AVANTIS RESP US EQUITY ETF AVSU
$87.53
-0.5% 52w: $65.19 – $88.52
Latest 13F among current holders filed 37 days ago (May 29, 2026)
Price — last 12 months
research preview data65.1976.8588.52
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
+6 QoQ
13F value
$282.8M
+30.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVSU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MASECO LLP | Wealth advisor | 1.3M | $95.6M | 3.0% | New |
| Focus Partners Wealth | Wealth advisor | 351.2K | $26.0M | 0.0% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 184.7K | $13.7M | 0.0% | +20.6% |
| Highland Financial Advisors, LLC | Wealth advisor | 151.0K | $11.2M | 2.9% | +10.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 140.0K | $10.3M | 0.0% | +21.6% |
| LPL Financial LLC | Bank broker | 132.0K | $9.8M | 0.0% | -2.1% |
| Clarity Asset Management, Inc. | Wealth advisor | 128.9K | $9.5M | 4.8% | -69.3% |
| Waverly Advisors, LLC | Wealth advisor | 128.4K | $9.5M | 0.1% | -3.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 124.4K | $9.3M | 0.0% | -19.0% |
| Trailhead Planners LLC | Wealth advisor | 109.4K | $8.1M | 7.8% | +1.5% |
| Corient Private Wealth LLC | Diversified mechanical | 95.6K | $7.1M | 0.0% | -50.1% |
| Northland Capital Management LLC | Wealth advisor | 71.9K | $5.3M | 2.9% | -5.3% |
| AlTi Global, Inc. | Wealth advisor | 50.5K | $3.7M | 0.1% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 44.8K | $3.3M | 0.0% | +116.5% |
| Greenspring Advisors, LLC | Wealth advisor | 43.2K | $3.2M | 0.2% | +2.4% |
| Mariner, LLC | Diversified mechanical | 38.6K | $2.9M | 0.0% | -16.9% |
| EP Wealth Advisors, LLC | Wealth advisor | 37.6K | $2.8M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 37.5K | $2.8M | 0.0% | +16.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 35.2K | $2.6M | 0.0% | +8.7% |
| AWM CAPITAL, LLC | Wealth advisor | 33.1K | $2.4M | 0.2% | 0.0% |
| Trellis Wealth Advisors LLC | Wealth advisor | 31.9K | $2.4M | 0.9% | -3.9% |
| Vestment Financial LLC | Wealth advisor | 26.5K | $2.2M | 1.0% | +9.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 29.1K | $2.2M | 0.0% | +9.8% |
| Hill Investment Group Partners, LLC | Wealth advisor | 26.7K | $2.0M | 0.2% | +12.8% |
| Savant Capital, LLC | Wealth advisor | 25.3K | $1.9M | 0.0% | -1.3% |
| BFSG, LLC | Other | 21.7K | $1.6M | 0.2% | +10.8% |
| MORGAN STANLEY | Bank broker | 21.6K | $1.6M | 0.0% | +158.3% |
| Diversified Portfolios, Inc. | Wealth advisor | 21.4K | $1.6M | 0.1% | Held |
| Modern Wealth Management, LLC | Wealth advisor | 21.0K | $1.6M | 0.0% | +373.9% |
| HB Wealth Management, LLC | Wealth advisor | 21.1K | $1.6M | 0.0% | -16.1% |
| Kelman-Lazarov, Inc. | Wealth advisor | 21.1K | $1.6M | 0.2% | +7.8% |
| Burton Enright Welch | Wealth advisor | 19.4K | $1.4M | 0.2% | +3.8% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 19.1K | $1.4M | 0.0% | -4.8% |
| VISTA CAPITAL PARTNERS, INC. | Wealth advisor | 18.2K | $1.3M | 0.1% | Held |
| Bridgewater Advisors Inc. | Wealth advisor | 15.6K | $1.3M | 0.1% | +0.6% |
| Financial Plan, Inc. | Wealth advisor | 14.2K | $1.1M | 0.1% | +2.3% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 12.5K | $925K | 0.0% | -5.9% |
| FMB WEALTH MANAGEMENT | Wealth advisor | 11.6K | $856K | 0.4% | +2.8% |
| ABLE Financial Group, LLC | Wealth advisor | 11.4K | $844K | 0.2% | -0.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 10.9K | $807K | 0.0% | -0.5% |
| LexAurum Advisors, LLC | Wealth advisor | 9.9K | $733K | 0.1% | — |
| Beacon Pointe Advisors, LLC | Wealth advisor | 9.6K | $710K | 0.0% | New |
| Orion Capital Management LLC | Wealth advisor | 9.2K | $682K | 0.2% | +0.7% |
| EnRich Financial Partners LLC | Wealth advisor | 9.1K | $670K | 0.2% | -1.6% |
| Oak Wealth Advisors LLC | Wealth advisor | 8.6K | $638K | 0.4% | Held |
| Signature Resources Capital Management, LLC | Wealth advisor | 8.4K | $622K | 0.3% | Held |
| QUARRY HILL ADVISORS, LLC | Wealth advisor | 7.6K | $621K | 0.3% | -24.1% |
| North Ridge Wealth Advisors, Inc. | Wealth advisor | 7.9K | $582K | 0.3% | Held |
| Trademark Financial Management, LLC | Wealth advisor | 6.7K | $492K | 0.2% | -4.6% |
| Henrickson Nauta Wealth Advisors, Inc. | Wealth advisor | 6.1K | $450K | 0.1% | -50.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.