AVSC institutional holders

Avantis U.S Small Cap Equity ETF · 258 reporting institutions · $2.6B reported value

Funds that can replace AVSC · AVSC return decomposition

Institutional holdings

Institutions reporting AVSC, largest first
InstitutionReported positionAdvisors at firmReport period
Mercer Global Advisors Inc /adv$1.1B02026-06-30
Mason Investment Advisory Services, Inc.$260.6M312026-06-30
Northwestern Mutual Wealth Management Co$96.7M02026-06-30
Morgan Stanley$81.4M23,1852026-06-30
Cambridge Associates LLC /ma/ /adv$70M02026-06-30
Envestnet Pmc$57.1M602026-06-30
Elwood & Goetz Wealth Advisory Group, LLC$50.4M212026-06-30
Creative Planning$47.4M1,1712026-06-30
Ae Wealth Management LLC$41.4M4712026-06-30
American Century Companies Inc$39.4M02026-06-30
Lpl Financial LLC$38.6M23,4582026-06-30
Three Arch Wealth Management LLC$37.1M42026-06-30
Atlantic Union Bankshares Corp$35.9M02026-06-30
Retirement Financial Solutions, LLC$28.7M152026-06-30
Cornerstone Wealth Partners, LLC$26.2M122026-06-30
Shore Point Advisors, LLC$23.4M102026-06-30
Fas Wealth Partners, Inc.$22.5M232026-06-30
West Paces Advisors Inc.$18.7M42026-06-30
Prevail Innovative Wealth Advisors, LLC$17.1M302026-06-30
Simplicity Wealth, LLC$16.4M02026-06-30
Foundations Investment Advisors, LLC$15.5M3022026-06-30
Kilner Capital Advisors, LLC$14.1M22026-06-30
Savant Wealth Management$13.7M4052026-06-30
Raymond James Financial Inc$13.4M02026-06-30
B&D White Capital Company, LLC$12.9M62026-06-30
Corient Private Wealth LP$12.7M6742026-06-30
Focus Partners Advisor Solutions, LLC$12.6M422026-06-30
Berger Financial Group, Inc$12.2M512026-06-30
Cwm, LLC$12.1M6672026-03-31
Northwest Wealth Management, LLC$10.9M212026-06-30
Freedom Investment Management, Inc.$10.6M32026-06-30
Onedigital Investment Advisors LLC$10.5M3862026-06-30
Choice Wealth Advisors LLC$10M32026-06-30
Savvy Advisors, Inc.$9.2M2142026-06-30
Beaird Harris Wealth Management, LLC$8.4M182026-06-30
Foundry Financial Group, Inc.$8.2M72026-06-30
Aprio Wealth Management, LLC$7.6M362026-06-30
Websterrogers Financial Advisors, LLC$7.6M72026-06-30
Mars Jewett Financial Group, Inc.$7.3M72026-06-30
Wcg Wealth Advisors LLC$7M1302026-06-30
Lexaurum Advisors, LLC$6.8M352026-06-30
Level Financial Advisors$6.8M82026-06-30
Chicago Partners Investment Group LLC$6.6M572026-06-30
Commonwealth Equity Services, LLC$6.4M2,8632026-06-30
MML Investors Services, LLC$6.2M5,1202026-06-30
Bauman Advisory Group, LLC$6M52026-06-30
Strategic Blueprint, LLC$5.8M552026-06-30
Cap Partners, LLC$5.8M72026-06-30
Paul R. Ried Financial Group, LLC$5.7M92026-06-30
Ridgeline Wealth, LLC$5.5M42026-06-30
Cardiff Park Advisors, LLC$5.4M12026-06-30
Mendota Financial Group, LLC$5.1M62026-06-30
Dogwood Wealth Management LLC$4.7M42026-06-30
Seedsafe Financial LLC$4.3M42026-06-30
Cypress Point Wealth Management, LLC$4.2M42026-06-30
Haven Private, LLC$4.1M62026-06-30
Wells Fargo & Company/mn$4.1M02026-06-30
Corecap Advisors, LLC$4.1M1182026-06-30
Global Strategic Investment Solutions, LLC$3.9M42026-06-30
Jpmorgan Chase & Co$3.9M02026-06-30
Passive Capital Management, Llc.$3.7M72026-06-30
Acropolis Investment Management, LLC$3.6M372026-06-30
Allodium Investment Consultants, LLC$3.6M52026-06-30
Aire Advisors, LLC$3.6M122026-06-30
Atlas Wealth LLC$3.2M52026-06-30
Rockefeller Capital Management LP$3.2M3462026-06-30
Kestra Advisory Services, LLC$3.1M1,4792026-06-30
Family Office Research LLC$3.1M32026-06-30
Endeavor Private Wealth, Inc.$3.1M122026-06-30
Fourth Dimension Wealth, LLC$3M92026-06-30
Beacon Pointe Advisors, LLC$2.7M4662026-06-30
Kavar Capital Partners Group, LLC$2.6M42026-06-30
Cresset Asset Management, LLC$2.6M2122026-06-30
Burk Holdings LLC$2.6M72026-06-30
Hb Wealth Management, LLC$2.5M1692026-06-30
Quantinno Capital Management LP$2.5M02026-06-30
Quantum Financial Partners LLC$2.4M72026-06-30
Mariner, LLC$2.4M02026-06-30
&partners$2.4M5552026-06-30
Novadius Wealth Management$2.3M62026-06-30
Strongbox Wealth, LLC$2.2M42026-06-30
Plancorp, LLC$2.2M522026-06-30
Moisand Fitzgerald Tamayo, LLC$2M102026-06-30
Aqr Capital Management LLC$2M12026-06-30
Tillman Hartley LLC$2M32026-06-30
Centennial Bank/ar$1.9M02026-06-30
Lam Group, Inc.$1.9M22026-06-30
Oneascent Financial Services LLC$1.9M852026-06-30
J. M. Brown & Associates Inc.$1.8M62026-06-30
Private Advisor Group, LLC$1.8M9272026-06-30
Centennial Wealth Advisory LLC$1.7M102026-06-30
Jackson Thornton Wealth Management, LLC$1.7M92026-06-30
Dixon Fnancial Services, Inc.$1.6M62026-06-30
Fiduciary Financial Advisors$1.6M512026-06-30
Evanson Financial, LLC$1.6M42026-06-30
Disciplined Investors, LLC$1.6M82026-06-30
Commerce Bank$1.5M02026-06-30
Farther Finance Advisors, LLC$1.5M3342026-06-30
Werba Rubin Papier Wealth Management, LLC$1.5M72026-06-30
Western Reserve Capital Management, LLC$1.5M22026-06-30
Ruedi Wealth Management, Inc.$1.5M52026-06-30
Kestra Private Wealth Services, LLC$1.4M2062026-06-30
Frankly Finances, LLC$1.4M12026-06-30
Factor Wealth Management$1.4M52026-06-30
Gts Securities LLC$1.3M02026-06-30
Cra Financial Services, LLC$1.3M122026-06-30
Claris Advisors, LLC / Mo$1.2M42026-06-30
Pcg Wealth Advisors, LLC$1.2M182026-06-30
Curio Wealth, LLC$1.2M72026-06-30
Tortoise Investment Management, LLC$1.2M152026-06-30
Jones Financial Companies LLLP$1.1M02026-06-30
Enrich Financial Partners LLC$1.1M42026-06-30
Focus Partners Wealth$1.1M1,0482026-06-30
Evanson Asset Management, LLC$1.1M02026-03-31
Summit Financial, LLC$1.1M2292026-06-30
Sunpointe Investments$1.1M112026-06-30
Approach Retirement Advisors, LLC$1M22026-06-30
Axis Wealth Partners, LLC$1M72026-06-30
Cetera Investment Advisers$960.9K10,3702026-06-30
Modera Wealth Management, LLC$937.1K1352026-06-30
Nuveen, LLC$905.9K02026-06-30
Apeiron RIA LLC$878.6K112026-06-30
Pearl Planning$829.1K62026-06-30
Bridgewater Advisors Inc.$801.3K142026-06-30
Blackrock, Inc.$719.5K02026-06-30
Zhang Financial LLC$703.7K202026-06-30
Avantax Planning Partners, Inc.$689K102026-06-30
Pacific Asset Management, LLC$669.1K02026-06-30
Vestmark Advisory Solutions, Inc.$656.9K82026-06-30
Wealth Enhancement Advisory Services, LLC$646.8K1,0262026-06-30
Thayer Financial, LLC$625.2K22026-06-30
Arkadios Wealth Advisors$603.4K2262026-06-30
Maia Wealth LLC$601.8K412026-06-30
D. E. Shaw & Co., LP$567.7K02026-06-30
Wealthtrak Capital Management LLC$558.8K52026-06-30
Flagship Harbor Advisors, LLC$554.4K602026-06-30
Bison Wealth, LLC$533.7K612026-06-30
Osaic Holdings, Inc.$525.8K02026-06-30
The Caprock Group, LLC$523.1K512026-06-30
O'Shaughnessy Asset Management, LLC$506K582026-06-30
Brooklyn Investment Group$486.8K02026-03-31
Kane Co Wealth Management, Inc.$455K32026-06-30
Fmr LLC$452.5K02026-06-30
Team Financial Group, LLC$444.5K62026-06-30
Cogent Private Wealth, Inc.$440.4K52026-06-30
Global Retirement Partners LLC$436.6K4912026-06-30
Captrust Wealth Advisors$429.8K202026-06-30
Bwm Planning, LLC$424K52026-06-30
Ariadne Wealth Management, LP$422.8K72026-06-30
Claro Advisors Inc.$421.9K202026-06-30
Gem Asset Management, LLC$408.1K42026-06-30
Armbruster Capital Management, Inc.$393.1K62026-06-30
Merit Financial Group, LLC$392.1K2952026-06-30
Sprinkle Financial Consultants LLC$392K32026-06-30
United Capital Financial Advisors, LLC$387.2K1662026-06-30
World Investment Advisors$370.4K3592026-06-30
Herold Advisors, Inc.$368K132026-06-30
Compound Planning, Inc.$359.5K752026-06-30
Monon Wealth Management$358.7K72026-06-30
Destination Wealth Management$350K372026-06-30
Harbor Asset Planning, Inc.$348.1K22026-06-30
Bayshore Asset Management, LLC$342.9K32026-06-30
Western Wealth Management, LLC$341.5K1122026-06-30
Cahill Financial Advisors, Inc.$337.7K122026-06-30
Clearwater Capital Advisors, LLC$334.5K152026-06-30
Hightower Advisors, LLC$334.4K1,0462026-06-30
Gc Wealth Management RIA, LLC$322.3K352026-06-30
Susquehanna International Group, LLP$305.2K02026-06-30
Sc&h Financial Advisors, Inc.$298.8K192026-06-30
Stifel Financial Corp$294.7K02026-06-30
Summit Financial Wealth Advisors, LLC$285.8K172026-06-30
Xy Planning Network, Inc.$281K02026-06-30
Dbk Financial Counsel, LLC$280.2K32026-06-30
Copper Harbor Investment Advisors, LLC$273K52026-06-30
Community Bank, N.A.$269.7K02026-06-30
Sequent Asset Management, LLC$268.8K22026-06-30
Finemark National Bank & Trust$267.4K02025-12-31
Creativeone Wealth, LLC$266.7K2212026-06-30
Full Sail Capital, LLC$253.1K02025-09-30
Integrated Wealth Concepts LLC$252.7K4802026-06-30
Foundry Financial LLC$250.8K102026-06-30
Noble Family Wealth, LLC$247.8K62026-06-30
Seaside Wealth Management, Inc.$246.5K72026-06-30
Belpointe Asset Management LLC$236.2K1702026-06-30
Arista Wealth Management, LLC$235.1K112026-06-30
If Advisors, LLC$232.6K22026-06-30
Goldstein Advisors, LLC$231.9K122026-06-30
Mai Capital Management$226.1K3082026-06-30
Acorn Wealth Advisors, LLC$222.1K52026-06-30
Bank of Montreal /can$215.7K02026-06-30
O'Brien Wealth Partners LLC$210.3K02025-12-31
Crusonia Wealth Advisors LLC$207.1K172026-06-30
Baird Financial Group, Inc.$205.4K02026-06-30
Brand Asset Management Group, Inc.$202.3K152026-06-30
Ep Wealth Advisors, LLC$198.2K3382026-06-30
Umb Bank, N.A.$198.2K02026-06-30
Fifth Third Bancorp$190.2K02026-06-30
PNC Financial Services Group, Inc.$175.8K02026-06-30
Delos Wealth Advisors, LLC$148.8K62026-06-30
Newedge Advisors$145.6K6012026-06-30
Bank of New Hampshire$144.2K02026-06-30
Smartleaf Asset Management LLC$140.6K92026-06-30
Glassman Wealth Services$127K142026-06-30
Spire Wealth Management$111K32026-06-30
Comerica Bank$98.2K02025-12-31
Accredited Wealth Management, LLC$82K02025-09-30
Private Trust Co NA$75.8K02026-06-30
Glass Jacobson Investment Advisors LLC$72.6K102026-06-30
Arax Advisory Partners$71.5K2322026-06-30
Medallion Wealth Advisors, LLC$70.9K62026-06-30
Royal Bank of Canada$68K02026-06-30
Evolution Wealth Management Inc.$61.5K32026-06-30
Mcf Advisors LLC$60K332026-06-30
Meadowbrook Investment Advisors LLC$56.2K22026-06-30
Steward Partners Investment Advisory, LLC$54.8K4812026-06-30
Assetmark, Inc$53K2202026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$46.9K02026-06-30
Manning & Napier Advisors LLC$45.5K422026-06-30
Zions Bancorporation, National Association /ut$42.8K02026-06-30
Yankcom Partnership$36.7K02026-06-30
Steigerwald, Gordon & Koch Inc.$33K92026-06-30
Reap Financial Group, LLC$29.9K72026-06-30
Regatta Research & Money Management LLC$29K62026-06-30
Eversource Wealth Advisors, LLC$24.6K772026-06-30
Fairway Wealth LLC$22.7K152026-06-30
Ameriflex Group, Inc.$22.2K2122026-06-30
Bfsg, LLC$21.6K252026-06-30
Park Avenue Securities LLC$21.3K1,9082026-06-30
Oakworth Capital, Inc.$20.9K02026-06-30
McIlrath & Eck, LLC$13.8K62026-03-31
Cranbrook Wealth Management, LLC$12.9K52026-06-30
Rothschild Investment LLC$12.2K182026-06-30
Allworth Financial, LP$11.7K3172026-06-30
Decker Retirement Planning Inc.$10.1K102026-06-30
Ifg Advisory, LLC$9.9K1102026-06-30
American Capital Advisory, LLC$8.9K72026-06-30
Appleton Partners Inc/ma$8.6K312026-06-30
Hurley Capital, LLC$8.1K32026-06-30
CIBC Private Wealth Group LLC$7.8K02025-12-31
New. Advisory Services, LLC$7.3K152026-06-30
Vanguard Advisers Inc$6.9K2,4692026-06-30
Lloyd Advisory Services, Llc.$4.8K72026-06-30
Pacific Center for Financial Services$4.5K52026-06-30
Networth Advisors, LLC$3.3K62026-06-30
Gilpin Wealth Management, LLC$2.2K42026-06-30
Geneos Wealth Management, Inc.$2.2K1932026-06-30
Strategic Wealth Partners, Ltd.$2.1K02026-06-30
Quest 10 Wealth Builders, Inc.$2.1K32026-06-30
Key Capital Management, Inc$2K112026-06-30
Cape Investment Advisory, Inc.$1.2K352026-06-30

The 250 largest of 258 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30