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

Avantis U.S. Small Cap Equity ETF logo
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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)
108
Total
Institutional Inflows
(last 12 months)
$904.88M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$60.90M
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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
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%
4/29/2025 Envestnet Asset Management Inc.11,474,871$555.38M0.2%-6.9%38.326%
4/29/2025 Cloud Capital Management LLC11,388$551K0.4%N/A0.038%
4/29/2025 Wheelhouse Advisory Group LLC127,421$6.17M3.6%+7.8%0.426%
4/29/2025 Jackson Thornton Wealth Management LLC23,580$1.05M0.1%+4.2%0.079%
4/29/2025 OneDigital Investment Advisors LLC192,267$9.31M0.1%-0.8%0.642%
4/28/2025 Clune & 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%
4/23/2025 Allodium Investment Consultants LLC19,101$924K0.7%+32.7%0.064%
4/23/2025 Ruedi Wealth Management Inc.2,413$117K0.0%-18.1%0.008%
4/23/2025 Fourth 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%
4/17/2025 Stephens Consulting LLC5,746$278K0.1%N/A0.020%
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%
4/10/2025 Level Financial Advisors60,872$2.95M1.0%+4.3%0.212%
4/9/2025 Websterrogers Financial Advisors LLC97,637$4.73M1.6%-0.5%0.340%
4/7/2025 Benchmark Wealth Management LLC5,579$270K0.1%N/A0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC9,052$492K0.0%-11.6%0.031%
3/4/2025 Dogwood Wealth Management LLC69,161$3.76M2.0%-3.9%0.251%
2/25/2025Armis Advisers LLC13,952$758K0.1%N/A0.070%
2/18/2025Focus Partners Advisor Solutions LLC89,055$4.84M0.1%+2,023.9%0.446%
2/17/2025Two Sigma Investments LP34,400$1.87M0.0%N/A0.172%
2/17/2025Lionshead Wealth Management LLC3,930$214K0.2%N/A0.020%
2/17/2025Focus Partners Wealth5,782$314K0.0%N/A0.029%
2/17/2025D. E. Shaw & Co. Inc.12,583$684K0.0%-4.6%0.063%
2/17/2025CoreCap Advisors LLC10,624$578K0.0%+854.5%0.053%
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2/17/2025Accredited Wealth Management LLC2,011$109K0.1%N/A0.010%
2/14/2025 West Paces Advisors Inc.232,221$12.62M3.1%-8.2%1.164%
2/14/2025Mercer Global Advisors Inc. ADV11,484,250$624.28M1.5%N/A57.565%
2/14/2025FAS Wealth Partners Inc.234,146$12.73M1.1%-3.6%1.174%
2/14/2025Jane Street Group LLC13,883$755K0.0%N/A0.070%
2/14/2025Beacon Pointe Advisors LLC25,855$1.41M0.0%+2.3%0.130%
2/14/2025Berger Financial Group Inc220,327$11.98M0.8%+10.3%1.104%
2/14/2025Capital Analysts LLC11,154$606K0.0%+238.4%0.056%
2/14/2025Knightsbridge Asset Management LLC27,666$1.50M0.3%+2.4%0.139%
2/14/2025 OneDigital Investment Advisors LLC193,874$10.54M0.1%+4.4%0.972%
2/14/2025MML Investors Services LLC64,464$3.50M0.0%+6.6%0.323%
2/14/2025Freedom Investment Management Inc.165,126$8.98M0.7%-6.3%0.828%
2/13/2025Mariner LLC5,496$299K0.0%+12.4%0.028%
2/13/2025Rockefeller Capital Management L.P.42,411$2.31M0.0%+49.4%0.213%
2/13/2025Family Office Research LLC56,841$3.09M1.4%N/A0.285%
2/13/2025Raymond James Financial Inc.17,152$932K0.0%N/A0.086%
2/13/2025 Envestnet Asset Management Inc.12,321,560$669.80M0.2%+3.0%61.762%
2/13/2025Wells Fargo & Company MN15,562$846K0.0%+53.7%0.078%
2/12/2025 Astra Wealth Partners LLC4,004$218K0.2%N/A0.020%
2/12/2025Disciplined Investors L.L.C.14,958$791K0.8%N/A0.075%
2/12/2025Goepper Burkhardt LLC15,385$836K0.3%-15.8%0.077%
2/12/2025Prevail Innovative Wealth Advisors LLC168,432$9.16M2.7%+13.9%0.844%
2/12/2025JPMorgan Chase & Co.9,412$512K0.0%-81.4%0.047%
2/12/2025 Hardin Capital Partners LLC9,453$514K0.3%+7.3%0.047%
2/12/2025Aire Advisors LLC29,668$1.61M0.3%-2.4%0.149%
2/12/2025Ariadne Wealth Management LP37,803$2.08M1.0%+15.9%0.189%
2/11/2025 Clune & Associates LTD.10,543$573K0.2%N/A0.053%
2/11/2025LPL Financial LLC329,039$17.89M0.0%+18.1%1.649%
2/11/2025American Century Companies Inc.304,189$16.54M0.0%+7.2%1.525%
2/10/2025Curio Wealth LLC11,972$651K0.4%N/A0.060%
2/10/2025Signaturefd LLC1,689$92K0.0%+16,790.0%0.008%
2/10/2025Corient Private Wealth LLC243,385$13.23M0.0%+8.0%1.220%
2/10/2025 Envestnet Portfolio Solutions Inc.3,953$215K0.0%+5.6%0.020%
2/10/2025 Northwest Wealth Management LLC89,038$4.84M1.0%+2,027.0%0.446%
2/10/2025Commonwealth Equity Services LLC51,329$2.79M0.0%+11.0%0.257%
2/10/2025Tillman Hartley LLC23,973$1.30M0.4%+1.8%0.120%
2/10/2025 Farther Finance Advisors LLC45,759$2.49M0.1%+25.0%0.229%
2/7/2025Guild Investment Management Inc.18,840$1.02M1.1%N/A0.094%
2/7/2025GC Wealth Management RIA LLC18,286$994K0.2%-19.5%0.092%
2/7/2025Independent Advisor Alliance17,565$955K0.0%N/A0.088%
2/7/2025 Axis Wealth Partners LLC10,591$576K0.5%N/A0.053%
2/7/2025Atlantic Union Bankshares Corp565,887$30.76M1.8%+5.4%2.837%
2/7/2025Haven Private LLC63,552$3.46M1.9%N/A0.319%
2/6/2025Raymond James Financial Inc.17,152$932K0.0%N/A0.086%
2/6/2025Proficio Capital Partners LLC26,473$1.44M0.0%N/A0.133%
2/6/2025Mason Investment Advisory Services Inc.3,361,437$182.73M10.7%+0.7%16.849%
2/6/2025Jones Financial Companies Lllp2,356$128K0.0%-33.0%0.012%
2/5/2025 QRG Capital Management Inc.6,589$358K0.0%N/A0.033%
2/5/2025Proficio Capital Partners LLC26,473$1.44M0.0%N/A0.133%
2/5/2025 Magnolia Private Wealth LLC5,865$319K0.2%N/A0.029%
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2/4/2025B&D White Capital Company LLC74,836$4.07M0.7%+96.3%0.375%
2/4/2025 Moisand Fitzgerald Tamayo LLC26,447$1.44M0.2%-4.6%0.133%
2/4/2025 Allodium Investment Consultants LLC14,396$783K0.7%N/A0.072%
2/4/2025 Elwood & Goetz Wealth Advisory Group LLC564,006$30.66M7.5%+4.4%2.827%
2/3/2025Wealth Management Nebraska529,923$28.81M5.1%N/A2.656%
2/3/2025Sunpointe LLC20,046$1.09M0.5%N/A0.100%
2/3/2025Werba Rubin Papier Wealth Management19,418$1.06M0.2%+6.2%0.097%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,248$177K0.0%N/A0.016%
1/31/2025 Pacific Life Fund Advisors LLC147,404$8.01M0.8%-44.8%0.739%
1/30/2025Aveo Capital Partners LLC130,191$7.08M0.8%-21.9%0.653%
(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, 132 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. ($36.61M), Atlantic Union Bankshares Corp ($30.76M), Wealth Management Nebraska ($28.81M), and Elwood & Goetz Wealth Advisory Group LLC ($26.89M).Learn more on AVSC's institutional investors.

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

Of the 124 institutional investors that purchased Avantis U.S. Small Cap Equity ETF 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. ($8.14M), Atlantic Union Bankshares Corp ($565.89K), Wealth Management Nebraska ($529.92K), Simplicity Wealth LLC ($349.87K), PrairieView Partners LLC ($344.24K), and FAS Wealth Partners Inc. ($300.72K).

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

Institutional investors have bought a total of 28,015,706 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

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

Of the 38 institutional investors that sold Avantis U.S. Small Cap Equity ETF 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), JPMorgan Chase & Co. ($41.27K), Aveo Capital Partners LLC ($36.95K), Waypoint Capital Advisors LLC ($25.48K), Mattern Wealth Management LLC ($24.95K), and West Paces Advisors Inc. ($24.61K).

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

Institutional investors have sold a total of 1,284,764 shares in the last 24 months. This volume of shares sold represents approximately $63.87M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 5/2/2025 by MarketBeat.com Staff
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