Who owns Avantis Responsible U.S. Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVSU from SEC Form 13F filings across 91 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 91 institutions disclosed 3.5M shares of Avantis Responsible U.S. Equity ETF worth $306.4M — about 63.5% of shares outstanding; the largest disclosed holder is MASECO LLP. Source: SEC Form 13F filings, parsed by EvidInvest.
91
13F holders
$306.4M
value, 2026 filers
63.5%
of shares outstanding (3.5M sh)
15
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVSU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MASECO LLP | 1.3M | $115.6M | 3.3% | 23.9% | +1.0% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 205,927 | $18.2M | 0.0% | 3.8% | +11.5% |
| 3 | Highland Financial Advisors, LLC | 175,042 | $15.5M | 3.4% | 3.2% | +15.9% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 137,229 | $12.1M | 0.0% | 2.5% | -2.0% |
| 5 | LPL Financial LLC | 125,783 | $11.1M | 0.0% | 2.3% | -4.7% |
| 6 | Waverly Advisors, LLC | 124,225 | $11.0M | 0.1% | 2.3% | -3.3% |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 123,295 | $10.9M | 0.0% | 2.3% | -0.9% |
| 8 | Focus Partners Wealth | 65,451 | $5.8M | 0.0% | 1.2% | -81.4% |
| 9 | Freedom Day Solutions, LLCNEW | 63,253 | $5.6M | 1.2% | 1.2% | new |
| 10 | Clarity Asset Management, Inc. | 63,109 | $5.6M | 2.7% | 1.2% | -51.0% |
| 11 | Corient Private Wealth LP | 55,723 | $4.9M | 0.0% | 1% | -41.7% |
| 12 | Trailhead Planners LLC | 52,165 | $4.6M | 4.5% | 1% | -52.3% |
| 13 | AlTi Global, Inc. | 50,529 | $4.5M | 0.1% | 0.9% | 0.0% |
| 14 | Northland Capital Management LLC | 44,191 | $3.9M | 2.1% | 0.8% | -38.5% |
| 15 | Greenspring Advisors, LLC | 42,515 | $3.8M | 0.2% | 0.8% | -1.6% |
| 16 | EP Wealth Advisors, LLC | 39,439 | $3.5M | 0.0% | 0.7% | +4.8% |
| 17 | Mariner, LLC | 38,189 | $3.4M | 0.0% | 0.7% | -1.1% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 37,851 | $3.4M | 0.0% | 0.7% | +7.6% |
| 19 | Modern Wealth Management, LLC | 33,761 | $3.0M | 0.0% | 0.6% | +60.7% |
| 20 | AWM CAPITAL, LLC | 33,091 | $2.9M | 0.2% | 0.6% | 0.0% |
| 21 | HighTower Advisors, LLC | 32,262 | $2.9M | 0.0% | 0.6% | -14.0% |
| 22 | Trellis Wealth Advisors LLC | 31,912 | $2.8M | 1.0% | 0.6% | 0.0% |
| 23 | TRUIST FINANCIAL CORP | 31,786 | $2.8M | 0.0% | 0.6% | +9.2% |
| 24 | Vestment Financial LLC | 29,043 | $2.6M | 1.1% | 0.5% | +9.8% |
| 25 | Hill Investment Group Partners, LLC | 26,689 | $2.4M | 0.2% | 0.5% | -0.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.