Free Trial
→ You cannot escape this reality (From Porter & Company) (Ad)tc pixel Free AVSC Stock Alerts

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

Avantis U.S. Small Cap Equity ETF logo
$68.09 0.00 (0.00%)
As of 05/22/2026 04:10 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)
159
Total
Institutional Inflows
(last 12 months)
$485.74M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$794.86M
Get AVSC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis U.S. Small Cap Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AVSC Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC4,981$310K0.0%N/A0.013%
5/19/2026 Arkadios Wealth Advisors15,206$947K0.0%+244.6%0.039%
5/18/2026 EverSource Wealth Advisors LLC672$42K0.0%+100.0%0.002%
5/16/2026 Quantinno Capital Management LP18,341$1.14M0.0%+157.0%0.047%
5/15/2026 Cardiff Park Advisors LLC63,740$3.97M0.3%+106.7%0.162%
5/15/2026 Bridgewater Advisors Inc.7,240$486K0.0%-5.8%0.018%
5/14/2026 GC Wealth Management RIA LLC4,077$254K0.0%N/A0.010%
5/14/2026 Compound Planning Inc.3,693$230K0.0%-18.7%0.009%
5/14/2026 B&D White Capital Company LLC140,853$8.78M1.1%+39.0%0.357%
5/13/2026 Cetera Investment Advisers5,094$317K0.0%N/A0.013%
5/7/2026 Paul R. Ried Financial Group LLC80,610$5.02M2.3%-0.7%0.205%
5/6/2026 Centennial Bank AR 20,633$1.29M0.5%+59.3%0.052%
5/6/2026 Aire Advisors LLC50,641$3.16M0.6%-1.6%0.129%
5/6/2026 Bauman Advisory Group LLC55,888$3.48M2.4%N/A0.142%
5/5/2026 Avantax Planning Partners Inc.12,496$779K0.0%-4.0%0.032%
5/4/2026 Chicago Partners Investment Group LLC80,236$5.42M0.1%+21.6%0.204%
5/4/2026 Team Financial Group LLC1,935$121K0.1%+2,831.8%0.005%
5/2/2026 CAP Partners LLC65,665$4.09M2.3%+3.1%0.167%
5/1/2026 Seaside Wealth Management Inc.3,351$209K0.1%N/A0.009%
5/1/2026 Fifth Third Bancorp2,888$180K0.0%N/A0.007%
5/1/2026 Simplicity Wealth LLC217,948$13.58M0.8%-0.4%0.555%
4/30/2026 Pearl Planning LLC11,305$704K0.4%+3.5%0.029%
4/30/2026 Kestra Advisory Services LLC41,343$2.58M0.0%+42.5%0.105%
4/29/2026 Global Strategic Investment Solutions LLC53,657$3.34M0.3%-12.3%0.137%
4/28/2026 Ascentis Independent Advisors2,068$129K0.0%N/A0.005%
4/28/2026 Berger Financial Group Inc153,015$9.53M0.5%-45.5%0.390%
4/28/2026 Retirement Financial Solutions LLC376,850$23.48M6.7%+1.9%0.961%
4/28/2026 Value Investment Professionals LLC12,842$800K0.4%N/A0.033%
4/27/2026 Apeiron RIA LLC12,280$765K0.2%-6.7%0.031%
4/27/2026 HB Wealth Management LLC27,927$1.74M0.0%+0.7%0.071%
4/27/2026 World Investment Advisors5,945$370K0.0%+43.3%0.015%
4/27/2026 Private Advisor Group LLC5,009$312K0.0%+32.7%0.013%
4/25/2026 Axis Wealth Partners LLC14,295$891K0.5%+9.9%0.036%
4/23/2026 Foundry Financial Group Inc.101,532$6.33M3.1%N/A0.259%
4/23/2026 Noble Family Wealth LLC3,883$242K0.0%-10.1%0.010%
4/23/2026 Networth Advisors LLC58,615$3.65M2.6%+1.1%0.150%
4/22/2026 Lam Group Inc.25,875$1.61M0.9%+33.8%0.066%
4/22/2026 Foundry Financial LLC3,436$214K0.1%N/A0.009%
4/22/2026 Harbor Asset Planning Inc.4,584$286K0.2%N/A0.012%
4/21/2026 Armbruster Capital Management Inc.6,100$380K0.1%+19.0%0.016%
Musk's shopping list: batteries ✓ solar ✓ data ✓ power ___ (Ad)

Elon Musk has a clear pattern: when a supplier becomes mission-critical, he acquires it. He bought SolarCity for $2.6 billion and Twitter for $44 billion. Now one small company makes the equipment his Colossus supercomputer - a million GPUs consuming nearly $1 billion a month in power - cannot run without. Analyst Dylan Jovine has identified the name and ticker. For investors who own shares before a potential move, the math could be significant.tc pixel

See the stock Musk's acquisition pattern points to next
4/20/2026 Kestra Private Wealth Services LLC6,681$416K0.0%N/A0.017%
4/20/2026 Factor Wealth Management LTD20,815$1.30M0.2%+35.2%0.053%
4/20/2026 Centennial Wealth Advisory LLC24,254$1.51M0.4%-3.2%0.062%
4/16/2026 Kavar Capital Partners Group LLC36,126$2.25M0.3%-3.6%0.092%
3/17/2026 Rockefeller Capital Management L.P.39,579$2.33M0.0%-2.5%0.108%
3/16/2026 Bank of New Hampshire1,966$115K0.0%N/A0.005%
3/13/2026 World Investment Advisors4,150$244K0.0%N/A0.011%
3/9/2026 Corient Private Wealth LLC214,423$12.60M0.0%+5.4%0.586%
2/23/2026 Beaird Harris Wealth Management LLC120,497$7.08M0.5%-1.8%0.329%
2/19/2026 Compound Planning Inc.4,541$267K0.0%-32.5%0.012%
2/19/2026 Corient Private Wealth LLC209,753$12.32M0.0%+3.1%0.573%
2/18/2026 Mercer Global Advisors Inc. ADV14,459,274$849.34M1.3%+2.7%39.506%
2/18/2026 Beacon Pointe Advisors LLC25,217$1.48M0.0%+76.8%0.069%
2/18/2026FAS Wealth Partners Inc.272,053$15.98M1.0%+7.7%0.743%
2/18/2026 Maia Wealth LLC10,068$645K0.1%-57.4%0.028%
2/18/2026 Centennial Bank AR 12,949$761K0.3%+292.8%0.035%
2/18/2026 Claro Advisors Inc.5,602$329K0.0%-9.3%0.015%
2/17/2026 AQR Capital Management LLC9,903$582K0.0%N/A0.027%
2/17/2026 Cornerstone Wealth Partners LLC282,093$16.57M11.5%N/A0.771%
2/17/2026 Cambridge Associates LLC MA ADV922,735$54.20M0.8%+10.2%2.521%
2/16/2026 Retirement Financial Solutions LLC369,883$21.73M6.4%+31.7%1.011%
2/16/2026 MML Investors Services LLC83,482$4.90M0.0%+9.8%0.228%
2/16/2026 Mariner LLC25,454$1.50M0.0%+32.5%0.070%
2/16/2026 Ariadne Wealth Management LP5,792$371K0.2%-82.3%0.016%
2/16/2026 B&D White Capital Company LLC101,366$5.95M0.7%N/A0.277%
2/13/2026 Kestra Advisory Services LLC29,016$1.70M0.0%+47.9%0.079%
2/13/2026 Stifel Financial Corp4,121$242K0.0%N/A0.011%
2/13/2026 Smartleaf Asset Management LLC1,925$114K0.0%+99.3%0.005%
2/13/2026 Arkadios Wealth Advisors4,413$259K0.0%N/A0.012%
2/13/2026 Wells Fargo & Company MN20,492$1.20M0.0%+4.0%0.056%
2/13/2026 Summit Financial LLC12,914$759K0.0%+18.7%0.035%
2/12/2026 Jane Street Group LLC8,339$490K0.0%-35.6%0.023%
2/12/2026 Brooklyn Investment Group5,991$356K0.0%N/A0.016%
2/12/2026 Mason Investment Advisory Services Inc.3,607,787$211.92M10.1%+2.7%9.857%
2/12/2026 Commonwealth Equity Services LLC92,826$5.45M0.0%+71.5%0.254%
2/12/2026 Cloud Capital Management LLC5,261$309K0.1%+45.9%0.014%
2/12/2026 Haven Private LLC60,518$3.56M1.6%+2.9%0.165%
2/12/2026 Burk Holdings LLC30,242$1.78M0.8%+9.1%0.083%
2/12/2026 Brown Brothers Harriman & Co.855$50K0.0%N/A0.002%
2/11/2026 Capital Analysts LLC14,485$851K0.0%+4.0%0.040%
2/11/2026 Focus Partners Advisor Solutions LLC149,255$8.77M0.1%+559.0%0.408%
2/11/2026 LPL Financial LLC445,812$26.19M0.0%-2.6%1.218%
2/11/2026 O Shaughnessy Asset Management LLC6,985$410K0.0%+133.5%0.019%
2/11/2026 Kilner Capital Advisors LLC197,179$11.58M11.1%N/A0.539%
2/11/2026 Endeavor Private Wealth Inc.39,758$2.34M0.7%-4.0%0.109%
2/11/2026 MCF Advisors LLC1,266$74K0.0%N/A0.003%
2/10/2026 Disciplined Investors L.L.C.16,438$966K0.6%+4.7%0.045%
2/10/2026 Evolution Wealth Management Inc.839$49K0.0%+122.5%0.002%
2/10/2026 Cogent Private Wealth Inc.6,005$353K0.3%N/A0.016%
2/10/2026 Rothschild Investment LLC440$26K0.0%+576.9%0.001%
June 12: $100 Turns Into $100,000? (Ad)

The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before major runs - says the window to get in early is closing fast. Brown is showing investors how to claim a stake in Elon Musk's company before it hits the public markets. Once the IPO happens, this pre-public opportunity disappears.tc pixel

Click here to see how to get ahead of the SpaceX IPO
2/10/2026 Northwestern Mutual Wealth Management Co.1,164,381$68.40M0.0%+5.1%3.181%
2/10/2026 Savant Capital LLC374,936$22.02M0.1%-19.2%1.024%
2/10/2026 Foundations Investment Advisors LLC190,110$11.17M0.1%+3.2%0.519%
2/9/2026 Family Office Research LLC42,784$2.54M1.0%-14.8%0.117%
2/9/2026 Goepper Burkhardt LLC3,550$209K0.1%-38.0%0.010%
2/9/2026 Clune & Associates LTD.15,391$904K0.2%+1.8%0.042%
2/6/2026 Freedom Investment Management Inc.166,300$9.77M2.8%-5.1%0.454%
2/6/2026 Lloyd Advisory Services LLC.2,191$129K0.1%N/A0.006%
2/6/2026 Prevail Innovative Wealth Advisors LLC188,507$11.07M2.0%+269.2%0.515%
2/6/2026 Paul R. Ried Financial Group LLC81,192$4.77M2.3%-0.5%0.222%


AVSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 209 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 ($849.34M), Mason Investment Advisory Services Inc. ($211.92M), Northwestern Mutual Wealth Management Co. ($68.40M), Wealth Management Nebraska ($59.35M), Cambridge Associates LLC MA ADV ($54.20M), Elwood & Goetz Wealth Advisory Group LLC ($37.40M), and Envestnet Asset Management Inc. ($36.62M).Learn more on Avantis U.S. Small Cap Equity ETF's institutional investors.

Of the 202 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 ($12.20M), Envestnet Asset Management Inc. ($2.56M), Cambridge Associates LLC MA ADV ($867.63K), Wealth Management Nebraska ($851.45K), Simplicity Wealth LLC ($582.89K), Creative Planning ($480.44K), and Savant Capital LLC ($463.94K).

Institutional investors have bought a total of 8,710,781 shares in the last 24 months. This purchase volume represents approximately $485.74M in transactions.

Of the 62 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. ($11.95M), Northwestern Mutual Wealth Management Co. ($509.67K), Atlantic Union Bankshares Corp ($409.53K), Simplicity Wealth LLC ($213.80K), Berger Financial Group Inc ($127.75K), Focus Partners Advisor Solutions LLC ($100.55K), and Corient Private Wealth LLC ($90.68K).

Institutional investors have sold a total of 13,916,638 shares in the last 24 months. This volume of shares sold represents approximately $794.86M in transactions.


Related Companies

This page (NYSEARCA:AVSC) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Trump Admin to Pump $1 Billion into this “Off-the-Radar” AI Stock
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into...
InvestorPlace | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Gold surged 600 dollars last time this indicator peaked
The Buffett Indicator has predicted every major gold bull run this century - 2000, 2008, and 2020, when gold s...
Porter & Company | Sponsoredtc pixel
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel