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

Claris 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 		$1.22M Hold
16,580
– – 0.32% 31
2026
Q1 		$1.03M Hold
16,580
– – 0.31% 31
2025
Q4 		$974K Hold
16,580
– – 0.3% 32
2025
Q3 		$855K Hold
16,580
– – 0.3% 32
2025
Q2 		$855K Buy
+16,580
New +$801K 0.3% 32

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 22.96% 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

Claris Advisors's AVSC Position: Q2 2026 in Review

Claris Advisors held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q2 2026 at 16,580 shares worth $1.22M. The position accounts for 0.32% of the portfolio, ranked #31.

Claris Advisors first reported a position in AVSC in Q2 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Claris Advisors held 16,580 shares of Avantis US Small Cap Equity ETF worth $1.22M as of Q2 2026.
  • Claris Advisors left its Avantis US Small Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Equity ETF made up 0.32% of Claris Advisors's portfolio in Q2 2026, its #31 holding.
  • Claris Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.