AVSC Institutional Ownership & Shareholders
AVANTIS US SMALL CAP EQUITY (AVSC) is currently held by 252 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.46B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of AVSC tracked by InsiderSet, reporting ownership valued at approximately $1.12B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.09B, representing an estimated loss of -2.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed AVSC value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Mason Investment Advisory Services, Inc., Morgan Stanley, and several other long-term asset managers with concentrated positions in AVANTIS US SMALL CAP EQUITY (AVSC).
This page ranks the largest institutional AVSC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
252
Total Reported Value
$2.46B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$1.12B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 1.38% | 15,209,879 | $1,115,492,527 | $1,092,069,312 | -$23,423,215 | -2.10% | |
| Mason Investment Advisory Services, Inc. | 9.91% | 3,553,024 | $260,578,793 | $255,107,123 | -$5,471,670 | -2.10% | |
| Morgan Stanley | 0.00% | 1,109,495 | $81,370,425 | $79,661,741 | -$1,708,684 | -2.10% | |
| Cambridge Associates Llc | 1.01% | 954,982 | $70,038,380 | $68,567,708 | -$1,470,672 | -2.10% | |
| Envestnet Asset Management Inc | 0.01% | 778,923 | $57,126,236 | $55,926,671 | -$1,199,565 | -2.10% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 6.88% | 721,695 | $49,897,992 | $51,817,701 | +$1,919,709 | +3.85% | |
| Creative Planning | 0.03% | 655,613 | $45,329,097 | $47,073,013 | +$1,743,916 | +3.85% | |
| American Century Companies Inc | 0.02% | 537,608 | $39,428,171 | $38,600,254 | -$827,917 | -2.10% | |
| Lpl Financial Llc | 0.01% | 526,290 | $38,598,077 | $37,787,622 | -$810,455 | -2.10% | |
| Atlantic Union Bankshares Corp | 0.60% | 489,249 | $35,881,522 | $35,128,078 | -$753,444 | -2.10% | |
| Three Arch Wealth Management Llc | 5.70% | 516,917 | $35,739,636 | $37,114,641 | +$1,375,005 | +3.85% | |
| Cornerstone Wealth Partners, Llc | 11.17% | 406,872 | $28,131,117 | $29,213,410 | +$1,082,293 | +3.85% | |
| Retirement Financial Solutions, Llc | 6.55% | 400,999 | $27,725,047 | $28,791,728 | +$1,066,681 | +3.85% | |
| Shore Point Advisors, Llc | 7.32% | 444,747 | $23,079,989 | $31,932,835 | +$8,852,846 | +38.36% | |
| Fas Wealth Partners, Inc. | 1.17% | 306,509 | $22,479,377 | $22,007,346 | -$472,031 | -2.10% | |
| West Paces Advisors Inc. | 2.96% | 251,000 | $17,354,114 | $18,021,800 | +$667,686 | +3.85% | |
| Prevail Innovative Wealth Advisors, Llc | 2.18% | 243,585 | $16,960,806 | $17,489,403 | +$528,597 | +3.12% | |
| Simplicity Wealth,Llc | 0.46% | 227,703 | $15,743,368 | $16,349,075 | +$605,707 | +3.85% | |
| Foundations Investment Advisors, Llc | 0.16% | 210,830 | $15,462,286 | $15,137,594 | -$324,692 | -2.10% | |
| Kilner Capital Advisors, Llc | 12.11% | 194,167 | $14,129,498 | $13,941,191 | -$188,307 | -1.33% | |
| Savant Capital, Llc | 0.04% | 186,795 | $13,699,571 | $13,411,881 | -$287,690 | -2.10% | |
| Raymond James Financial Inc | 0.00% | 182,685 | $13,398,095 | $13,116,783 | -$281,312 | -2.10% | |
| Corient Private Wealth Llc | 0.02% | 173,811 | $12,747,265 | $12,479,630 | -$267,635 | -2.10% | |
| Focus Partners Advisor Solutions, Llc | 0.11% | 172,349 | $12,640,082 | $12,374,658 | -$265,424 | -2.10% | |
| Berger Financial Group, Inc | 0.63% | 166,979 | $12,246,276 | $11,989,092 | -$257,184 | -2.10% | |
| B&D White Capital Company, Llc | 1.18% | 175,959 | $12,165,831 | $12,633,856 | +$468,025 | +3.85% | |
| Market Street Wealth Management Advisors Llc | 1.73% | 175,515 | $12,135,109 | $12,601,977 | +$466,868 | +3.85% | |
| Cwm, Llc | 0.03% | 194,322 | $12,106,264 | $13,952,320 | +$1,846,056 | +15.25% | |
| Northwest Wealth Management, Llc | 1.40% | 156,849 | $10,844,522 | $11,261,758 | +$417,236 | +3.85% | |
| Freedom Investment Management, Inc. | 2.94% | 143,871 | $10,551,511 | $10,329,938 | -$221,573 | -2.10% | |
| Onedigital Investment Advisors Llc | 0.09% | 143,064 | $10,492,341 | $10,271,995 | -$220,346 | -2.10% | |
| Choice Wealth Advisors Llc | 3.25% | 136,108 | $9,410,491 | $9,772,554 | +$362,063 | +3.85% | |
| Savvy Advisors, Inc. | 0.20% | 125,769 | $9,223,867 | $9,030,214 | -$193,653 | -2.10% | |
| Foundry Financial Group, Inc. | 3.51% | 122,268 | $8,453,610 | $8,778,842 | +$325,232 | +3.85% | |
| Beaird Harris Wealth Management, Llc | 0.52% | 113,871 | $8,351,300 | $8,175,938 | -$175,362 | -2.10% | |
| Plancorp, Llc | 0.17% | 106,669 | $7,603,366 | $7,658,834 | +$55,468 | +0.73% | |
| Mars Jewett Financial Group, Inc. | 1.49% | 100,078 | $7,339,702 | $7,185,600 | -$154,102 | -2.10% | |
| Aprio Wealth Management, Llc | 0.33% | 105,150 | $7,270,071 | $7,549,770 | +$279,699 | +3.85% | |
| Websterrogers Financial Advisors, Llc | 1.88% | 103,427 | $7,150,929 | $7,426,059 | +$275,130 | +3.85% | |
| Wcg Wealth Advisors Llc | 0.17% | 95,377 | $6,994,950 | $6,848,069 | -$146,881 | -2.10% | |
| Chicago Partners Investment Group Llc | 0.13% | 98,700 | $6,976,095 | $7,086,660 | +$110,565 | +1.58% | |
| Level Financial Advisors | 1.48% | 96,608 | $6,679,476 | $6,936,454 | +$256,978 | +3.85% | |
| Lexaurum Advisors, Llc | 0.73% | 94,102 | $6,506,221 | $6,756,524 | +$250,303 | +3.85% | |
| Commonwealth Equity Services, Llc | 0.01% | 94,029 | $6,501,160 | $6,751,282 | +$250,122 | +3.85% | |
| Mml Investors Services, Llc | 0.01% | 84,509 | $6,197,860 | $6,067,746 | -$130,114 | -2.10% | |
| Bauman Advisory Group, Llc | 2.90% | 85,029 | $5,878,906 | $6,105,082 | +$226,176 | +3.85% | |
| Paul R. Ried Financial Group, Llc | 2.49% | 77,739 | $5,701,371 | $5,581,660 | -$119,711 | -2.10% | |
| Strategic Blueprint, Llc | 0.28% | 81,170 | $5,612,109 | $5,828,006 | +$215,897 | +3.85% | |
| Cap Partners, Llc | 2.52% | 79,343 | $5,485,775 | $5,696,827 | +$211,052 | +3.85% | |
| Ridgeline Wealth, Llc | 3.08% | 77,598 | $5,436,485 | $5,571,536 | +$135,051 | +2.48% |
Frequently asked questions about AVSC
Who are the largest institutional holders of AVSC?
The largest institutional holders of AVSC reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Mason Investment Advisory Services, Inc., Morgan Stanley, Cambridge Associates Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported AVSC position.
What is AVSC institutional ownership?
This page tracks AVSC positions reported by institutional investment managers through SEC Form 13F. AVANTIS US SMALL CAP EQUITY (AVSC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVSC?
InsiderSet currently tracks 252 institutional managers reporting AVSC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVSC shareholders.
How much AVSC stock do institutions own?
Institutional investment managers disclosed approximately $2.46B in AVSC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVSC institutional ownership last updated?
The latest AVSC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVSC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVSC position after the reporting date.
Are institutions buying or selling AVSC?
Institutional buying and selling can be analyzed by comparing AVSC positions across consecutive 13F reporting periods. InsiderSet's AVSC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVSC ownership changes.
How has AVSC institutional ownership changed over time?
InsiderSet tracks AVSC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.