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

Avantis U.S. Small Cap Equity ETF logo
$53.12 -1.26 (-2.32%)
As of 02/21/2025 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)
102
Total
Institutional Inflows
(last 12 months)
$909.06M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$17.50M
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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
2/18/2025 Focus Partners Advisor Solutions LLC89,055$4.84M0.1%+2,023.9%0.446%
2/17/2025 Two Sigma Investments LP34,400$1.87M0.0%N/A0.172%
2/17/2025 Lionshead Wealth Management LLC3,930$214K0.2%N/A0.020%
2/17/2025 Focus Partners Wealth5,782$314K0.0%N/A0.029%
2/17/2025 D. E. Shaw & Co. Inc.12,583$684K0.0%-4.6%0.063%
2/17/2025 CoreCap Advisors LLC10,624$578K0.0%+854.5%0.053%
2/17/2025 Accredited Wealth Management LLC2,011$109K0.1%N/A0.010%
2/14/2025 West Paces Advisors Inc.232,221$12.62M3.1%-8.2%1.164%
2/14/2025 Mercer Global Advisors Inc. ADV11,484,250$624.28M1.5%N/A57.565%
2/14/2025 FAS Wealth Partners Inc.234,146$12.73M1.1%-3.6%1.174%
2/14/2025 Jane Street Group LLC13,883$755K0.0%N/A0.070%
2/14/2025 Beacon Pointe Advisors LLC25,855$1.41M0.0%+2.3%0.130%
2/14/2025 Berger Financial Group Inc220,327$11.98M0.8%+10.3%1.104%
2/14/2025 Capital Analysts LLC11,154$606K0.0%+238.4%0.056%
2/14/2025 Knightsbridge Asset Management LLC27,666$1.50M0.3%+2.4%0.139%
2/14/2025 OneDigital Investment Advisors LLC193,874$10.54M0.1%+4.4%0.972%
2/14/2025 MML Investors Services LLC64,464$3.50M0.0%+6.6%0.323%
2/14/2025 Freedom Investment Management Inc.165,126$8.98M0.7%-6.3%0.828%
2/13/2025 Mariner LLC5,496$299K0.0%+12.4%0.028%
2/13/2025 Rockefeller Capital Management L.P.42,411$2.31M0.0%+49.4%0.213%
2/13/2025 Family Office Research LLC56,841$3.09M1.4%N/A0.285%
2/13/2025 Raymond James Financial Inc.17,152$932K0.0%N/A0.086%
2/13/2025 Envestnet Asset Management Inc.12,321,560$669.80M0.2%+3.0%61.762%
2/13/2025 Wells Fargo & Company MN15,562$846K0.0%+53.7%0.078%
2/12/2025 Astra Wealth Partners LLC4,004$218K0.2%N/A0.020%
2/12/2025 Disciplined Investors L.L.C.14,958$791K0.8%N/A0.075%
2/12/2025 Goepper Burkhardt LLC15,385$836K0.3%-15.8%0.077%
2/12/2025 Prevail Innovative Wealth Advisors LLC168,432$9.16M2.7%+13.9%0.844%
2/12/2025 JPMorgan Chase & Co.9,412$512K0.0%-81.4%0.047%
2/12/2025 Hardin Capital Partners LLC9,453$514K0.3%+7.3%0.047%
2/12/2025 Aire Advisors LLC29,668$1.61M0.3%-2.4%0.149%
2/12/2025 Ariadne Wealth Management LP37,803$2.08M1.0%+15.9%0.189%
2/11/2025 Clune & Associates LTD.10,543$573K0.2%N/A0.053%
2/11/2025 LPL Financial LLC329,039$17.89M0.0%+18.1%1.649%
2/11/2025 American Century Companies Inc.304,189$16.54M0.0%+7.2%1.525%
2/10/2025 Curio Wealth LLC11,972$651K0.4%N/A0.060%
2/10/2025 Signaturefd LLC1,689$92K0.0%+16,790.0%0.008%
2/10/2025 Corient Private Wealth LLC243,385$13.23M0.0%+8.0%1.220%
2/10/2025 Envestnet Portfolio Solutions Inc.3,953$215K0.0%+5.6%0.020%
2/10/2025 Northwest Wealth Management LLC89,038$4.84M1.0%+2,027.0%0.446%
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2/10/2025 Commonwealth Equity Services LLC51,329$2.79M0.0%+11.0%0.257%
2/10/2025 Tillman Hartley LLC23,973$1.30M0.4%+1.8%0.120%
2/10/2025 Farther Finance Advisors LLC45,759$2.49M0.1%+25.0%0.229%
2/7/2025 Guild Investment Management Inc.18,840$1.02M1.1%N/A0.094%
2/7/2025 GC Wealth Management RIA LLC18,286$994K0.2%-19.5%0.092%
2/7/2025 Independent Advisor Alliance17,565$955K0.0%N/A0.088%
2/7/2025 Axis Wealth Partners LLC10,591$576K0.5%N/A0.053%
2/7/2025 Atlantic Union Bankshares Corp565,887$30.76M1.8%+5.4%2.837%
2/7/2025 Haven Private LLC63,552$3.46M1.9%N/A0.319%
2/6/2025 Raymond James Financial Inc.17,152$932K0.0%N/A0.086%
2/6/2025 Proficio Capital Partners LLC26,473$1.44M0.0%N/A0.133%
2/6/2025 Mason Investment Advisory Services Inc.3,361,437$182.73M10.7%+0.7%16.849%
2/6/2025 Jones Financial Companies Lllp2,356$128K0.0%-33.0%0.012%
2/5/2025 QRG Capital Management Inc.6,589$358K0.0%N/A0.033%
2/5/2025 Proficio Capital Partners LLC26,473$1.44M0.0%N/A0.133%
2/5/2025 Magnolia Private Wealth LLC5,865$319K0.2%N/A0.029%
2/4/2025 B&D White Capital Company LLC74,836$4.07M0.7%+96.3%0.375%
2/4/2025 Moisand Fitzgerald Tamayo LLC26,447$1.44M0.2%-4.6%0.133%
2/4/2025 Allodium Investment Consultants LLC14,396$783K0.7%N/A0.072%
2/4/2025 Elwood & Goetz Wealth Advisory Group LLC564,006$30.66M7.5%+4.4%2.827%
2/3/2025 Wealth Management Nebraska529,923$28.81M5.1%N/A2.656%
2/3/2025 Sunpointe LLC20,046$1.09M0.5%N/A0.100%
2/3/2025 Werba Rubin Papier Wealth Management19,418$1.06M0.2%+6.2%0.097%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,248$177K0.0%N/A0.016%
1/31/2025 Pacific Life Fund Advisors LLC147,404$8.01M0.8%-44.8%0.739%
1/30/2025 Aveo Capital Partners LLC130,191$7.08M0.8%-21.9%0.653%
1/29/2025 PrairieView Partners LLC426,111$23.16M2.4%+420.5%2.136%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,248$177K0.0%N/A0.016%
1/29/2025 Index Fund Advisors Inc.7,726$420K0.0%+6.3%0.039%
1/27/2025 Lion Street Advisors LLC8,150$443K0.1%+4.6%0.041%
1/27/2025 Stratos Wealth Partners LTD.5,200$283K0.0%N/A0.026%
1/24/2025 Paul R. Ried Financial Group LLC22,976$1.25M0.9%N/A0.115%
1/24/2025 Sequent Asset Management LLC4,328$235K0.1%+11.7%0.022%
1/24/2025 Chicago Partners Investment Group LLC55,368$2.99M0.1%+6.6%0.278%
1/22/2025 DHK Financial Advisors Inc.8,009$435K0.3%-10.7%0.040%
1/22/2025 Hutchens & Kramer Investment Management Group LLC3,825$208K0.1%-6.0%0.019%
1/22/2025 Mattern Wealth Management LLC9,074$493K0.1%-73.3%0.045%
1/22/2025 Level Financial Advisors58,364$3.17M1.2%+24.9%0.293%
1/22/2025 Foundations Investment Advisors LLC166,386$9.05M0.2%+3.5%0.834%
1/21/2025 Cypress Point Wealth Management LLC45,860$2.49M0.8%+5.6%0.230%
1/21/2025 Fifth Third Bancorp467$25K0.0%N/A0.002%
1/21/2025 PCG Wealth Advisors LLC16,450$894K0.3%+2.1%0.082%
1/21/2025 Wheelhouse Advisory Group LLC118,185$6.43M3.9%+4.8%0.592%
1/21/2025 LexAurum 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%
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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%
12/2/2024 Beaird Harris Wealth Management LLC125,864$6.80M0.6%-0.7%0.631%
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%
11/14/2024Kingfisher 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%
(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, 124 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. ($669.80M), Mercer Global Advisors Inc. ADV ($624.28M), Mason Investment Advisory Services Inc. ($182.73M), Northwestern Mutual Wealth Management Co. ($36.61M), Atlantic Union Bankshares Corp ($30.76M), Elwood & Goetz Wealth Advisory Group LLC ($30.66M), and Wealth Management Nebraska ($28.81M).Learn more on AVSC's institutional investors.

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

Of the 118 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: Mercer Global Advisors Inc. ADV ($14.04M), Envestnet Asset Management Inc. ($8.14M), Atlantic Union Bankshares Corp ($565.89K), Elwood & Goetz Wealth Advisory Group LLC ($554.71K), Wealth Management Nebraska ($529.92K), PrairieView Partners LLC ($344.24K), and FAS Wealth Partners Inc. ($300.72K).

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

Institutional investors have bought a total of 28,245,931 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

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

Of the 28 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: Pacific Life Fund Advisors LLC ($119.79K), JPMorgan Chase & Co. ($41.27K), Aveo Capital Partners LLC ($36.95K), Waypoint Capital Advisors LLC ($30.45K), Mattern Wealth Management LLC ($24.95K), West Paces Advisors Inc. ($20.76K), and Beaird Harris Wealth Management LLC ($18.13K).

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

Institutional investors have sold a total of 393,703 shares in the last 24 months. This volume of shares sold represents approximately $20.69M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 2/22/2025 by MarketBeat.com Staff
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