AVSU · Avantis Responsible U.S. Equity ETF ETF
$89.83
+0.18 (+0.20%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $5,451,945
Total Shares: 61,590
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2023Top Holder
90.5%
+57.4 pts
Top 5
100.0%
+8.3 pts
Top 10
100.0%
+1.7 pts
HHI
8,276
Highly concentrated+5,708
Quarterly Activity
vs Mar 31, 2023
New
0
Increased
0
Decreased
2
Sold Out
13
Unchanged
0
Holder count:
-13
Institutional value:
-75.8%
Shares held:
-86.8%
Top Buyers
vs Mar 31, 2023No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2023| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −96,078 | 55,723 | |
| Mega CITADEL ADVISORS LLC | −7,029 | 5,867 |
Top New Positions
vs Mar 31, 2023No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Silicon Hills Wealth Management, LLC | 154,238 | $7,449,695 | |
| Large HighTower Advisors, LLC | 91,037 | $4,397,087 | |
| Mid JOURNEY STRATEGIC WEALTH LLC | 17,513 | $845,877 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,540 | $509,082 | |
| Large FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 5,536 | $267,388 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AVSU | $4,932,599 | 90.47% | 55,723 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC AVSU | $519,346 | 9.53% | 5,867 | Shares | 2026-09-02 |