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

Avantis U.S. Small Cap Equity ETF logo
$54.07 +0.46 (+0.86%)
As of 07/3/2025 05:00 PM Eastern
Compare

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)
$927.71M
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
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%
5/7/2025Werba Rubin Papier Wealth Management21,828$1.06M0.2%+12.4%0.073%
5/7/2025Sunpointe LLC19,603$949K0.5%-2.2%0.065%
5/7/2025LPL Financial LLC422,203$20.44M0.0%+28.3%1.410%
5/7/2025HB 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%
4/30/2025Dogwood 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%
4/29/2025Wheelhouse Advisory Group LLC127,421$6.17M3.6%+7.8%0.426%
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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%
4/28/2025Axis Wealth Partners LLC11,739$568K0.4%+10.8%0.039%
4/25/2025Northwest 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%
4/23/2025Elwood & Goetz Wealth Advisory Group LLC555,480$26.89M6.6%-1.5%1.855%
4/22/2025Moisand Fitzgerald Tamayo LLC25,893$1.25M0.2%-2.1%0.086%
4/21/2025Centennial Wealth Advisory LLC18,946$917K0.3%+7.9%0.066%
4/17/2025Stephens Consulting LLC5,746$278K0.1%N/A0.020%
4/16/2025CRA Financial Services LLC16,822$814K0.1%-8.8%0.059%
4/16/2025 Lam Group Inc.9,590$464K0.3%-20.6%0.033%
4/16/2025Armbruster Capital Management Inc.8,760$424K0.1%N/A0.030%
4/16/2025Wealth Enhancement Advisory Services LLC8,289$401K0.0%-8.4%0.029%
4/16/2025Cypress Point Wealth Management LLC48,891$2.37M0.8%+6.6%0.170%
4/15/2025Simplicity Wealth LLC198,727$9.62M0.7%N/A0.691%
4/15/2025West Paces Advisors Inc.228,363$11.05M2.5%-1.7%0.795%
4/14/2025Farther Finance Advisors LLC36,519$1.77M0.0%-20.2%0.127%
4/14/2025KMG Fiduciary Partners LLC47,918$2.32M0.2%+6.4%0.167%
4/14/2025LexAurum Advisors LLC29,359$1.42M0.3%+20.3%0.102%
4/10/2025Level Financial Advisors60,872$2.95M1.0%+4.3%0.212%
4/9/2025Websterrogers Financial Advisors LLC97,637$4.73M1.6%-0.5%0.340%
4/7/2025Benchmark Wealth Management LLC5,579$270K0.1%N/A0.019%
3/17/2025Wealth Enhancement Advisory Services LLC9,052$492K0.0%-11.6%0.031%
3/4/2025Dogwood 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%
2/17/2025Accredited Wealth Management LLC2,011$109K0.1%N/A0.010%
2/14/2025West 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%
2/14/2025OneDigital 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%
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2/13/2025Envestnet 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%
2/12/2025Astra 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%
2/12/2025Hardin 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%
(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 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 126 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), 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 17,320,952 shares in the last 24 months. This purchase volume represents approximately $927.71M in transactions.

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

Of the 41 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 1,344,381 shares in the last 24 months. This volume of shares sold represents approximately $66.82M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 7/5/2025 by MarketBeat.com Staff
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