AVANTIS US SMALL CAP EQUITY (AVSC) Top Institutional Shareholders
AVANTIS US SMALL CAP EQUITY (AVSC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.21B in AVSC holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of AVSC tracked by InsiderSet, reporting ownership valued at approximately $925.39M in its March 31, 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 $1.04B, representing an estimated gain of +12.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% 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., Wealth Management Nebraska, 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
213
Total Reported Value
$2.21B
Largest Holder
Mercer Global Advisors Inc
Largest Position
$925.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
154
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 | 1.37% | 14,853,773 | $925,390,067 | $1,037,684,582 | +$112,294,515 | +12.13% | |
| Mason Investment Advisory Services, Inc. | 10.32% | 3,585,892 | $223,401,089 | $250,510,415 | +$27,109,326 | +12.13% | |
| Wealth Management Nebraska | 12.19% | 1,089,651 | $120,373,804 | $76,123,019 | -$44,250,785 | -36.76% | |
| Northwestern Mutual Wealth Management Co | 0.05% | 1,242,635 | $77,416,165 | $86,810,481 | +$9,394,316 | +12.13% | |
| Morgan Stanley | 0.00% | 1,022,442 | $63,698,172 | $71,427,798 | +$7,729,626 | +12.13% | |
| Cambridge Associates Llc | 0.91% | 922,735 | $57,486,391 | $64,462,267 | +$6,975,876 | +12.13% | |
| Envestnet Asset Management Inc | 0.01% | 713,946 | $44,478,817 | $49,876,268 | +$5,397,451 | +12.13% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 7.24% | 684,213 | $42,626,483 | $47,799,120 | +$5,172,637 | +12.13% | |
| Creative Planning | 0.03% | 649,414 | $40,458,484 | $45,368,062 | +$4,909,578 | +12.13% | |
| Ae Wealth Management Llc | 0.21% | 636,768 | $39,670,689 | $44,484,612 | +$4,813,923 | +12.13% | |
| Three Arch Wealth Management Llc | 5.26% | 469,247 | $29,234,116 | $32,781,595 | +$3,547,479 | +12.13% | |
| Lpl Financial Llc | 0.01% | 467,437 | $29,121,305 | $32,655,149 | +$3,533,844 | +12.13% | |
| American Century Companies Inc | 0.01% | 461,745 | $28,766,714 | $32,257,506 | +$3,490,792 | +12.13% | |
| Retirement Financial Solutions, Llc | 6.71% | 376,850 | $23,477,774 | $26,326,741 | +$2,848,967 | +12.13% | |
| Cornerstone Wealth Partners, Llc | 11.54% | 326,613 | $20,347,984 | $22,817,184 | +$2,469,200 | +12.13% | |
| Savant Capital, Llc | 0.09% | 310,261 | $19,329,232 | $21,674,833 | +$2,345,601 | +12.13% | |
| Shore Point Advisors, Llc | 7.43% | 403,181 | $18,801,111 | $28,166,225 | +$9,365,114 | +49.81% | |
| Corient Private Wealth Llc | 0.02% | 227,303 | $16,702,106 | $15,879,388 | -$822,718 | -4.93% | |
| West Paces Advisors Inc. | 3.07% | 254,079 | $15,829,135 | $17,749,959 | +$1,920,824 | +12.13% | |
| Simplicity Wealth,Llc | 0.77% | 217,948 | $13,578,149 | $15,225,847 | +$1,647,698 | +12.13% | |
| Prevail Innovative Wealth Advisors, Llc | 2.11% | 201,160 | $12,532,282 | $14,053,038 | +$1,520,756 | +12.13% | |
| Foundations Investment Advisors, Llc | 0.15% | 198,628 | $12,374,545 | $13,876,152 | +$1,501,607 | +12.13% | |
| Kilner Capital Advisors, Llc | 11.70% | 195,960 | $12,208,280 | $13,689,766 | +$1,481,486 | +12.14% | |
| Cwm, Llc | 0.03% | 194,322 | $12,106,264 | $13,575,335 | +$1,469,071 | +12.13% | |
| Atlantic Union Bankshares Corp | 0.21% | 175,838 | $10,954,707 | $12,284,043 | +$1,329,336 | +12.13% | |
| Focus Partners Advisor Solutions, Llc | 0.10% | 165,009 | $10,280,084 | $11,527,529 | +$1,247,445 | +12.13% | |
| Freedom Investment Management, Inc. | 2.98% | 161,226 | $10,044,361 | $11,263,248 | +$1,218,887 | +12.14% | |
| Berger Financial Group, Inc | 0.53% | 153,015 | $9,532,830 | $10,689,628 | +$1,156,798 | +12.13% | |
| Raymond James Financial Inc | 0.00% | 147,447 | $9,185,911 | $10,300,647 | +$1,114,736 | +12.14% | |
| Onedigital Investment Advisors Llc | 0.09% | 143,427 | $8,935,496 | $10,019,810 | +$1,084,314 | +12.13% | |
| Northwest Wealth Management, Llc | 1.33% | 141,788 | $8,833,401 | $9,905,310 | +$1,071,909 | +12.13% | |
| B&D White Capital Company, Llc | 1.08% | 140,853 | $8,775,142 | $9,839,991 | +$1,064,849 | +12.13% | |
| Aprio Wealth Management, Llc | 0.46% | 136,075 | $8,477,473 | $9,506,200 | +$1,028,727 | +12.13% | |
| Choice Wealth Advisors Llc | 3.17% | 129,469 | $8,065,919 | $9,044,704 | +$978,785 | +12.13% | |
| Savvy Advisors, Inc. | 0.21% | 125,355 | $7,809,614 | $8,757,300 | +$947,686 | +12.13% | |
| Beaird Harris Wealth Management, Llc | 0.49% | 115,744 | $7,210,852 | $8,085,876 | +$875,024 | +12.13% | |
| Lexaurum Advisors, Llc | 0.88% | 109,057 | $6,794,251 | $7,618,722 | +$824,471 | +12.13% | |
| Foundry Financial Group, Inc. | 3.14% | 101,532 | $6,325,444 | $7,093,026 | +$767,582 | +12.13% | |
| Websterrogers Financial Advisors, Llc | 1.76% | 98,542 | $6,139,211 | $6,884,144 | +$744,933 | +12.13% | |
| Commonwealth Equity Services, Llc | 0.01% | 96,688 | $6,023,670 | $6,754,624 | +$730,954 | +12.13% | |
| Level Financial Advisors | 1.43% | 89,950 | $5,603,866 | $6,283,907 | +$680,041 | +12.14% | |
| Chicago Partners Investment Group Llc | 0.12% | 80,236 | $5,423,119 | $5,605,287 | +$182,168 | +3.36% | |
| Mariner, Llc | 0.01% | 86,089 | $5,363,291 | $6,014,178 | +$650,887 | +12.14% | |
| Paul R. Ried Financial Group, Llc | 2.33% | 80,610 | $5,022,002 | $5,631,415 | +$609,413 | +12.13% | |
| Strategic Blueprint, Llc | 0.28% | 78,181 | $4,870,676 | $5,461,725 | +$591,049 | +12.13% | |
| Wcg Wealth Advisors Llc | 0.13% | 77,289 | $4,815,131 | $5,399,410 | +$584,279 | +12.13% | |
| Ridgeline Wealth, Llc | 3.23% | 72,445 | $4,513,324 | $5,061,008 | +$547,684 | +12.13% | |
| Mml Investors Services, Llc | 0.01% | 68,331 | $4,257,046 | $4,773,604 | +$516,558 | +12.13% | |
| Dogwood Wealth Management Llc | 1.83% | 67,480 | $4,203,985 | $4,714,153 | +$510,168 | +12.14% | |
| Cap Partners, Llc | 2.31% | 65,665 | $4,090,930 | $4,587,357 | +$496,427 | +12.13% |
Frequently asked questions about AVSC
Who owns the most AVSC stock?
The largest holders of AVSC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS US SMALL CAP EQUITY (AVSC).
Is AVSC widely held by superinvestors?
Many widely followed stocks like AVSC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVSC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.