AVSU Institutional Ownership & Shareholders
AVANTIS RESP US EQUITY ETF (AVSU) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $302.92M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Maseco Llp is currently the largest disclosed institutional shareholder of AVSU tracked by InsiderSet, reporting ownership valued at approximately $111.31M in its September 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 $109.92M, representing an estimated loss of -1.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
93
Total Reported Value
$302.92M
Largest Holder
Maseco Llp
Largest Position
$111.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Maseco Llp | 3.05% | 1,265,488 | $111,312,286 | $109,920,288 | -$1,391,998 | -1.25% | |
| Mercer Global Advisors Inc | 0.02% | 205,927 | $18,228,622 | $17,886,819 | -$341,803 | -1.88% | |
| Highland Financial Advisors, Llc | 3.42% | 182,507 | $16,062,441 | $15,852,558 | -$209,883 | -1.31% | |
| Commonwealth Equity Services, Llc | 0.02% | 132,224 | $11,637,070 | $11,484,977 | -$152,093 | -1.31% | |
| Lpl Financial Llc | 0.00% | 125,783 | $11,134,273 | $10,925,511 | -$208,762 | -1.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 124,024 | $11,036,886 | $10,772,725 | -$264,161 | -2.39% | |
| Waverly Advisors, Llc | 0.06% | 124,225 | $10,996,359 | $10,790,184 | -$206,176 | -1.87% | |
| Focus Partners Wealth | 0.01% | 65,451 | $5,793,741 | $5,685,074 | -$108,667 | -1.88% | |
| Freedom Day Solutions, Llc | 1.23% | 63,579 | $5,595,588 | $5,522,472 | -$73,116 | -1.31% | |
| Clarity Asset Management, Inc. | 2.44% | 56,643 | $4,985,121 | $4,920,011 | -$65,110 | -1.31% | |
| Corient Private Wealth Llc | 0.01% | 55,723 | $4,932,568 | $4,840,100 | -$92,468 | -1.87% | |
| Trailhead Planners Llc | 4.46% | 52,165 | $4,617,646 | $4,531,052 | -$86,594 | -1.88% | |
| Alti Global, Inc. | 0.09% | 50,529 | $4,472,800 | $4,388,949 | -$83,851 | -1.87% | |
| Greenspring Advisors, Llc | 0.21% | 42,515 | $3,763,389 | $3,692,853 | -$70,536 | -1.87% | |
| Northland Capital Management Llc | 1.72% | 42,577 | $3,747,180 | $3,698,238 | -$48,942 | -1.31% | |
| Ep Wealth Advisors, Llc | 0.01% | 39,439 | $3,491,153 | $3,425,672 | -$65,481 | -1.88% | |
| Mariner, Llc | 0.00% | 38,189 | $3,380,482 | $3,317,097 | -$63,385 | -1.88% | |
| Envestnet Asset Management Inc | 0.00% | 37,851 | $3,350,532 | $3,287,738 | -$62,794 | -1.87% | |
| Truist Financial Corp | 0.00% | 34,180 | $3,008,182 | $2,968,875 | -$39,307 | -1.31% | |
| Modern Wealth Management, Llc | 0.04% | 33,761 | $2,988,524 | $2,932,480 | -$56,044 | -1.88% | |
| Awm Capital, Llc | 0.21% | 33,160 | $2,918,457 | $2,880,278 | -$38,179 | -1.31% | |
| Trellis Wealth Advisors Llc | 0.94% | 31,803 | $2,798,980 | $2,762,409 | -$36,571 | -1.31% | |
| Vestment Financial Llc | 1.18% | 30,021 | $2,631,381 | $2,607,624 | -$23,757 | -0.90% | |
| Hill Investment Group Partners, Llc | 0.24% | 26,689 | $2,362,510 | $2,318,207 | -$44,303 | -1.88% | |
| Savant Capital, Llc | 0.01% | 23,443 | $2,075,175 | $2,036,259 | -$38,916 | -1.88% | |
| Bfsg, Llc | 0.17% | 21,967 | $1,933,309 | $1,908,054 | -$25,255 | -1.31% | |
| Diversified Portfolios, Inc. | 0.14% | 21,393 | $1,893,708 | $1,858,196 | -$35,512 | -1.88% | |
| Kelman-Lazarov, Inc. | 0.25% | 21,187 | $1,875,489 | $1,840,303 | -$35,186 | -1.88% | |
| Hb Wealth Management, Llc | 0.01% | 21,143 | $1,860,802 | $1,836,481 | -$24,321 | -1.31% | |
| Action Point Financial Planning, Llc | 0.20% | 20,916 | $1,851,046 | $1,816,764 | -$34,282 | -1.85% | |
| Burton Enright Welch | 0.20% | 19,135 | $1,693,831 | $1,662,066 | -$31,765 | -1.88% | |
| Kestra Advisory Services, Llc | 0.00% | 18,745 | $1,649,709 | $1,628,191 | -$21,518 | -1.30% | |
| Vista Capital Partners, Inc. | 0.14% | 18,191 | $1,610,267 | $1,580,070 | -$30,197 | -1.88% | |
| Orion Porfolio Solutions, Llc | 0.01% | 17,828 | $1,578,134 | $1,548,540 | -$29,594 | -1.88% | |
| Bridgewater Advisors Inc. | 0.08% | 16,190 | $1,435,503 | $1,406,263 | -$29,240 | -2.04% | |
| Indivisible Partners | 0.07% | 16,263 | $1,431,297 | $1,412,604 | -$18,693 | -1.31% | |
| Financial Plan, Inc. | 0.12% | 14,249 | $1,261,321 | $1,237,668 | -$23,653 | -1.88% | |
| Able Financial Group, Llc | 0.18% | 13,295 | $1,170,093 | $1,154,804 | -$15,289 | -1.31% | |
| Susquehanna International Group, Llp | 0.00% | 13,069 | $1,156,868 | $1,135,173 | -$21,695 | -1.88% | |
| Passive Capital Management, Llc. | 0.32% | 13,564 | $1,034,933 | $1,178,169 | +$143,236 | +13.84% | |
| Fmb Wealth Management | 0.38% | 11,581 | $1,025,150 | $1,005,926 | -$19,224 | -1.88% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 10,788 | $954,954 | $937,046 | -$17,908 | -1.88% | |
| Journey Strategic Wealth Llc | 0.02% | 12,507 | $924,580 | $1,086,358 | +$161,778 | +17.50% | |
| Lexaurum Advisors, Llc | 0.10% | 9,685 | $852,357 | $841,239 | -$11,118 | -1.30% | |
| Beacon Pointe Advisors, Llc | 0.00% | 9,600 | $849,792 | $833,856 | -$15,936 | -1.88% | |
| Orion Capital Management Llc | 0.25% | 9,238 | $817,748 | $802,413 | -$15,335 | -1.88% | |
| Enrich Financial Partners Llc | 0.18% | 8,440 | $742,804 | $733,098 | -$9,706 | -1.31% | |
| Signature Resources Capital Management, Llc | 0.31% | 8,420 | $741,044 | $731,361 | -$9,683 | -1.31% | |
| Morgan Stanley | 0.00% | 8,369 | $740,824 | $726,931 | -$13,893 | -1.88% | |
| Oak Wealth Advisors Llc | 0.32% | 7,608 | $673,460 | $660,831 | -$12,629 | -1.88% |
Frequently asked questions about AVSU
Who are the largest institutional holders of AVSU?
The largest institutional holders of AVSU reported in the latest SEC Form 13F filings include Maseco Llp, Mercer Global Advisors Inc, Highland Financial Advisors, Llc, Commonwealth Equity Services, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported AVSU position.
What is AVSU institutional ownership?
This page tracks AVSU positions reported by institutional investment managers through SEC Form 13F. AVANTIS RESP US EQUITY ETF (AVSU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVSU?
InsiderSet currently tracks 93 institutional managers reporting AVSU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVSU shareholders.
How much AVSU stock do institutions own?
Institutional investment managers disclosed approximately $302.92M in AVSU holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVSU institutional ownership last updated?
The latest AVSU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVSU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVSU position after the reporting date.
Are institutions buying or selling AVSU?
Institutional buying and selling can be analyzed by comparing AVSU positions across consecutive 13F reporting periods. InsiderSet's AVSU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVSU ownership changes.
How has AVSU institutional ownership changed over time?
InsiderSet tracks AVSU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.