AVSC · Avantis U.S. Small Cap Equity ETF ETF
$73.23
+0.40 (+0.55%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $12,747,298
Total Shares: 173,811
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+57.7 pts
Top 5
100.0%
+38.0 pts
Top 10
100.0%
+27.7 pts
HHI
10,000
Highly concentrated+8,039
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
215
Unchanged
0
Holder count:
-215
Institutional value:
-99.4%
Shares held:
-99.5%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −53,492 | 173,811 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large MERCER GLOBAL ADVISORS INC /ADV | 14,853,773 | $925,390,057 | |
| Small Mason Investment Advisory Services, Inc. | 3,585,892 | $223,401,071 | |
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,242,635 | $77,416,160 | |
| Micro Wealth Management Nebraska | 1,089,651 | $67,885,257 | |
| Mega MORGAN STANLEY | 1,022,442 | $63,698,136 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AVSC | $12,747,298 | 100.00% | 173,811 | Shares | 2026-08-27 |