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

Avantis U.S. Small Cap Equity ETF logo
$50.10 -0.93 (-1.82%)
As of 04:10 PM Eastern
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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)
111
Total
Institutional Inflows
(last 12 months)
$927.68M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$66.82M
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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
5/20/2025 Focus Partners Wealth4,137$200K0.0%-28.5%0.014%
5/19/2025 Jane Street Group LLC6,112$296K0.0%-56.0%0.020%
5/16/2025 Knightsbridge Asset Management LLC29,036$1.41M0.3%+5.0%0.096%
5/16/2025 Jones Financial Companies Lllp41,861$2.03M0.0%+1,676.8%0.138%
5/16/2025 Beaird Harris Wealth Management LLC121,059$5.86M0.5%-2.6%0.400%
5/15/2025 Family Office Research LLC54,297$2.63M1.3%-4.5%0.179%
5/15/2025 Focus Partners Advisor Solutions LLC100,852$4.88M0.1%+13.2%0.333%
5/15/2025 Tortoise Investment Management LLC18,628$902K0.1%-14.3%0.062%
5/14/2025 Freedom Investment Management Inc.165,365$8.00M0.7%+0.1%0.552%
5/14/2025 B&D White Capital Company LLC164,209$7.95M1.1%+119.4%0.548%
5/14/2025 Northwestern Mutual Wealth Management Co.964,898$46.70M0.0%+14.7%3.223%
5/13/2025 American Century Companies Inc.323,972$15.68M0.0%+6.5%1.082%
5/13/2025 Ariadne Wealth Management LP32,056$1.55M0.8%-15.2%0.107%
5/12/2025 Aveo 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%
5/9/2025 Chicago Partners Investment Group LLC58,249$2.74M0.1%+5.2%0.195%
5/9/2025 PrairieView Partners LLC390,435$18.90M2.0%-8.4%1.304%
5/9/2025 Haven 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%
5/8/2025 CAP Partners LLC58,644$2.84M2.1%-32.1%0.196%
5/7/2025 Foundations Investment Advisors LLC171,155$8.28M0.2%+2.9%0.572%
5/7/2025 Werba Rubin Papier Wealth Management21,828$1.06M0.2%+12.4%0.073%
5/7/2025 Sunpointe LLC19,603$949K0.5%-2.2%0.065%
5/7/2025 LPL Financial LLC422,203$20.44M0.0%+28.3%1.410%
5/7/2025 HB Wealth Management LLC22,992$1.11M0.0%N/A0.077%
5/6/2025 AE Wealth Management LLC375,384$18.17M0.2%+18.2%1.254%
5/6/2025 Goepper Burkhardt LLC13,040$631K0.3%-15.2%0.044%
5/5/2025 Aire Advisors LLC28,384$1.37M0.3%-4.3%0.095%
5/5/2025 Atlantic Union Bankshares Corp584,685$28.30M1.7%+3.3%1.953%
5/5/2025 FAS Wealth Partners Inc.243,716$11.80M1.0%+4.1%0.814%
5/5/2025 PCG Wealth Advisors LLC16,751$811K0.3%+1.8%0.056%
5/2/2025 Bridgewater Advisors Inc.7,916$370K0.0%N/A0.026%
5/2/2025 Prevail Innovative Wealth Advisors LLC123,283$5.97M1.6%-26.8%0.412%
5/1/2025 Mason Investment Advisory Services Inc.3,418,920$165.48M10.0%+1.7%11.419%
5/1/2025 Park 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%
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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%
2/25/2025 Armis Advisers LLC13,952$758K0.1%N/A0.070%
2/18/2025 Focus Partners Advisor Solutions LLC89,055$4.84M0.1%+2,023.9%0.446%
2/17/2025 Two Sigma Investments LP34,400$1.87M0.0%N/A0.172%
2/17/2025 Lionshead Wealth Management LLC3,930$214K0.2%N/A0.020%
2/17/2025 Focus Partners Wealth5,782$314K0.0%N/A0.029%
2/17/2025 D. E. Shaw & Co. Inc.12,583$684K0.0%-4.6%0.063%
2/17/2025 CoreCap Advisors LLC10,624$578K0.0%+854.5%0.053%
2/17/2025 Accredited 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%
2/14/2025 Mercer Global Advisors Inc. ADV11,484,250$624.28M1.5%N/A57.565%
2/14/2025 FAS Wealth Partners Inc.234,146$12.73M1.1%-3.6%1.174%
2/14/2025 Jane Street Group LLC13,883$755K0.0%N/A0.070%
2/14/2025 Beacon Pointe Advisors LLC25,855$1.41M0.0%+2.3%0.130%
2/14/2025 Berger Financial Group Inc220,327$11.98M0.8%+10.3%1.104%
2/14/2025 Capital Analysts LLC11,154$606K0.0%+238.4%0.056%
2/14/2025 Knightsbridge 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%
2/14/2025 MML Investors Services LLC64,464$3.50M0.0%+6.6%0.323%
2/14/2025 Freedom Investment Management Inc.165,126$8.98M0.7%-6.3%0.828%
2/13/2025 Mariner LLC5,496$299K0.0%+12.4%0.028%
2/13/2025 Rockefeller Capital Management L.P.42,411$2.31M0.0%+49.4%0.213%
2/13/2025 Family Office Research LLC56,841$3.09M1.4%N/A0.285%
2/13/2025 Raymond 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%
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2/13/2025 Wells Fargo & Company MN15,562$846K0.0%+53.7%0.078%
2/12/2025 Astra Wealth Partners LLC4,004$218K0.2%N/A0.020%
2/12/2025 Disciplined Investors L.L.C.14,958$791K0.8%N/A0.075%
2/12/2025 Goepper Burkhardt LLC15,385$836K0.3%-15.8%0.077%
2/12/2025 Prevail Innovative Wealth Advisors LLC168,432$9.16M2.7%+13.9%0.844%
2/12/2025 JPMorgan Chase & Co.9,412$512K0.0%-81.4%0.047%
2/12/2025 Hardin Capital Partners LLC9,453$514K0.3%+7.3%0.047%
2/12/2025 Aire Advisors LLC29,668$1.61M0.3%-2.4%0.149%
2/12/2025 Ariadne Wealth Management LP37,803$2.08M1.0%+15.9%0.189%
2/11/2025 Clune & Associates LTD.10,543$573K0.2%N/A0.053%
(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, 133 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 ($28.81M), Atlantic Union Bankshares Corp ($28.30M), 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 126 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. ($8.06M), Atlantic Union Bankshares Corp ($584.69K), Wealth Management Nebraska ($529.92K), Simplicity Wealth LLC ($349.87K), PrairieView Partners LLC ($344.24K), and Pacific Life Fund Advisors LLC ($267.19K).

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

Institutional investors have bought a total of 28,336,507 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

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

Of the 46 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), Prevail Innovative Wealth Advisors LLC ($45.15K), JPMorgan Chase & Co. ($41.27K), Aveo Capital Partners LLC ($36.95K), 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 1,413,440 shares in the last 24 months. This volume of shares sold represents approximately $70.14M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 6/13/2025 by MarketBeat.com Staff
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