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AlTi Global’s Avantis Responsible US Equity ETF AVSU Stock Holding History

AlTi Global’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.74M Hold
50,529
– – 0.08% 115
2025
Q4 		$3.86M Hold
50,529
– – 0.08% 113
2025
Q3 		$3.72M Hold
50,529
– – 0.09% 119
2025
Q2 		$3.47M Buy
+50,529
New +$3.21M 0.09% 118

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM

AlTi Global's AVSU Position: Q1 2026 in Review

AlTi Global held its Avantis Responsible US Equity ETF (AVSU) position steady in Q1 2026 at 50,529 shares worth $3.74M. The position accounts for 0.08% of the portfolio, ranked #115.

AlTi Global first reported a position in AVSU in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.86M in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • AlTi Global held 50,529 shares of Avantis Responsible US Equity ETF worth $3.74M as of Q1 2026.
  • AlTi Global left its Avantis Responsible US Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible US Equity ETF made up 0.08% of AlTi Global's portfolio in Q1 2026, its #115 holding.
  • AlTi Global first reported a position in Avantis Responsible US Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • AlTi Global's Avantis Responsible US Equity ETF position peaked at $3.86M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.