CAPTRUST Financial Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

CAPTRUST Financial 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 Q3	$3.34M	Buy	+48,343	New	+$3.51M	0.01%	1016

Other funds holding AVSC

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

CAPTRUST Financial Advisors's AVSC Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q3 2026: 48,343 shares worth $3.34M. The stake represents 0.01% of the portfolio and ranks #1016 among its holdings.

239 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

CAPTRUST Financial Advisors held 48,343 shares of Avantis US Small Cap Equity ETF worth $3.34M as of Q3 2026.
Avantis US Small Cap Equity ETF was a new CAPTRUST Financial Advisors position in Q3 2026.
Avantis US Small Cap Equity ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1016 holding.
239 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.