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Cresset Asset Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Cresset Asset Management’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 		$2.61M Buy
35,580
+13,447
+61% +$917K 0.01% 593
2026
Q1 		$1.38M Buy
22,133
+12,770
+136% +$803K 0.01% 668
2025
Q4 		$550K Buy
9,363
+2,280
+32% +$132K ﹤0.01% 1032
2025
Q3 		$406K Buy
7,083
+1,992
+39% +$110K ﹤0.01% 1123
2025
Q2 		$263K Sell
5,091
-18
-0.4% -$869 ﹤0.01% 1192
2025
Q1 		$247K Buy
5,109
+2
+0% +$106 ﹤0.01% 1423
2024
Q4 		$278K Sell
5,107
-18
-0.4% -$1K ﹤0.01% 1395
2024
Q3 		$277K Buy
5,125
+1
+0% +$53 ﹤0.01% 1835
2024
Q2 		$256K Buy
+5,124
New +$258K ﹤0.01% 1784

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

Cresset Asset Management's AVSC Position: Q2 2026 in Review

Cresset Asset Management increased its Avantis US Small Cap Equity ETF (AVSC) stake by 61% in Q2 2026, buying an estimated $917K and bringing the position to 35,580 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #593.

Cresset Asset Management first reported a position in AVSC in Q2 2024 and has held it in 9 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Cresset Asset Management held 35,580 shares of Avantis US Small Cap Equity ETF worth $2.61M as of Q2 2026.
  • Cresset Asset Management bought 13,447 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $917K.
  • Avantis US Small Cap Equity ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #593 holding.
  • Cresset Asset Management first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.