AVSU

Avantis Resp US Equity ETFETF$88.06 0.31%
UnclassifiedUSCUSIP 025072281· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
51
+7 QoQ
13F Value (tracked)
$248.7M
13F Moves · latest Q
9 added
5 trimmed
Recent Filings
0

Price & smart-money activity

$88.06 0.31%4Y +68.3%
$38.81$52.11$65.41$78.70$92.00202220232024202520262223223443452446595683
Hover for who · click for detailEnd-of-day closing prices52w $68.72 – $88.52
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Ask your agent what changed in AVSU

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AVSU/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AVSU.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

51 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MASECO LLP
$95.6M
1.3M
New
+1.3M sh
Q1 2026
2Focus Partners Wealth
$26.0M
351K
Held
Q1 2026
3MERCER GLOBAL ADVISORS INC /ADV
$13.7M
185K
+21%
Added · +32K sh
Q1 2026
4Highland Financial Advisors, LLC
$15.5M
175K
+16%
Added · +24K sh
Q2 2026
5COMMONWEALTH EQUITY SERVICES, LLC
$10.3M
140K
+22%
Added · +25K sh
Q1 2026
6LPL Financial LLC
$9.8M
132K
−2.1%
Reduced · −3K sh
Q1 2026
7Waverly Advisors, LLC
$9.5M
128K
−3.6%
Reduced · −5K sh
Q1 2026
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$10.9M
123K
−0.9%
Reduced · −1K sh
Q2 2026
9Corient Private Wealth LLC
$7.1M
96K
−0.3%
Reduced · −248 sh
Q1 2026
10Clarity Asset Management, Inc.
$5.6M
63K
−51%
Reduced · −66K sh
Q2 2026
11AlTi Global, Inc.
$3.7M
51K
Held
Q1 2026
12SUSQUEHANNA INTERNATIONAL GROUP, LLP
$3.3M
45K
+116%
Added · +24K sh
Q1 2026
13Greenspring Advisors, LLC
$3.2M
43K
+2.4%
Added · +1K sh
Q1 2026
14Mariner, LLC
$2.9M
39K
−17%
Reduced · −8K sh
Q1 2026
15EP Wealth Advisors, LLC
$2.8M
38K
New
+38K sh
Q1 2026
16HighTower Advisors, LLC
$2.8M
38K
+16%
Added · +5K sh
Q1 2026
17ENVESTNET ASSET MANAGEMENT INC
$2.6M
35K
+8.7%
Added · +3K sh
Q1 2026
18Trellis Wealth Advisors LLC
$2.8M
32K
~0%
Added · +3 sh
Q2 2026
19TRUIST FINANCIAL CORP
$2.2M
29K
+9.8%
Added · +3K sh
Q1 2026
20Savant Capital, LLC
$1.9M
25K
−1.3%
Reduced · −328 sh
Q1 2026
21MORGAN STANLEY
$1.6M
22K
+158%
Added · +13K sh
Q1 2026
22HB Wealth Management, LLC
$1.6M
21K
−16%
Reduced · −4K sh
Q1 2026
23Modern Wealth Management, LLC
$1.6M
21K
+374%
Added · +17K sh
Q1 2026
24Orion Porfolio Solutions, LLC
$1.4M
19K
−4.8%
Reduced · −955 sh
Q1 2026
25Bridgewater Advisors Inc.
$1.3M
16K
+0.6%
Added · +88 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
7
funds
Reduced
5
funds
Exited
0
funds

Institutional ownership over time

51 funds+29 since Q3 2024
02651Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $245.5M

Funds that own AVSU also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV20 funds$9.8B
NVIDIA CORPNVDA20 funds$6.3B
APPLE INCAAPL20 funds$5.9B
MICROSOFT CORPMSFT20 funds$4.2B
AMAZON.COM INCAMZN20 funds$4.0B
JOHNSON & JOHNSONJNJ20 funds$3.4B
SS SPDR S&P 500 ETF TRUST-USSPY20 funds$3.1B
VANGUARD VALUE ETFVTV20 funds$3.0B
ALPHABET INC-CL AGOOGL20 funds$3.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B20 funds$2.2B
JPMORGAN CHASE & COJPM20 funds$2.1B
BROADCOM INCAVGO20 funds$2.1B

Ranked by how many of AVSU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVSU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.