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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
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 $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Claris Advisors's AVSC Position: Q1 2026 in Review

Claris Advisors held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q1 2026 at 16,580 shares worth $1.03M. The position accounts for 0.31% of the portfolio, ranked #31.

Claris Advisors first reported a position in AVSC in Q2 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Claris Advisors held 16,580 shares of Avantis US Small Cap Equity ETF worth $1.03M as of Q1 2026.
  • Claris Advisors left its Avantis US Small Cap Equity ETF share count unchanged in Q1 2026.
  • Avantis US Small Cap Equity ETF made up 0.31% of Claris Advisors's portfolio in Q1 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 4 quarters since.
  • 218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.