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

Avantis U.S. Small Cap Equity ETF logo
$56.89 -0.55 (-0.96%)
Closing price 04:10 PM Eastern
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$56.88 -0.02 (-0.03%)
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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)
126
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$96.24M
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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
9/4/2025 Osaic Holdings Inc.2,969$153K0.0%+111.2%0.009%
8/29/2025 Evolution Wealth Management Inc.485$25K0.0%N/A0.001%
8/15/2025 Corient Private Wealth LLC197,604$10.19M0.0%-18.7%0.607%
8/15/2025 Prevail Innovative Wealth Advisors LLC48,166$2.48M0.6%-60.9%0.148%
8/15/2025 MML Investors Services LLC72,378$3.73M0.0%+14.7%0.222%
8/14/2025 Raymond James Financial Inc.35,803$1.85M0.0%+33.8%0.110%
8/14/2025 FAS Wealth Partners Inc.250,786$12.93M1.0%+2.9%0.770%
8/13/2025 Flow Traders U.S. LLC11,278$582K0.0%N/A0.035%
8/13/2025 Beacon Pointe Advisors LLC12,080$623K0.0%-25.3%0.037%
8/13/2025 Northwestern Mutual Wealth Management Co.1,056,415$54.48M0.0%+9.5%3.246%
8/13/2025 Maia Wealth LLC20,908$1.08M0.2%N/A0.064%
8/12/2025 Steward Partners Investment Advisory LLC745$38K0.0%-39.0%0.002%
8/12/2025 Burk Holdings LLC28,863$1.49M0.9%N/A0.089%
8/12/2025 American Century Companies Inc.349,401$18.02M0.0%+7.8%1.073%
8/12/2025 JPMorgan Chase & Co.64,720$3.34M0.0%+271.7%0.199%
8/11/2025 Paul R. Ried Financial Group LLC82,389$4.25M2.6%+256.9%0.260%
8/8/2025 Tortoise Investment Management LLC16,353$843K0.1%-12.2%0.052%
8/8/2025 Rockefeller Capital Management L.P.35,622$1.84M0.0%-18.6%0.113%
8/8/2025 Creative Planning617,070$31.82M0.0%+271.3%1.950%
8/8/2025 Foundations Investment Advisors LLC181,846$9.38M0.1%+6.2%0.575%
8/6/2025 Disciplined Investors L.L.C.15,697$809K0.6%+4.9%0.050%
8/6/2025 AE Wealth Management LLC466,122$24.04M0.2%+24.2%1.473%
8/6/2025 Atlantic Union Bankshares Corp177,086$9.13M0.2%-69.7%0.560%
8/5/2025 Fourth Dimension Wealth LLC32,968$1.70M0.7%+6.2%0.104%
8/5/2025 Claro Advisors LLC7,270$375K0.1%-41.1%0.023%
8/5/2025 Atlas Wealth LLC21,430$1.13M0.4%+28.4%0.068%
8/5/2025 Mason Investment Advisory Services Inc.3,515,423$181.29M9.9%+2.8%11.107%
8/5/2025 Bridgewater Advisors Inc.8,319$446K0.0%+5.1%0.026%
8/5/2025 Hutchens & Kramer Investment Management Group LLC4,290$226K0.1%N/A0.014%
8/4/2025 Haven Private LLC45,576$2.35M1.0%-26.6%0.144%
8/1/2025 Envestnet Asset Management Inc.12,591,513$649.34M0.2%+9.7%39.784%
7/31/2025 Focus Partners Advisor Solutions LLC123,199$6.35M0.1%+22.2%0.389%
7/31/2025 Curio Wealth LLC13,068$674K0.3%+100,423.1%0.041%
7/31/2025 CAP Partners LLC61,866$3.19M2.0%+5.5%0.195%
7/30/2025 EnRich Financial Partners LLC13,872$715K0.2%N/A0.044%
7/30/2025 Freedom Investment Management Inc.194,578$10.03M0.8%+17.7%0.615%
7/30/2025 Clune & Associates LTD.14,538$750K0.2%+32.0%0.046%
7/29/2025 Chicago Partners Investment Group LLC60,957$3.34M0.1%+4.6%0.193%
7/29/2025 Werba Rubin Papier Wealth Management22,259$1.15M0.2%+2.0%0.070%
7/29/2025 Aire Advisors LLC52,612$2.71M0.5%+85.4%0.166%
7/25/2025 Ruedi Wealth Management Inc.19,774$1.02M0.3%+719.5%0.062%
7/25/2025 Lion Street Advisors LLC9,214$475K0.1%+10.0%0.029%
7/25/2025 Stephens Consulting LLC10,918$563K0.1%+90.0%0.034%
7/25/2025 PrairieView 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%
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%
5/12/2025Berger 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%
5/8/2025Endeavor 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%
(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, 146 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 141 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 18,731,181 shares in the last 24 months. This purchase volume represents approximately $1.00B 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 ($45.34K), JPMorgan Chase & Co. ($41.27K), and Aveo Capital Partners LLC ($36.41K).

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

Institutional investors have sold a total of 1,914,162 shares in the last 24 months. This volume of shares sold represents approximately $96.24M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 9/25/2025 by MarketBeat.com Staff
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