Avantis US Small Cap EquityAVSCETF

13F holders, Q2 2026 (June 30)
248holders +28
43new positions
17sold out
2famous investors
$73.06avg. 13F price*

At the end of Q2 2026, 248 institutions reported holding Avantis US Small Cap Equity (AVSC) in their 13F filings, up 28 from Q1 2026. 43 opened new positions and 17 sold out. The largest holders were Mercer Global Advisors Inc. ($1.1B), Mason Investment Advisory Services, Inc. ($260.6M) and Northwestern Mutual Wealth Management Co. ($96.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Avantis US Small Cap Equity
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
CUSIP
025072323
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 88Q1 2024Q2 2024: 103Q2 2024Q3 2024: 122Q3 2024Q4 2024: 152Q4 2024Q1 2025: 134Q1 2025Q2 2025: 151Q2 2025Q3 2025: 174Q3 2025Q4 2025: 205Q4 2025Q1 2026: 220Q1 2026Q2 2026: 248Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions43$31.5M
Exits17$124.1M

All 13F filers, Q1 2026 → Q2 2026: 2,150,263 shares bought and 1,690,812 shares sold, net +459,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 248 holders

Mercer Global Advisors Inc. 1.38% Add +2.4% 15,209,879 $1.1B
Mason Investment Advisory Services, Inc. 9.91% Reduce -0.9% 3,553,024 $260.6M
Northwestern Mutual Wealth Management Co. 0.05% Add +6.1% 1,318,011 $96.7M
Morgan Stanley 0.00% Add +8.5% 1,109,495 $81.4M
Cambridge Associates LLC /Ma/ 1.01% Add +3.5% 954,982 $70.0M
Envestnet Asset Management Inc. 0.01% Add +9.1% 778,923 $57.1M
Elwood & Goetz Wealth Advisory Group, LLC 7.46% Add +0.4% 687,210 $50.4M
Creative Planning 0.03% Reduce -0.5% 646,481 $47.4M
AE Wealth Management LLC 0.19% Reduce -11.5% 563,885 $41.4M
American Century Companies Inc. 0.02% Add +16.4% 537,608 $39.4M
LPL Financial LLC 0.01% Add +12.6% 526,290 $38.6M
Three Arch Wealth Management LLC 5.69% Add +7.8% 505,992 $37.1M
Atlantic Union Bankshares Corp 0.60% Add +178.2% 489,249 $35.9M
Retirement Financial Solutions, LLC 7.07% Add +4.0% 391,883 $28.7M
Cornerstone Wealth Partners, LLC 12.19% Add +9.5% 357,505 $26.2M
Shore Point Advisors, LLC 8.02% Add +8.9% 439,059 $23.4M
FAS Wealth Partners, Inc. 1.17% Add +10.5% 306,509 $22.5M
Park Avenue Securities LLC 0.13% Add +12.8% 291,044 $21.3M
West Paces Advisors Inc. 3.14% Add +0.4% 255,132 $18.7M
Prevail Innovative Wealth Advisors, LLC 2.55% Add +16.2% 233,664 $17.1M
Simplicity Wealth,LLC 0.56% Add +2.9% 224,294 $16.4M
Foundations Investment Advisors, LLC 0.16% Add +6.1% 210,830 $15.5M
Kilner Capital Advisors, LLC 12.11% Reduce -0.9% 194,167 $14.1M
Savant Capital, LLC 0.04% Reduce -39.8% 186,795 $13.7M
Raymond James Financial Inc. 0.00% Add +23.9% 182,685 $13.4M
B&D White Capital Company, LLC 1.28% Add +25.0% 176,009 $12.9M
Corient Private Wealth LP 0.02% Reduce -23.5% 173,811 $12.7M
Focus Partners Advisor Solutions, LLC 0.11% Add +4.5% 172,349 $12.6M
Berger Financial Group, Inc 0.63% Add +9.1% 166,979 $12.2M
Northwest Wealth Management, LLC 1.44% Add +5.1% 149,067 $10.9M
Freedom Investment Management, Inc. 2.94% Reduce -10.8% 143,871 $10.6M
OneDigital Investment Advisors LLC 0.09% Reduce -0.3% 143,064 $10.5M
Choice Wealth Advisors LLC 3.50% Add +5.1% 136,099 $10.0M
Savvy Advisors, Inc. 0.20% Add +0.3% 125,769 $9.2M
Appleton Partners Inc. 0.53% New 117,484 $8.6M
Beaird Harris Wealth Management, LLC 0.52% Reduce -1.6% 113,871 $8.4M
Foundry Financial Group, Inc. 3.56% Add +10.5% 112,200 $8.2M
Aprio Wealth Management, LLC 0.38% Reduce -23.6% 103,896 $7.6M
Websterrogers Financial Advisors, LLC 1.95% Add +5.4% 103,819 $7.6M
Mars Jewett Financial Group, Inc. 1.49% New 100,078 $7.3M
WCG Wealth Advisors LLC 0.17% Add +23.4% 95,377 $7.0M
LexAurum Advisors, LLC 0.79% Reduce -14.4% 93,329 $6.8M
Level Financial Advisors 1.52% Add +3.3% 92,905 $6.8M
Chicago Partners Investment Group LLC 0.13% Add +13.7% 91,190 $6.6M
Commonwealth Equity Services, LLC 0.01% Reduce -9.5% 87,484 $6.4M
MML Investors Services, LLC 0.01% Add +23.7% 84,509 $6.2M
Bauman Advisory Group, LLC 3.16% Add +45.5% 81,320 $6.0M
Strategic Blueprint, LLC 0.29% Add +1.0% 78,984 $5.8M
CAP Partners, LLC 2.82% Add +19.5% 78,499 $5.8M
Paul R. Ried Financial Group, LLC 2.49% Reduce -3.6% 77,739 $5.7M
Ridgeline Wealth, LLC 3.23% Add +4.0% 75,375 $5.5M
Cardiff Park Advisors, LLC 0.42% Add +15.5% 73,596 $5.4M
Mendota Financial Group, LLC 3.17% Add +22.4% 69,707 $5.1M
Dogwood Wealth Management LLC 1.84% Reduce -5.8% 63,538 $4.7M
SeedSafe Financial LLC 3.07% No change 58,089 $4.3M
Cypress Point Wealth Management, LLC 0.85% Add +1.5% 57,065 $4.2M
Haven Private, LLC 1.58% Reduce -4.8% 56,564 $4.1M
Wells Fargo & Company 0.00% Add +5.0% 55,799 $4.1M
CoreCap Advisors, LLC 0.12% Add +15.4% 55,746 $4.1M
Global Strategic Investment Solutions, LLC 0.35% Reduce -0.2% 53,533 $3.9M
JPMorgan Chase & Co. 0.00% Add +0.7% 52,744 $3.9M
Passive Capital Management, LLC. 1.15% No change 62,500 $3.7M
Acropolis Investment Management, LLC 0.14% Add +7.7% 49,245 $3.6M
Allodium Investment Consultants, LLC 1.52% Add +4.6% 48,854 $3.6M
Aire Advisors, LLC 0.58% Reduce -3.7% 48,762 $3.6M
Atlas Wealth LLC 0.51% Add +17.1% 43,186 $3.2M
Rockefeller Capital Management L.P. 0.00% Add +2.1% 43,119 $3.2M
Kestra Advisory Services, LLC 0.01% Add +2.5% 42,391 $3.1M
Family Office Research LLC 1.16% Add +0.1% 42,181 $3.1M
Endeavor Private Wealth, Inc. 0.75% Add +8.0% 42,071 $3.1M
Fourth Dimension Wealth, LLC 0.94% Add +10.7% 40,390 $3.0M
Beacon Pointe Advisors, LLC 0.01% Add +29.6% 36,654 $2.7M
Kavar Capital Partners Group, LLC 0.33% Reduce -0.1% 36,086 $2.6M
Cresset Asset Management, LLC 0.01% Add +60.8% 35,580 $2.6M
Burk Holdings LLC 0.95% Reduce -1.8% 35,159 $2.6M
HB Wealth Management, LLC 0.01% Add +22.8% 34,291 $2.5M
Quantinno Capital Management LP 0.00% Add +86.0% 34,119 $2.5M
Quantum Financial Partners LLC 1.24% — 33,064 $2.4M
Mariner, LLC 0.00% Reduce -62.2% 32,549 $2.4M
&partners 0.01% Add +3.6% 31,945 $2.4M
ETF Store, Inc. 1.92% New 31,344 $2.3M
StrongBox Wealth, LLC 0.63% Add +10.1% 30,176 $2.2M
Plancorp, LLC 0.05% Add +0.4% 29,774 $2.2M
Moisand Fitzgerald Tamayo, LLC 0.19% Reduce -0.5% 26,911 $2.0M
AQR Capital Management 0.00% Add +37.9% 26,668 $2.0M
Tillman Hartley LLC 0.44% Reduce -3.2% 26,651 $2.0M
Centennial Bank 0.62% Add +27.5% 26,314 $1.9M
Lam Group, Inc. 0.95% Add +1.3% 26,200 $1.9M
OneAscent Financial Services LLC 0.09% New 26,156 $1.9M
J. M. Brown & Associates Inc. 1.03% — 24,498 $1.8M
Private Advisor Group, LLC 0.01% Add +383.5% 24,217 $1.8M
Centennial Wealth Advisory LLC 0.38% Reduce -2.1% 23,737 $1.7M
Jackson Thornton Wealth Management, LLC 0.13% Reduce -1.7% 23,120 $1.7M
Dixon Fnancial Services, Inc. 0.66% No change 22,286 $1.6M
Fiduciary Financial Advisors 0.16% New 21,982 $1.6M
Evanson Financial, LLC 0.08% — 21,813 $1.6M
Disciplined Investors, L.L.C. 0.79% Add +2.3% 21,664 $1.6M
Commerce Bank 0.01% Add +133.6% 20,605 $1.5M
Farther Finance Advisors, LLC 0.01% Add +1.2% 20,455 $1.5M
Werba Rubin Papier Wealth Management 0.18% Reduce -3.7% 20,381 $1.5M

"% of holder's portfolio" is AVSC's weight in each manager's 13F, not the share of Avantis US Small Cap Equity the manager owns.

Show all 248 holders