Who Owns Avantis Responsible U.S. Equity ETF (AVSU)?Hedge Fund & Institutional Holders

$74.46-0.34 (-0.46%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.198600026e+294T

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$55.22$61.37$67.53$73.68$79.83Sep 24Jun 25Mar 26

AVSU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Clarity Asset Management, Inc.New Position+419K+$32.0B
Highland Financial Advisors, LLCNew Position+137K+$10.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+115K+$8.0B
Northland Capital Management LLCNew Position+76K+$5.8B
Greenspring Advisors, LLCNew Position+42K+$3.2B
Trellis Wealth Advisors LLCNew Position+33K+$2.5B
AWM CAPITAL, LLCNew Position+33K+$2.5B
CITADEL ADVISORS LLCNew Position+27K+$2.0B
Vestment Financial LLCNew Position+24K+$1.9B
MERCER GLOBAL ADVISORS INC /ADVIncreased+27K+$1.7B
Henrickson Nauta Wealth Advisors, Inc.New Position+12K+$953.0M
QUARRY HILL ADVISORS, LLCNew Position+10K+$764.0M
EnRich Financial Partners LLCNew Position+9K+$702.0M
Orion Capital Management LLCNew Position+9K+$698.0M
Oak Wealth Advisors LLCNew Position+9K+$658.0M

AVSU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Waverly Advisors, LLCDecreased-176-$9.8B
Mariner, LLCDecreased-51K-$7.2B
Willow Creek Wealth Management Inc.Closed Position-90K-$6.6B
HighTower Advisors, LLCDecreased-1K-$2.5B
TWO SIGMA INVESTMENTS, LPClosed Position-18K-$1.3B
JOURNEY STRATEGIC WEALTH LLCDecreased-2K-$1.2B
Cetera Investment AdvisersDecreased-349-$454.2M
Focus Partners WealthDecreased-7K-$355.5M
LongView Asset Management LLCDecreased-6K-$305.0M
JANE STREET GROUP, LLCClosed Position-4K-$260.6M
MONETA GROUP INVESTMENT ADVISORS LLCDecreased-544-$244.8M
OSAIC HOLDINGS, INC.Decreased-27-$141.2M
North Ridge Wealth Advisors, Inc.Decreased-316-$2.1M
Focus Partners Advisor Solutions, LLCDecreased-3K-$1.1M
Financial Advisors, LLCClosed Position-10K-$706K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Clarity Asset Management, Inc.419,224$32.0B17.60%Share
2Focus Partners Wealth351,223$26.0B0.03%Share
3MERCER GLOBAL ADVISORS INC /ADV153,236$11.0B0.02%Share
4Highland Financial Advisors, LLC136,746$10.4B2.89%Share
5COMMONWEALTH EQUITY SERVICES, LLC115,125$8.0B0.01%Share
6Northland Capital Management LLC75,850$5.8B3.24%Share
7Greenspring Advisors, LLC42,183$3.2B0.20%Share
8LongView Asset Management LLC38,669$3.0B2.06%Share
9Trellis Wealth Advisors LLC33,219$2.5B0.99%Share
10AWM CAPITAL, LLC33,070$2.5B0.23%Share
11CITADEL ADVISORS LLC26,680$2.0B0.00%Share
12Vestment Financial LLC24,179$1.9B0.98%Share
13Hill Investment Group Partners, LLC23,684$1.8B0.21%Share
14Bridgewater Advisors Inc.15,502$1.2B0.08%Share
15Passive Capital Management, LLC.13,564$1.0B0.32%Share
16SUSQUEHANNA INTERNATIONAL GROUP, LLP20,680$1.0B0.00%Share
17Orion Porfolio Solutions, LLC20,022$1.0B0.01%Share
18Henrickson Nauta Wealth Advisors, Inc.12,182$953.0M0.14%Share
19ABLE Financial Group, LLC11,427$871.0M0.18%Share
20FMB WEALTH MANAGEMENT11,263$859.0M0.34%Share
21QUARRY HILL ADVISORS, LLC10,016$764.0M0.36%Share
22EnRich Financial Partners LLC9,212$702.0M0.19%Share
23Orion Capital Management LLC9,156$698.0M0.23%Share
24Oak Wealth Advisors LLC8,635$658.0M0.38%Share
25Signature Resources Capital Management, LLC8,420$642.0M0.32%Share
26North Ridge Wealth Advisors, Inc.7,868$600.0M0.34%Share
27Trademark Financial Management, LLC6,979$532.0M0.29%Share
28Austin Asset Management Co Inc6,270$478.0M0.08%Share
29Tortoise Investment Management, LLC5,320$405.0M0.04%Share
30Sprinkle Financial Consultants LLC5,224$398.0M0.20%Share
31Pacific Asset Management, LLC4,867$371.0M0.22%Share
32Team Hewins, LLC4,786$365.0M0.12%Share
33Modern Wealth Management, LLC4,433$338.0M0.01%Share
34CORRECT CAPITAL WEALTH MANAGEMENT3,890$296.0M0.06%Share
35CURIO WEALTH, LLC2,576$199.0M0.07%Share
36RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC2,335$178.0M0.06%Share
37True Wealth Design, LLC2,209$168.0M0.05%Share
38ELEVATION WEALTH PARTNERS, LLC1,009$76.0M0.03%Share
39GRAND WEALTH MANAGEMENT, LLC868$66.0M0.03%Share
40WealthCollab, LLC859$65.0M0.03%Share
41Fort Vancouver Investment Management, LLC659$50.0M0.03%Share
42Asset Dedication, LLC541$41.0M0.00%Share
43WEALTH ENHANCEMENT ADVISORY SERVICES, LLC153,639$12.0M0.02%Share
44Sound Income Strategies, LLC164$12.0M0.00%Share
45Waverly Advisors, LLC133,249$10.0M0.08%Share
46LPL Financial LLC134,917$10.0M0.00%Share
47Trailhead Planners LLC107,749$8.2M8.08%Share
48Corient Private Wealth LLC55,743$4.3M0.01%Share
49Corient Private Wealth LLC40,106$3.1M0.00%Share
50Mariner, LLC46,459$3.0M0.00%Share

AVSU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202576$125.2B+35
Q3 202541$88.6B-25
Q2 202566$258.1B-2
Q1 202568$130.1B+17
Q4 202451$709.6B+17
Q3 202434$2.9T+0
Q2 202434$932.6B+4
Q1 202430$927.1B—

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As of Q4 2025, 50 institutional investors hold AVSU (Avantis Responsible U.S. Equity ETF). The largest holder is Clarity Asset Management, Inc. with $32.0B in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own AVSU?

As of Q4 2025, 50 institutional investors report holding AVSU (Avantis Responsible U.S. Equity ETF) in their 13F filings.

Who is the largest institutional holder of AVSU?

The largest institutional holder of AVSU is Clarity Asset Management, Inc. with $32.0B in shares.

Is institutional ownership of AVSU increasing or decreasing?

This quarter, 14 institutions opened new positions in AVSU and 4 closed their positions.