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

Avantis U.S. Small Cap Equity ETF logo
$57.60 -0.35 (-0.61%)
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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)
128
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$100.13M
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AVSC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025CWM LLC171,518$9.82M0.0%+489,951.4%0.500%
10/15/2025Level Financial Advisors73,444$4.21M1.2%+10.7%0.215%
10/14/2025 Apeiron RIA LLC16,230$915K0.2%+81.8%0.048%
10/14/2025 Farther Finance Advisors LLC17,136$981K0.0%-61.4%0.050%
10/14/2025 Berger Financial Group Inc270,340$15.48M0.9%+0.8%0.793%
10/14/2025 Mendota Financial Group LLC26,887$1.54M1.1%+43.7%0.079%
10/14/2025 Northwest Wealth Management LLC116,123$6.65M1.1%+9.8%0.341%
10/14/2025 Evanson Asset Management LLC17,401$996K0.1%+4.5%0.051%
10/10/2025 Arlington Financial Advisors LLC5,589$320K0.0%N/A0.016%
10/10/2025 Ridgeline Wealth LLC65,359$3.74M2.8%+1.8%0.192%
10/10/2025 KMG Fiduciary Partners LLC51,824$2.97M0.2%+0.4%0.152%
10/9/2025 Allodium Investment Consultants LLC37,191$2.13M1.2%+27.1%0.109%
10/8/2025 Cypress Point Wealth Management LLC48,018$2.75M0.6%+13.7%0.142%
10/7/2025 StrongBox Wealth LLC22,820$1.31M0.4%N/A0.067%
10/3/2025 Summit Financial Wealth Advisors LLC3,928$225K0.0%N/A0.012%
9/26/2025Corient Private Wealth LLC197,605$10.19M0.0%-18.7%0.607%
9/4/2025Osaic Holdings Inc.2,969$153K0.0%+111.2%0.009%
8/29/2025Evolution Wealth Management Inc.485$25K0.0%N/A0.001%
8/15/2025Corient Private Wealth LLC197,604$10.19M0.0%-18.7%0.607%
8/15/2025Prevail Innovative Wealth Advisors LLC48,166$2.48M0.6%-60.9%0.148%
8/15/2025MML Investors Services LLC72,378$3.73M0.0%+14.7%0.222%
8/14/2025Raymond James Financial Inc.35,803$1.85M0.0%+33.8%0.110%
8/14/2025FAS Wealth Partners Inc.250,786$12.93M1.0%+2.9%0.770%
8/13/2025Flow Traders U.S. LLC11,278$582K0.0%N/A0.035%
8/13/2025Beacon Pointe Advisors LLC12,080$623K0.0%-25.3%0.037%
8/13/2025Northwestern Mutual Wealth Management Co.1,056,415$54.48M0.0%+9.5%3.246%
8/13/2025Maia Wealth LLC20,908$1.08M0.2%N/A0.064%
8/12/2025Steward Partners Investment Advisory LLC745$38K0.0%-39.0%0.002%
8/12/2025Burk Holdings LLC28,863$1.49M0.9%N/A0.089%
8/12/2025American Century Companies Inc.349,401$18.02M0.0%+7.8%1.073%
8/12/2025JPMorgan Chase & Co.64,720$3.34M0.0%+271.7%0.199%
8/11/2025Paul R. Ried Financial Group LLC82,389$4.25M2.6%+256.9%0.260%
8/8/2025Tortoise Investment Management LLC16,353$843K0.1%-12.2%0.052%
8/8/2025Rockefeller Capital Management L.P.35,622$1.84M0.0%-18.6%0.113%
8/8/2025Creative Planning617,070$31.82M0.0%+271.3%1.950%
8/8/2025Foundations Investment Advisors LLC181,846$9.38M0.1%+6.2%0.575%
8/6/2025Disciplined Investors L.L.C.15,697$809K0.6%+4.9%0.050%
8/6/2025AE Wealth Management LLC466,122$24.04M0.2%+24.2%1.473%
8/6/2025Atlantic Union Bankshares Corp177,086$9.13M0.2%-69.7%0.560%
8/5/2025Fourth Dimension Wealth LLC32,968$1.70M0.7%+6.2%0.104%
8/5/2025Claro Advisors LLC7,270$375K0.1%-41.1%0.023%
8/5/2025Atlas Wealth LLC21,430$1.13M0.4%+28.4%0.068%
8/5/2025Mason Investment Advisory Services Inc.3,515,423$181.29M9.9%+2.8%11.107%
8/5/2025Bridgewater Advisors Inc.8,319$446K0.0%+5.1%0.026%
8/5/2025Hutchens & Kramer Investment Management Group LLC4,290$226K0.1%N/A0.014%
8/4/2025Haven Private LLC45,576$2.35M1.0%-26.6%0.144%
8/1/2025Envestnet Asset Management Inc.12,591,513$649.34M0.2%+9.7%39.784%
7/31/2025Focus Partners Advisor Solutions LLC123,199$6.35M0.1%+22.2%0.389%
7/31/2025Curio Wealth LLC13,068$674K0.3%+100,423.1%0.041%
7/31/2025CAP Partners LLC61,866$3.19M2.0%+5.5%0.195%
7/30/2025EnRich Financial Partners LLC13,872$715K0.2%N/A0.044%
7/30/2025Freedom Investment Management Inc.194,578$10.03M0.8%+17.7%0.615%
7/30/2025Clune & Associates LTD.14,538$750K0.2%+32.0%0.046%
7/29/2025Chicago Partners Investment Group LLC60,957$3.34M0.1%+4.6%0.193%
7/29/2025Werba Rubin Papier Wealth Management22,259$1.15M0.2%+2.0%0.070%
7/29/2025Aire Advisors LLC52,612$2.71M0.5%+85.4%0.166%
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%
7/24/2025Endeavor Private Wealth Inc.40,765$2.10M1.0%+37.1%0.129%
7/24/2025McElhenny Sheffield Capital Management LLC3,653$188K0.0%N/A0.012%
7/23/2025Armbruster Capital Management Inc.5,125$264K0.0%-41.5%0.016%
7/23/2025Wheelhouse Advisory Group LLC139,517$7.20M3.6%+9.5%0.441%
7/23/2025Wealth Management Nebraska827,779$42.69M6.0%+20.2%2.615%
7/22/2025Global Strategic Investment Solutions LLC47,601$2.46M0.3%N/A0.150%
7/22/2025Simplicity 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%
7/18/2025Benchmark Wealth Management LLC7,690$397K0.2%+37.8%0.024%
7/18/2025Dogwood Wealth Management LLC64,363$3.46M1.7%-6.2%0.203%
7/17/2025Elwood & Goetz Wealth Advisory Group LLC560,988$28.93M6.3%+1.0%1.781%
7/17/2025Centennial 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%
7/17/2025LexAurum Advisors LLC122,148$6.30M1.0%+316.0%0.388%
7/17/2025HB Wealth Management LLC29,050$1.50M0.0%+26.3%0.092%
7/17/2025Kavar Capital Partners Group LLC43,032$2.22M0.3%N/A0.137%
7/17/2025 Claris Advisors LLC MO16,580$855K0.3%N/A0.053%
7/17/2025GC Wealth Management RIA LLC12,312$635K0.1%-32.7%0.039%
7/17/2025SC&H Financial Advisors Inc.4,486$231K0.0%N/A0.014%
7/16/2025Moisand Fitzgerald Tamayo LLC27,782$1.43M0.2%+7.3%0.088%
7/15/2025Level Financial Advisors66,326$3.42M1.1%+9.0%0.211%
7/15/2025 Evanson Asset Management LLC16,646$858K0.1%+115.7%0.053%
7/15/2025Axis Wealth Partners LLC12,892$665K0.4%+9.8%0.041%
7/14/2025CRA Financial Services LLC14,142$729K0.1%-15.9%0.045%
7/14/2025Park 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%
7/10/2025Wealth 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%
7/9/2025Sunpointe LLC14,383$742K0.3%-26.6%0.046%
7/9/2025GEM Asset Management LLC5,659$301K0.2%-13.4%0.018%
7/3/2025Lam Group Inc.10,100$521K0.3%+5.3%0.032%
5/20/2025Focus Partners Wealth4,137$200K0.0%-28.5%0.014%
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%
(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, 151 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Equity ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($649.34M), Mercer Global Advisors Inc. ADV ($624.28M), Mason Investment Advisory Services Inc. ($181.29M), Northwestern Mutual Wealth Management Co. ($54.48M), Wealth Management Nebraska ($42.69M), Creative Planning ($31.82M), and Elwood & Goetz Wealth Advisory Group LLC ($28.93M).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 146 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. ($5.60M), Wealth Management Nebraska ($668.78K), Atlantic Union Bankshares Corp ($584.69K), Simplicity Wealth LLC ($572.17K), Creative Planning ($480.44K), and PrairieView Partners LLC ($421.96K).

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

Institutional investors have bought a total of 18,813,631 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

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

Of the 47 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), Atlantic Union Bankshares Corp ($407.60K), Prevail Innovative Wealth Advisors LLC ($120.27K), Pacific Life Fund Advisors LLC ($119.79K), Corient Private Wealth LLC ($90.68K), JPMorgan Chase & Co. ($41.27K), and Farther Finance Advisors LLC ($36.52K).

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

Institutional investors have sold a total of 1,986,591 shares in the last 24 months. This volume of shares sold represents approximately $100.13M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 10/16/2025 by MarketBeat.com Staff
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