Avantis Responsible U.S. Equity is an exchange-traded fund on ARCA. As of Q3 2025, 72 institutional investors hold shares in this ETF, with total holdings valued at $199.0M. Clarity Asset Management, Inc. is the largest holder with a position valued at $31.1M.
Overview of institutional ownership in AVSU as of Q3 2025
Institutions with the largest positions in AVSU as of Q3 2025
| Institution | Position Value |
|---|---|
Clarity Asset Management, Inc. RIA/Wealth | $31.1M 17.46% of portfolio |
C Colony Group, LLC Institution | $26.4M 0.04% of portfolio |
$10.7M 0.02% of portfolio | |
Highland Financial Advisors, LLC RIA/Wealth | $10.0M 2.86% of portfolio |
Warren Averett Asset Management, LLC RIA/Wealth | $9.8M 0.10% of portfolio |
L LPL Financial LLC Institution | $9.8M 0.00% of portfolio |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $9.3M 0.02% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $8.5M 0.01% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $7.2M 0.01% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $7.0M 0.01% of portfolio |
Institutional buying and selling activity for AVSU in Q3 2025
| Institution | Net Bought |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$8.2M +112.1K shares |
Savant Capital, LLC RIA/Wealth | +$2.1M +28.2K shares |
Highland Financial Advisors, LLC RIA/Wealth | +$1.3M +18.0K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$1.3M +17.7K shares |
Buckingham Strategic Partners RIA/Wealth | +$1.1M +14.1K shares |
C Colony Group, LLC Institution | +$1.1M +14.4K shares |
Passive Capital Management, LLC. RIA/Wealth | +$978.0K +13.3K shares |
+$460.2K +6.2K shares | |
Cetera Investment Advisers RIA/Wealth | +$454.2K +6.2K shares |
+$414.6K +5.6K shares |
| Institution | Net Sold |
|---|---|
HighTower Advisors, LLC RIA/Wealth | −$721.0K −9.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$715.1K −9.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$619.9K −8.4K shares |
H HB Wealth Management, LLC Institution | −$339.1K −4.6K shares |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | −$323.0K −4.7K shares |
Clarity Asset Management, Inc. RIA/Wealth | −$192.5K −2.6K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$185.4K −2.5K shares |
LongView Asset Management LLC RIA/Wealth | −$179.7K −2.4K shares |
−$149.6K −2.0K shares | |
Willow Creek Wealth Management Inc. RIA/Wealth | −$132.9K −1.8K shares |
Institutions that initiated new positions or completely exited AVSU in Q3 2025
| Institution | Position Value |
|---|---|
Savant Capital, LLC RIA/Wealth | $2.1M 28.2K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $1.3M 17.7K shares |
Buckingham Strategic Partners RIA/Wealth | $1.1M 14.1K shares |
Cetera Investment Advisers RIA/Wealth | $454.2K 6.2K shares |
Sound Income Strategies, LLC RIA/Wealth | $12.1K 164.0 shares |
| Institution | Previous Position |
|---|---|
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | $323.0K 4.7K shares |
Institutions with the largest Call and Put options positions in AVSU as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with AVSU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Clarity Asset Management, Inc. RIA/Wealth | 17.46% $31.1M |
Northland Capital Management LLC RIA/Wealth | 3.12% $5.2M |
Highland Financial Advisors, LLC RIA/Wealth | 2.86% $10.0M |
LongView Asset Management LLC RIA/Wealth | 2.25% $3.3M |
Trademark Financial Management, LLC RIA/Wealth | 1.97% $3.4M |
V Vestment Financial LLC Institution | 1.05% $1.8M |
Trellis Wealth Advisors LLC RIA/Wealth | 1.00% $2.5M |
Willow Creek Wealth Management Inc. RIA/Wealth | 0.55% $6.6M |
Wealthstream Advisors, Inc. RIA/Wealth | 0.46% $3.1M |
FMB WEALTH MANAGEMENT RIA/Wealth | 0.41% $828.6K |
Discover hedge funds investing in AVSU

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
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