AVANTIS US SMALL CAP EQUITY

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AVSC·025072323·US·ETF·Unknown - Unknown

AVSC (AVANTIS US SMALL CAP EQUITY) is held by 55 institutional investors as of Q2 2026. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($1.1B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($96.7M), MORGAN STANLEY ($81.4M). Net institutional sentiment: Bullish.

55

Holders

(8 Elite)

$1.6B

Total Value

70% (53)

Consensus

37 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)72

Insider (Form 4)25

Activist (13D/13G)27

Congressional (STOCK Act)70

Holder Quality

68

★★★★★

Elite

42

★★★★

Strong

76

★★★

Solid

34

★★

Below

75

★

Weak

Held by 55 funds

8 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AVSC.

Top Holders

Top Holders (55)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	15.2M(+2.4%)	$1.1B	1.4%	+36.37%	51
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.3M(+6.1%)	$96.7M	0.1%	+37.35%	32
MORGAN STANLEY	Increased	1.1M(+8.5%)	$81.4M	0.0%	+17.15%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	778,923(+9.1%)	$57.1M	0.0%	+43.89%	32
Creative Planning	Decreased	646,481(-0.5%)	$47.4M	0.0%	+43.82%	0
AE Wealth Management LLC	Decreased	563,885(-11.5%)	$41.4M	0.2%	+36.32%	0
AMERICAN CENTURY COMPANIES INC	Increased	537,608(+16.4%)	$39.4M	0.0%	+39.12%	34
LPL Financial LLC	Increased	526,290(+12.6%)	$38.6M	0.0%	+37.17%	33
Savant Capital, LLC	Decreased	186,795(-39.8%)	$13.7M	0.0%	+28.84%	0
RAYMOND JAMES FINANCIAL INC	Increased	182,685(+23.9%)	$13.4M	0.0%	+15.40%	34
Corient Private Wealth LP	Decreased	178,760(-21.4%)	$13.1M	0.0%	+34.30%	0
OneDigital Investment Advisors LLC	Decreased	143,064(-0.3%)	$10.5M	0.1%	+62.65%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	87,484(-9.5%)	$6.4M	0.0%	+35.95%	0
MML INVESTORS SERVICES, LLC	Increased	84,509(+23.7%)	$6.2M	0.0%	+34.39%	33
WELLS FARGO & COMPANY/MN	Increased	55,799(+5.0%)	$4.1M	0.0%	+21.26%	28
JPMORGAN CHASE & CO	Increased	52,744(+0.7%)	$3.9M	0.0%	+36.47%	27
Rockefeller Capital Management L.P.	Increased	43,119(+2.1%)	$3.2M	0.0%	+39.38%	27
Kestra Advisory Services, LLC	Increased	42,391(+2.5%)	$3.1M	0.0%	+27.31%	27
Cresset Asset Management, LLC	Increased	35,580(+60.8%)	$2.6M	0.0%	+13.64%	38
HB Wealth Management, LLC	Increased	34,291(+22.8%)	$2.5M	0.0%	+37.37%	32

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer