Who Owns AVSC?
Avantis U.S. Small Cap Equity ETF — Institutional Ownership & 13F Holdings
$67.97
+0.96 (+1.43%)
Market Cap
$2.4B
Shares Outstanding
35,846,766
Institutional Holders
134
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+73
Institutional data as of Q1 2025
New Positions
35
Closed Positions
30
Increased
44
Decreased
38
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $611.2M | 12,627,209 |
| 2 | Mason Investment Advisory Services, Inc. | $165.5M | 3,418,920 |
| 3 | Wealth Management Nebraska | $60.1M | 688,923 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.7M | 964,898 |
| 5 | Atlantic Union Bankshares Corp | $28.3M | 584,685 |
| 6 | MORGAN STANLEY | $24.9M | 515,345 |
| 7 | PrairieView Partners, LLCNew | $18.9M | 390,435 |
| 8 | AE Wealth Management LLC | $18.2M | 375,384 |
| 9 | AMERICAN CENTURY COMPANIES INC | $15.7M | 323,972 |
| 10 | Berger Financial Group, Inc | $12.5M | 257,973 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +1.1M | $611.2M |
| Mason Investment Advisory Services, Inc. | +57K | $165.5M |
| Wealth Management Nebraska | +159K | $60.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +124K | $46.7M |
| Atlantic Union Bankshares Corp | +19K | $28.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -847K | $555K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | -45K | $6.0M |
| TWO SIGMA INVESTMENTS, LP | -22K | $595K |
| Fourth Dimension Wealth, LLC | -17K | $1.5M |
| CURIO WEALTH, LLC | -12K | $653K |
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Frequently Asked Questions
How many institutional investors hold AVSC?
As of Q1 2025, 134 institutional investors report holding AVSC (Avantis U.S. Small Cap Equity ETF) in their 13F filings.
Which hedge fund owns the most AVSC?
The largest institutional holder of AVSC is MERCER GLOBAL ADVISORS INC /ADV with $611.2M in shares.
Are institutions buying or selling AVSC?
This quarter, 35 institutions opened new positions in AVSC and 30 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.