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

Avantis U.S. Small Cap Equity ETF logo
$72.83 +0.17 (+0.23%)
As of 04:10 PM Eastern
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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)
138
Total
Institutional Inflows
(last 12 months)
$323.69M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$765.03M
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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
7/10/2026 Lam Group Inc.26,200$1.92M1.0%+1.3%0.063%
7/10/2026 Mendota Financial Group LLC69,707$5.11M3.2%+22.4%0.168%
7/10/2026 Choice Wealth Advisors LLC136,099$9.98M3.5%+5.1%0.328%
7/9/2026 Arista Wealth Management LLC3,206$235K0.0%N/A0.008%
7/8/2026 Beaird Harris Wealth Management LLC113,871$8.35M0.5%-1.6%0.274%
7/8/2026 Thayer Financial L.L.C.8,525$625K0.6%-8.0%0.021%
7/8/2026 Sprinkle Financial Consultants LLC5,343$392K0.2%N/A0.013%
7/8/2026 Factor Wealth Management LTD18,806$1.38M0.2%-9.7%0.045%
7/8/2026 Evanson Financial LLC21,813$1.60M0.1%N/A0.053%
7/7/2026 Ridgeline Wealth LLC75,375$5.53M3.2%+4.0%0.182%
7/7/2026 CoreCap Advisors LLC55,746$4.09M0.1%+15.4%0.135%
7/7/2026 Paul R. Ried Financial Group LLC77,739$5.70M2.5%-3.6%0.188%
7/6/2026 Dogwood Wealth Management LLC63,538$4.66M1.8%-5.8%0.153%
6/18/2026 Western Wealth Management LLC4,981$310K0.0%N/A0.013%
6/10/2026 FAS Wealth Partners Inc.277,447$17.29M1.1%+2.0%0.704%
5/26/2026 Summit Financial Wealth Advisors LLC3,867$241K0.0%+5.8%0.010%
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 AR20,633$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%
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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%
3/17/2026 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%
2/18/2026 FAS 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 AR12,949$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%
2/12/2026Brooklyn 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%
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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%


AVSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 212 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. ($1.48M), Cambridge Associates LLC MA ADV ($867.63K), Wealth Management Nebraska ($851.45K), Simplicity Wealth LLC ($566.52K), Savant Capital LLC ($463.94K), and Creative Planning ($451.60K).

Institutional investors have bought a total of 5,540,639 shares in the last 24 months. This purchase volume represents approximately $323.69M in transactions.

Of the 53 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 13,333,424 shares in the last 24 months. This volume of shares sold represents approximately $765.03M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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