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

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$52.25
+0.31 (+0.60%)
(As of 05/15/2024 ET)
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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)
48
Total
Institutional Inflows
(last 12 months)
$504.57M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.71M
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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
5/15/2024Beaird Harris Wealth Management LLC138,383$7.25M0.7%-2.1%0.694%
5/13/2024 Index Fund Advisors Inc.5,179$271K0.0%+6.7%0.026%
5/13/2024 Goepper Burkhardt LLC20,565$1.06M0.5%+75.5%0.103%
5/10/2024 Prevail Innovative Wealth Advisors LLC99,120$5.19M1.9%+277.3%0.497%
5/2/2024 AlphaQ Advisors LLC62,884$3.29M2.0%+47.7%0.319%
4/29/2024Commonwealth Equity Services LLC37,185$1.95M0.0%+189.7%0.189%
4/29/2024 FAS Wealth Partners Inc.230,161$12.05M1.1%+3.4%1.168%
4/23/2024 Wheelhouse Advisory Group LLC97,198$5.09M4.0%+9.6%0.493%
4/19/2024 Level Financial Advisors24,940$1.31M0.6%+59.0%0.127%
4/19/2024 PCG Wealth Advisors LLC12,808$671K0.3%+10.7%0.065%
4/18/2024 CAP Partners LLC75,276$3.94M3.5%+1.9%0.382%
4/18/2024 Claro Advisors LLC14,336$751K0.1%+1.6%0.073%
4/17/2024 CRA Financial Services LLC12,332$646K0.1%+10.8%0.063%
4/16/2024 Moisand Fitzgerald Tamayo LLC27,983$1.47M0.2%-2.9%0.142%
4/16/2024 Dixon Fnancial Services Inc.22,286$1.17M0.6%N/A0.239%
4/16/2024 Atlantic Union Bankshares Corp453,674$23.75M2.0%+164.6%4.863%
4/15/2024 West Paces Advisors Inc.3,000$157K0.0%N/A0.032%
4/13/2024 Evanson Asset Management LLC7,855$411K0.0%N/A0.084%
4/10/2024 LexAurum Advisors LLC23,194$1.21M0.3%+5.9%0.249%
4/10/2024 Park Avenue Securities LLC93,073$4.87M0.1%+13.1%0.998%
2/29/2024 Tortoise Investment Management LLC11,176$571K0.1%+5.2%0.120%
2/27/2024Beaird Harris Wealth Management LLC141,367$7.22M0.8%-0.3%1.515%
2/23/2024 Chicago Partners Investment Group LLC31,833$1.57M0.1%+105.0%0.341%
2/13/2024 Envestnet Asset Management Inc.6,864,106$350.48M0.1%+6.7%73.570%
2/13/2024 Prevail Innovative Wealth Advisors LLC26,269$1.34M0.6%N/A0.282%
2/12/2024 CAP Partners LLC73,903$3.77M3.7%N/A0.792%
2/12/2024 Parallel Advisors LLC3,416$174K0.0%+184.7%0.037%
2/9/2024 EverSource Wealth Advisors LLC12,266$626K0.1%+3.4%0.131%
2/9/2024 Corient Private Wealth LLC167,259$8.54M0.0%+16.9%1.793%
2/8/2024 Tortoise Investment Management LLC13,461$651K0.1%+26.7%0.144%
2/8/2024 Beacon Pointe Advisors LLC21,346$1.09M0.0%+40.0%0.229%
2/8/2024 Foundations Investment Advisors LLC115,627$5.69M0.2%+5.5%1.239%
2/6/2024 Aveo Capital Partners LLC146,044$7.46M0.9%+38.2%1.565%
2/1/2024 Annapolis Financial Services LLC12,848$656K0.2%+242.1%0.138%
2/1/2024 CRA Financial Services LLC11,126$568K0.1%+22.5%0.119%
1/31/2024 Wheelhouse Advisory Group LLC88,700$4.53M4.1%N/A0.951%
1/31/2024 Arista Wealth Management LLC4,306$220K0.1%N/A0.046%
1/30/2024 B&D White Capital Company LLC89,114$4.55M1.4%N/A0.955%
1/30/2024 PCG Wealth Advisors LLC11,574$591K0.3%-5.9%0.124%
1/29/2024 Aire Advisors LLC31,188$1.59M0.4%+217.9%0.334%
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1/29/2024 AlphaQ Advisors LLC42,577$2.17M1.5%N/A0.456%
1/23/2024 FAS Wealth Partners Inc.222,572$11.37M1.1%+2.6%2.386%
1/23/2024 Level Financial Advisors Inc.15,690$801K0.4%+42.1%0.168%
1/22/2024 Waypoint Capital Advisors LLC189,598$9.68M2.8%-7.1%2.032%
1/22/2024 Claro Advisors LLC14,114$721K0.2%N/A0.151%
1/19/2024 Atlantic Union Bankshares Corp171,477$8.76M0.8%N/A1.838%
1/18/2024 Caprock Group LLC8,509$434K0.0%-3.1%0.091%
1/18/2024Day & Ennis LLC16,058$820K0.3%N/A0.172%
1/18/2024 Elwood & Goetz Wealth Advisory Group LLC442,179$22.58M4.8%+3.8%4.739%
1/18/2024 Moisand Fitzgerald Tamayo LLC28,826$1.47M0.3%+43.6%0.309%
1/17/2024 Canvas Wealth Advisors LLC18,578$908K0.3%+108.9%0.199%
1/17/2024 Cypress Point Wealth Management LLC28,338$1.45M1.1%+43.0%0.304%
1/11/2024 LexAurum Advisors LLC21,898$1.12M0.3%+4.3%0.235%
11/30/2023 American Century Companies Inc.253,981$11.24M0.0%+24.7%2.722%
11/16/2023Beaird Harris Wealth Management LLC141,803$6.28M0.8%-0.5%1.520%
11/15/2023Mercer Global Advisors Inc. ADV6,255,823$276.95M1.1%+69.2%67.051%
11/13/2023Mariner LLC26,801$1.19M0.0%+1.8%0.287%
11/13/2023 Envestnet Asset Management Inc.6,434,685$284.86M0.1%+68.2%68.968%
11/8/2023J.P. Morgan Private Wealth Advisors LLC120,390$5.33M0.0%+5.4%1.290%
11/6/2023 Aveo Capital Partners LLC105,679$4.68M0.6%-0.5%1.133%
11/4/2023 EverSource Wealth Advisors LLC11,867$525K0.1%+5.3%0.127%
11/2/2023 ML & R Wealth Management LLC34,985$1.55M0.4%+2.0%0.375%
11/1/2023 Websterrogers Financial Advisors LLC105,092$4.65M2.0%-12.2%1.126%
10/31/2023 Cypress Point Wealth Management LLC19,817$877K0.8%+280.4%0.212%
10/26/2023 Park Avenue Securities LLC74,863$3.31M0.1%+29.6%0.802%
10/26/2023 Chicago Partners Investment Group LLC15,532$646K0.0%+52.3%0.166%
10/25/2023 Waypoint Capital Advisors LLC204,196$9.04M3.0%+14.6%2.189%
10/24/2023 Canvas Wealth Advisors LLC8,895$373K0.1%+14.9%0.095%
10/23/2023 FAS Wealth Partners Inc.216,959$9.61M1.0%N/A2.325%
10/23/2023Commonwealth Equity Services LLC7,931$351K0.0%N/A0.085%
10/23/2023Steward Financial Group LLC4,609$204K0.1%N/A0.049%
10/20/2023 Index Fund Advisors Inc.4,703$208K0.0%N/A0.050%
10/20/2023 Moisand Fitzgerald Tamayo LLC20,067$888K0.2%-8.4%0.215%
10/18/2023 Level Financial Advisors Inc.11,038$489K0.3%+29.4%0.118%
10/16/2023 LexAurum Advisors LLC20,998$930K0.3%+4.1%0.225%
10/13/2023 CRA Financial Services LLC9,081$402K0.1%+15.5%0.097%
10/5/2023 Foundations Investment Advisors LLC109,559$4.85M0.1%+25.0%1.174%
9/12/2023Farther Finance Advisors LLC17,726$809K0.2%+48.1%0.190%
8/8/2023 ML & R Wealth Management LLC34,315$1.57M0.3%+9.5%0.368%
8/8/2023 Aveo Capital Partners LLC106,217$4.85M0.6%N/A1.138%
8/8/2023 Chicago Partners Investment Group LLC10,198$496K0.0%+40.7%0.109%
8/7/2023 Tortoise Investment Management LLC9,445$431K0.1%+17.5%0.101%
8/4/2023 Envestnet Asset Management Inc.3,826,596$174.61M0.1%+1,441.0%41.014%
8/4/2023 EverSource Wealth Advisors LLC11,274$514K0.1%-2.8%0.233%
8/2/2023 Aire Advisors LLC9,797$447K0.1%N/A0.203%
7/28/2023 Elwood & Goetz Wealth Advisory Group LLC436,336$19.91M4.5%+9.2%9.034%
7/28/2023First Republic Investment Management Inc.114,197$5.21M0.0%-11.4%2.364%
7/27/2023 Ruedi Wealth Management Inc.2,947$134K0.1%N/A0.061%
7/26/2023Beaird Harris Wealth Management LLC142,446$6.50M0.8%+3.3%2.949%
7/26/2023 Websterrogers Financial Advisors LLC119,681$5.46M2.4%+9.1%2.478%
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7/26/2023 Canvas Wealth Advisors LLC7,740$374K0.1%+7.7%0.160%
7/21/2023 Creative Planning11,427$521K0.0%-3.2%0.237%
7/20/2023 Cypress Point Wealth Management LLC5,210$238K0.3%N/A0.108%
7/20/2023 PCG Wealth Advisors LLC11,354$518K0.3%N/A0.235%
7/19/2023 Foundations Investment Advisors LLC87,644$4.00M0.1%+55.3%1.815%
7/18/2023 Annapolis Financial Services LLC3,756$171K0.0%+114.6%0.078%
7/14/2023 Level Financial Advisors Inc.8,527$389K0.2%+18.0%0.177%
7/14/2023 Park Avenue Securities LLC57,755$2.64M0.0%+24.6%1.196%
7/13/2023 Waypoint Capital Advisors LLC178,207$8.13M2.5%+4.7%3.690%
7/12/2023 Moisand Fitzgerald Tamayo LLC21,905$1M0.2%-17.4%0.454%
(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, 64 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. ($350.48M), Mercer Global Advisors Inc. ADV ($276.95M), Atlantic Union Bankshares Corp ($23.75M), Elwood & Goetz Wealth Advisory Group LLC ($22.58M), FAS Wealth Partners Inc. ($12.05M), American Century Companies Inc. ($11.24M), and Waypoint Capital Advisors LLC ($9.68M).Learn more on AVSC's institutional investors.

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

Of the 61 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: Envestnet Asset Management Inc. ($6.86M), Mercer Global Advisors Inc. ADV ($2.56M), Atlantic Union Bankshares Corp ($453.67K), Elwood & Goetz Wealth Advisory Group LLC ($452.43K), FAS Wealth Partners Inc. ($293.55K), Waypoint Capital Advisors LLC ($209.17K), and FAS Wealth Partners ($148.43K).

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

Institutional investors have bought a total of 12,897,690 shares in the last 24 months. This purchase volume represents approximately $585.59M in transactions.

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

Of the 13 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: Waypoint Capital Advisors LLC ($19.57K), First Republic Investment Management Inc. ($14.66K), Websterrogers Financial Advisors LLC ($14.59K), Moisand Fitzgerald Tamayo LLC ($12.68K), ML & R Wealth Management LLC ($10.85K), Beaird Harris Wealth Management LLC ($5.61K), and PCG Wealth Advisors LLC ($725.00).

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

Institutional investors have sold a total of 81,013 shares in the last 24 months. This volume of shares sold represents approximately $3.74M in transactions.


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This page (NYSEARCA:AVSC) was last updated on 5/16/2024 by MarketBeat.com Staff

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