AVANTIS RESP US EQUITY ETF (AVSU) Institutional Ownership Changes & 13F Activity

AVANTIS RESP US EQUITY ETF (AVSU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Focus Partners Wealth, Corient Private Wealth Llc, Susquehanna International Group, Llp, Mercer Global Advisors Inc, and Action Point Financial Planning, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+834+16.6%5,867$519.35KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-39,878-41.7%55,723$4.93MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+21,179+11.5%205,927$18.23MQ2 2026Aug 19, 2026
Orion Capital Management LlcBuy+17+0.2%9,238$817.75KQ2 2026Aug 18, 2026
Sanchez Levi GarrettBuy+595+19.5%3,652$323.28KQ2 2026Aug 17, 2026
Susquehanna International Group, LlpSell-31,695-70.8%13,069$1.16MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+20,91620,916$1.85MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+12,755+60.7%33,761$2.99MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+6,9486,948$615.04KQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+5,6005,600$495.71KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-4,215-3.3%124,225$11.00MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-1,239-6.5%17,828$1.58MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+583583$52.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+171+8.4%2,195$194.30KQ2 2026Aug 14, 2026
Financial Plan, Inc.Buy+45+0.3%14,249$1.26MQ2 2026Aug 14, 2026
Morgan StanleySell-13,249-61.3%8,369$740.82KQ2 2026Aug 13, 2026
Kayne Anderson Rudnick Investment Management LlcBuy+3,5083,508$310.83KQ2 2026Aug 13, 2026
Mariner, LlcSell-414-1.1%38,189$3.38MQ2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+142142$12.57KQ2 2026Aug 13, 2026
Focus Partners WealthSell-285,772-81.4%65,451$5.79MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+1,822+4.8%39,439$3.49MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+534534$46.90KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-81-1.8%4,340$384.19KQ2 2026Aug 12, 2026
Hill Investment Group Partners, LlcSell-33-0.1%26,689$2.36MQ2 2026Aug 12, 2026
Greenspring Advisors, LlcSell-680-1.6%42,515$3.76MQ2 2026Aug 11, 2026
Passive Capital Management, Llc.Buy+13,56413,564$1.03MQ2 2026Aug 10, 2026
Savant Capital, LlcSell-1,899-7.5%23,443$2.08MQ2 2026Aug 10, 2026
Wealthcollab, LlcBuy+1,124+67.9%2,779$246.00KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+203203$17.94KQ2 2026Aug 10, 2026
Kelman-Lazarov, Inc.Buy+128+0.6%21,187$1.88MQ2 2026Aug 10, 2026
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Frequently asked questions about AVSU activity

  • Which institutional owners are buying AVSU?

    Institutional owners buying AVSU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AVSU activity?

    "Buy" means an investor increased their reported position in AVSU compared to the prior reporting period. This reflects growing exposure to AVANTIS RESP US EQUITY ETF (AVSU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVSU increasing?

    Institutional interest in AVSU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.