AVANTIS RESPONSIBLE U.S. EQUITY ETF

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AVSU·025072281·US·ETF·Unknown - Unknown

AVSU (AVANTIS RESPONSIBLE U.S. EQUITY ETF) is held by 30 institutional investors as of Q2 2026. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($18.2M), COMMONWEALTH EQUITY SERVICES, LLC ($12.1M), LPL Financial LLC ($11.1M). Net institutional sentiment: Mixed.

30

Holders

(5 Elite)

$101M

Total Value

48% (29)

Consensus

14 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)26

Insider (Form 4)61

Activist (13D/13G)29

Congressional (STOCK Act)35

Holder Quality

50

★★★★★

Elite

28

★★★★

Strong

58

★★★

Solid

16

★★

Below

45

★

Weak

Held by 30 funds

5 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AVSU.

Top Holders

Top Holders (30)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	205,927(+11.5%)	$18.2M	0.0%	+18.39%	32
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	137,229(-2.0%)	$12.1M	0.0%	+63.01%	0
LPL Financial LLC	Decreased	125,783(-4.7%)	$11.1M	0.0%	+36.18%	0
WAWaverly Advisors, LLC	Decreased	124,225(-3.3%)	$11M	0.1%	+79.19%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	123,295(-0.9%)	$10.9M	0.0%	+42.18%	0
FWFocus Partners Wealth	Decreased	65,451(-81.4%)	$5.8M	0.0%	+43.58%	0
Corient Private Wealth LP	Decreased	55,723(-41.7%)	$4.9M	0.0%	+33.39%	0
EP Wealth Advisors, LLC	Increased	39,439(+4.8%)	$3.5M	0.0%	+14.65%	28
Mariner, LLC	Decreased	38,189(-1.1%)	$3.4M	0.0%	+54.13%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	37,851(+7.6%)	$3.4M	0.0%	+28.84%	29
HighTower Advisors, LLC	Decreased	32,262(-14.0%)	$2.9M	0.0%	+83.06%	0
TRUIST FINANCIAL CORP	Increased	31,786(+9.2%)	$2.8M	0.0%	+31.88%	29
Savant Capital, LLC	Decreased	23,443(-7.5%)	$2.1M	0.0%	+22.23%	0
HB Wealth Management, LLC	Increased	21,132(+0.0%)	$1.9M	0.0%	+41.03%	26
OPOrion Porfolio Solutions, LLC	Decreased	17,828(-6.5%)	$1.6M	0.0%	+40.36%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	13,069(-70.8%)	$1.2M	0.0%	+21.96%	0
Kestra Advisory Services, LLC	Increased	9,272(+143.2%)	$820,739	0.0%	+6.80%	40
MORGAN STANLEY	Decreased	8,369(-61.3%)	$740,824	0.0%	+18.99%	0
CITADEL ADVISORS LLC	Increased	5,867(+16.6%)	$519,347	0.0%	+13.87%	28
TWO SIGMA INVESTMENTS, LP	New	5,600	$495,712	0.0%	+1.03%	33

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer