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 $305.01M 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 $115.64M in its June 30, 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 $114.92M, representing an estimated loss of -0.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed AVSU value among the investors covered in this analysis. Major shareholders include Maseco Llp, Mercer Global Advisors Inc, 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
91
Total Reported Value
$305.01M
Largest Holder
Maseco Llp
Largest Position
$115.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Maseco Llp | 3.25% | 1,305,465 | $115,644,624 | $114,922,956 | -$721,668 | -0.62% | |
| Mercer Global Advisors Inc | 0.02% | 205,927 | $18,228,622 | $18,128,207 | -$100,415 | -0.55% | |
| Highland Financial Advisors, Llc | 3.41% | 175,042 | $15,494,718 | $15,409,332 | -$85,386 | -0.55% | |
| Commonwealth Equity Services, Llc | 0.02% | 137,229 | $12,147,510 | $12,080,571 | -$66,939 | -0.55% | |
| Lpl Financial Llc | 0.00% | 125,783 | $11,134,273 | $11,072,954 | -$61,319 | -0.55% | |
| Waverly Advisors, Llc | 0.06% | 124,225 | $10,996,359 | $10,935,800 | -$60,559 | -0.55% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 123,295 | $10,904,471 | $10,853,930 | -$50,541 | -0.46% | |
| Focus Partners Wealth | 0.01% | 65,451 | $5,793,741 | $5,761,796 | -$31,945 | -0.55% | |
| Freedom Day Solutions, Llc | 1.24% | 63,253 | $5,599,156 | $5,568,301 | -$30,855 | -0.55% | |
| Clarity Asset Management, Inc. | 2.74% | 63,109 | $5,586,438 | $5,555,624 | -$30,814 | -0.55% | |
| Corient Private Wealth Llc | 0.01% | 55,723 | $4,932,568 | $4,905,418 | -$27,150 | -0.55% | |
| Trailhead Planners Llc | 4.46% | 52,165 | $4,617,646 | $4,592,200 | -$25,446 | -0.55% | |
| Alti Global, Inc. | 0.09% | 50,529 | $4,472,800 | $4,448,179 | -$24,621 | -0.55% | |
| Northland Capital Management Llc | 2.11% | 44,191 | $3,911,750 | $3,890,231 | -$21,519 | -0.55% | |
| Greenspring Advisors, Llc | 0.21% | 42,515 | $3,763,389 | $3,742,689 | -$20,700 | -0.55% | |
| Ep Wealth Advisors, Llc | 0.01% | 39,439 | $3,491,153 | $3,471,902 | -$19,251 | -0.55% | |
| Mariner, Llc | 0.00% | 38,189 | $3,380,482 | $3,361,862 | -$18,620 | -0.55% | |
| Envestnet Asset Management Inc | 0.00% | 37,851 | $3,350,532 | $3,332,107 | -$18,425 | -0.55% | |
| Modern Wealth Management, Llc | 0.04% | 33,761 | $2,988,524 | $2,972,055 | -$16,469 | -0.55% | |
| Awm Capital, Llc | 0.23% | 33,091 | $2,929,241 | $2,913,074 | -$16,167 | -0.55% | |
| Trellis Wealth Advisors Llc | 0.97% | 31,912 | $2,824,887 | $2,809,284 | -$15,603 | -0.55% | |
| Truist Financial Corp | 0.00% | 31,786 | $2,813,697 | $2,798,192 | -$15,505 | -0.55% | |
| Vestment Financial Llc | 1.15% | 29,043 | $2,554,632 | $2,556,719 | +$2,087 | +0.08% | |
| Hill Investment Group Partners, Llc | 0.24% | 26,689 | $2,362,510 | $2,349,491 | -$13,019 | -0.55% | |
| Savant Capital, Llc | 0.01% | 23,443 | $2,075,175 | $2,063,739 | -$11,436 | -0.55% | |
| Bfsg, Llc | 0.17% | 21,886 | $1,937,339 | $1,926,673 | -$10,666 | -0.55% | |
| Diversified Portfolios, Inc. | 0.14% | 21,393 | $1,893,708 | $1,883,273 | -$10,435 | -0.55% | |
| Kelman-Lazarov, Inc. | 0.25% | 21,187 | $1,875,489 | $1,865,138 | -$10,351 | -0.55% | |
| Hb Wealth Management, Llc | 0.01% | 21,132 | $1,870,637 | $1,860,296 | -$10,341 | -0.55% | |
| Action Point Financial Planning, Llc | 0.20% | 20,916 | $1,851,046 | $1,841,281 | -$9,765 | -0.53% | |
| Burton Enright Welch | 0.20% | 19,135 | $1,693,831 | $1,684,496 | -$9,335 | -0.55% | |
| Vista Capital Partners, Inc. | 0.14% | 18,191 | $1,610,267 | $1,601,394 | -$8,873 | -0.55% | |
| Orion Porfolio Solutions, Llc | 0.01% | 17,828 | $1,578,134 | $1,569,438 | -$8,696 | -0.55% | |
| Bridgewater Advisors Inc. | 0.08% | 16,190 | $1,435,503 | $1,425,241 | -$10,262 | -0.71% | |
| Financial Plan, Inc. | 0.12% | 14,249 | $1,261,321 | $1,254,371 | -$6,950 | -0.55% | |
| Susquehanna International Group, Llp | 0.00% | 13,069 | $1,156,868 | $1,150,493 | -$6,375 | -0.55% | |
| Passive Capital Management, Llc. | 0.32% | 13,564 | $1,034,933 | $1,194,069 | +$159,136 | +15.38% | |
| Fmb Wealth Management | 0.38% | 11,581 | $1,025,150 | $1,019,501 | -$5,649 | -0.55% | |
| Able Financial Group, Llc | 0.17% | 11,151 | $987,087 | $981,647 | -$5,440 | -0.55% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 10,788 | $954,954 | $949,691 | -$5,263 | -0.55% | |
| Lexaurum Advisors, Llc | 0.11% | 10,629 | $940,890 | $935,694 | -$5,196 | -0.55% | |
| Journey Strategic Wealth Llc | 0.02% | 12,507 | $924,580 | $1,101,019 | +$176,439 | +19.08% | |
| Beacon Pointe Advisors, Llc | 0.00% | 9,600 | $849,792 | $845,109 | -$4,683 | -0.55% | |
| Kestra Advisory Services, Llc | 0.00% | 9,272 | $820,739 | $816,235 | -$4,504 | -0.55% | |
| Orion Capital Management Llc | 0.25% | 9,238 | $817,748 | $813,241 | -$4,507 | -0.55% | |
| Enrich Financial Partners Llc | 0.18% | 8,551 | $756,935 | $752,763 | -$4,172 | -0.55% | |
| Signature Resources Capital Management, Llc | 0.29% | 8,420 | $745,338 | $741,231 | -$4,107 | -0.55% | |
| Morgan Stanley | 0.00% | 8,369 | $740,824 | $736,741 | -$4,083 | -0.55% | |
| Oak Wealth Advisors Llc | 0.32% | 7,608 | $673,460 | $669,749 | -$3,711 | -0.55% | |
| Quarry Hill Advisors, Llc | 0.25% | 7,271 | $643,629 | $640,082 | -$3,547 | -0.55% |
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.