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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +834 | +16.6% | 5,867 | $519.35K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -39,878 | -41.7% | 55,723 | $4.93M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +21,179 | +11.5% | 205,927 | $18.23M | Q2 2026 | Aug 19, 2026 |
| Orion Capital Management Llc | Buy | +17 | +0.2% | 9,238 | $817.75K | Q2 2026 | Aug 18, 2026 |
| Sanchez Levi Garrett | Buy | +595 | +19.5% | 3,652 | $323.28K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Sell | -31,695 | -70.8% | 13,069 | $1.16M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +20,916 | — | 20,916 | $1.85M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +12,755 | +60.7% | 33,761 | $2.99M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +6,948 | — | 6,948 | $615.04K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +5,600 | — | 5,600 | $495.71K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -4,215 | -3.3% | 124,225 | $11.00M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -1,239 | -6.5% | 17,828 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +583 | — | 583 | $52.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +171 | +8.4% | 2,195 | $194.30K | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | Buy | +45 | +0.3% | 14,249 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -13,249 | -61.3% | 8,369 | $740.82K | Q2 2026 | Aug 13, 2026 |
| Kayne Anderson Rudnick Investment Management Llc | Buy | +3,508 | — | 3,508 | $310.83K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -414 | -1.1% | 38,189 | $3.38M | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +142 | — | 142 | $12.57K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Sell | -285,772 | -81.4% | 65,451 | $5.79M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +1,822 | +4.8% | 39,439 | $3.49M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +534 | — | 534 | $46.90K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -81 | -1.8% | 4,340 | $384.19K | Q2 2026 | Aug 12, 2026 |
| Hill Investment Group Partners, Llc | Sell | -33 | -0.1% | 26,689 | $2.36M | Q2 2026 | Aug 12, 2026 |
| Greenspring Advisors, Llc | Sell | -680 | -1.6% | 42,515 | $3.76M | Q2 2026 | Aug 11, 2026 |
| Passive Capital Management, Llc. | Buy | +13,564 | — | 13,564 | $1.03M | Q2 2026 | Aug 10, 2026 |
| Savant Capital, Llc | Sell | -1,899 | -7.5% | 23,443 | $2.08M | Q2 2026 | Aug 10, 2026 |
| Wealthcollab, Llc | Buy | +1,124 | +67.9% | 2,779 | $246.00K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +203 | — | 203 | $17.94K | Q2 2026 | Aug 10, 2026 |
| Kelman-Lazarov, Inc. | Buy | +128 | +0.6% | 21,187 | $1.88M | Q2 2026 | Aug 10, 2026 |
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.