CA
AVSC icon

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

CoreCap 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 		$4.09M Buy
55,746
+7,447
+15% +$508K 0.12% 171
2026
Q1 		$3.01M Buy
48,299
+2,130
+5% +$134K 0.1% 181
2025
Q4 		$2.71M Buy
46,169
+10,081
+28% +$584K 0.09% 194
2025
Q3 		$2.07M Buy
36,088
+3,420
+10% +$189K 0.08% 228
2025
Q2 		$1.68M Buy
32,668
+5,538
+20% +$267K 0.07% 239
2025
Q1 		$1.31M Buy
27,130
+16,506
+155% +$872K 0.06% 282
2024
Q4 		$578K Buy
10,624
+9,511
+855% +$531K 0.03% 437
2024
Q3 		$60.1K Buy
+1,113
New +$58.7K ﹤0.01% 1117

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

CoreCap Advisors's AVSC Position: Q2 2026 in Review

CoreCap Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 15% in Q2 2026, buying an estimated $508K and bringing the position to 55,746 shares worth $4.09M. The position accounts for 0.12% of the portfolio, ranked #171.

CoreCap Advisors first reported a position in AVSC in Q3 2024 and has held it in 8 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • CoreCap Advisors held 55,746 shares of Avantis US Small Cap Equity ETF worth $4.09M as of Q2 2026.
  • CoreCap Advisors bought 7,447 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $508K.
  • Avantis US Small Cap Equity ETF made up 0.12% of CoreCap Advisors's portfolio in Q2 2026, its #171 holding.
  • CoreCap Advisors first reported a position in Avantis US Small Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.