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
12 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2024Top Holder
90.5%
+66.7 pts
Top 5
100.0%
+32.9 pts
Top 10
100.0%
+18.3 pts
HHI
8,276
Highly concentrated+7,079
Quarterly Activity
vs Sep 30, 2024
New
1
Increased
0
Decreased
1
Sold Out
40
Unchanged
0
Holder count:
-39
Institutional value:
-94.9%
Shares held:
-96.2%
Top Buyers
vs Sep 30, 2024No qualifying movers this quarter.
Top Sellers
vs Sep 30, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −104,193 | 55,723 |
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 5,867 | $519,346 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Clarity Asset Management, Inc. | 388,873 | $25,393,406 | |
| Small Merriman Wealth Management, LLC | 310,471 | $20,273,756 | |
| Mid Waverly Advisors, LLC | 140,636 | $9,183,530 | |
| Micro Highland Financial Advisors, LLC | 96,131 | $6,277,354 | |
| Micro Northland Capital Management LLC | 78,423 | $5,121,021 |
| 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 |