AVANTIS US SMALL CAP EQUITY AVSC
$72.63
-0.8% 52w: $49.26 – $73.34
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data49.2661.3073.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
219
+15 QoQ
13F value
$2.26B
+13.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVSC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 14.9M | $925.4M | 1.4% | +2.7% |
| Mason Investment Advisory Services, Inc. | Wealth advisor | 3.6M | $223.4M | 10.3% | -0.6% |
| Wealth Management Nebraska | Wealth advisor | 1.1M | $120.4M | 12.2% | +7.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.2M | $77.4M | 0.0% | +6.7% |
| MORGAN STANLEY | Bank broker | 1.0M | $63.7M | 0.0% | +374.2% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | Wealth advisor | 922.7K | $57.5M | 0.9% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 713.9K | $44.5M | 0.0% | +5.8% |
| Elwood & Goetz Wealth Advisory Group, LLC | Wealth advisor | 684.2K | $42.6M | 7.2% | +7.5% |
| Creative Planning | Wealth advisor | 649.4K | $40.5M | 0.0% | +2.3% |
| AE Wealth Management LLC | Wealth advisor | 636.9K | $39.7M | 0.2% | +5.1% |
| Three Arch Wealth Management LLC | Wealth advisor | 469.2K | $29.2M | 5.3% | +3.4% |
| LPL Financial LLC | Bank broker | 467.4K | $29.1M | 0.0% | +4.9% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 461.7K | $28.8M | 0.0% | +11.7% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | Wealth advisor | 376.9K | $23.5M | 6.7% | +1.9% |
| Cornerstone Wealth Partners, LLC | Wealth advisor | 326.6K | $20.3M | 11.5% | +15.8% |
| Savant Capital, LLC | Wealth advisor | 310.3K | $19.3M | 0.1% | -17.2% |
| Shore Point Advisors, LLC | Wealth advisor | 403.2K | $18.8M | 7.4% | New |
| FAS Wealth Partners, Inc. | Wealth advisor | 277.4K | $17.3M | 1.1% | +2.0% |
| Corient Private Wealth LLC | Diversified mechanical | 227.3K | $16.7M | 0.0% | -46.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 257.9K | $16.1M | 0.1% | +10.6% |
| WEST PACES ADVISORS INC. | Wealth advisor | 254.1K | $15.8M | 3.1% | -3.3% |
| Simplicity Wealth,LLC | Wealth advisor | 217.9K | $13.6M | 0.8% | -0.4% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 201.2K | $12.5M | 2.1% | +6.7% |
| Foundations Investment Advisors, LLC | Wealth advisor | 198.6K | $12.4M | 0.2% | +4.5% |
| KILNER CAPITAL ADVISORS, LLC | Wealth advisor | 196.0K | $12.2M | 11.7% | -0.6% |
| CWM, LLC | Wealth advisor | 194.3K | $12.1M | 0.0% | +7.0% |
| Atlantic Union Bankshares Corp | Other | 175.8K | $11.0M | 0.2% | -0.2% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 165.0K | $10.3M | 0.1% | +10.6% |
| Freedom Investment Management, Inc. | Wealth advisor | 161.2K | $10.0M | 3.0% | -3.1% |
| Berger Financial Group, Inc | Wealth advisor | 153.0K | $9.5M | 0.5% | -45.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 147.4K | $9.2M | 0.0% | +320.7% |
| OneDigital Investment Advisors LLC | Wealth advisor | 143.4K | $8.9M | 0.1% | +0.3% |
| NORTHWEST WEALTH MANAGEMENT, LLC | Wealth advisor | 141.8K | $8.8M | 1.3% | +11.4% |
| B&D White Capital Company, LLC | Wealth advisor | 140.9K | $8.8M | 1.1% | +39.0% |
| Aprio Wealth Management, LLC | Wealth advisor | 136.1K | $8.5M | 0.5% | +4.9% |
| Choice Wealth Advisors LLC | Wealth advisor | 129.5K | $8.1M | 3.2% | New |
| Savvy Advisors, Inc. | Wealth advisor | 125.4K | $7.8M | 0.2% | +10.2% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 115.7K | $7.2M | 0.5% | -3.9% |
| LexAurum Advisors, LLC | Wealth advisor | 109.1K | $6.8M | 0.9% | — |
| Foundry Financial Group, Inc. | Wealth advisor | 101.5K | $6.3M | 3.1% | New |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | Wealth advisor | 98.5K | $6.1M | 1.8% | +3.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 96.7K | $6.0M | 0.0% | +4.2% |
| Level Financial Advisors | Wealth advisor | 90.0K | $5.6M | 1.4% | +5.7% |
| Chicago Partners Investment Group LLC | Wealth advisor | 80.2K | $5.4M | 0.1% | +21.6% |
| Mariner, LLC | Diversified mechanical | 86.1K | $5.4M | 0.0% | +238.2% |
| Paul R. Ried Financial Group, LLC | Wealth advisor | 80.6K | $5.0M | 2.3% | -0.7% |
| Strategic Blueprint, LLC | Wealth advisor | 78.2K | $4.9M | 0.3% | -0.7% |
| WCG Wealth Advisors LLC | Wealth advisor | 77.3K | $4.8M | 0.1% | New |
| Ridgeline Wealth, LLC | Wealth advisor | 72.4K | $4.5M | 3.2% | +3.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 68.3K | $4.3M | 0.0% | -18.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding AVSC