Avantis Resp US Equity ETFAVSUETF
13F holders, Q4 2024 (December 31)63holders +8
4new positions
2sold out
1famous investor
$66.13avg. 13F price*
At the end of Q4 2024, 63 institutions reported holding Avantis Resp US Equity ETF (AVSU) in their 13F filings, up 8 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Clarity Asset Management, Inc. ($25.1M), Merriman Wealth Management, LLC ($21.1M) and Corient Private Wealth LP ($10.8M). 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 (Q4 2024)
- CUSIP
- 025072281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 2 | $108K |
All 13F filers, Q3 2024 → Q4 2024: 144,398 shares bought and 37,695 shares sold, net +106,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Clarity Asset Management, Inc. | 16.33% | Reduce -2.4% | 379,408 | $25.1M |
| Merriman Wealth Management, LLC | 0.88% | Add +2.9% | 319,392 | $21.1M |
| Corient Private Wealth LP | 0.02% | Add +1.8% | 162,803 | $10.8M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.8% | 139,519 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.6% | 117,491 | $7.8M |
| Highland Financial Advisors, LLC | 2.29% | Add +4.1% | 100,039 | $6.6M |
| Mariner, LLC | 0.01% | Add +92.9% | 94,405 | $6.2M |
| Northland Capital Management LLC | 3.27% | Reduce -14.9% | 66,766 | $4.4M |
| Willow Creek Wealth Management Inc. | 0.43% | Add +1.8% | 64,072 | $4.2M |
| LongView Asset Management LLC | 2.96% | — | 51,418 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 47,340 | $3.1M |
| Trademark Financial Management, LLC | 2.49% | Add +58.7% | 47,339 | $3.1M |
| Wealthstream Advisors, Inc. | 0.43% | Add +41.5% | 34,987 | $2.3M |
| Trellis Wealth Advisors LLC | 1.12% | Reduce -1.1% | 33,572 | $2.2M |
| Awm Capital, LLC | 0.27% | No change | 32,893 | $2.2M |
| PrairieView Partners, LLC | 0.22% | Reduce -3.5% | 31,781 | $2.1M |
| Diversified Portfolios, Inc. | 0.17% | No change | 24,010 | $1.6M |
| WMS Partners, LLC | 0.09% | Add +2.5% | 23,924 | $1.6M |
| Vista Capital Partners, Inc. | 0.17% | No change | 21,451 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.8% | 20,970 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.8% | 20,970 | $1.4M |
| Vestment Financial LLC | 0.84% | — | 16,591 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -5.9% | 16,087 | $1.1M |
| Quarry Hill Advisors, LLC | 0.66% | Reduce -0.4% | 14,839 | $981K |
| Morgan Stanley | 0.00% | New | 14,535 | $961K |
| LPL Financial LLC | 0.00% | Reduce -31.8% | 14,384 | $951K |
| Susquehanna International Group, LLP | 0.00% | Add +54.1% | 13,598 | $899K |
| Passive Capital Management, LLC. | 0.29% | Add +8.0% | 12,598 | $833K |
| Hill Investment Group Partners, LLC | 0.11% | Add +37.6% | 12,576 | $832K |
| Citadel Advisors | 0.00% | New | 12,227 | $808K |
| Truist Financial Corp. | 0.00% | Add +19.3% | 11,555 | $764K |
| Envestnet Asset Management Inc. | 0.00% | Add +19.3% | 11,555 | $764K |
| Kelman-Lazarov, Inc. | 0.13% | Add +7.6% | 10,741 | $710K |
| LexAurum Advisors, LLC | 0.14% | Add +4.7% | 10,486 | $693K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.1% | 10,453 | $691K |
| Burton Enright Welch | 0.14% | No change | 10,032 | $663K |
| Financial Advisors, LLC | 0.12% | No change | 9,600 | $635K |
| Oak Wealth Advisors LLC | 0.46% | — | 8,958 | $592K |
| Orion Capital Management LLC | 0.24% | No change | 8,240 | $545K |
| Bfsg, LLC | 0.06% | Add +41.0% | 8,171 | $540K |
| ABLE Financial Group, LLC | 0.12% | Add +8.5% | 6,398 | $423K |
| FMB Wealth Management | 0.22% | No change | 6,007 | $397K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.09% | Add +59.0% | 5,521 | $365K |
| Plancorp, LLC | 0.01% | No change | 5,250 | $347K |
| Sprinkle Financial Consultants LLC | 0.23% | Add +0.2% | 5,189 | $343K |
| TCI Wealth Advisors, Inc. | 0.03% | No change | 5,175 | $342K |
| Tortoise Investment Management, LLC | 0.03% | Add +6.8% | 4,730 | $313K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.1% | 4,698 | $311K |
| Pacific Asset Management, LLC | 0.27% | — | 4,402 | $291K |
| Perigon Wealth Management, LLC | 0.01% | Add +27.6% | 4,325 | $291K |
| Correct Capital Wealth Management | 0.05% | No change | 3,890 | $257K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -15.5% | 3,328 | $220K |
| North Ridge Wealth Advisors, Inc. | 0.15% | No change | 3,295 | $218K |
| Werba Rubin Papier Wealth Management | 0.05% | New | 3,150 | $208K |
| Parkworth Wealth Management, Inc. | 0.12% | — | 2,147 | $142K |
| Osaic Holdings, Inc. | 0.00% | Add +147.8% | 2,141 | $142K |
| Curio Wealth, LLC | 0.08% | — | 2,115 | $140K |
| Red Lighthouse Investment Management, LLC | 0.05% | Reduce -11.7% | 2,067 | $137K |
| Cwm, LLC | 0.00% | New | 1,540 | $102K |
| Grand Wealth Management, LLC | 0.03% | No change | 934 | $62K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 919 | $61K |
| WealthCollab, LLC | 0.02% | No change | 541 | $36K |
| Asset Dedication, LLC | 0.00% | Add +7.3% | 384 | $25K |
"% 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.