Who Owns AVSU?
Avantis Responsible U.S. Equity ETF — Institutional Ownership & 13F Holdings
$81.90
+0.46 (+0.56%)
Market Cap
$429.1M
Shares Outstanding
4,803,815
Institutional Holders
68
Total Inst. Value
$121.9M
% of Float Held
—
QoQ Holder Change
+38
Institutional data as of Q1 2025
New Positions
23
Closed Positions
6
Increased
24
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Clarity Asset Management, Inc. | $28.2M | 452,668 |
| 2 | Focus Partners WealthNew | $20.4M | 326,840 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew | $8.6M | 137,887 |
| 4 | Waverly Advisors, LLC | $8.6M | 137,857 |
| 5 | RAYMOND JAMES FINANCIAL INCNew | $6.5M | 104,070 |
| 6 | Highland Financial Advisors, LLCNew | $6.3M | 101,435 |
| 7 | Northland Capital Management LLCNew | $4.1M | 65,252 |
| 8 | HighTower Advisors, LLC | $3.0M | 48,681 |
| 9 | LongView Asset Management LLC | $3.0M | 47,424 |
| 10 | Trademark Financial Management, LLCNew | $2.8M | 44,197 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Clarity Asset Management, Inc. | +73K | $28.2M |
| Focus Partners WealthNew | +327K | $20.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew | +138K | $8.6M |
| RAYMOND JAMES FINANCIAL INCNew | +104K | $6.5M |
| Highland Financial Advisors, LLCNew | +101K | $6.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Corient Private Wealth LLC | -50K | $7K |
| MORGAN STANLEY | -9K | $329K |
| LongView Asset Management LLC | -4K | $3.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | -4K | $7K |
| AVANTAX ADVISORY SERVICES, INC. | -4K | $430K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold AVSU?
As of Q1 2025, 68 institutional investors report holding AVSU (Avantis Responsible U.S. Equity ETF) in their 13F filings.
Which hedge fund owns the most AVSU?
The largest institutional holder of AVSU is Clarity Asset Management, Inc. with $28.2M in shares.
Are institutions buying or selling AVSU?
This quarter, 23 institutions opened new positions in AVSU and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.