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Avantis Resp US Equity ETF (AVSU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Maseco LLP
DECREASED
Shares1,265,488 from 1,305,465
Change-39,977 (-3%)
Value$111.3M (-$4.3M)
Filed 2026-10-27
Highland Financial Advisors, LLC
INCREASED
Shares182,507 from 175,042
Change+7,465 (+4%)
Value$16.1M (+$567.7K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares132,224 from 137,229
Change-5,005 (-4%)
Value$11.6M (-$510.4K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares124,024 from 123,295
Change+729 (+1%)
Value$11.0M (+$132.4K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
INCREASED
Shares100,467 from 99,799
Change+668 (+1%)
Value$8.8M (+$7.9K)
Filed 2026-10-26
Freedom Day Solutions, LLC
INCREASED
Shares63,579 from 63,253
Change+326 (+1%)
Value$5.6M (-$3.6K)
Filed 2026-10-20
Clarity Asset Management, Inc.
DECREASED
Shares56,643 from 63,109
Change-6,466 (-10%)
Value$5.0M (-$601.3K)
Filed 2026-10-14
Northland Capital Management LLC
DECREASED
Shares42,577 from 44,191
Change-1,614 (-4%)
Value$3.7M (-$164.6K)
Filed 2026-10-15
Greenspring Advisors, LLC
DECREASED
Shares41,084 from 42,515
Change-1,431 (-3%)
Value$3.6M (-$147.6K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares34,180 from 31,786
Change+2,394 (+8%)
Value$3.0M (+$194.5K)
Filed 2026-10-30
AWM Capital, LLC
INCREASED
Shares33,160 from 33,091
Change+69 (+0%)
Value$2.9M (-$10.8K)
Filed 2026-10-16
Trellis Wealth Advisors LLC
DECREASED
Shares31,803 from 31,912
Change-109 (0%)
Value$2.8M (-$25.9K)
Filed 2026-10-19
Vestment Financial LLC
INCREASED
Shares30,021 from 29,043
Change+978 (+3%)
Value$2.6M (+$76.7K)
Filed 2026-10-13
Bfsg, LLC
INCREASED
Shares21,967 from 21,886
Change+81 (+0%)
Value$1.9M (-$4.0K)
Filed 2026-10-30
Diversified Portfolios, Inc.
UNCHANGED
Shares21,393 from 21,393
Change0 (0%)
Value$1.9M (-$10.9K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares21,143 from 21,132
Change+11 (+0%)
Value$1.9M (-$9.8K)
Filed 2026-10-23
Burton Enright Welch
INCREASED
Shares19,623 from 19,135
Change+488 (+3%)
Value$1.7M (+$33.2K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares18,745 from 9,272
Change+9,473 (+102%)
Value$1.6M (+$829.0K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares16,263 from 3,649
Change+12,614 (+346%)
Value$1.4M (+$1.1M)
Filed 2026-10-26
Able Financial Group, LLC
INCREASED
Shares13,295 from 11,151
Change+2,144 (+19%)
Value$1.2M (+$183.0K)
Filed 2026-10-14
LexAurum Advisors, LLC
DECREASED
Shares9,685 from 10,629
Change-944 (-9%)
Value$852.4K (-$88.5K)
Filed 2026-10-19
EnRich Financial Partners LLC
DECREASED
Shares8,440 from 8,551
Change-111 (-1%)
Value$742.8K (-$14.1K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares8,420 from 8,420
Change0 (0%)
Value$741.0K (-$4.3K)
Filed 2026-10-16
Torren Management, LLC
DECREASED
Shares5,927 from 5,928
Change-1 (0%)
Value$521.6K (-$3.1K)
Filed 2026-10-29
Austin Asset Management Co Inc
UNCHANGED
Shares5,910 from 5,910
Change0 (0%)
Value$520.1K (-$3.0K)
Filed 2026-10-29
Trademark Financial Management, LLC
DECREASED
Shares5,480 from 6,365
Change-885 (-14%)
Value$482.3K (-$81.1K)
Filed 2026-10-23
Plancorp, LLC
DECREASED
Shares5,249 from 5,250
Change-1 (0%)
Value$455.9K (-$4.4K)
Filed 2026-11-03
Sprinkle Financial Consultants LLC
INCREASED
Shares5,245 from 5,239
Change+6 (+0%)
Value$461.7K (-$2.1K)
Filed 2026-10-09
True Wealth Design, LLC
INCREASED
Shares5,032 from 2,676
Change+2,356 (+88%)
Value$442.9K (+$206.0K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
UNCHANGED
Shares5,017 from 5,017
Change0 (0%)
Value$441.5K (-$2.6K)
Filed 2026-10-30
Pacific Asset Management, LLC
INCREASED
Shares4,794 from 4,784
Change+10 (+0%)
Value$421.9K (-$1.6K)
Filed 2026-10-15
Quarry Hill Advisors, LLC
DECREASED
Shares3,996 from 7,271
Change-3,275 (-45%)
Value$351.7K (-$291.9K)
Filed 2026-11-04
First Growth Capital LLC
NEW
Shares3,527
Change+3,527
Value$310.4K
Filed 2026-10-15
Correct Capital Wealth Management
DECREASED
Shares3,390 from 3,890
Change-500 (-13%)
Value$298.4K (-$46.0K)
Filed 2026-11-02
Foundry Financial LLC
NEW
Shares3,069
Change+3,069
Value$270.1K
Filed 2026-10-16
Kestra Investment Management, LLC
NEW
Shares2,839
Change+2,839
Value$249.9K
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,795 from 3,309
Change-514 (-16%)
Value$246.0K (-$46.9K)
Filed 2026-10-07
Axxcess Wealth Management, LLC
INCREASED
Shares2,475 from 2,442
Change+33 (+1%)
Value$217.8K (+$1.7K)
Filed 2026-10-21
RED Lighthouse Investment Management, LLC
DECREASED
Shares2,346 from 2,425
Change-79 (-3%)
Value$206.5K (-$8.3K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares1,543 from 1,575
Change-32 (-2%)
Value$135.8K (-$3.6K)
Filed 2026-10-08
Elevation Wealth Partners, LLC
INCREASED
Shares1,206 from 1,204
Change+2 (+0%)
Value$106.2K (-$391)
Filed 2026-10-07
Asset Dedication, LLC
DECREASED
Shares219 from 375
Change-156 (-42%)
Value$19.3K (-$13.9K)
Filed 2026-11-03
Citigroup Inc
NEW
Shares200
Change+200
Value$17.6K
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$12.5K (-$73)
Filed 2026-11-05
Mercer Global Advisors Inc
N/A
Shares— from 205,927
Change-205,927 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 125,783
Change-125,783 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 124,225
Change-124,225 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 65,451
Change-65,451 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 52,165
Change-52,165 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 50,529
Change-50,529 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 39,439
Change-39,439 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 38,189
Change-38,189 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 37,851
Change-37,851 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 33,761
Change-33,761 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 32,262
Change-32,262 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 26,689
Change-26,689 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 23,443
Change-23,443 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 21,187
Change-21,187 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 20,916
Change-20,916 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 18,191
Change-18,191 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,828
Change-17,828 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 16,190
Change-16,190 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 14,249
Change-14,249 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 13,564
Change-13,564 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,069
Change-13,069 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 11,581
Change-11,581 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,788
Change-10,788 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,369
Change-8,369 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,948
Change-6,948 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 6,409
Change-6,409 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 6,091
Change-6,091 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,867
Change-5,867 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 4,967
Change-4,967 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 583
Change-583 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 534
Change-534 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 487
Change-487 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 361
Change-361 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 203
Change-203 (-100%)
Value—
Status
Maseco LLP
DECREASED1,265,4881,305,465-39,977-3%$115.6M$111.3M-$4.3M2026-10-27
Highland Financial Advisors, LLC
INCREASED182,507175,042+7,465+4%$15.5M$16.1M+$567.7K2026-10-19
Commonwealth Equity Services, LLC
DECREASED132,224137,229-5,005-4%$12.1M$11.6M-$510.4K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED124,024123,295+729+1%$10.9M$11.0M+$132.4K2026-10-13
Willow Creek Wealth Management Inc.
INCREASED100,46799,799+668+1%$8.8M$8.8M+$7.9K2026-10-26
Freedom Day Solutions, LLC
INCREASED63,57963,253+326+1%$5.6M$5.6M-$3.6K2026-10-20
Clarity Asset Management, Inc.
DECREASED56,64363,109-6,466-10%$5.6M$5.0M-$601.3K2026-10-14
Northland Capital Management LLC
DECREASED42,57744,191-1,614-4%$3.9M$3.7M-$164.6K2026-10-15
Greenspring Advisors, LLC
DECREASED41,08442,515-1,431-3%$3.8M$3.6M-$147.6K2026-11-05
Truist Financial Corp
INCREASED34,18031,786+2,394+8%$2.8M$3.0M+$194.5K2026-10-30
AWM Capital, LLC
INCREASED33,16033,091+69+0%$2.9M$2.9M-$10.8K2026-10-16
Trellis Wealth Advisors LLC
DECREASED31,80331,912-1090%$2.8M$2.8M-$25.9K2026-10-19
Vestment Financial LLC
INCREASED30,02129,043+978+3%$2.6M$2.6M+$76.7K2026-10-13
Bfsg, LLC
INCREASED21,96721,886+81+0%$1.9M$1.9M-$4.0K2026-10-30
Diversified Portfolios, Inc.
UNCHANGED21,39321,39300%$1.9M$1.9M-$10.9K2026-11-04
HB Wealth Management, LLC
INCREASED21,14321,132+11+0%$1.9M$1.9M-$9.8K2026-10-23
Burton Enright Welch
INCREASED19,62319,135+488+3%$1.7M$1.7M+$33.2K2026-11-04
Kestra Advisory Services, LLC
INCREASED18,7459,272+9,473+102%$820.7K$1.6M+$829.0K2026-11-02
Indivisible Partners
INCREASED16,2633,649+12,614+346%$323.0K$1.4M+$1.1M2026-10-26
Able Financial Group, LLC
INCREASED13,29511,151+2,144+19%$987.1K$1.2M+$183.0K2026-10-14
LexAurum Advisors, LLC
DECREASED9,68510,629-944-9%$940.9K$852.4K-$88.5K2026-10-19
EnRich Financial Partners LLC
DECREASED8,4408,551-111-1%$756.9K$742.8K-$14.1K2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED8,4208,42000%$745.3K$741.0K-$4.3K2026-10-16
Torren Management, LLC
DECREASED5,9275,928-10%$524.7K$521.6K-$3.1K2026-10-29
Austin Asset Management Co Inc
UNCHANGED5,9105,91000%$523.2K$520.1K-$3.0K2026-10-29
Trademark Financial Management, LLC
DECREASED5,4806,365-885-14%$563.4K$482.3K-$81.1K2026-10-23
Plancorp, LLC
DECREASED5,2495,250-10%$460.4K$455.9K-$4.4K2026-11-03
Sprinkle Financial Consultants LLC
INCREASED5,2455,239+6+0%$463.7K$461.7K-$2.1K2026-10-09
True Wealth Design, LLC
INCREASED5,0322,676+2,356+88%$236.9K$442.9K+$206.0K2026-10-13
TCI Wealth Advisors, Inc.
UNCHANGED5,0175,01700%$444.1K$441.5K-$2.6K2026-10-30
Pacific Asset Management, LLC
INCREASED4,7944,784+10+0%$423.5K$421.9K-$1.6K2026-10-15
Quarry Hill Advisors, LLC
DECREASED3,9967,271-3,275-45%$643.6K$351.7K-$291.9K2026-11-04
First Growth Capital LLC
NEW3,527—+3,527——$310.4K—2026-10-15
Correct Capital Wealth Management
DECREASED3,3903,890-500-13%$344.3K$298.4K-$46.0K2026-11-02
Foundry Financial LLC
NEW3,069—+3,069——$270.1K—2026-10-16
Kestra Investment Management, LLC
NEW2,839—+2,839——$249.9K—2026-11-04
Wealth Enhancement Trust Services, Inc.
DECREASED2,7953,309-514-16%$292.9K$246.0K-$46.9K2026-10-07
Axxcess Wealth Management, LLC
INCREASED2,4752,442+33+1%$216.2K$217.8K+$1.7K2026-10-21
RED Lighthouse Investment Management, LLC
DECREASED2,3462,425-79-3%$214.7K$206.5K-$8.3K2026-11-02
Farther Finance Advisors, LLC
DECREASED1,5431,575-32-2%$139.4K$135.8K-$3.6K2026-10-08
Elevation Wealth Partners, LLC
INCREASED1,2061,204+2+0%$106.6K$106.2K-$3912026-10-07
Asset Dedication, LLC
DECREASED219375-156-42%$33.2K$19.3K-$13.9K2026-11-03
Citigroup Inc
NEW200—+200——$17.6K—2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED14214200%$12.6K$12.5K-$732026-11-05
Mercer Global Advisors Inc
N/A—205,927-205,927-100%$18.2M———
LPL Financial LLC
N/A—125,783-125,783-100%$11.1M———
Waverly Advisors, LLC
N/A—124,225-124,225-100%$11.0M———
Focus Partners Wealth
N/A—65,451-65,451-100%$5.8M———
Trailhead Planners LLC
N/A—52,165-52,165-100%$4.6M———
AlTi Global, Inc.
N/A—50,529-50,529-100%$4.5M———
EP Wealth Advisors, LLC
N/A—39,439-39,439-100%$3.5M———
Mariner, LLC
N/A—38,189-38,189-100%$3.4M———
Envestnet Asset Management Inc
N/A—37,851-37,851-100%$3.4M———
Modern Wealth Management, LLC
N/A—33,761-33,761-100%$3.0M———
HighTower Advisors, LLC
N/A—32,262-32,262-100%$2.9M———
Hill Investment Group Partners, LLC
N/A—26,689-26,689-100%$2.4M———
Savant Capital, LLC
N/A—23,443-23,443-100%$2.1M———
Kelman-Lazarov, Inc.
N/A—21,187-21,187-100%$1.9M———
Fiduciary Financial Advisors
N/A—20,916-20,916-100%$1.9M———
Vista Capital Partners, Inc.
N/A—18,191-18,191-100%$1.6M———
Orion Porfolio Solutions, LLC
N/A—17,828-17,828-100%$1.6M———
Bridgewater Advisors Inc.
N/A—16,190-16,190-100%$1.4M———
Financial Plan, Inc.
N/A—14,249-14,249-100%$1.3M———
Passive Capital Management, Llc.
N/A—13,564-13,564-100%$1.0M———
Susquehanna International Group, LLP
N/A—13,069-13,069-100%$1.2M———
FMB Wealth Management
N/A—11,581-11,581-100%$1.0M———
Focus Partners Advisor Solutions, LLC
N/A—10,788-10,788-100%$955.0K———
Beacon Pointe Advisors, LLC
N/A—9,600-9,600-100%$849.8K———
Orion Capital Management LLC
N/A—9,238-9,238-100%$817.7K———
Morgan Stanley
N/A—8,369-8,369-100%$740.8K———
Oak Wealth Advisors LLC
N/A—7,608-7,608-100%$673.5K———
GTS Securities LLC
N/A—6,948-6,948-100%$615.0K———
Silver Oak Advisory Group, Inc.
N/A—6,409-6,409-100%$567.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—6,091-6,091-100%$539.2K———
Citadel Advisors LLC
N/A—5,867-5,867-100%$519.3K———
Two Sigma Investments, LP
N/A—5,600-5,600-100%$495.7K———
Tortoise Investment Management, LLC
N/A—5,320-5,320-100%$470.9K———
Professional Financial Solutions LLC
N/A—4,967-4,967-100%$439.7K———
Team Hewins, LLC
N/A—4,840-4,840-100%$428.5K———
Cetera Investment Advisers
N/A—4,340-4,340-100%$384.2K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—4,045-4,045-100%$358.1K———
Sanchez Levi Garrett
N/A—3,652-3,652-100%$323.3K———
Werba Rubin Papier Wealth Management
N/A—3,625-3,625-100%$320.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,508-3,508-100%$310.8K———
Moneta Group Investment Advisors LLC
N/A—2,784-2,784-100%$246.4K———
WealthCollab, LLC
N/A—2,779-2,779-100%$246.0K———
Curio Wealth, LLC
N/A—2,578-2,578-100%$228.2K———
Osaic Holdings, Inc.
N/A—2,195-2,195-100%$194.3K———
Atomic Invest LLC
N/A—1,707-1,707-100%$149.9K———
Fort Vancouver Investment Management, LLC
N/A—807-807-100%$71.4K———
Royal Bank of Canada
N/A—583-583-100%$52.0K———
JPMorgan Chase & Co
N/A—534-534-100%$46.9K———
Northwestern Mutual Wealth Management Co
N/A—487-487-100%$43.1K———
Allworth Financial LP
N/A—361-361-100%$32.0K———
Arax Advisory Partners
N/A—203-203-100%$17.9K———
Showing 95 of 95 institutions