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

Avantis U.S. Small Cap Equity ETF logo
$72.29 +0.13 (+0.18%)
As of 07/24/2026 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)
154
Total
Institutional Inflows
(last 12 months)
$437.17M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$794.15M
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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%
6/18/2026Western Wealth Management LLC4,981$310K0.0%N/A0.013%
6/10/2026FAS Wealth Partners Inc.277,447$17.29M1.1%+2.0%0.704%
5/26/2026 Summit 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%
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%
5/14/2026 GC 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%
5/7/2026 Paul 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%
5/4/2026 Team 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%
4/30/2026 Pearl 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%
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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%
4/28/2026 Value Investment Professionals LLC12,842$800K0.4%N/A0.033%
4/27/2026 Apeiron RIA LLC12,280$765K0.2%-6.7%0.031%
4/27/2026HB 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%
4/23/2026 Foundry Financial Group Inc.101,532$6.33M3.1%N/A0.259%
4/23/2026Noble Family Wealth LLC3,883$242K0.0%-10.1%0.010%
4/23/2026 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%
4/20/2026Kestra 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%
3/13/2026World Investment Advisors4,150$244K0.0%N/A0.011%
3/9/2026Corient Private Wealth LLC214,423$12.60M0.0%+5.4%0.586%
2/23/2026 Beaird 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 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%
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%
2/13/2026Kestra 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%
2/12/2026Brooklyn 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%
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2/12/2026Commonwealth 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%
2/11/2026 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 205 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 ($566.52K), Creative Planning ($480.44K), and Savant Capital LLC ($463.94K).

Institutional investors have bought a total of 7,741,250 shares in the last 24 months. This purchase volume represents approximately $437.17M in transactions.

Of the 57 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 13,898,050 shares in the last 24 months. This volume of shares sold represents approximately $794.15M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 7/25/2026 by MarketBeat.com Staff.
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