Who Owns Avantis U.S. Small Cap Equity ETF (AVSC)?Hedge Fund & Institutional Holders

$60.59-0.30 (-0.49%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.49000211921103e+219T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$42.39$48.13$53.86$59.59$65.33Sep 24Jun 25Mar 26

AVSC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Wealth Management NebraskaNew Position+1.0M+$103.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+675K+$39.0M
Elwood & Goetz Wealth Advisory Group, LLCNew Position+637K+$37.4M
AE Wealth Management LLCNew Position+606K+$35.6M
Three Arch Wealth Management LLCNew Position+454K+$26.7M
Savant Capital, LLCNew Position+375K+$22.0M
RETIREMENT FINANCIAL SOLUTIONS, LLCNew Position+370K+$21.7M
Wheelhouse Advisory Group LLCNew Position+160K+$16.5M
Cornerstone Wealth Partners, LLCNew Position+282K+$16.1M
FAS Wealth Partners, Inc.New Position+272K+$16.0M
WEST PACES ADVISORS INC.New Position+263K+$15.4M
PARK AVENUE SECURITIES LLCNew Position+233K+$13.7M
Simplicity Wealth,LLCNew Position+219K+$12.9M
Kilner Capital Advisors, LLCNew Position+197K+$11.6M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+190K+$11.0M

AVSC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-510K-$63.4B
LPL Financial LLCDecreased-12K-$26.2B
Freedom Investment Management, Inc.Decreased-9K-$10.0B
OneDigital Investment Advisors LLCDecreased-7K-$8.6B
Beaird Harris Wealth Management, LLCDecreased-2K-$7.0B
WEBSTERROGERS FINANCIAL ADVISORS, LLCDecreased-6K-$5.7B
Paul R. Ried Financial Group, LLCDecreased-433-$4.7B
Dogwood Wealth Management LLCDecreased-2K-$4.0B
Global Strategic Investment Solutions, LLCDecreased-255-$3.5B
AIRE ADVISORS, LLCDecreased-1K-$3.0B
Rockefeller Capital Management L.P.Decreased-1K-$2.3B
Ariadne Wealth Management, LPDecreased-27K-$1.8B
Plancorp, LLCDecreased-1-$1.7B
Maia Wealth LLCDecreased-14K-$1.3B
Farther Finance Advisors, LLCDecreased-249-$980.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV14,459,274$849.0M1.29%Share
2Mason Investment Advisory Services, Inc.3,607,787$211.9M10.06%Share
3Wealth Management Nebraska1,010,452$103.0M11.78%Share
4CAMBRIDGE ASSOCIATES LLC /MA/ /ADV922,735$54.2M0.83%Share
5ENVESTNET ASSET MANAGEMENT INC675,069$39.0M0.01%Share
6Elwood & Goetz Wealth Advisory Group, LLC636,669$37.4M6.58%Share
7Creative Planning590,130$34.0M0.02%Share
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO598,019$30.2M0.02%Share
9Three Arch Wealth Management LLC453,813$26.7M4.99%Share
10LPL Financial LLC445,812$26.0M0.01%Share
11AMERICAN CENTURY COMPANIES INC413,205$24.0M0.01%Share
12Savant Capital, LLC374,936$22.0M0.13%Share
13RETIREMENT FINANCIAL SOLUTIONS, LLC369,883$21.7M6.36%Share
14Berger Financial Group, Inc280,762$16.5M0.95%Share
15Wheelhouse Advisory Group LLC160,205$16.5M6.27%Share
16FAS Wealth Partners, Inc.272,053$16.0M1.03%Share
17WEST PACES ADVISORS INC.262,807$15.4M2.99%Share
18PARK AVENUE SECURITIES LLC233,189$13.7M0.12%Share
19Simplicity Wealth,LLC218,841$12.9M0.77%Share
20AE Wealth Management LLC204,837$12.0M0.07%Share
21MORGAN STANLEY215,629$12.0M0.00%Share
22Kilner Capital Advisors, LLC197,179$11.6M11.06%Share
23PREVAIL INNOVATIVE WEALTH ADVISORS, LLC188,507$11.1M1.98%Share
24FOUNDATIONS INVESTMENT ADVISORS, LLC190,110$11.0M0.14%Share
25CWM, LLC181,631$10.7M0.03%Share
26Atlantic Union Bankshares Corp174,518$10.3M0.19%Share
27Freedom Investment Management, Inc.166,300$9.8M2.84%Share
28Corient Private Wealth LLC152,776$9.0M0.01%Share
29Focus Partners Advisor Solutions, LLC149,255$8.0M0.10%Share
30OneDigital Investment Advisors LLC143,039$8.0M0.08%Share
31AE Wealth Management LLC134,204$7.9M0.05%Share
32Aprio Wealth Management, LLC129,664$7.6M0.44%Share
33NORTHWEST WEALTH MANAGEMENT, LLC127,278$7.5M1.18%Share
34Beaird Harris Wealth Management, LLC120,497$7.1M0.49%Share
35Savvy Advisors, Inc.113,758$6.7M0.22%Share
36B&D White Capital Company, LLC101,366$6.0M0.69%Share
37Corient Private Wealth LLC56,977$5.7M0.01%Share
38WEBSTERROGERS FINANCIAL ADVISORS, LLC94,825$5.6M1.62%Share
39COMMONWEALTH EQUITY SERVICES, LLC92,826$5.0M0.01%Share
40Level Financial Advisors85,082$5.0M1.32%Share
41Paul R. Ried Financial Group, LLC81,192$4.8M2.25%Share
42Strategic Blueprint, LLC78,721$4.6M0.27%Share
43Chicago Partners Investment Group LLC66,008$4.2M0.10%Share
44Ridgeline Wealth, LLC70,186$4.1M2.86%Share
45MML INVESTORS SERVICES, LLC83,482$4.0M0.01%Share
46Dogwood Wealth Management LLC67,374$4.0M1.74%Share
47CAP Partners, LLC63,699$3.7M2.12%Share
48Passive Capital Management, LLC.62,500$3.7M1.15%Share
49Global Strategic Investment Solutions, LLC61,151$3.6M0.35%Share
50Haven Private, LLC60,518$3.6M1.56%Share

AVSC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025200$1.9B+95
Q3 2025105$1.4T-36
Q2 2025141$1.3T+7
Q1 2025134$1.8T+5
Q4 2024129$18.8T+44
Q3 202485$938.3T+13
Q2 202472$777.3T+11
Q1 202461$749.4T—

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As of Q4 2025, 50 institutional investors hold AVSC (Avantis U.S. Small Cap Equity ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $849.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own AVSC?

As of Q4 2025, 50 institutional investors report holding AVSC (Avantis U.S. Small Cap Equity ETF) in their 13F filings.

Who is the largest institutional holder of AVSC?

The largest institutional holder of AVSC is MERCER GLOBAL ADVISORS INC /ADV with $849.0M in shares.

Is institutional ownership of AVSC increasing or decreasing?

This quarter, 15 institutions opened new positions in AVSC and 0 closed their positions.