AVANTIS US SMALL CAP EQUITY (AVSC) Institutional Ownership Changes & 13F Activity

AVANTIS US SMALL CAP EQUITY (AVSC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Mars Jewett Financial Group, Inc., Corient Private Wealth Llc, Raymond James Financial Inc, and Cambridge Associates Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+249249$18.26KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+3,4463,446$252.70KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-53,492-23.5%173,811$12.75MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+356,106+2.4%15,209,879$1.12BQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+8,372+29.6%36,654$2.69MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-38-0.7%5,283$387.20KQ2 2026Aug 17, 2026
Mars Jewett Financial Group, Inc.Buy+100,078100,078$7.34MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+35,238+23.9%182,685$13.40MQ2 2026Aug 14, 2026
Cambridge Associates LlcBuy+32,247+3.5%954,982$70.04MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-31,617-88.4%4,161$305.17KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+21,25221,252$1.56MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+18,088+23.4%95,377$6.99MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+17,28517,285$1.27MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+13,447+60.8%35,580$2.61MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+12,202+6.1%210,830$15.46MQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcBuy+9,856+15.5%73,596$5.40MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+7,325+37.9%26,668$1.96MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+5,423+53.2%15,624$1.14MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+5,2235,223$383.00KQ2 2026Aug 14, 2026
Endeavor Private Wealth, Inc.Buy+3,116+8.0%42,071$3.09MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+3,012+50.7%8,957$656.91KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+2,953+2271.5%3,083$226.14KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+2,642+5.0%55,799$4.09MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,206+44.4%7,169$525.81KQ2 2026Aug 14, 2026
Aire Advisors, LlcSell-1,879-3.7%48,762$3.58MQ2 2026Aug 14, 2026
&PartnersBuy+1,107+3.6%31,945$2.35MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+927927$68.00KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-325-6.5%4,656$341.47KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+135135$9.90KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+1+0.3%303$22.22KQ2 2026Aug 14, 2026
Showing 30 of 231

Frequently asked questions about AVSC activity

  • Which institutional owners are buying AVSC?

    Institutional owners buying AVSC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AVSC activity?

    "Buy" means an investor increased their reported position in AVSC compared to the prior reporting period. This reflects growing exposure to AVANTIS US SMALL CAP EQUITY (AVSC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVSC increasing?

    Institutional interest in AVSC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.