Who owns Avantis U.S. Small Cap Equity ETF?
Institutional ownership of AVSC from SEC Form 13F filings across 134 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.
134
13F holders
$1.83B
value, 2026 filers
60.4%
of shares outstanding (25.3M sh)
26
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 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.3M | $96.7M | 0.1% | 3.1% | +6.1% |
| 3 | MORGAN STANLEY | 1.1M | $81.4M | 0.0% | 2.6% | +8.5% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 778,923 | $57.1M | 0.0% | 1.9% | +9.1% |
| 5 | Creative Planning | 646,481 | $47.4M | 0.0% | 1.5% | -0.5% |
| 6 | AE Wealth Management LLC | 563,885 | $41.4M | 0.2% | 1.3% | -11.5% |
| 7 | AMERICAN CENTURY COMPANIES INC | 537,608 | $39.4M | 0.0% | 1.3% | +16.4% |
| 8 | LPL Financial LLC | 526,290 | $38.6M | 0.0% | 1.3% | +12.6% |
| 9 | Atlantic Union Bankshares Corp | 489,249 | $35.9M | 0.6% | 1.2% | +178.2% |
| 10 | PARK AVENUE SECURITIES LLC | 291,044 | $21,345 | 0.1% | 0.7% | +12.8% |
| 11 | WEST PACES ADVISORS INC. | 255,132 | $18.7M | 3.1% | 0.6% | +0.4% |
| 12 | Simplicity Wealth,LLC | 224,294 | $16.4M | 0.6% | 0.5% | +2.9% |
| 13 | Foundations Investment Advisors, LLC | 210,830 | $15.5M | 0.2% | 0.5% | +6.1% |
| 14 | Savant Capital, LLC | 186,795 | $13.7M | 0.0% | 0.4% | -39.8% |
| 15 | RAYMOND JAMES FINANCIAL INC | 182,685 | $13.4M | 0.0% | 0.4% | +23.9% |
| 16 | Corient Private Wealth LP | 178,760 | $13.1M | 0.0% | 0.4% | -21.4% |
| 17 | B&D White Capital Company, LLC | 176,009 | $12.9M | 1.3% | 0.4% | +25.0% |
| 18 | Focus Partners Advisor Solutions, LLC | 172,349 | $12.6M | 0.1% | 0.4% | +4.4% |
| 19 | OneDigital Investment Advisors LLC | 143,064 | $10.5M | 0.1% | 0.3% | -0.3% |
| 20 | Savvy Advisors, Inc. | 125,769 | $9.2M | 0.2% | 0.3% | +0.3% |
| 21 | Beaird Harris Wealth Management, LLC | 113,871 | $8.4M | 0.5% | 0.3% | -1.6% |
| 22 | WCG Wealth Advisors LLC | 95,377 | $7.0M | 0.2% | 0.2% | +23.4% |
| 23 | LexAurum Advisors, LLC | 93,329 | $6.8M | 0.8% | 0.2% | -14.4% |
| 24 | Chicago Partners Investment Group LLC | 91,190 | $6.6M | 0.1% | 0.2% | +13.7% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 87,484 | $6.4M | 0.0% | 0.2% | -9.5% |
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.