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

$57.62 +1.11 (+1.96%)
(As of 02:00 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$221.64M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.28M
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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
11/15/2024 MML Investors Services LLC60,451$3.27M0.0%+9.6%0.303%
11/15/2024 Orion Portfolio Solutions LLC6,016$325K0.0%N/A0.030%
11/15/2024 Atlas Wealth LLC16,696$902K0.4%-7.9%0.084%
11/14/2024 Atlantic Union Bankshares Corp536,826$29.00M1.7%+6.2%2.691%
11/14/2024 Kingfisher Capital LLC6,921$374K0.1%+45.5%0.035%
11/14/2024 Rockefeller Capital Management L.P.28,390$1.53M0.0%+46.9%0.142%
11/13/2024 Freedom Investment Management Inc.176,230$9.52M0.8%N/A0.883%
11/12/2024 Mason Investment Advisory Services Inc.3,336,687$180.25M10.5%+0.3%16.725%
11/7/2024 Caprock Group LLC9,581$518K0.0%+10.8%0.048%
11/7/2024 CAP Partners LLC86,370$4.67M3.5%+4.1%0.433%
11/7/2024 Claro Advisors LLC13,579$734K0.1%-5.3%0.068%
11/6/2024 OneDigital Investment Advisors LLC185,642$10.03M0.1%+2.0%0.931%
11/5/2024 Northwest Wealth Management LLC4,186$226K0.1%N/A0.021%
11/4/2024 Catalytic Wealth RIA LLC22,714$1.23M0.2%N/A0.114%
11/1/2024 Cypress Point Wealth Management LLC43,416$2.35M0.9%+10.6%0.218%
11/1/2024 Sequent Asset Management LLC3,873$209K0.1%N/A0.019%
11/1/2024 Capital Performance Advisors LLP1,225$66K0.0%N/A0.006%
10/30/2024 Centennial Wealth Advisory LLC17,437$942K0.4%N/A0.087%
10/30/2024 Arista Wealth Management LLC3,913$211K0.1%N/A0.020%
10/30/2024 Wheelhouse Advisory Group LLC112,749$6.09M4.0%+6.3%0.565%
10/29/2024 Chicago Partners Investment Group LLC51,918$2.77M0.1%+12.9%0.260%
10/28/2024 Pacific Life Fund Advisors LLC267,190$14.43M1.4%+169.4%1.339%
10/24/2024 Wealth Enhancement Advisory Services LLC10,242$553K0.0%+27.1%0.051%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC540,001$29.17M7.2%+6.9%2.707%
10/23/2024 Index Fund Advisors Inc.7,268$393K0.0%+28.6%0.036%
10/21/2024 Mattern Wealth Management LLC34,026$1.84M0.4%+371.0%0.171%
10/21/2024 Foundations Investment Advisors LLC160,698$8.68M0.2%+24.9%0.806%
10/19/2024Hardin Capital Partners LLC8,812$476K0.3%+27.5%0.044%
10/19/2024Werba Rubin Papier Wealth Management18,282$988K0.2%N/A0.092%
10/18/2024Waypoint Capital Advisors LLC185,633$10.03M2.1%+0.3%0.930%
10/18/2024Lam Group Inc.8,835$477K0.3%+13,492.3%0.044%
10/18/2024KMG Fiduciary Partners LLC42,296$2.29M0.2%+360.0%0.212%
10/17/2024 Claro Advisors LLC9,055$462K0.0%-36.9%0.045%
10/17/2024LexAurum Advisors LLC23,239$1.26M0.3%+6.3%0.116%
10/15/2024 Hutchens & Kramer Investment Management Group LLC4,070$217K0.1%N/A0.020%
10/15/2024 Dover Advisors LLC4,620$250K0.1%N/A0.023%
10/11/2024 Creative Planning37,053$2.00M0.0%+2.0%0.186%
10/10/2024 CRA Financial Services LLC15,333$828K0.2%+8.5%0.077%
10/10/2024 Level Financial Advisors46,718$2.52M1.0%+32.8%0.234%
10/10/2024 Lion Street Advisors LLC7,789$421K0.1%+4.7%0.039%
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10/10/2024 Simplicity Wealth LLC151,138$8.16M0.8%+823.4%0.758%
10/9/2024 Moisand Fitzgerald Tamayo LLC27,717$1.50M0.2%-0.7%0.139%
10/9/2024 GEM Asset Management LLC6,328$336K0.2%+18.3%0.032%
10/3/2024 Park Avenue Securities LLC126,359$6.83M0.1%+12.5%0.633%
8/26/2024 Ariadne Wealth Management LP29,857$1.49M0.8%N/A0.150%
8/16/2024 Northwestern Mutual Wealth Management Co.733,492$36.61M0.0%+12.2%3.677%
8/16/2024 Creative Planning36,330$1.81M0.0%+384.9%0.182%
8/15/2024Beaird Harris Wealth Management LLC126,813$6.33M0.6%-8.4%0.636%
8/15/2024 Kingfisher Capital LLC4,756$237K0.1%N/A0.024%
8/14/2024 Goepper Burkhardt LLC22,575$1.13M0.5%+9.8%0.113%
8/9/2024 DHK Financial Advisors Inc.8,946$447K0.3%N/A0.045%
8/8/2024 Envestnet Asset Management Inc.10,630,989$530.59M0.2%+11.4%53.288%
8/8/2024Hardin Capital Partners LLC6,914$345K0.2%N/A0.035%
8/8/2024 Prevail Innovative Wealth Advisors LLC105,720$5.28M1.9%+6.7%0.530%
8/8/2024 American Century Companies Inc.256,120$12.78M0.0%+10.2%1.284%
8/7/2024 Tillman Hartley LLC23,553$1.18M0.4%+14.6%0.118%
8/3/2024 Pacific Life Fund Advisors LLC99,185$4.95M0.5%N/A0.497%
8/2/2024 Index Fund Advisors Inc.5,650$282K0.0%+9.1%0.028%
8/2/2024 Foundations Investment Advisors LLC128,678$6.42M0.2%+5.1%0.645%
8/2/2024 Aveo Capital Partners LLC157,587$7.87M0.9%+7.1%0.790%
8/2/2024 Tortoise Investment Management LLC18,046$901K0.1%+38.6%0.090%
8/1/2024 Aire Advisors LLC29,637$1.48M0.3%-5.1%0.149%
7/31/2024 Farther Finance Advisors LLC36,581$1.81M0.1%+5.2%0.183%
7/31/2024Commonwealth Equity Services LLC42,197$2.11M0.0%+13.5%0.212%
7/30/2024 Elwood & Goetz Wealth Advisory Group LLC505,225$25.22M7.2%+9.4%2.532%
7/29/2024FAS Wealth Partners Inc.237,326$11.85M1.0%+3.1%1.190%
7/27/2024 Cypress Point Wealth Management LLC39,252$1.96M0.9%+2.4%0.197%
7/25/2024Waypoint Capital Advisors LLC185,036$9.24M2.3%-5.6%0.927%
7/25/2024 Atlantic Union Bankshares Corp505,311$25.22M1.6%+11.4%2.533%
7/23/2024 Level Financial Advisors35,185$1.76M0.8%+41.1%0.176%
7/19/2024 CAP Partners LLC82,937$4.14M3.4%+10.2%0.416%
7/18/2024 Wheelhouse Advisory Group LLC106,092$5.30M3.8%+9.2%0.532%
7/17/2024 Mattern Wealth Management LLC7,224$361K0.1%+71.0%0.036%
7/17/2024 West Paces Advisors Inc.246,839$12.32M3.2%+8,128.0%1.237%
7/16/2024 Wealth Enhancement Advisory Services LLC8,061$402K0.0%+6.2%0.040%
7/16/2024 PCG Wealth Advisors LLC16,652$831K0.4%+30.0%0.083%
7/13/2024 Evanson Asset Management LLC7,025$351K0.0%-10.6%0.035%
7/12/2024 Lion Street Advisors LLC7,442$371K0.1%+33.2%0.037%
7/12/2024 Websterrogers Financial Advisors LLC96,049$4.79M1.7%+2.9%0.481%
7/12/2024 CRA Financial Services LLC14,127$705K0.1%+14.6%0.071%
7/10/2024 Simplicity Wealth LLC16,368$817K0.0%N/A0.082%
7/9/2024 Park Avenue Securities LLC112,364$5.61M0.1%+20.7%0.563%
6/11/2024 EverSource Wealth Advisors LLC658$32K0.0%-94.6%0.003%
5/15/2024Beaird Harris Wealth Management LLC138,383$7.25M0.7%-2.1%0.694%
5/13/2024 Index Fund Advisors Inc.5,179$271K0.0%+6.7%0.026%
5/13/2024 Goepper Burkhardt LLC20,565$1.06M0.5%+75.5%0.103%
5/10/2024 Prevail Innovative Wealth Advisors LLC99,120$5.19M1.9%+277.3%0.497%
5/2/2024 AlphaQ Advisors LLC62,884$3.29M2.0%+47.7%0.319%
4/29/2024Commonwealth Equity Services LLC37,185$1.95M0.0%+189.7%0.189%
4/29/2024FAS Wealth Partners Inc.230,161$12.05M1.1%+3.4%1.168%
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4/23/2024 Wheelhouse Advisory Group LLC97,198$5.09M4.0%+9.6%0.493%
4/19/2024 Level Financial Advisors24,940$1.31M0.6%+59.0%0.127%
4/19/2024 PCG Wealth Advisors LLC12,808$671K0.3%+10.7%0.065%
4/18/2024 CAP Partners LLC75,276$3.94M3.5%+1.9%0.382%
4/18/2024 Claro Advisors LLC14,336$751K0.1%+1.6%0.073%
4/17/2024 CRA Financial Services LLC12,332$646K0.1%+10.8%0.063%
4/16/2024 Moisand Fitzgerald Tamayo LLC27,983$1.47M0.2%-2.9%0.142%
4/16/2024 Dixon Fnancial Services Inc.22,286$1.17M0.6%N/A0.239%
4/16/2024 Atlantic Union Bankshares Corp453,674$23.75M2.0%+164.6%4.863%
4/15/2024 West Paces Advisors Inc.3,000$157K0.0%N/A0.032%
(Data available from 1/1/2016 forward)

AVSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVSC shares?

During the previous two years, 87 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Equity ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($530.59M), Mercer Global Advisors Inc. ADV ($276.95M), Mason Investment Advisory Services Inc. ($180.25M), Northwestern Mutual Wealth Management Co. ($36.61M), Elwood & Goetz Wealth Advisory Group LLC ($29.17M), Atlantic Union Bankshares Corp ($29.00M), and Pacific Life Fund Advisors LLC ($14.43M).Learn more on AVSC's institutional investors.

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

Of the 86 institutional investors that purchased Avantis U.S. Small Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($7.95M), Mercer Global Advisors Inc. ADV ($2.56M), Atlantic Union Bankshares Corp ($536.83K), Elwood & Goetz Wealth Advisory Group LLC ($530.70K), FAS Wealth Partners Inc. ($300.72K), Pacific Life Fund Advisors LLC ($267.19K), and West Paces Advisors Inc. ($246.84K).

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

Institutional investors have bought a total of 15,136,505 shares in the last 24 months. This purchase volume represents approximately $704.58M in transactions.

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

Of the 17 institutional investors that sold Avantis U.S. Small Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Waypoint Capital Advisors LLC ($30.45K), Beaird Harris Wealth Management LLC ($17.18K), First Republic Investment Management Inc. ($14.66K), Websterrogers Financial Advisors LLC ($14.59K), Moisand Fitzgerald Tamayo LLC ($12.87K), EverSource Wealth Advisors LLC ($11.94K), and ML & R Wealth Management LLC ($10.85K).

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

Institutional investors have sold a total of 125,157 shares in the last 24 months. This volume of shares sold represents approximately $6.01M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 11/21/2024 by MarketBeat.com Staff
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