Free Trial
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (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
$70.06 +0.09 (+0.13%)
Closing price 04:10 PM Eastern
Extended Trading
$70.06 0.00 (0.00%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC)

Number of
Institutional Buyers
(last 12 months)
150
Total
Institutional Inflows
(last 12 months)
$453.66M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$762.69M
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
10/13/2026Level Financial Advisors96,608$6.68M1.5%N/A0.221%
10/10/2026Freestate Advisors LLC3,455$239K0.2%N/A0.008%
10/9/2026Sprinkle Financial Consultants LLC18,447$1.28M0.5%N/A0.042%
10/9/2026Wedmont Private Capital113,259$8.25M0.2%N/A0.260%
10/9/2026Breakwater Capital Group14,705$958K0.1%N/A0.034%
10/9/2026Prosperity Planning Inc.70,115$4.85M1.1%N/A0.161%
10/9/2026Market Street Wealth Management Advisors LLC175,515$12.14M1.7%N/A0.403%
10/9/2026Bannerman Wealth Management Group LLC99,236$6.46M3.7%N/A0.228%
10/9/2026Acropolis Investment Management LLC50,067$3.46M0.1%N/A0.115%
10/8/2026Factor Wealth Management LTD91,130$6.30M1.0%N/A0.209%
10/8/2026Farther Finance Advisors LLC152,032$10.10M0.1%N/A0.349%
10/8/2026CoreCap Advisors LLC75,674$5.16M0.1%N/A0.174%
10/8/2026Atwood & Palmer Inc.520,568$35.99M1.9%N/A1.194%
10/8/2026Apeiron RIA LLC169,819$11.06M2.5%N/A0.389%
10/8/2026Apella Capital LLC7,840$527K0.0%N/A0.018%
10/8/2026Avidian Wealth Enterprises LLC75,237$5.20M0.1%N/A0.173%
10/7/2026Emprise Bank4,040$279K0.1%N/A0.009%
10/7/2026Mendota Financial Group LLC74,670$5.16M3.2%N/A0.169%
10/6/2026Bank of New Hampshire2,389$163K0.0%N/A0.005%
10/5/2026Baker Tilly Wealth Management LLC16,632$1.15M0.2%N/A0.038%
10/5/2026Collective Family Office LLC69,733$4.82M1.0%N/A0.157%
10/2/2026 Versant Capital Management Inc19,168$1.25M0.1%N/A0.044%
7/10/2026Lam Group Inc.26,200$1.92M1.0%+1.3%0.063%
7/10/2026Mendota Financial Group LLC69,707$5.11M3.2%+22.4%0.168%
7/10/2026Choice Wealth Advisors LLC136,099$9.98M3.5%+5.1%0.328%
7/9/2026Arista Wealth Management LLC3,206$235K0.0%N/A0.008%
7/8/2026Beaird Harris Wealth Management LLC113,871$8.35M0.5%-1.6%0.274%
7/8/2026Thayer Financial L.L.C.8,525$625K0.6%-8.0%0.021%
7/8/2026Sprinkle Financial Consultants LLC5,343$392K0.2%N/A0.013%
7/8/2026Factor Wealth Management LTD18,806$1.38M0.2%-9.7%0.045%
7/8/2026Evanson Financial LLC21,813$1.60M0.1%N/A0.053%
7/7/2026Ridgeline Wealth LLC75,375$5.53M3.2%+4.0%0.182%
7/7/2026CoreCap Advisors LLC55,746$4.09M0.1%+15.4%0.135%
7/7/2026Paul R. Ried Financial Group LLC77,739$5.70M2.5%-3.6%0.188%
7/6/2026Dogwood Wealth Management LLC63,538$4.66M1.8%-5.8%0.153%
6/18/2026Western Wealth Management LLC4,981$310K0.0%N/A0.013%
6/10/2026FAS Wealth Partners Inc.277,447$17.29M1.1%+2.0%0.704%
5/26/2026Summit Financial Wealth Advisors LLC3,867$241K0.0%+5.8%0.010%
5/19/2026Western Wealth Management LLC4,981$310K0.0%N/A0.013%
5/19/2026Arkadios Wealth Advisors15,206$947K0.0%+244.6%0.039%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
5/18/2026EverSource Wealth Advisors LLC672$42K0.0%+100.0%0.002%
5/16/2026Quantinno Capital Management LP18,341$1.14M0.0%+157.0%0.047%
5/15/2026Cardiff Park Advisors LLC63,740$3.97M0.3%+106.7%0.162%
5/15/2026Bridgewater Advisors Inc.7,240$486K0.0%-5.8%0.018%
5/14/2026GC Wealth Management RIA LLC4,077$254K0.0%N/A0.010%
5/14/2026Compound Planning Inc.3,693$230K0.0%-18.7%0.009%
5/14/2026B&D White Capital Company LLC140,853$8.78M1.1%+39.0%0.357%
5/13/2026Cetera Investment Advisers5,094$317K0.0%N/A0.013%
5/7/2026Paul R. Ried Financial Group LLC80,610$5.02M2.3%-0.7%0.205%
5/6/2026Centennial Bank AR20,633$1.29M0.5%+59.3%0.052%
5/6/2026Aire Advisors LLC50,641$3.16M0.6%-1.6%0.129%
5/6/2026Bauman Advisory Group LLC55,888$3.48M2.4%N/A0.142%
5/5/2026Avantax Planning Partners Inc.12,496$779K0.0%-4.0%0.032%
5/4/2026Chicago Partners Investment Group LLC80,236$5.42M0.1%+21.6%0.204%
5/4/2026Team Financial Group LLC1,935$121K0.1%+2,831.8%0.005%
5/2/2026CAP Partners LLC65,665$4.09M2.3%+3.1%0.167%
5/1/2026Seaside Wealth Management Inc.3,351$209K0.1%N/A0.009%
5/1/2026Fifth Third Bancorp2,888$180K0.0%N/A0.007%
5/1/2026Simplicity Wealth LLC217,948$13.58M0.8%-0.4%0.555%
4/30/2026Pearl Planning LLC11,305$704K0.4%+3.5%0.029%
4/30/2026Kestra Advisory Services LLC41,343$2.58M0.0%+42.5%0.105%
4/29/2026Global Strategic Investment Solutions LLC53,657$3.34M0.3%-12.3%0.137%
4/28/2026Ascentis Independent Advisors2,068$129K0.0%N/A0.005%
4/28/2026Berger Financial Group Inc153,015$9.53M0.5%-45.5%0.390%
4/28/2026Retirement Financial Solutions LLC376,850$23.48M6.7%+1.9%0.961%
4/28/2026Value Investment Professionals LLC12,842$800K0.4%N/A0.033%
4/27/2026Apeiron RIA LLC12,280$765K0.2%-6.7%0.031%
4/27/2026HB Wealth Management LLC27,927$1.74M0.0%+0.7%0.071%
4/27/2026World Investment Advisors5,945$370K0.0%+43.3%0.015%
4/27/2026Private Advisor Group LLC5,009$312K0.0%+32.7%0.013%
4/25/2026Axis Wealth Partners LLC14,295$891K0.5%+9.9%0.036%
4/23/2026Foundry Financial Group Inc.101,532$6.33M3.1%N/A0.259%
4/23/2026Noble Family Wealth LLC3,883$242K0.0%-10.1%0.010%
4/23/2026Networth Advisors LLC58,615$3.65M2.6%+1.1%0.150%
4/22/2026Lam Group Inc.25,875$1.61M0.9%+33.8%0.066%
4/22/2026Foundry Financial LLC3,436$214K0.1%N/A0.009%
4/22/2026Harbor Asset Planning Inc.4,584$286K0.2%N/A0.012%
4/21/2026Armbruster Capital Management Inc.6,100$380K0.1%+19.0%0.016%
4/20/2026Kestra Private Wealth Services LLC6,681$416K0.0%N/A0.017%
4/20/2026Factor Wealth Management LTD20,815$1.30M0.2%+35.2%0.053%
4/20/2026Centennial Wealth Advisory LLC24,254$1.51M0.4%-3.2%0.062%
4/16/2026Kavar 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%
3/16/2026Bank of New Hampshire1,966$115K0.0%N/A0.005%
3/13/2026World 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%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
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 AR12,949$761K0.3%+292.8%0.035%
2/18/2026Claro 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%
2/16/2026Retirement Financial Solutions LLC369,883$21.73M6.4%+31.7%1.011%
2/16/2026MML Investors Services LLC83,482$4.90M0.0%+9.8%0.228%


AVSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 226 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 215 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. ($1.48M), Cambridge Associates LLC MA ADV ($867.63K), Wealth Management Nebraska ($851.45K), Atwood & Palmer Inc. ($520.57K), Savant Capital LLC ($463.94K), and Creative Planning ($450.88K).

Institutional investors have bought a total of 7,411,987 shares in the last 24 months. This purchase volume represents approximately $453.66M in transactions.

Of the 52 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), Simplicity Wealth LLC ($213.80K), Berger Financial Group Inc ($127.75K), Focus Partners Advisor Solutions LLC ($100.55K), Savant Capital LLC ($89.00K), and Susquehanna International Group LLP ($61.91K).

Institutional investors have sold a total of 13,288,083 shares in the last 24 months. This volume of shares sold represents approximately $762.69M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AVSC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
Elon Musk’s Hushed FCC Filing. Dec 8th.
Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the lar...
Paradigm Press | Sponsoredtc pixel
Earth's biggest energy source: near Grand Canyon
The largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - an...
Behind the Markets | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel