Avantis Resp US Equity ETFAVSUETF
13F holders, Q1 2024 (March 31)47holders
$61.42avg. 13F price*
At the end of Q1 2024, 47 institutions reported holding Avantis Resp US Equity ETF (AVSU) in their 13F filings. The largest holders were Clarity Asset Management, Inc. ($20.2M), Merriman Wealth Management, LLC ($17.8M) and Waverly Advisors, LLC ($8.8M).
- Company
- Avantis Resp US Equity ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.5M |
| Exits | 3 | $1.6M |
Ownership 47 holders
| Clarity Asset Management, Inc. | 13.94% | Add +22.1% | 328,614 | $20.2M |
| Merriman Wealth Management, LLC | 0.79% | Add +2.4% | 289,565 | $17.8M |
| Waverly Advisors, LLC | 0.21% | Add +3.4% | 143,925 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.7% | 115,542 | $7.1M |
| Northland Capital Management LLC | 3.52% | Reduce -1.7% | 81,933 | $5.0M |
| Highland Financial Advisors, LLC | 1.52% | Reduce -0.4% | 61,697 | $3.8M |
| Willow Creek Wealth Management Inc. | 0.42% | Reduce -2.4% | 58,054 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.2% | 52,715 | $3.2M |
| Mariner, LLC | 0.01% | Add +5.7% | 52,206 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -76.5% | 37,636 | $2.3M |
| Trellis Wealth Advisors LLC | 1.18% | Add +0.0% | 33,949 | $2.1M |
| Awm Capital, LLC | 0.34% | No change | 32,893 | $2.0M |
| Trademark Financial Management, LLC | 1.53% | Add +29.7% | 30,021 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +196.3% | 27,049 | $1.7M |
| Diversified Portfolios, Inc. | 0.21% | No change | 24,010 | $1.5M |
| Wealthstream Advisors, Inc. | 0.55% | Add +1.7% | 23,596 | $1.4M |
| Vista Capital Partners, Inc. | 0.17% | Reduce -0.1% | 21,549 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -15.1% | 21,248 | $1.3M |
| PrairieView Partners, LLC | 0.13% | Add +0.6% | 18,682 | $1.1M |
| Hill Investment Group Partners, LLC | 0.13% | Add +1.2% | 14,862 | $913K |
| Journey Strategic Wealth LLC | 0.04% | Reduce -35.0% | 13,735 | $844K |
| WMS Partners, LLC | 0.05% | Add +22.6% | 12,749 | $783K |
| Passive Capital Management, LLC. | 0.27% | Reduce -6.0% | 11,280 | $693K |
| Avantax Advisory Services, Inc. | 0.01% | New | 10,628 | $653K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,684 | $595K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.1% | 9,600 | $590K |
| Truist Financial Corp. | 0.00% | New | 9,684 | $586K |
| Orion Capital Management LLC | 0.27% | No change | 8,240 | $506K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 7,730 | $475K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 7,730 | $475K |
| FMB Wealth Management | 0.29% | No change | 6,007 | $369K |
| Plancorp, LLC | 0.01% | No change | 5,250 | $322K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -14.0% | 5,175 | $318K |
| Quarry Hill Advisors, LLC | 0.19% | Reduce -0.8% | 4,301 | $264K |
| LexAurum Advisors, LLC | 0.06% | New | 4,034 | $248K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 4,006 | $246K |
| Tortoise Investment Management, LLC | 0.03% | No change | 3,910 | $240K |
| North Ridge Wealth Advisors, Inc. | 0.17% | New | 3,607 | $222K |
| Sprinkle Financial Consultants LLC | 0.17% | New | 3,302 | $203K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 2,331 | $143K |
| Bfsg, LLC | 0.01% | New | 1,300 | $80K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.6% | 968 | $59K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 1,055 | $59K |
| Grand Wealth Management, LLC | 0.03% | No change | 934 | $57K |
| Osaic Holdings, Inc. | 0.00% | No change | 808 | $50K |
| WealthCollab, LLC | 0.02% | No change | 543 | $33K |
| Asset Dedication, LLC | 0.00% | Add +4.2% | 345 | $21K |
"% of holder's portfolio" is AVSU's weight in each manager's 13F, not the share of Avantis Resp US Equity ETF the manager owns.