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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +249 | — | 249 | $18.26K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +3,446 | — | 3,446 | $252.70K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -53,492 | -23.5% | 173,811 | $12.75M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +356,106 | +2.4% | 15,209,879 | $1.12B | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +8,372 | +29.6% | 36,654 | $2.69M | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -38 | -0.7% | 5,283 | $387.20K | Q2 2026 | Aug 17, 2026 |
| Mars Jewett Financial Group, Inc. | Buy | +100,078 | — | 100,078 | $7.34M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +35,238 | +23.9% | 182,685 | $13.40M | Q2 2026 | Aug 14, 2026 |
| Cambridge Associates Llc | Buy | +32,247 | +3.5% | 954,982 | $70.04M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -31,617 | -88.4% | 4,161 | $305.17K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +21,252 | — | 21,252 | $1.56M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +18,088 | +23.4% | 95,377 | $6.99M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +17,285 | — | 17,285 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +13,447 | +60.8% | 35,580 | $2.61M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +12,202 | +6.1% | 210,830 | $15.46M | Q2 2026 | Aug 14, 2026 |
| Cardiff Park Advisors, Llc | Buy | +9,856 | +15.5% | 73,596 | $5.40M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +7,325 | +37.9% | 26,668 | $1.96M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +5,423 | +53.2% | 15,624 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +5,223 | — | 5,223 | $383.00K | Q2 2026 | Aug 14, 2026 |
| Endeavor Private Wealth, Inc. | Buy | +3,116 | +8.0% | 42,071 | $3.09M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +3,012 | +50.7% | 8,957 | $656.91K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +2,953 | +2271.5% | 3,083 | $226.14K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +2,642 | +5.0% | 55,799 | $4.09M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,206 | +44.4% | 7,169 | $525.81K | Q2 2026 | Aug 14, 2026 |
| Aire Advisors, Llc | Sell | -1,879 | -3.7% | 48,762 | $3.58M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +1,107 | +3.6% | 31,945 | $2.35M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +927 | — | 927 | $68.00K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -325 | -6.5% | 4,656 | $341.47K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +135 | — | 135 | $9.90K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +1 | +0.3% | 303 | $22.22K | Q2 2026 | Aug 14, 2026 |
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.