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Avantis U.S. Small Cap Equity ETF (AVSC) Institutional Ownership

Avantis U.S. Small Cap Equity ETF logo
$54.12 +0.20 (+0.37%)
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$962.80M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$67.78M
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AVSC Institutional Buying and Selling by Quarter

Avantis U.S. Small Cap Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Ruedi Wealth Management Inc.19,774$1.02M0.3%+719.5%0.062%
7/25/2025Lion Street Advisors LLC9,214$475K0.1%+10.0%0.029%
7/25/2025Stephens Consulting LLC10,918$563K0.1%+90.0%0.034%
7/25/2025PrairieView Partners LLC468,157$24.14M2.3%+19.9%1.479%
7/24/2025 Endeavor Private Wealth Inc.40,765$2.10M1.0%+37.1%0.129%
7/24/2025 McElhenny Sheffield Capital Management LLC3,653$188K0.0%N/A0.012%
7/23/2025 Armbruster Capital Management Inc.5,125$264K0.0%-41.5%0.016%
7/23/2025 Wheelhouse Advisory Group LLC139,517$7.20M3.6%+9.5%0.441%
7/23/2025 Wealth Management Nebraska827,779$42.69M6.0%+20.2%2.615%
7/22/2025 Global Strategic Investment Solutions LLC47,601$2.46M0.3%N/A0.150%
7/22/2025 Simplicity Wealth LLC421,028$21.71M0.9%+111.9%1.330%
7/22/2025 Berger Financial Group Inc268,275$13.84M0.9%+4.0%0.848%
7/21/2025 Mendota Financial Group LLC18,714$965K0.9%N/A0.059%
7/18/2025 Benchmark Wealth Management LLC7,690$397K0.2%+37.8%0.024%
7/18/2025 Dogwood Wealth Management LLC64,363$3.46M1.7%-6.2%0.203%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC560,988$28.93M6.3%+1.0%1.781%
7/17/2025 Centennial Wealth Advisory LLC24,127$1.24M0.4%+27.3%0.077%
7/17/2025 Northwest Wealth Management LLC105,753$5.45M1.0%+8.6%0.336%
7/17/2025 LexAurum Advisors LLC122,148$6.30M1.0%+316.0%0.388%
7/17/2025 HB Wealth Management LLC29,050$1.50M0.0%+26.3%0.092%
7/17/2025 Kavar Capital Partners Group LLC43,032$2.22M0.3%N/A0.137%
7/17/2025 Claris Advisors LLC MO16,580$855K0.3%N/A0.053%
7/17/2025 GC Wealth Management RIA LLC12,312$635K0.1%-32.7%0.039%
7/17/2025 SC&H Financial Advisors Inc.4,486$231K0.0%N/A0.014%
7/16/2025 Moisand Fitzgerald Tamayo LLC27,782$1.43M0.2%+7.3%0.088%
7/15/2025 Level Financial Advisors66,326$3.42M1.1%+9.0%0.211%
7/15/2025 Evanson Asset Management LLC16,646$858K0.1%+115.7%0.053%
7/15/2025 Axis Wealth Partners LLC12,892$665K0.4%+9.8%0.041%
7/14/2025 CRA Financial Services LLC14,142$729K0.1%-15.9%0.045%
7/14/2025 Park Avenue Securities LLC194,290$10.02M0.1%N/A0.618%
7/11/2025 Ridgeline Wealth LLC64,202$3.31M2.7%N/A0.204%
7/11/2025 Farther Finance Advisors LLC44,416$2.29M0.0%+21.6%0.141%
7/10/2025 Websterrogers Financial Advisors LLC100,376$5.18M1.6%+2.8%0.319%
7/10/2025 Cypress Point Wealth Management LLC42,241$2.18M0.5%-13.6%0.134%
7/10/2025 Wealth Enhancement Advisory Services LLC7,555$408K0.0%-8.9%0.024%
7/10/2025 KMG Fiduciary Partners LLC51,608$2.66M0.2%+7.7%0.164%
7/9/2025 Sunpointe LLC14,383$742K0.3%-26.6%0.046%
7/9/2025 GEM Asset Management LLC5,659$301K0.2%-13.4%0.018%
7/3/2025 Lam Group Inc.10,100$521K0.3%+5.3%0.032%
5/20/2025Focus Partners Wealth4,137$200K0.0%-28.5%0.014%
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5/19/2025Jane Street Group LLC6,112$296K0.0%-56.0%0.020%
5/16/2025Knightsbridge Asset Management LLC29,036$1.41M0.3%+5.0%0.096%
5/16/2025Jones Financial Companies Lllp41,861$2.03M0.0%+1,676.8%0.138%
5/16/2025Beaird Harris Wealth Management LLC121,059$5.86M0.5%-2.6%0.400%
5/15/2025Family Office Research LLC54,297$2.63M1.3%-4.5%0.179%
5/15/2025Focus Partners Advisor Solutions LLC100,852$4.88M0.1%+13.2%0.333%
5/15/2025Tortoise Investment Management LLC18,628$902K0.1%-14.3%0.062%
5/14/2025Freedom Investment Management Inc.165,365$8.00M0.7%+0.1%0.552%
5/14/2025B&D White Capital Company LLC164,209$7.95M1.1%+119.4%0.548%
5/14/2025Northwestern Mutual Wealth Management Co.964,898$46.70M0.0%+14.7%3.223%
5/13/2025American Century Companies Inc.323,972$15.68M0.0%+6.5%1.082%
5/13/2025Ariadne Wealth Management LP32,056$1.55M0.8%-15.2%0.107%
5/12/2025Aveo Capital Partners LLC164,538$7.74M1.3%+26.4%0.550%
5/12/2025 Berger Financial Group Inc257,973$12.49M0.9%+17.1%0.862%
5/9/2025Chicago Partners Investment Group LLC58,249$2.74M0.1%+5.2%0.195%
5/9/2025PrairieView Partners LLC390,435$18.90M2.0%-8.4%1.304%
5/9/2025Haven Private LLC62,118$3.01M1.7%-2.3%0.207%
5/8/2025 Endeavor Private Wealth Inc.29,723$1.44M0.8%+14.0%0.099%
5/8/2025CAP Partners LLC58,644$2.84M2.1%-32.1%0.196%
5/7/2025Foundations Investment Advisors LLC171,155$8.28M0.2%+2.9%0.572%
5/7/2025Werba Rubin Papier Wealth Management21,828$1.06M0.2%+12.4%0.073%
5/7/2025 Sunpointe LLC19,603$949K0.5%-2.2%0.065%
5/7/2025LPL Financial LLC422,203$20.44M0.0%+28.3%1.410%
5/7/2025 HB Wealth Management LLC22,992$1.11M0.0%N/A0.077%
5/6/2025AE Wealth Management LLC375,384$18.17M0.2%+18.2%1.254%
5/6/2025Goepper Burkhardt LLC13,040$631K0.3%-15.2%0.044%
5/5/2025Aire Advisors LLC28,384$1.37M0.3%-4.3%0.095%
5/5/2025Atlantic Union Bankshares Corp584,685$28.30M1.7%+3.3%1.953%
5/5/2025FAS Wealth Partners Inc.243,716$11.80M1.0%+4.1%0.814%
5/5/2025PCG Wealth Advisors LLC16,751$811K0.3%+1.8%0.056%
5/2/2025Bridgewater Advisors Inc.7,916$370K0.0%N/A0.026%
5/2/2025Prevail Innovative Wealth Advisors LLC123,283$5.97M1.6%-26.8%0.412%
5/1/2025Mason Investment Advisory Services Inc.3,418,920$165.48M10.0%+1.7%11.419%
5/1/2025Park Square Financial Group LLC808$39K0.0%N/A0.003%
4/30/2025 Dogwood Wealth Management LLC68,621$3.32M1.7%-0.8%0.229%
4/29/2025Envestnet Asset Management Inc.11,474,871$555.38M0.2%-6.9%38.326%
4/29/2025Cloud Capital Management LLC11,388$551K0.4%N/A0.038%
4/29/2025 Wheelhouse Advisory Group LLC127,421$6.17M3.6%+7.8%0.426%
4/29/2025Jackson Thornton Wealth Management LLC23,580$1.05M0.1%+4.2%0.079%
4/29/2025OneDigital Investment Advisors LLC192,267$9.31M0.1%-0.8%0.642%
4/28/2025Clune & Associates LTD.11,011$533K0.2%+4.4%0.037%
4/28/2025 Axis Wealth Partners LLC11,739$568K0.4%+10.8%0.039%
4/25/2025 Northwest Wealth Management LLC97,348$4.71M0.9%+9.3%0.325%
4/23/2025Allodium Investment Consultants LLC19,101$924K0.7%+32.7%0.064%
4/23/2025Ruedi Wealth Management Inc.2,413$117K0.0%-18.1%0.008%
4/23/2025Fourth Dimension Wealth LLC31,042$1.50M0.7%-34.9%0.104%
4/23/2025 Elwood & Goetz Wealth Advisory Group LLC555,480$26.89M6.6%-1.5%1.855%
4/22/2025 Moisand Fitzgerald Tamayo LLC25,893$1.25M0.2%-2.1%0.086%
4/21/2025 Centennial Wealth Advisory LLC18,946$917K0.3%+7.9%0.066%
4/17/2025Stephens Consulting LLC5,746$278K0.1%N/A0.020%
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4/16/2025 CRA Financial Services LLC16,822$814K0.1%-8.8%0.059%
4/16/2025 Lam Group Inc.9,590$464K0.3%-20.6%0.033%
4/16/2025 Armbruster Capital Management Inc.8,760$424K0.1%N/A0.030%
4/16/2025 Wealth Enhancement Advisory Services LLC8,289$401K0.0%-8.4%0.029%
4/16/2025 Cypress Point Wealth Management LLC48,891$2.37M0.8%+6.6%0.170%
4/15/2025 Simplicity Wealth LLC198,727$9.62M0.7%N/A0.691%
4/15/2025 West Paces Advisors Inc.228,363$11.05M2.5%-1.7%0.795%
4/14/2025 Farther Finance Advisors LLC36,519$1.77M0.0%-20.2%0.127%
4/14/2025 KMG Fiduciary Partners LLC47,918$2.32M0.2%+6.4%0.167%
4/14/2025 LexAurum Advisors LLC29,359$1.42M0.3%+20.3%0.102%
(Data available from 1/1/2016 forward)

AVSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSC shares?

During the previous two years, 140 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Equity ETF. The most heavily invested institutionals were Mercer Global Advisors Inc. ADV ($624.28M), Envestnet Asset Management Inc. ($555.38M), Mason Investment Advisory Services Inc. ($165.48M), Northwestern Mutual Wealth Management Co. ($46.70M), Wealth Management Nebraska ($42.69M), Elwood & Goetz Wealth Advisory Group LLC ($28.93M), and Atlantic Union Bankshares Corp ($28.30M).Learn more on Avantis U.S. Small Cap Equity ETF's institutional investors.

Which institutional investors have been buying Avantis U.S. Small Cap Equity ETF's stock?

Of the 133 institutional investors that purchased Avantis U.S. Small Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mercer Global Advisors Inc. ADV ($14.04M), Envestnet Asset Management Inc. ($8.06M), Wealth Management Nebraska ($668.78K), Atlantic Union Bankshares Corp ($584.69K), Simplicity Wealth LLC ($572.17K), PrairieView Partners LLC ($421.96K), and Park Avenue Securities LLC ($284.29K).

How much institutional buying is happening at Avantis U.S. Small Cap Equity ETF?

Institutional investors have bought a total of 17,989,365 shares in the last 24 months. This purchase volume represents approximately $962.80M in transactions.

Which of Avantis U.S. Small Cap Equity ETF's major shareholders have been selling company stock?

Of the 42 institutional investors that sold Avantis U.S. Small Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($846.69K), Pacific Life Fund Advisors LLC ($119.79K), Prevail Innovative Wealth Advisors LLC ($45.15K), JPMorgan Chase & Co. ($41.27K), Aveo Capital Partners LLC ($36.41K), PrairieView Partners LLC ($35.68K), and CAP Partners LLC ($27.73K).

How much institutional selling is happening at Avantis U.S. Small Cap Equity ETF?

Institutional investors have sold a total of 1,362,698 shares in the last 24 months. This volume of shares sold represents approximately $67.78M in transactions.



This page (NYSEARCA:AVSC) was last updated on 7/25/2025 by MarketBeat.com Staff
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