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

Avantis U.S. Small Cap Equity ETF logo
$56.08 +0.89 (+1.61%)
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)
71
Total
Institutional Inflows
(last 12 months)
$211.80M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.32M
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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
1/21/2025Cypress Point Wealth Management LLC45,860$2.49M0.8%+5.6%0.230%
1/21/2025Fifth Third Bancorp467$25K0.0%N/A0.002%
1/21/2025PCG Wealth Advisors LLC16,450$894K0.3%+2.1%0.082%
1/21/2025Wheelhouse Advisory Group LLC118,185$6.43M3.9%+4.8%0.592%
1/21/2025LexAurum Advisors LLC24,408$1.33M0.3%+5.0%0.122%
1/17/2025 Endeavor Private Wealth Inc.26,074$1.42M1.3%N/A0.131%
1/16/2025 Lam Group Inc.12,085$657K0.5%+36.8%0.061%
1/16/2025 Evanson Asset Management LLC7,695$418K0.0%+9.3%0.039%
1/15/2025 KMG Fiduciary Partners LLC45,045$2.45M0.2%+6.5%0.226%
1/14/2025 Websterrogers Financial Advisors LLC98,150$5.34M1.9%+0.8%0.492%
1/14/2025 Park Avenue Securities LLC155,206$8.44M0.1%+22.8%0.778%
1/13/2025 First National Bank Sioux Falls4,243$231K0.1%N/A0.021%
1/13/2025 Claro Advisors LLC14,525$790K0.1%+7.0%0.073%
12/2/2024Beaird Harris Wealth Management LLC125,864$6.80M0.6%-0.7%0.631%
11/15/2024MML Investors Services LLC60,451$3.27M0.0%+9.6%0.303%
11/15/2024Orion Portfolio Solutions LLC6,016$325K0.0%N/A0.030%
11/15/2024Atlas Wealth LLC16,696$902K0.4%-7.9%0.084%
11/14/2024Atlantic Union Bankshares Corp536,826$29.00M1.7%+6.2%2.691%
11/14/2024Kingfisher Capital LLC6,921$374K0.1%+45.5%0.035%
11/14/2024Rockefeller Capital Management L.P.28,390$1.53M0.0%+46.9%0.142%
11/13/2024Freedom Investment Management Inc.176,230$9.52M0.8%N/A0.883%
11/12/2024Mason Investment Advisory Services Inc.3,336,687$180.25M10.5%+0.3%16.725%
11/7/2024Caprock Group LLC9,581$518K0.0%+10.8%0.048%
11/7/2024CAP Partners LLC86,370$4.67M3.5%+4.1%0.433%
11/7/2024 Claro Advisors LLC13,579$734K0.1%-5.3%0.068%
11/6/2024OneDigital Investment Advisors LLC185,642$10.03M0.1%+2.0%0.931%
11/5/2024Northwest Wealth Management LLC4,186$226K0.1%N/A0.021%
11/4/2024Catalytic Wealth RIA LLC22,714$1.23M0.2%N/A0.114%
11/1/2024Cypress Point Wealth Management LLC43,416$2.35M0.9%+10.6%0.218%
11/1/2024Sequent Asset Management LLC3,873$209K0.1%N/A0.019%
11/1/2024Capital Performance Advisors LLP1,225$66K0.0%N/A0.006%
10/30/2024Centennial Wealth Advisory LLC17,437$942K0.4%N/A0.087%
10/30/2024Arista Wealth Management LLC3,913$211K0.1%N/A0.020%
10/30/2024Wheelhouse Advisory Group LLC112,749$6.09M4.0%+6.3%0.565%
10/29/2024Chicago Partners Investment Group LLC51,918$2.77M0.1%+12.9%0.260%
10/28/2024Pacific 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%
10/23/2024Elwood & Goetz Wealth Advisory Group LLC540,001$29.17M7.2%+6.9%2.707%
10/23/2024Index Fund Advisors Inc.7,268$393K0.0%+28.6%0.036%
10/21/2024Mattern Wealth Management LLC34,026$1.84M0.4%+371.0%0.171%
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10/21/2024Foundations 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%
10/18/2024 Lam Group Inc.8,835$477K0.3%+13,492.3%0.044%
10/18/2024 KMG 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%
10/15/2024Hutchens & Kramer Investment Management Group LLC4,070$217K0.1%N/A0.020%
10/15/2024Dover Advisors LLC4,620$250K0.1%N/A0.023%
10/11/2024Creative Planning37,053$2.00M0.0%+2.0%0.186%
10/10/2024CRA Financial Services LLC15,333$828K0.2%+8.5%0.077%
10/10/2024Level Financial Advisors46,718$2.52M1.0%+32.8%0.234%
10/10/2024Lion Street Advisors LLC7,789$421K0.1%+4.7%0.039%
10/10/2024Simplicity Wealth LLC151,138$8.16M0.8%+823.4%0.758%
10/9/2024Moisand Fitzgerald Tamayo LLC27,717$1.50M0.2%-0.7%0.139%
10/9/2024GEM 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%
8/26/2024Ariadne Wealth Management LP29,857$1.49M0.8%N/A0.150%
8/16/2024Northwestern Mutual Wealth Management Co.733,492$36.61M0.0%+12.2%3.677%
8/16/2024Creative Planning36,330$1.81M0.0%+384.9%0.182%
8/15/2024Beaird Harris Wealth Management LLC126,813$6.33M0.6%-8.4%0.636%
8/15/2024Kingfisher Capital LLC4,756$237K0.1%N/A0.024%
8/14/2024Goepper Burkhardt LLC22,575$1.13M0.5%+9.8%0.113%
8/9/2024DHK Financial Advisors Inc.8,946$447K0.3%N/A0.045%
8/8/2024Envestnet 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%
8/8/2024Prevail Innovative Wealth Advisors LLC105,720$5.28M1.9%+6.7%0.530%
8/8/2024American Century Companies Inc.256,120$12.78M0.0%+10.2%1.284%
8/7/2024Tillman Hartley LLC23,553$1.18M0.4%+14.6%0.118%
8/3/2024Pacific Life Fund Advisors LLC99,185$4.95M0.5%N/A0.497%
8/2/2024Index Fund Advisors Inc.5,650$282K0.0%+9.1%0.028%
8/2/2024Foundations Investment Advisors LLC128,678$6.42M0.2%+5.1%0.645%
8/2/2024Aveo Capital Partners LLC157,587$7.87M0.9%+7.1%0.790%
8/2/2024Tortoise Investment Management LLC18,046$901K0.1%+38.6%0.090%
8/1/2024Aire Advisors LLC29,637$1.48M0.3%-5.1%0.149%
7/31/2024Farther 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%
7/30/2024Elwood & 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%
7/27/2024Cypress 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%
7/25/2024Atlantic Union Bankshares Corp505,311$25.22M1.6%+11.4%2.533%
7/23/2024Level Financial Advisors35,185$1.76M0.8%+41.1%0.176%
7/19/2024CAP Partners LLC82,937$4.14M3.4%+10.2%0.416%
7/18/2024Wheelhouse Advisory Group LLC106,092$5.30M3.8%+9.2%0.532%
7/17/2024Mattern Wealth Management LLC7,224$361K0.1%+71.0%0.036%
7/17/2024West 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%
7/16/2024PCG Wealth Advisors LLC16,652$831K0.4%+30.0%0.083%
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7/13/2024 Evanson Asset Management LLC7,025$351K0.0%-10.6%0.035%
7/12/2024Lion 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%
7/12/2024CRA Financial Services LLC14,127$705K0.1%+14.6%0.071%
7/10/2024Simplicity Wealth LLC16,368$817K0.0%N/A0.082%
7/9/2024 Park Avenue Securities LLC112,364$5.61M0.1%+20.7%0.563%
6/11/2024EverSource Wealth Advisors LLC658$32K0.0%-94.6%0.003%
5/15/2024Beaird Harris Wealth Management LLC138,383$7.25M0.7%-2.1%0.694%
5/13/2024Index Fund Advisors Inc.5,179$271K0.0%+6.7%0.026%
5/13/2024Goepper Burkhardt LLC20,565$1.06M0.5%+75.5%0.103%
(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, 90 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 89 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 15,213,947 shares in the last 24 months. This purchase volume represents approximately $708.79M 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 ($18.13K), 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 126,106 shares in the last 24 months. This volume of shares sold represents approximately $6.06M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 1/21/2025 by MarketBeat.com Staff
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