Avantis Resp US Equity ETFAVSUETF

13F holders, Q1 2025 (March 31)
71holders +8
12new positions
2sold out
1famous investor
$62.42avg. 13F price*

At the end of Q1 2025, 71 institutions reported holding Avantis Resp US Equity ETF (AVSU) in their 13F filings, up 8 from Q4 2024. 12 opened new positions and 2 sold out. The largest holders were Clarity Asset Management, Inc. ($28.2M), Focus Partners Wealth ($20.4M) and Wealth Enhancement Advisory Services, LLC ($8.6M). 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 (Q1 2025)
CUSIP
025072281
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 47Q1 2024Q2 2024: 54Q2 2024Q3 2024: 55Q3 2024Q4 2024: 63Q4 2024Q1 2025: 71Q1 2025Q2 2025: 71Q2 2025Q3 2025: 73Q3 2025Q4 2025: 76Q4 2025Q1 2026: 82Q1 2026Q2 2026: 90Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$39.2M
Exits2$1.7M

All 13F filers, Q4 2024 → Q1 2025: 746,707 shares bought and 118,363 shares sold, net +628,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

Clarity Asset Management, Inc. 18.17% Add +19.3% 452,668 $28.2M
Focus Partners Wealth 0.05% New 326,840 $20.4M
Wealth Enhancement Advisory Services, LLC 0.02% New 137,887 $8.6M
Waverly Advisors, LLC 0.10% Reduce -1.2% 137,857 $8.6M
Commonwealth Equity Services, LLC 0.01% Reduce -3.3% 113,589 $7.1M
Corient Private Wealth LP 0.01% Reduce -30.9% 112,493 $7.0M
Raymond James Financial Inc. 0.00% New 104,070 $6.5M
Mariner, LLC 0.01% Add +8.5% 102,401 $6.4M
Highland Financial Advisors, LLC 2.26% Add +1.4% 101,435 $6.3M
Willow Creek Wealth Management Inc. 0.41% Add +6.3% 68,092 $4.2M
Northland Capital Management LLC 2.75% Reduce -2.3% 65,252 $4.1M
HighTower Advisors, LLC 0.00% Add +2.8% 48,681 $3.0M
LongView Asset Management LLC 2.54% Reduce -7.8% 47,424 $3.0M
Trademark Financial Management, LLC 2.10% Reduce -6.6% 44,197 $2.8M
Wealthstream Advisors, Inc. 0.40% Reduce -2.3% 34,186 $2.1M
Trellis Wealth Advisors LLC 1.02% Add +0.0% 33,575 $2.1M
Awm Capital, LLC 0.24% No change 32,893 $2.1M
PrairieView Partners, LLC 0.21% Reduce -0.5% 31,636 $2.0M
HB Wealth Management, LLC 0.01% New 24,090 $1.5M
LPL Financial LLC 0.00% Add +59.4% 22,924 $1.4M
Diversified Portfolios, Inc. 0.14% Reduce -9.1% 21,825 $1.4M
Vista Capital Partners, Inc. 0.15% Reduce -8.8% 19,564 $1.2M
Vestment Financial LLC 0.81% Add +9.1% 18,102 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -13.6% 18,122 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -13.6% 18,122 $1.1M
Quarry Hill Advisors, LLC 0.66% Add +10.1% 16,336 $1.0M
Journey Strategic Wealth LLC 0.03% Reduce -3.7% 15,492 $966K
Citadel Advisors 0.00% Add +20.9% 14,783 $922K
Envestnet Asset Management Inc. 0.00% Add +25.8% 14,531 $906K
Hill Investment Group Partners, LLC 0.12% Add +9.5% 13,776 $859K
Truist Financial Corp. 0.00% Add +17.6% 13,595 $848K
Bfsg, LLC 0.09% Add +47.4% 12,045 $751K
Kelman-Lazarov, Inc. 0.13% Add +4.6% 11,232 $700K
LexAurum Advisors, LLC 0.13% Add +5.5% 11,067 $690K
EnRich Financial Partners LLC 0.23% New 10,792 $673K
Burton Enright Welch 0.13% No change 10,032 $626K
Financial Advisors, LLC 0.12% No change 9,600 $599K
Oak Wealth Advisors LLC 0.42% Add +1.1% 9,058 $565K
Orion Capital Management LLC 0.24% Add +8.9% 8,972 $559K
Jane Street Group, LLC 0.00% New 7,512 $468K
Bridgewater Advisors Inc. 0.04% New 7,529 $463K
Avantax Advisory Services, Inc. 0.00% Reduce -34.0% 6,899 $430K
Austin Asset Management Co Inc 0.09% New 6,485 $404K
ABLE Financial Group, LLC 0.11% Reduce -1.2% 6,321 $394K
FMB Wealth Management 0.21% Add +2.6% 6,163 $384K
Schwarz Dygos Wheeler Investment Advisors LLC 0.09% Add +6.8% 5,894 $368K
Tortoise Investment Management, LLC 0.03% Add +12.5% 5,320 $332K
Morgan Stanley 0.00% Reduce -63.7% 5,280 $329K
Plancorp, LLC 0.01% No change 5,250 $327K
Sprinkle Financial Consultants LLC 0.21% Add +0.1% 5,197 $324K
TCI Wealth Advisors, Inc. 0.03% Reduce -3.0% 5,017 $313K
Pacific Asset Management, LLC 0.27% Add +11.2% 4,895 $305K
Axxcess Wealth Management, LLC 0.01% Add +0.1% 4,703 $293K
Perigon Wealth Management, LLC 0.01% No change 4,325 $270K
Werba Rubin Papier Wealth Management 0.05% Add +24.9% 3,934 $245K
Correct Capital Wealth Management 0.05% No change 3,890 $243K
Moneta Group Investment Advisors LLC 0.00% No change 3,328 $208K
North Ridge Wealth Advisors, Inc. 0.14% No change 3,295 $205K
Red Lighthouse Investment Management, LLC 0.06% Add +12.8% 2,331 $143K
Curio Wealth, LLC 0.07% Reduce -99.8% 5 $140K
Parkworth Wealth Management, Inc. 0.11% Add +0.3% 2,154 $134K
True Wealth Design, LLC 0.04% New 1,685 $105K
Grand Wealth Management, LLC 0.06% Add +74.0% 1,625 $101K
Cwm, LLC 0.00% No change 1,540 $96K
Elevation Wealth Partners, LLC 0.03% New 981 $61K
Osaic Holdings, Inc. 0.00% Reduce -55.1% 961 $60K
Signature Resources Capital Management, LLC 0.05% Add +4.3% 959 $60K
WealthCollab, LLC 0.03% Add +58.8% 859 $54K
Asset Dedication, LLC 0.00% Add +102.1% 776 $48K
Fort Vancouver Investment Management, LLC 0.02% New 375 $23K
Royal Bank of Canada 0.00% New 226 $14K

"% 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.