AVSU Institutional Ownership
Avantis Responsible U.S. Equity ETF
1W: -0.3%
1M: +0.5%
3M: +1.0%
YTD: +15.9%
1Y: +20.9%
3Y: +85.7%
$88.94
+0.58 (+0.66%)
Weekly Expected Move ±1.6%
$86
$88
$89
$90
$92
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — AVSU
94
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
306M
Total Invested
14
New Positions
30
Increased
37
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (97 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MASECO LLP | 1,305,465 | 116M | +12,550 | +1.0% | 2Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 205,927 | 18M | +21,179 | +11.5% | 5Q | SEC ↗ |
| 3 | Highland Financial Advisors, LLC | 175,042 | 16M | +24,004 | +15.9% | 16Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 137,229 | 12M | -2,746 | -2.0% | 13Q | SEC ↗ |
| 5 | LPL Financial LLC | 125,783 | 11M | -6,246 | -4.7% | 12Q | SEC ↗ |
| 6 | Waverly Advisors, LLC | 124,225 | 11M | -4,215 | -3.3% | 13Q | SEC ↗ |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 123,295 | 11M | -1,120 | -0.9% | 6Q | SEC ↗ |
| 8 | Focus Partners Wealth | 65,451 | 6M | -285,772 | -81.4% | 6Q | SEC ↗ |
| 9 | Freedom Day Solutions, LLC NEW | 63,253 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Clarity Asset Management, Inc. | 63,109 | 6M | -65,792 | -51.0% | 11Q | SEC ↗ |
| 11 | Corient Private Wealth LP | 55,723 | 5M | -39,878 | -41.7% | 15Q | SEC ↗ |
| 12 | Trailhead Planners LLC | 52,165 | 5M | -57,239 | -52.3% | 3Q | SEC ↗ |
| 13 | AlTi Global, Inc. | 50,529 | 4M | — | +0.0% | 5Q | SEC ↗ |
| 14 | Northland Capital Management LLC | 44,191 | 4M | -27,660 | -38.5% | 16Q | SEC ↗ |
| 15 | Greenspring Advisors, LLC | 42,515 | 4M | -680 | -1.6% | 3Q | SEC ↗ |
| 16 | EP Wealth Advisors, LLC | 39,439 | 4M | +1,822 | +4.8% | 2Q | SEC ↗ |
| 17 | Mariner, LLC | 38,189 | 3M | -414 | -1.1% | 12Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 37,851 | 3M | +2,661 | +7.6% | 10Q | SEC ↗ |
| 19 | Modern Wealth Management, LLC | 33,761 | 3M | +12,755 | +60.7% | 3Q | SEC ↗ |
| 20 | AWM CAPITAL, LLC | 33,091 | 3M | +11 | +0.0% | 15Q | SEC ↗ |
| 21 | HighTower Advisors, LLC | 32,262 | 3M | -5,244 | -14.0% | 17Q | SEC ↗ |
| 22 | Trellis Wealth Advisors LLC | 31,912 | 3M | +3 | +0.0% | 12Q | SEC ↗ |
| 23 | TRUIST FINANCIAL CORP | 31,786 | 3M | +2,685 | +9.2% | 10Q | SEC ↗ |
| 24 | Vestment Financial LLC | 29,043 | 3M | +2,584 | +9.8% | 7Q | SEC ↗ |
| 25 | Hill Investment Group Partners, LLC | 26,689 | 2M | -33 | -0.1% | 15Q | SEC ↗ |
| 26 | Savant Capital, LLC | 23,443 | 2M | -1,899 | -7.5% | 4Q | SEC ↗ |
| 27 | BFSG, LLC | 21,886 | 2M | +156 | +0.7% | 10Q | SEC ↗ |
| 28 | Diversified Portfolios, Inc. | 21,393 | 2M | — | +0.0% | 16Q | SEC ↗ |
| 29 | Kelman-Lazarov, Inc. | 21,187 | 2M | +128 | +0.6% | 11Q | SEC ↗ |
| 30 | HB Wealth Management, LLC | 21,132 | 2M | +2 | +0.0% | 6Q | SEC ↗ |
| 31 | FIDUCIARY FINANCIAL ADVISORS NEW | 20,916 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Burton Enright Welch | 19,135 | 2M | -231 | -1.2% | 9Q | SEC ↗ |
| 33 | VISTA CAPITAL PARTNERS, INC. | 18,191 | 2M | -25 | -0.1% | 15Q | SEC ↗ |
| 34 | Orion Porfolio Solutions, LLC | 17,828 | 2M | -1,239 | -6.5% | 10Q | SEC ↗ |
| 35 | Bridgewater Advisors Inc. | 16,190 | 1M | +600 | +3.8% | 6Q | SEC ↗ |
| 36 | Financial Plan, Inc. | 14,249 | 1M | +45 | +0.3% | 3Q | SEC ↗ |
| 37 | Passive Capital Management, LLC. NEW | 13,564 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,069 | 1M | -31,695 | -70.8% | 5Q | SEC ↗ |
| 39 | JOURNEY STRATEGIC WEALTH LLC | 12,507 | 1M | -781 | -5.9% | 14Q | SEC ↗ |
| 40 | FMB WEALTH MANAGEMENT | 11,581 | 1M | — | +0.0% | 15Q | SEC ↗ |
| 41 | ABLE Financial Group, LLC | 11,151 | 992K | -265 | -2.3% | 9Q | SEC ↗ |
| 42 | Focus Partners Advisor Solutions, LLC | 10,788 | 960K | -132 | -1.2% | 4Q | SEC ↗ |
| 43 | LexAurum Advisors, LLC | 10,629 | 945K | +717 | +7.2% | 2Q | SEC ↗ |
| 44 | Beacon Pointe Advisors, LLC | 9,600 | 854K | — | +0.0% | 2Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 9,272 | 825K | +5,459 | +143.2% | 3Q | SEC ↗ |
| 46 | Orion Capital Management LLC | 9,238 | 822K | +17 | +0.2% | 13Q | SEC ↗ |
| 47 | EnRich Financial Partners LLC | 8,551 | 761K | -514 | -5.7% | 6Q | SEC ↗ |
| 48 | Signature Resources Capital Management | 8,420 | 749K | — | +0.0% | 11Q | SEC ↗ |
| 49 | MORGAN STANLEY | 8,369 | 744K | -13,249 | -61.3% | 7Q | SEC ↗ |
| 50 | North Ridge Wealth Advisors, Inc. | 7,868 | 700K | — | +0.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Freedom Day Solutions, LLC | 63,253 | 6M |
| FIDUCIARY FINANCIAL ADVISORS | 20,916 | 2M |
| Passive Capital Management, LLC. | 13,564 | 1M |
| GTS SECURITIES LLC | 6,948 | 618K |
| Silver Oak Advisory Group, Inc. | 6,409 | 570K |
| TWO SIGMA INVESTMENTS, LP | 5,600 | 498K |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 3,508 | 312K |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,442 | 217K |
| RED LIGHTHOUSE INVESTMENT MANAGEMEN | 2,425 | 216K |
| Farther Finance Advisors, LLC | 1,575 | 140K |
| ROYAL BANK OF CANADA | 583 | 52K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 487 | 43K |
| Arax Advisory Partners | 203 | 18K |
| Silver Grove Financial Group, Inc. | 142 | 13K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 3,107 | 276K |
| GRAND WEALTH MANAGEMENT, LLC | 675 | 60K |
| Sound Income Strategies, LLC | 164 | 15K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Highland Financial Advisors, LLC | +24,004 | +15.9% | 175,042 |
| MERCER GLOBAL ADVISORS INC /ADV | +21,179 | +11.5% | 205,927 |
| Modern Wealth Management, LLC | +12,755 | +60.7% | 33,761 |
| MASECO LLP | +12,550 | +1.0% | 1,305,465 |
| Kestra Advisory Services, LLC | +5,459 | +143.2% | 9,272 |
| TRUIST FINANCIAL CORP | +2,685 | +9.2% | 31,786 |
| ENVESTNET ASSET MANAGEMENT INC | +2,661 | +7.6% | 37,851 |
| Vestment Financial LLC | +2,584 | +9.8% | 29,043 |
| EP Wealth Advisors, LLC | +1,822 | +4.8% | 39,439 |
| WealthCollab, LLC | +1,124 | +67.9% | 2,779 |
| CITADEL ADVISORS LLC | +834 | +16.6% | 5,867 |
| LexAurum Advisors, LLC | +717 | +7.2% | 10,629 |
| Bridgewater Advisors Inc. | +600 | +3.8% | 16,190 |
| Sanchez Levi Garrett | +595 | +19.5% | 3,652 |
| True Wealth Design, LLC | +302 | +12.7% | 2,676 |
| ELEVATION WEALTH PARTNERS, LLC | +193 | +19.1% | 1,204 |
| OSAIC HOLDINGS, INC. | +171 | +8.4% | 2,195 |
| BFSG, LLC | +156 | +0.7% | 21,886 |
| PROFESSIONAL FINANCIAL SOLUTIONS LL | +135 | +2.8% | 4,967 |
| Kelman-Lazarov, Inc. | +128 | +0.6% | 21,187 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | -285,772 | -81.4% | 65,451 |
| Clarity Asset Management, Inc. | -65,792 | -51.0% | 63,109 |
| Trailhead Planners LLC | -57,239 | -52.3% | 52,165 |
| Corient Private Wealth LP | -39,878 | -41.7% | 55,723 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -31,695 | -70.8% | 13,069 |
| Northland Capital Management LLC | -27,660 | -38.5% | 44,191 |
| MORGAN STANLEY | -13,249 | -61.3% | 8,369 |
| LPL Financial LLC | -6,246 | -4.7% | 125,783 |
| HighTower Advisors, LLC | -5,244 | -14.0% | 32,262 |
| Waverly Advisors, LLC | -4,215 | -3.3% | 124,225 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,746 | -2.0% | 137,229 |
| Savant Capital, LLC | -1,899 | -7.5% | 23,443 |
| Orion Porfolio Solutions, LLC | -1,239 | -6.5% | 17,828 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,120 | -0.9% | 123,295 |
| Oak Wealth Advisors LLC | -1,027 | -11.9% | 7,608 |
| JOURNEY STRATEGIC WEALTH LLC | -781 | -5.9% | 12,507 |
| Greenspring Advisors, LLC | -680 | -1.6% | 42,515 |
| EnRich Financial Partners LLC | -514 | -5.7% | 8,551 |
| JPMORGAN CHASE & CO | -500 | -48.4% | 534 |
| Mariner, LLC | -414 | -1.1% | 38,189 |