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

Avantis U.S. Small Cap Equity ETF logo
$68.53 +0.97 (+1.44%)
As of 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)
155
Total
Institutional Inflows
(last 12 months)
$501.39M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$799.13M
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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
5/5/2026 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%
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%
3/17/2026Rockefeller 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%
3/9/2026Corient Private Wealth LLC214,423$12.60M0.0%+5.4%0.586%
2/23/2026Beaird Harris Wealth Management LLC120,497$7.08M0.5%-1.8%0.329%
2/19/2026Compound Planning Inc.4,541$267K0.0%-32.5%0.012%
2/19/2026Corient Private Wealth LLC209,753$12.32M0.0%+3.1%0.573%
2/18/2026Mercer Global Advisors Inc. ADV14,459,274$849.34M1.3%+2.7%39.506%
2/18/2026Beacon 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%
2/18/2026Maia Wealth LLC10,068$645K0.1%-57.4%0.028%
2/18/2026Centennial Bank AR 12,949$761K0.3%+292.8%0.035%
2/18/2026 Claro Advisors Inc.5,602$329K0.0%-9.3%0.015%
2/17/2026AQR Capital Management LLC9,903$582K0.0%N/A0.027%
2/17/2026Cornerstone Wealth Partners LLC282,093$16.57M11.5%N/A0.771%
2/17/2026Cambridge 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%
2/16/2026Mariner LLC25,454$1.50M0.0%+32.5%0.070%
2/16/2026Ariadne Wealth Management LP5,792$371K0.2%-82.3%0.016%
2/16/2026B&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%
2/13/2026Stifel Financial Corp4,121$242K0.0%N/A0.011%
2/13/2026Smartleaf Asset Management LLC1,925$114K0.0%+99.3%0.005%
2/13/2026Arkadios Wealth Advisors4,413$259K0.0%N/A0.012%
2/13/2026Wells Fargo & Company MN20,492$1.20M0.0%+4.0%0.056%
2/13/2026Summit Financial LLC12,914$759K0.0%+18.7%0.035%
2/12/2026Jane Street Group LLC8,339$490K0.0%-35.6%0.023%
2/12/2026 Brooklyn Investment Group5,991$356K0.0%N/A0.016%
2/12/2026Mason 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%
2/12/2026Cloud Capital Management LLC5,261$309K0.1%+45.9%0.014%
2/12/2026Haven Private LLC60,518$3.56M1.6%+2.9%0.165%
2/12/2026Burk Holdings LLC30,242$1.78M0.8%+9.1%0.083%
2/12/2026Brown Brothers Harriman & Co.855$50K0.0%N/A0.002%
2/11/2026Capital Analysts LLC14,485$851K0.0%+4.0%0.040%
2/11/2026Focus Partners Advisor Solutions LLC149,255$8.77M0.1%+559.0%0.408%
2/11/2026LPL Financial LLC445,812$26.19M0.0%-2.6%1.218%
2/11/2026O Shaughnessy Asset Management LLC6,985$410K0.0%+133.5%0.019%
2/11/2026Kilner Capital Advisors LLC197,179$11.58M11.1%N/A0.539%
2/11/2026Endeavor Private Wealth Inc.39,758$2.34M0.7%-4.0%0.109%
2/11/2026MCF Advisors LLC1,266$74K0.0%N/A0.003%
2/10/2026Disciplined 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%
2/10/2026Rothschild Investment LLC440$26K0.0%+576.9%0.001%
2/10/2026Northwestern 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%
2/10/2026Foundations Investment Advisors LLC190,110$11.17M0.1%+3.2%0.519%
2/9/2026Family Office Research LLC42,784$2.54M1.0%-14.8%0.117%
2/9/2026Goepper 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%
2/6/2026Lloyd 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%
2/6/2026Paul R. Ried Financial Group LLC81,192$4.77M2.3%-0.5%0.222%
2/6/2026Tortoise Investment Management LLC15,943$936K0.1%-1.0%0.044%
2/5/2026 Kane Co Wealth Management Inc.5,625$330K0.3%N/A0.015%
2/5/2026Atlas Wealth LLC23,654$1.39M0.4%+10.3%0.065%
2/5/2026Northwestern Mutual Wealth Management Co.598,019$35.13M0.0%-46.0%1.634%
2/5/2026 Avantax Planning Partners Inc.13,021$765K0.0%-3.0%0.036%
2/5/2026 PCG Wealth Advisors LLC17,448$1.03M0.3%+6.8%0.048%
2/4/2026 CAP Partners LLC63,699$3.74M2.1%+0.7%0.175%
2/4/2026Atlantic Union Bankshares Corp176,259$10.35M0.2%-1.1%0.483%
2/4/2026 World Investment Advisors4,150$244K0.0%N/A0.011%
2/4/2026Fourth Dimension Wealth LLC34,125$2.00M0.7%-0.6%0.093%
2/4/2026Dogwood Wealth Management LLC67,374$3.96M1.7%-2.8%0.185%
2/3/2026 Apeiron RIA LLC13,161$835K0.2%-18.9%0.036%
2/3/2026 Pearl Planning LLC10,918$641K0.4%N/A0.030%
2/2/2026 Cypress Point Wealth Management LLC51,000$3.00M0.7%+6.2%0.140%


AVSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSC shares?

During the previous two years, 204 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.

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

Of the 195 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).

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

Institutional investors have bought a total of 9,083,690 shares in the last 24 months. This purchase volume represents approximately $501.39M in transactions.

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

Of the 64 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).

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

Institutional investors have sold a total of 14,005,628 shares in the last 24 months. This volume of shares sold represents approximately $799.13M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 5/5/2026 by MarketBeat.com Staff.
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