AVANTIS RESP US EQUITY ETF (AVSU) Institutional Shareholders
AVANTIS RESP US EQUITY ETF (AVSU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $296.45M in AVSU holdings during the latest filing period.
Maseco Llp is currently the largest disclosed institutional shareholder of AVSU tracked by InsiderSet, reporting ownership valued at approximately $95.59M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $112.99M, representing an estimated gain of +18.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed AVSU value among the investors covered in this analysis. Major shareholders include Maseco Llp, Focus Partners Wealth, Highland Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in AVANTIS RESP US EQUITY ETF (AVSU).
This page ranks the largest institutional AVSU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$296.45M
Largest Holder
Maseco Llp
Largest Position
$95.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Maseco Llp | 3.00% | 1,292,915 | $95,591,661 | $112,987,842 | +$17,396,181 | +18.20% | |
| Focus Partners Wealth | 0.03% | 351,223 | $25,964,160 | $30,693,378 | +$4,729,218 | +18.21% | |
| Highland Financial Advisors, Llc | 3.41% | 175,042 | $15,494,718 | $15,296,920 | -$197,798 | -1.28% | |
| Mercer Global Advisors Inc | 0.02% | 184,748 | $13,657,498 | $16,145,128 | +$2,487,630 | +18.21% | |
| Commonwealth Equity Services, Llc | 0.02% | 137,229 | $12,147,510 | $11,992,442 | -$155,068 | -1.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 123,295 | $10,904,471 | $10,774,750 | -$129,721 | -1.19% | |
| Lpl Financial Llc | 0.00% | 132,029 | $9,760,210 | $11,538,014 | +$1,777,804 | +18.21% | |
| Waverly Advisors, Llc | 0.07% | 128,440 | $9,494,896 | $11,224,372 | +$1,729,476 | +18.21% | |
| Trailhead Planners Llc | 7.76% | 109,404 | $8,087,691 | $9,560,816 | +$1,473,125 | +18.21% | |
| Corient Private Wealth Llc | 0.01% | 95,601 | $7,067,281 | $8,354,571 | +$1,287,290 | +18.21% | |
| Freedom Day Solutions, Llc | 1.24% | 63,253 | $5,599,156 | $5,527,680 | -$71,476 | -1.28% | |
| Clarity Asset Management, Inc. | 2.74% | 63,109 | $5,586,438 | $5,515,096 | -$71,342 | -1.28% | |
| Northland Capital Management Llc | 2.11% | 44,191 | $3,911,750 | $3,861,851 | -$49,899 | -1.28% | |
| Alti Global, Inc. | 0.08% | 50,529 | $3,735,334 | $4,415,729 | +$680,395 | +18.22% | |
| Susquehanna International Group, Llp | 0.00% | 44,764 | $3,309,179 | $3,911,926 | +$602,747 | +18.21% | |
| Greenspring Advisors, Llc | 0.19% | 43,195 | $3,193,163 | $3,774,811 | +$581,648 | +18.22% | |
| Awm Capital, Llc | 0.23% | 33,091 | $2,929,241 | $2,891,822 | -$37,419 | -1.28% | |
| Mariner, Llc | 0.00% | 38,603 | $2,853,758 | $3,373,516 | +$519,758 | +18.21% | |
| Trellis Wealth Advisors Llc | 0.97% | 31,912 | $2,824,887 | $2,788,790 | -$36,097 | -1.28% | |
| Truist Financial Corp | 0.00% | 31,786 | $2,813,697 | $2,777,779 | -$35,918 | -1.28% | |
| Ep Wealth Advisors, Llc | 0.01% | 37,617 | $2,780,845 | $3,287,350 | +$506,505 | +18.21% | |
| Hightower Advisors, Llc | 0.00% | 37,506 | $2,772,631 | $3,277,649 | +$505,018 | +18.21% | |
| Envestnet Asset Management Inc | 0.00% | 35,190 | $2,601,436 | $3,075,254 | +$473,818 | +18.21% | |
| Vestment Financial Llc | 1.15% | 29,043 | $2,554,632 | $2,538,068 | -$16,564 | -0.65% | |
| Hill Investment Group Partners, Llc | 0.22% | 26,722 | $1,975,424 | $2,335,236 | +$359,812 | +18.21% | |
| Bfsg, Llc | 0.17% | 21,886 | $1,937,339 | $1,912,618 | -$24,721 | -1.28% | |
| Savant Capital, Llc | 0.01% | 25,342 | $1,873,385 | $2,214,637 | +$341,252 | +18.22% | |
| Hb Wealth Management, Llc | 0.01% | 21,132 | $1,870,637 | $1,846,725 | -$23,912 | -1.28% | |
| Burton Enright Welch | 0.20% | 19,135 | $1,693,831 | $1,672,208 | -$21,623 | -1.28% | |
| Vista Capital Partners, Inc. | 0.14% | 18,191 | $1,610,267 | $1,589,711 | -$20,556 | -1.28% | |
| Morgan Stanley | 0.00% | 21,618 | $1,598,110 | $1,889,197 | +$291,087 | +18.21% | |
| Diversified Portfolios, Inc. | 0.13% | 21,393 | $1,581,478 | $1,869,534 | +$288,056 | +18.21% | |
| Modern Wealth Management, Llc | 0.03% | 21,006 | $1,568,081 | $1,835,714 | +$267,633 | +17.07% | |
| Kelman-Lazarov, Inc. | 0.22% | 21,059 | $1,556,751 | $1,840,346 | +$283,595 | +18.22% | |
| Orion Porfolio Solutions, Llc | 0.01% | 19,067 | $1,409,541 | $1,666,265 | +$256,724 | +18.21% | |
| Bridgewater Advisors Inc. | 0.08% | 15,590 | $1,322,957 | $1,362,410 | +$39,453 | +2.98% | |
| Financial Plan, Inc. | 0.11% | 14,204 | $1,050,031 | $1,241,288 | +$191,257 | +18.21% | |
| Fmb Wealth Management | 0.38% | 11,581 | $1,025,150 | $1,012,064 | -$13,086 | -1.28% | |
| Able Financial Group, Llc | 0.17% | 11,151 | $987,087 | $974,486 | -$12,601 | -1.28% | |
| Lexaurum Advisors, Llc | 0.11% | 10,629 | $940,890 | $928,868 | -$12,022 | -1.28% | |
| Journey Strategic Wealth Llc | 0.02% | 12,507 | $924,580 | $1,092,987 | +$168,407 | +18.21% | |
| Kestra Advisory Services, Llc | 0.00% | 9,272 | $820,739 | $810,280 | -$10,459 | -1.27% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 10,920 | $807,261 | $954,299 | +$147,038 | +18.21% | |
| Enrich Financial Partners Llc | 0.18% | 8,551 | $756,935 | $747,272 | -$9,663 | -1.28% | |
| Signature Resources Capital Management, Llc | 0.29% | 8,420 | $745,338 | $735,824 | -$9,514 | -1.28% | |
| Beacon Pointe Advisors, Llc | 0.00% | 9,600 | $709,680 | $838,944 | +$129,264 | +18.21% | |
| Orion Capital Management Llc | 0.24% | 9,221 | $681,662 | $805,823 | +$124,161 | +18.21% | |
| Oak Wealth Advisors Llc | 0.32% | 7,608 | $673,460 | $664,863 | -$8,597 | -1.28% | |
| Quarry Hill Advisors, Llc | 0.25% | 7,271 | $643,629 | $635,413 | -$8,216 | -1.28% | |
| North Ridge Wealth Advisors, Inc. | 0.33% | 7,868 | $581,631 | $687,585 | +$105,954 | +18.22% |
Frequently asked questions about AVSU
Who owns the most AVSU stock?
The largest holders of AVSU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS RESP US EQUITY ETF (AVSU).
Is AVSU widely held by superinvestors?
Many widely followed stocks like AVSU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVSU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.