Avantis Resp US Equity ETFAVSUETF
13F holders, Q2 2024 (June 30)54holders +7
7new positions
0sold out
1famous investor
$61.76avg. 13F price*
At the end of Q2 2024, 54 institutions reported holding Avantis Resp US Equity ETF (AVSU) in their 13F filings, up 7 from Q1 2024. 7 opened new positions and 0 sold out. The largest holders were Clarity Asset Management, Inc. ($22.1M), Merriman Wealth Management, LLC ($18.5M) and Corient Private Wealth LP ($9.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis Resp US Equity ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2024)
- CUSIP
- 025072281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.3M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 313,566 shares bought and 44,182 shares sold, net +269,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Clarity Asset Management, Inc. | 15.71% | Add +9.1% | 358,347 | $22.1M |
| Merriman Wealth Management, LLC | 0.81% | Add +3.4% | 299,481 | $18.5M |
| Corient Private Wealth LP | 0.02% | Add +324.1% | 159,619 | $9.9M |
| Waverly Advisors, LLC | 0.17% | Reduce -1.9% | 141,200 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.5% | 113,843 | $7.0M |
| Highland Financial Advisors, LLC | 1.89% | Add +33.6% | 82,454 | $5.1M |
| Northland Capital Management LLC | 3.07% | Reduce -13.2% | 71,137 | $4.4M |
| Willow Creek Wealth Management Inc. | 0.41% | Add +0.8% | 58,532 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 50,189 | $3.1M |
| Mariner, LLC | 0.01% | Reduce -8.0% | 48,009 | $3.0M |
| Trellis Wealth Advisors LLC | 1.15% | Add +0.0% | 33,951 | $2.1M |
| Awm Capital, LLC | 0.31% | No change | 32,893 | $2.0M |
| PrairieView Partners, LLC | 0.21% | Add +63.9% | 30,626 | $1.9M |
| Trademark Financial Management, LLC | 1.49% | Reduce -1.4% | 29,599 | $1.8M |
| Diversified Portfolios, Inc. | 0.20% | No change | 24,010 | $1.5M |
| Wealthstream Advisors, Inc. | 0.54% | Add +1.4% | 23,925 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +203.4% | 23,452 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +203.4% | 23,452 | $1.4M |
| LPL Financial LLC | 0.00% | Add +2.2% | 21,715 | $1.3M |
| Vista Capital Partners, Inc. | 0.17% | Add +0.5% | 21,659 | $1.3M |
| WMS Partners, LLC | 0.08% | Add +63.2% | 20,804 | $1.3M |
| Citadel Advisors | 0.00% | New | 20,218 | $1.2M |
| Journey Strategic Wealth LLC | 0.04% | Add +18.7% | 16,298 | $1.0M |
| Quarry Hill Advisors, LLC | 0.60% | Add +237.1% | 14,497 | $895K |
| Passive Capital Management, LLC. | 0.27% | Add +6.2% | 11,974 | $739K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.0% | 11,350 | $701K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.3% | 10,386 | $641K |
| Burton Enright Welch | 0.14% | New | 10,032 | $619K |
| Truist Financial Corp. | 0.00% | No change | 9,684 | $598K |
| Envestnet Asset Management Inc. | 0.00% | No change | 9,684 | $598K |
| JPMorgan Chase & Co. | 0.00% | No change | 9,600 | $593K |
| Hill Investment Group Partners, LLC | 0.08% | Reduce -38.6% | 9,124 | $579K |
| Kelman-Lazarov, Inc. | 0.10% | Add +120.9% | 8,848 | $546K |
| Royal Bank of Canada | 0.00% | New | 8,631 | $533K |
| Orion Capital Management LLC | 0.27% | No change | 8,240 | $509K |
| FMB Wealth Management | 0.28% | No change | 6,007 | $371K |
| ABLE Financial Group, LLC | 0.13% | New | 5,866 | $362K |
| Plancorp, LLC | 0.01% | No change | 5,250 | $324K |
| TCI Wealth Advisors, Inc. | 0.03% | No change | 5,175 | $320K |
| Sprinkle Financial Consultants LLC | 0.25% | Add +56.5% | 5,167 | $319K |
| LexAurum Advisors, LLC | 0.07% | Add +8.7% | 4,384 | $271K |
| Bfsg, LLC | 0.03% | Add +209.2% | 4,019 | $248K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,985 | $246K |
| Tortoise Investment Management, LLC | 0.03% | No change | 3,910 | $241K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,685 | $228K |
| North Ridge Wealth Advisors, Inc. | 0.17% | No change | 3,607 | $223K |
| Osaic Holdings, Inc. | 0.00% | Add +244.8% | 2,786 | $172K |
| Red Lighthouse Investment Management, LLC | 0.06% | Add +0.5% | 2,342 | $145K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.3% | 971 | $60K |
| Grand Wealth Management, LLC | 0.03% | No change | 934 | $58K |
| Signature Resources Capital Management, LLC | 0.05% | Reduce -12.9% | 919 | $57K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | New | 708 | $43K |
| WealthCollab, LLC | 0.02% | Reduce -0.4% | 541 | $33K |
| Asset Dedication, LLC | 0.00% | Add +0.6% | 347 | $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.