Bank of Montreal
AVSC icon

Bank of Montreal’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Bank of Montreal’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
+2,941
New +$201K ﹤0.01% 2961
2026
Q1 		– Sell
-49
Closed -$2.86K – 3754
2025
Q4 		$2.86K Buy
+49
New +$2.84K ﹤0.01% 3531

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of Montreal's AVSC Position: Q2 2026 in Review

Bank of Montreal opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 2,941 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #2961 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in AVSC as recently as Q4 2025.

Bank of Montreal first reported a position in AVSC in Q4 2025 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Bank of Montreal held 2,941 shares of Avantis US Small Cap Equity ETF worth $216K as of Q2 2026.
  • Avantis US Small Cap Equity ETF was a new Bank of Montreal position in Q2 2026.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2961 holding.
  • Bank of Montreal first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.