Mariner
AVSC icon

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

Mariner’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 		$5.36M Buy
86,089
+60,635
+238% +$3.81M 0.01% 1029
2025
Q4 		$1.5M Buy
25,454
+6,243
+32% +$362K ﹤0.01% 1671
2025
Q3 		$1.1M Buy
19,211
+1
+0% +$55 ﹤0.01% 1822
2025
Q2 		$991K Buy
19,210
+14,540
+311% +$702K ﹤0.01% 1794
2025
Q1 		$226K Sell
4,670
-826
-15% -$43.6K ﹤0.01% 2896
2024
Q4 		$299K Buy
5,496
+605
+12% +$33.8K ﹤0.01% 2622
2024
Q3 		$264K Sell
4,891
-1,710
-26% -$90.3K ﹤0.01% 2686
2024
Q2 		$329K Sell
6,601
-24,938
-79% -$1.25M ﹤0.01% 2375
2024
Q1 		$1.65M Buy
31,539
+7,978
+34% +$399K ﹤0.01% 1215
2023
Q4 		$1.2M Sell
23,561
-3,240
-12% -$147K ﹤0.01% 1316
2023
Q3 		$1.19M Buy
26,801
+486
+2% +$22.6K ﹤0.01% 1229
2023
Q2 		$1.2M Buy
26,315
+325
+1% +$14.1K ﹤0.01% 1198
2023
Q1 		$1.15M Buy
+25,990
New +$1.19M ﹤0.01% 1203

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

Mariner's AVSC Position: Q1 2026 in Review

Mariner increased its Avantis US Small Cap Equity ETF (AVSC) stake by 238% in Q1 2026, buying an estimated $3.81M and bringing the position to 86,089 shares worth $5.36M. The position accounts for 0.01% of the portfolio, ranked #1029.

Mariner first reported a position in AVSC in Q1 2023 and has held it in 13 quarters since. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Mariner held 86,089 shares of Avantis US Small Cap Equity ETF worth $5.36M as of Q1 2026.
  • Mariner bought 60,635 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $3.81M.
  • Avantis US Small Cap Equity ETF made up 0.01% of Mariner's portfolio in Q1 2026, its #1029 holding.
  • Mariner first reported a position in Avantis US Small Cap Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.