Who owns Avantis U.S. Small Cap Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVSC from SEC Form 13F filings across 250 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 250 institutions disclosed 35.8M shares of Avantis U.S. Small Cap Equity ETF worth $2.62B — about 85.5% of shares outstanding; the largest disclosed holder is MERCER GLOBAL ADVISORS INC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
250
13F holders
$2.62B
value, 2026 filers
85.5%
of shares outstanding (35.8M sh)
55
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVSC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 15.2M | $1.12B | 1.4% | 36.3% | +2.4% |
| 2 | Mason Investment Advisory Services, Inc. | 3.6M | $260.6M | 9.9% | 8.5% | -0.9% |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.3M | $96.7M | 0.1% | 3.1% | +6.1% |
| 4 | MORGAN STANLEY | 1.1M | $81.4M | 0.0% | 2.6% | +8.5% |
| 5 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 954,982 | $70.0M | 1.0% | 2.3% | +3.5% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 778,923 | $57.1M | 0.0% | 1.9% | +9.1% |
| 7 | Elwood & Goetz Wealth Advisory Group, LLC | 687,210 | $50.4M | 7.5% | 1.6% | +0.4% |
| 8 | Creative Planning | 646,481 | $47.4M | 0.0% | 1.5% | -0.5% |
| 9 | AE Wealth Management LLC | 563,885 | $41.4M | 0.2% | 1.3% | -11.5% |
| 10 | AMERICAN CENTURY COMPANIES INC | 537,608 | $39.4M | 0.0% | 1.3% | +16.4% |
| 11 | LPL Financial LLC | 526,290 | $38.6M | 0.0% | 1.3% | +12.6% |
| 12 | Three Arch Wealth Management LLC | 505,992 | $37.1M | 5.7% | 1.2% | +7.8% |
| 13 | Atlantic Union Bankshares Corp | 489,249 | $35.9M | 0.6% | 1.2% | +178.2% |
| 14 | Shore Point Advisors, LLC | 439,059 | $23.4M | 8.0% | 1% | +8.9% |
| 15 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 391,883 | $28.7M | 7.1% | 0.9% | +4.0% |
| 16 | Cornerstone Wealth Partners, LLC | 357,505 | $26.2M | 12.2% | 0.9% | +9.5% |
| 17 | FAS Wealth Partners, Inc.NEW | 306,509 | $22.5M | 1.2% | 0.7% | new |
| 18 | PARK AVENUE SECURITIES LLC | 291,044 | $21.3M | 0.1% | 0.7% | +12.8% |
| 19 | WEST PACES ADVISORS INC. | 255,132 | $18.7M | 3.1% | 0.6% | +0.4% |
| 20 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 233,664 | $17.1M | 2.6% | 0.6% | +16.2% |
| 21 | Simplicity Wealth,LLC | 224,294 | $16.4M | 0.6% | 0.5% | +2.9% |
| 22 | Foundations Investment Advisors, LLC | 210,830 | $15.5M | 0.2% | 0.5% | +6.1% |
| 23 | KILNER CAPITAL ADVISORS, LLC | 194,167 | $14.1M | 12.1% | 0.5% | -0.9% |
| 24 | Savant Capital, LLC | 186,795 | $13.7M | 0.0% | 0.4% | -39.8% |
| 25 | RAYMOND JAMES FINANCIAL INC | 182,685 | $13.4M | 0.0% | 0.4% | +23.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.