Cambridge Investment Research Advisors
AVSC icon

Cambridge Investment Research Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Cambridge Investment Research Advisors’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 		$1.03M Sell
14,118
-400
-3% -$27.3K ﹤0.01% 2281
2026
Q1 		$904K Buy
14,518
+257
+2% +$16.2K ﹤0.01% 2261
2025
Q4 		$838K Buy
14,261
+691
+5% +$40K ﹤0.01% 2244
2025
Q3 		$777K Buy
13,570
+528
+4% +$29.1K ﹤0.01% 2258
2025
Q2 		$673K Buy
+13,042
New +$630K ﹤0.01% 2269
2025
Q1 		– Sell
-3,689
Closed -$201K – 3511
2024
Q4 		$201K Buy
+3,689
New +$206K ﹤0.01% 3193

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

Cambridge Investment Research Advisors's AVSC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 2.8% in Q2 2026, selling an estimated $27.3K and leaving 14,118 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Cambridge Investment Research Advisors first reported a position in AVSC in Q4 2024 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Cambridge Investment Research Advisors held 14,118 shares of Avantis US Small Cap Equity ETF worth $1.03M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 400 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $27.3K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2281 holding.
  • Cambridge Investment Research Advisors first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.