Avantis Resp US Equity ETFAVSUETF
13F holders, Q3 2024 (September 30)55holders +1
4new positions
3sold out
$65.28avg. 13F price*
At the end of Q3 2024, 55 institutions reported holding Avantis Resp US Equity ETF (AVSU) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were Clarity Asset Management, Inc. ($25.4M), Merriman Wealth Management, LLC ($20.3M) and Corient Private Wealth LP ($10.4M).
- Company
- Avantis Resp US Equity ETF
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 3 | $2.4M |
All 13F filers, Q2 2024 → Q3 2024: 108,738 shares bought and 49,216 shares sold, net +59,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Clarity Asset Management, Inc. | 17.65% | Add +8.5% | 388,873 | $25.4M |
| Merriman Wealth Management, LLC | 0.82% | Add +3.7% | 310,471 | $20.3M |
| Corient Private Wealth LP | 0.02% | Add +0.2% | 159,916 | $10.4M |
| Waverly Advisors, LLC | 0.17% | Reduce -0.4% | 140,636 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.6% | 116,811 | $7.6M |
| Highland Financial Advisors, LLC | 2.23% | Add +16.6% | 96,131 | $6.3M |
| Northland Capital Management LLC | 2.93% | Add +10.2% | 78,423 | $5.1M |
| Willow Creek Wealth Management Inc. | 0.43% | Add +7.5% | 62,929 | $4.1M |
| Mariner, LLC | 0.01% | Add +2.0% | 48,950 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.7% | 48,818 | $3.2M |
| Trellis Wealth Advisors LLC | 1.11% | Add +0.0% | 33,954 | $2.2M |
| PrairieView Partners, LLC | 0.22% | Add +7.6% | 32,945 | $2.2M |
| Awm Capital, LLC | 0.26% | No change | 32,893 | $2.1M |
| Trademark Financial Management, LLC | 1.54% | Add +0.8% | 29,828 | $1.9M |
| Wealthstream Advisors, Inc. | 0.29% | Add +3.3% | 24,725 | $1.6M |
| Diversified Portfolios, Inc. | 0.16% | No change | 24,010 | $1.6M |
| WMS Partners, LLC | 0.09% | Add +12.2% | 23,338 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.1% | 22,019 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -6.1% | 22,019 | $1.4M |
| Vista Capital Partners, Inc. | 0.16% | Reduce -1.0% | 21,451 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 21,092 | $1.4M |
| Journey Strategic Wealth LLC | 0.04% | Add +4.9% | 17,090 | $1.1M |
| Quarry Hill Advisors, LLC | 0.65% | Add +2.8% | 14,899 | $973K |
| Passive Capital Management, LLC. | 0.27% | Reduce -2.6% | 11,667 | $762K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.8% | 10,468 | $684K |
| Burton Enright Welch | 0.14% | No change | 10,032 | $655K |
| LexAurum Advisors, LLC | 0.14% | Add +128.4% | 10,013 | $654K |
| Kelman-Lazarov, Inc. | 0.11% | Add +12.8% | 9,985 | $652K |
| Truist Financial Corp. | 0.00% | No change | 9,684 | $632K |
| Envestnet Asset Management Inc. | 0.00% | No change | 9,684 | $632K |
| Financial Advisors, LLC | 0.12% | New | 9,600 | $627K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.3% | 8,823 | $576K |
| Hill Investment Group Partners, LLC | 0.08% | Add +0.2% | 9,139 | $564K |
| Orion Capital Management LLC | 0.26% | No change | 8,240 | $538K |
| FMB Wealth Management | 0.22% | No change | 6,007 | $392K |
| ABLE Financial Group, LLC | 0.12% | Add +0.6% | 5,899 | $385K |
| Bfsg, LLC | 0.04% | Add +44.2% | 5,794 | $378K |
| Plancorp, LLC | 0.01% | No change | 5,250 | $343K |
| Sprinkle Financial Consultants LLC | 0.24% | Add +0.2% | 5,179 | $338K |
| TCI Wealth Advisors, Inc. | 0.03% | No change | 5,175 | $338K |
| Axxcess Wealth Management, LLC | 0.01% | Add +27.3% | 4,692 | $306K |
| Tortoise Investment Management, LLC | 0.03% | Add +13.3% | 4,430 | $289K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -1.1% | 3,939 | $257K |
| Correct Capital Wealth Management | 0.06% | New | 3,890 | $254K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | New | 3,472 | $227K |
| Perigon Wealth Management, LLC | 0.01% | New | 3,390 | $221K |
| North Ridge Wealth Advisors, Inc. | 0.15% | Reduce -8.7% | 3,295 | $215K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 2,342 | $153K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.4% | 975 | $64K |
| Grand Wealth Management, LLC | 0.03% | No change | 934 | $61K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 919 | $60K |
| Osaic Holdings, Inc. | 0.00% | Reduce -69.0% | 864 | $56K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -3.0% | 687 | $44K |
| WealthCollab, LLC | 0.02% | No change | 541 | $35K |
| Asset Dedication, LLC | 0.00% | Add +3.2% | 358 | $23K |
"% 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.