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 |
| CRA Financial Services, LLC | 0.14% | Add +3.8% | 16,862 | $1.1M |
| Claris Advisors, LLC / Mo / | 0.31% | No change | 16,580 | $1.0M |
| PCG Wealth Advisors, LLC | 0.26% | Reduce -5.4% | 16,507 | $1.0M |
| Tortoise Investment Management, LLC | 0.08% | No change | 15,943 | $993K |
| Curio Wealth, LLC | 0.34% | Add +21.2% | 15,854 | $988K |
| Independent Advisor Alliance | 0.01% | New | 15,753 | $981K |
| EnRich Financial Partners LLC | 0.26% | Add +9.8% | 15,632 | $974K |
| Arkadios Wealth Advisors | 0.02% | Add +244.6% | 15,206 | $947K |
| Capital Analysts, LLC | 0.02% | Add +0.1% | 14,506 | $904K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.8% | 14,518 | $904K |
| Sunpointe, LLC | 0.29% | No change | 14,383 | $896K |
| Approach Retirement Advisors, LLC | 0.74% | Add +0.6% | 14,342 | $893K |
| Axis Wealth Partners, LLC | 0.47% | Add +9.9% | 14,295 | $891K |
| Summit Financial, LLC | 0.01% | Add +5.0% | 13,565 | $845K |
| Focus Partners Wealth | 0.00% | Reduce -3.3% | 13,344 | $831K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -4.0% | 12,496 | $779K |
| Apeiron RIA LLC | 0.18% | Reduce -6.7% | 12,280 | $765K |
| Pearl Planning LLC | 0.38% | Add +3.5% | 11,305 | $704K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -78.6% | 11,090 | $691K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +37.5% | 10,115 | $637K |
| Maia Wealth LLC | 0.11% | Reduce -0.0% | 10,067 | $627K |
| Jones Financial Companies LLLP | 0.00% | Add +60.9% | 10,201 | $626K |
| Zhang Financial LLC | 0.02% | Reduce -6.3% | 9,593 | $598K |
| Thayer Financial, L.L.C. | 0.59% | Add +0.1% | 9,271 | $578K |
| Pacific Asset Management, LLC | 0.32% | Add +5.6% | 9,105 | $567K |
| Commerce Bank | 0.00% | New | 8,820 | $549K |
| HighTower Advisors, LLC | 0.00% | Add +99.1% | 8,131 | $507K |
| Brooklyn Investment Group | 0.02% | Add +30.4% | 7,814 | $487K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -5.8% | 7,240 | $486K |
| D. E. Shaw & Co. | 0.00% | No change | 7,740 | $482K |
| Bison Wealth, LLC | 0.05% | Add +0.6% | 7,107 | $477K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.2% | 7,432 | $463K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 6,985 | $435K |
| Caprock Group, LLC | 0.01% | Add +17.1% | 6,928 | $432K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 6,681 | $416K |
| Kane Co Wealth Management, Inc. | 0.33% | Add +10.1% | 6,195 | $386K |
| Armbruster Capital Management, Inc. | 0.06% | Add +19.0% | 6,100 | $380K |
| Cogent Private Wealth, Inc. | 0.27% | No change | 6,005 | $374K |
| Cloud Capital Management, LLC | 0.16% | Add +14.0% | 5,999 | $372K |
| World Investment Advisors | 0.01% | Add +43.3% | 5,945 | $370K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +43.3% | 5,945 | $370K |
| Ariadne Wealth Management, LP | 0.16% | Add +1.1% | 5,856 | $365K |
| BlackRock, Inc. | 0.00% | Add +20.5% | 5,606 | $349K |
| Herold Advisors, Inc. | 0.08% | Reduce -7.3% | 5,565 | $347K |
| GEM Asset Management, LLC | 0.15% | Reduce -2.3% | 5,553 | $346K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,321 | $331K |
| Claro Advisors Inc. | 0.04% | Reduce -8.3% | 5,136 | $320K |
| Cetera Investment Advisers | 0.00% | New | 5,094 | $317K |
| Private Advisor Group, LLC | 0.00% | Add +32.7% | 5,009 | $312K |
| Western Wealth Management, LLC | 0.01% | New | 4,981 | $310K |
| Osaic Holdings, Inc. | 0.00% | Add +54.5% | 4,963 | $309K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Add +14.0% | 4,891 | $305K |
| Destination Wealth Management | 0.01% | Reduce -15.2% | 4,772 | $297K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.7% | 4,747 | $296K |
| Bayshore Asset Management, LLC | 0.12% | Add +0.4% | 4,735 | $295K |
| Harbor Asset Planning, Inc. | 0.24% | New | 4,584 | $286K |
| SC&H Financial Advisors, Inc. | 0.04% | Add +0.1% | 4,536 | $283K |
| GC Wealth Management RIA, LLC | 0.01% | New | 4,077 | $254K |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 4,039 | $252K |
| Noble Family Wealth, LLC | 0.05% | Reduce -10.1% | 3,883 | $242K |
| Summit Financial Wealth Advisors, LLC | 0.03% | Add +5.8% | 3,867 | $241K |
| Flow Traders U.S. LLC | 0.01% | New | 3,815 | $238K |
| DBK Financial Counsel, LLC | 0.18% | Add +1.7% | 3,820 | $238K |
| Compound Planning, Inc. | 0.01% | Reduce -18.7% | 3,693 | $230K |
| Community Bank, N.A. | 0.03% | No change | 3,677 | $229K |
| Sequent Asset Management, LLC | 0.11% | Add +0.8% | 3,665 | $228K |
| Foundry Financial LLC | 0.09% | New | 3,436 | $214K |
| Seaside Wealth Management, Inc. | 0.06% | New | 3,351 | $209K |
| Fifth Third Bancorp | 0.00% | New | 2,888 | $180K |
| UMB Bank, n.a. | 0.00% | New | 2,511 | $156K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,397 | $149K |
| Ascentis Independent Advisors | 0.01% | New | 2,068 | $129K |
| Delos Wealth Advisors, LLC | 0.07% | New | 2,029 | $126K |
| Bank of New Hampshire | 0.03% | No change | 1,966 | $122K |
| Team Financial Group, LLC | 0.05% | Add +2831.8% | 1,935 | $121K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,925 | $117K |
| NewEdge Advisors, LLC | 0.00% | Add +7.4% | 1,810 | $113K |
| Advisory Services Network, LLC | 0.00% | New | 1,650 | $103K |
| FMR LLC | 0.00% | Add +48.5% | 1,274 | $79K |
| MCF Advisors LLC | 0.00% | Reduce -7.8% | 1,167 | $73K |
| Private Trust Co. NA | 0.01% | Reduce -15.3% | 1,033 | $64K |
| Arax Advisory Partners | 0.00% | Add +174.9% | 973 | $61K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 968 | $60K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 967 | $60K |
| Evolution Wealth Management Inc. | 0.04% | No change | 839 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 748 | $47K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 705 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 672 | $42K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -25.3% | 639 | $40K |
| Manning & Napier Advisors LLC | 0.00% | No change | 620 | $39K |
| YANKCOM Partnership | 0.01% | No change | 500 | $31K |
| Blue Trust, Inc. | 0.00% | No change | 426 | $27K |
| REAP Financial Group, LLC | 0.01% | No change | 408 | $25K |
| Root Financial Partners, LLC | 0.00% | Reduce -16.6% | 392 | $24K |
| American Capital Advisory, LLC | 0.01% | Reduce -47.4% | 373 | $23K |
| Ameriflex Group, Inc. | 0.01% | New | 302 | $19K |
| Bfsg, LLC | 0.00% | No change | 295 | $18K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -87.4% | 276 | $17K |
| Kingdom Financial Group LLC. | 0.00% | Add +0.4% | 276 | $17K |
| CX Institutional | 0.00% | No change | 252 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 222 | $14K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 209 | $13K |
| Rothschild Investment LLC | 0.00% | Reduce -62.3% | 166 | $10K |
| Allworth Financial LP | 0.00% | No change | 160 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 157 | $10K |
| Marshall Investment Management, LLC | 0.00% | New | 140 | $9K |
| Vanguard Advisers Inc. | 0.00% | — | 139 | $9K |
| MAI Capital Management | 0.00% | No change | 130 | $8K |
| UBS Group AG | 0.00% | Add +62.0% | 115 | $7K |
| Hurley Capital, LLC | 0.00% | Add +75.8% | 109 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.5% | 108 | $7K |
| Pacific Center for Financial Services | 0.00% | New | 62 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +9.4% | 58 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 49 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 33 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.5% | 30 | $2K |
| 3 Factor Indexing, LLC | 0.00% | — | 28 | $2K |
| Assetmark, Inc. | 0.00% | No change | 27 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 10 | $623 |
"% 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.