | $9M | — | +0.0% | 2Q | SEC ↗ |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 96,881 | $8M | +17,692 | +22.3% | 5Q | SEC ↗ |
| 7 | Corient Private Wealth LP | 88,928 | $7M | -48,879 | -35.5% | 15Q | SEC ↗ |
| 8 | Highland Financial Advisors, LLC | 80,278 | $6M | +52,882 | +193.0% | 16Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 74,697 | $6M | +4,414 | +6.3% | 13Q | SEC ↗ |
| 10 | Riverwater Partners LLC | 69,835 | $6M | -6,038 | -8.0% | 7Q | SEC ↗ |
| 11 | LPL Financial LLC | 68,646 | $5M | +8,148 | +13.5% | 6Q | SEC ↗ |
| 12 | EP Wealth Advisors, LLC | 67,017 | $5M | +13,861 | +26.1% | 2Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 55,790 | $4M | +1,633 | +3.0% | 17Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,844 | $4M | +48,413 | +752.8% | 2Q | SEC ↗ |
| 15 | Clarity Asset Management, Inc. | 46,237 | $4M | -17,595 | -27.6% | 11Q | SEC ↗ |
| 16 | Trailhead Planners LLC | 42,324 | $3M | -37,980 | -47.3% | 3Q | SEC ↗ |
| 17 | Freedom Day Solutions, LLC NEW | 42,201 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 18 | FIDUCIARY FINANCIAL ADVISORS NEW | 41,693 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Waverly Advisors, LLC | 39,615 | $3M | -711 | -1.8% | 13Q | SEC ↗ |
| 20 | Focus Partners Wealth | 38,641 | $3M | -1,429 | -3.6% | 6Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 32,060 | $3M | +5,759 | +21.9% | 10Q | SEC ↗ |
| 22 | Greenspring Advisors, LLC | 30,815 | $2M | -60 | -0.2% | 3Q | SEC ↗ |
| 23 | NewEdge Advisors, LLC | 30,349 | $2M | -1,214 | -3.8% | 2Q | SEC ↗ |
| 24 | FLOW TRADERS U.S. LLC NEW | 27,378 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Mason & Associates Inc | 27,218 | $2M | -1,516 | -5.3% | 3Q | SEC ↗ |
| 26 | Northland Capital Management LLC | 26,832 | $2M | -838 | -3.0% | 16Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 26,269 | $2M | +4,943 | +23.2% | 4Q | SEC ↗ |
| 28 | Prime Buchholz LLC NEW | 25,037 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Trellis Wealth Advisors LLC | 24,959 | $2M | +14 | +0.1% | 12Q | SEC ↗ |
| 30 | Revolve Wealth Partners, LLC | 20,146 | $2M | -551 | -2.7% | 11Q | SEC ↗ |
| 31 | MB Generational Wealth, LLC | 19,748 | $2M | -43 | -0.2% | 4Q | SEC ↗ |
| 32 | Capital Analysts, LLC | 19,328 | $2M | -670 | -3.4% | 2Q | SEC ↗ |
| 33 | Focus Partners Advisor Solutions, LLC | 17,374 | $1M | +1,337 | +8.3% | 6Q | SEC ↗ |
| 34 | Henrickson Nauta Wealth Advisors, Inc. | 17,010 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 35 | Vestment Financial LLC | 16,685 | $1M | +574 | +3.6% | 7Q | SEC ↗ |
| 36 | Burton Enright Welch | 15,190 | $1M | -5 | -0.0% | 5Q | SEC ↗ |
| 37 | HILL ISLAND FINANCIAL LLC NEW | 14,816 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Mariner, LLC | 14,727 | $1M | +880 | +6.4% | 12Q | SEC ↗ |
| 39 | TRUIST FINANCIAL CORP | 13,889 | $1M | +1,924 | +16.1% | 10Q | SEC ↗ |
| 40 | Savant Capital, LLC | 13,244 | $1M | +893 | +7.2% | 4Q | SEC ↗ |
| 41 | Opes Wealth Management LLC | 12,634 | $1M | +435 | +3.6% | 10Q | SEC ↗ |
| 42 | Team Hewins, LLC | 12,272 | $976K | +3 | +0.0% | 11Q | SEC ↗ |
| 43 | Bridgewater Advisors Inc. | 11,804 | $939K | +453 | +4.0% | 6Q | SEC ↗ |
| 44 | JOURNEY STRATEGIC WEALTH LLC | 11,022 | $877K | -321 | -2.8% | 9Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 10,602 | $843K | +5,891 | +125.0% | 12Q | SEC ↗ |
| 46 | Trademark Financial Management, LLC | 10,304 | $820K | -17 | -0.2% | 11Q | SEC ↗ |
| 47 | CALTON & ASSOCIATES, INC. | 10,146 | $807K | -29 | -0.3% | 4Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 10,024 | $797K | -39,971 | -79.9% | 5Q | SEC ↗ |
| 49 | Dynamic Advisor Solutions LLC | 9,952 | $792K | +623 | +6.7% | 3Q | SEC ↗ |
| 50 | Abacus Wealth Partners, LLC NEW | 9,871 | $785K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Freedom Day Solutions, LLC | 42,201 | $3M |
| FIDUCIARY FINANCIAL ADVISORS | 41,693 | $3M |
| FLOW TRADERS U.S. LLC | 27,378 | $2M |
| Prime Buchholz LLC | 25,037 | $2M |
| HILL ISLAND FINANCIAL LLC | 14,816 | $1M |
| Abacus Wealth Partners, LLC | 9,871 | $785K |
| Passive Capital Management, LLC. | 5,190 | $413K |
| Evanson Financial, LLC | 4,132 | $329K |
| AXXCESS WEALTH MANAGEMENT, LLC | 3,260 | $259K |
| Pearl Planning LLC | 2,986 | $238K |
| Creative Planning | 2,667 | $212K |
| EQ LLC | 2,643 | $210K |
| AIRE ADVISORS, LLC | 2,593 | $206K |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 1,650 | $131K |
| Farther Finance Advisors, LLC | 509 | $40K |
| ROYAL BANK OF CANADA | 136 | $11K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Strategic Financial Planning, Inc. | 310,632 | $25M |
| AlTi Global, Inc. | 15,998 | $1M |
| CURIO WEALTH, LLC | 746 | $59K |
| Western Wealth Management, LLC | 8 | $1K |
| Atlantic Union Bankshares Corp | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Highland Financial Advisors, LLC | +52,882 | +193.0% | 80,278 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +48,413 | +752.8% | 54,844 |
| MERCER GLOBAL ADVISORS INC /ADV | +17,692 | +22.3% | 96,881 |
| FMR LLC | +16,716 | +10.5% | 176,440 |
| EP Wealth Advisors, LLC | +13,861 | +26.1% | 67,017 |
| MASECO LLP | +9,866 | +1.4% | 711,707 |
| LPL Financial LLC | +8,148 | +13.5% | 68,646 |
| OSAIC HOLDINGS, INC. | +5,891 | +125.0% | 10,602 |
| ENVESTNET ASSET MANAGEMENT INC | +5,759 | +21.9% | 32,060 |
| JANE STREET GROUP, LLC | +4,943 | +23.2% | 26,269 |
| COMMONWEALTH EQUITY SERVICES, LLC | +4,414 | +6.3% | 74,697 |
| TRUIST FINANCIAL CORP | +1,924 | +16.1% | 13,889 |
| HighTower Advisors, LLC | +1,633 | +3.0% | 55,790 |
| Focus Partners Advisor Solutions, L | +1,337 | +8.3% | 17,374 |
| Tarbox Family Office, Inc. | +1,266 | +23.1% | 6,745 |
| Milestone Investment Advisors LLC | +1,249 | +241.1% | 1,767 |
| Kestra Advisory Services, LLC | +1,219 | +27.4% | 5,675 |
| Bank of New York Mellon Corp | +1,118 | +16.4% | 7,926 |
| HUB Investment Partners, LLC | +1,049 | +0.9% | 123,235 |
| Oak Wealth Advisors LLC | +966 | +23.1% | 5,141 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | -48,879 | -35.5% | 88,928 |
| CITADEL ADVISORS LLC | -39,971 | -79.9% | 10,024 |
| Trailhead Planners LLC | -37,980 | -47.3% | 42,324 |
| Clarity Asset Management, Inc. | -17,595 | -27.6% | 46,237 |
| Steward Partners Investment Advisor | -7,960 | -99.6% | 32 |
| Riverwater Partners LLC | -6,038 | -8.0% | 69,835 |
| Mason & Associates Inc | -1,516 | -5.3% | 27,218 |
| Focus Partners Wealth | -1,429 | -3.6% | 38,641 |
| NewEdge Advisors, LLC | -1,214 | -3.8% | 30,349 |
| Northland Capital Management LLC | -838 | -3.0% | 26,832 |
| Waverly Advisors, LLC | -711 | -1.8% | 39,615 |
| Capital Analysts, LLC | -670 | -3.4% | 19,328 |
| GTS FINANCIAL, LLC | -595 | -10.2% | 5,232 |
| Revolve Wealth Partners, LLC | -551 | -2.7% | 20,146 |
| VERUS WEALTH MANAGEMENT, LLC | -505 | -9.5% | 4,795 |
| TCI Wealth Advisors, Inc. | -366 | -6.5% | 5,254 |
| JOURNEY STRATEGIC WEALTH LLC | -321 | -2.8% | 11,022 |
| ELEVATION WEALTH PARTNERS, LLC | -121 | -25.4% | 355 |
| Greenspring Advisors, LLC | -60 | -0.2% | 30,815 |
| MB Generational Wealth, LLC | -43 | -0.2% | 19,748 |