Avantis US Small Cap EquityAVSCETF
13F holders, Q1 2026 (March 31)220holders +15
30new positions
12sold out
2famous investors
$63.71avg. 13F price*
At the end of Q1 2026, 220 institutions reported holding Avantis US Small Cap Equity (AVSC) in their 13F filings, up 15 from Q4 2025. 30 opened new positions and 12 sold out. The largest holders were Mercer Global Advisors Inc. ($925.4M), Mason Investment Advisory Services, Inc. ($223.4M) and Wealth Management Nebraska ($120.4M). 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 (Q1 2026)
- CUSIP
- 025072323
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $51.0M |
| Exits | 12 | $17.7M |
All 13F filers, Q4 2025 → Q1 2026: 3,142,057 shares bought and 522,747 shares sold, net +2,619,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| Mercer Global Advisors Inc. | 1.37% | Add +2.7% | 14,853,773 | $925.4M |
| Mason Investment Advisory Services, Inc. | 10.32% | Reduce -0.6% | 3,585,892 | $223.4M |
| Wealth Management Nebraska | 12.19% | Add +7.8% | 1,089,651 | $120.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +6.7% | 1,242,635 | $77.4M |
| Morgan Stanley | 0.00% | Add +374.2% | 1,022,442 | $63.7M |
| Cambridge Associates LLC /Ma/ | 0.92% | No change | 922,735 | $57.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.8% | 713,946 | $44.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 7.24% | Add +7.5% | 684,213 | $42.6M |
| Creative Planning | 0.03% | Add +2.3% | 649,414 | $40.5M |
| AE Wealth Management LLC | 0.21% | Add +5.1% | 636,918 | $39.7M |
| Three Arch Wealth Management LLC | 5.26% | Add +3.4% | 469,247 | $29.2M |
| LPL Financial LLC | 0.01% | Add +4.8% | 467,437 | $29.1M |
| American Century Companies Inc. | 0.01% | Add +11.8% | 461,745 | $28.8M |
| Retirement Financial Solutions, LLC | 6.71% | Add +1.9% | 376,850 | $23.5M |
| Cornerstone Wealth Partners, LLC | 11.54% | Add +15.8% | 326,613 | $20.3M |
| Savant Capital, LLC | 0.09% | Reduce -17.3% | 310,261 | $19.3M |
| Shore Point Advisors, LLC | 7.42% | New | 403,181 | $18.8M |
| FAS Wealth Partners, Inc. | 1.08% | Add +2.0% | 277,447 | $17.3M |
| Corient Private Wealth LP | 0.02% | Add +6.0% | 227,303 | $16.7M |
| Park Avenue Securities LLC | 0.13% | Add +10.6% | 257,946 | $16.1M |
| West Paces Advisors Inc. | 3.07% | Reduce -3.3% | 254,079 | $15.8M |
| Simplicity Wealth,LLC | 0.77% | Reduce -0.4% | 217,948 | $13.6M |
| Prevail Innovative Wealth Advisors, LLC | 2.11% | Add +6.7% | 201,160 | $12.5M |
| Foundations Investment Advisors, LLC | 0.15% | Add +4.5% | 198,628 | $12.4M |
| Kilner Capital Advisors, LLC | 11.70% | Reduce -0.6% | 195,960 | $12.2M |
| Cwm, LLC | 0.03% | Add +7.0% | 194,322 | $12.1M |
| Atlantic Union Bankshares Corp | 0.21% | Reduce -0.2% | 175,838 | $11.0M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +10.6% | 165,009 | $10.3M |
| Freedom Investment Management, Inc. | 2.98% | Reduce -3.0% | 161,226 | $10.0M |
| Berger Financial Group, Inc | 0.53% | Reduce -45.5% | 153,015 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Add +320.6% | 147,447 | $9.2M |
| OneDigital Investment Advisors LLC | 0.09% | Add +0.3% | 143,427 | $8.9M |
| Northwest Wealth Management, LLC | 1.33% | Add +11.4% | 141,788 | $8.8M |
| B&D White Capital Company, LLC | 1.08% | Add +39.0% | 140,853 | $8.8M |
| Aprio Wealth Management, LLC | 0.46% | Add +4.9% | 136,075 | $8.5M |
| Choice Wealth Advisors LLC | 3.17% | New | 129,469 | $8.1M |
| Savvy Advisors, Inc. | 0.21% | Add +10.2% | 125,355 | $7.8M |
| Beaird Harris Wealth Management, LLC | 0.49% | Reduce -3.9% | 115,744 | $7.2M |
| LexAurum Advisors, LLC | 0.89% | — | 109,057 | $6.8M |
| Foundry Financial Group, Inc. | 3.14% | New | 101,532 | $6.3M |
| Websterrogers Financial Advisors, LLC | 1.76% | Add +3.9% | 98,542 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.2% | 96,688 | $6.0M |
| Level Financial Advisors | 1.43% | Add +5.7% | 89,950 | $5.6M |
| Chicago Partners Investment Group LLC | 0.12% | Add +21.6% | 80,236 | $5.4M |
| Mariner, LLC | 0.01% | Add +238.2% | 86,089 | $5.4M |
| Paul R. Ried Financial Group, LLC | 2.33% | Reduce -0.7% | 80,610 | $5.0M |
| Strategic Blueprint, LLC | 0.28% | Reduce -0.7% | 78,181 | $4.9M |
| WCG Wealth Advisors LLC | 0.13% | New | 77,289 | $4.8M |
| Ridgeline Wealth, LLC | 3.23% | Add +3.2% | 72,445 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -18.1% | 68,331 | $4.3M |
| Dogwood Wealth Management LLC | 1.83% | Add +0.2% | 67,480 | $4.2M |
| CAP Partners, LLC | 2.31% | Add +3.1% | 65,665 | $4.1M |
| Cardiff Park Advisors, LLC | 0.32% | Add +106.7% | 63,740 | $4.0M |
| Passive Capital Management, LLC. | 1.16% | No change | 62,500 | $3.9M |
| Haven Private, LLC | 1.61% | Reduce -1.8% | 59,444 | $3.7M |
| Networth Advisors, LLC | 2.58% | Add +1.1% | 58,615 | $3.7M |
| SeedSafe Financial LLC | 2.98% | Reduce -0.2% | 58,089 | $3.6M |
| Mendota Financial Group, LLC | 2.63% | Add +20.9% | 56,954 | $3.5M |
| Cypress Point Wealth Management, LLC | 0.75% | Add +10.2% | 56,211 | $3.5M |
| Bauman Advisory Group, LLC | 2.44% | New | 55,888 | $3.5M |
| Global Strategic Investment Solutions, LLC | 0.33% | Reduce -12.3% | 53,657 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +159.4% | 53,157 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.4% | 52,384 | $3.2M |
| Aire Advisors, LLC | 0.58% | Reduce -1.6% | 50,641 | $3.2M |
| CoreCap Advisors, LLC | 0.10% | Add +4.6% | 48,299 | $3.0M |
| Allodium Investment Consultants, LLC | 1.39% | Add +9.9% | 46,694 | $2.9M |
| Acropolis Investment Management, LLC | 0.13% | No change | 45,745 | $2.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.7% | 42,234 | $2.6M |
| Family Office Research LLC | 1.14% | Reduce -1.5% | 42,150 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +42.5% | 41,343 | $2.6M |
| Endeavor Private Wealth, Inc. | 0.70% | Reduce -2.0% | 38,955 | $2.4M |
| Atlas Wealth LLC | 0.91% | Add +55.9% | 36,880 | $2.3M |
| Fourth Dimension Wealth, LLC | 0.86% | Add +6.9% | 36,479 | $2.3M |
| Kavar Capital Partners Group, LLC | 0.28% | Reduce -3.6% | 36,126 | $2.3M |
| Burk Holdings LLC | 0.96% | Add +18.4% | 35,796 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.1% | 35,778 | $2.2M |
| Plancorp, LLC | 0.06% | Add +1.2% | 29,654 | $1.9M |
| &partners | 0.01% | New | 30,838 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.2% | 28,282 | $1.8M |
| HB Wealth Management, LLC | 0.01% | Add +0.7% | 27,927 | $1.7M |
| Tillman Hartley LLC | 0.43% | Add +0.0% | 27,532 | $1.7M |
| StrongBox Wealth, LLC | 0.55% | Reduce -11.7% | 27,403 | $1.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.18% | Reduce -0.7% | 27,041 | $1.7M |
| Lam Group, Inc. | 0.89% | Add +33.8% | 25,875 | $1.6M |
| Jackson Thornton Wealth Management, LLC | 0.14% | No change | 23,516 | $1.5M |
| Centennial Wealth Advisory LLC | 0.37% | Reduce -3.1% | 24,254 | $1.5M |
| Value Investment Professionals, LLC | 3.14% | New | 12,842 | $1.4M |
| Dixon Fnancial Services, Inc. | 0.62% | No change | 22,286 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +136.4% | 22,133 | $1.4M |
| Disciplined Investors, L.L.C. | 0.79% | Add +28.9% | 21,183 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.18% | New | 21,161 | $1.3M |
| Factor Wealth Management LTD | 0.24% | Add +35.2% | 20,815 | $1.3M |
| Centennial Bank | 0.46% | Add +59.3% | 20,633 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Add +19.7% | 20,220 | $1.3M |
| Frankly Finances, LLC | 1.12% | Add +0.3% | 19,930 | $1.2M |
| Ruedi Wealth Management, Inc. | 0.32% | No change | 19,825 | $1.2M |
| Western Reserve Capital Management, LLC | 1.01% | Add +0.6% | 19,691 | $1.2M |
| AQR Capital Management | 0.00% | Add +95.3% | 19,343 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +157.0% | 18,341 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +0.1% | 17,664 | $1.1M |
"% 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.