AVANTIS US SMALL CAP EQUITY (AVSC) Institutional Ownership and Insiders Activity
AVANTIS US SMALL CAP EQUITY (AVSC) is widely held by institutional investors, with 239 firms reporting positions valued at approximately $2.43B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is the largest disclosed holder, reporting approximately $1.12B in AVSC holdings in its latest filing.
Institutional Holders
239
Total Reported Value
$2.43B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$1.12B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
28
Top Institutional Owners
View allInvestorReported Balance
- Mercer Global Advisors Inc$1.12B
- Mason Investment Advisory Services, Inc.$260.58M
- Morgan Stanley$81.37M
- Cambridge Associates Llc$70.04M
- Envestnet Asset Management Inc$57.13M
AVSC News
All news- Prevail Innovative Wealth Advisors' Portfolio Changes - Q2 2026 Analysis
Jul 22, 2026 · valut.ai
- Shore Point Advisors Q2 2026 Portfolio Activity: Focus On ETFs, Including Significant Increases In JCPB
Jul 16, 2026 · valut.ai
- Kilner Capital Advisors Portfolio Concentration Analysis: June 30, 2026
Jul 14, 2026 · valut.ai