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Private Advisor Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Private Advisor Group’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 		$1.78M Buy
24,217
+19,208
+383% +$1.31M 0.01% 1062
2026
Q1 		$312K Buy
5,009
+1,235
+33% +$77.7K ﹤0.01% 2159
2025
Q4 		$222K Buy
+3,774
New +$219K ﹤0.01% 2340

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

Private Advisor Group's AVSC Position: Q2 2026 in Review

Private Advisor Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 383% in Q2 2026, buying an estimated $1.31M and bringing the position to 24,217 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #1062.

Private Advisor Group first reported a position in AVSC in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Private Advisor Group held 24,217 shares of Avantis US Small Cap Equity ETF worth $1.78M as of Q2 2026.
  • Private Advisor Group bought 19,208 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $1.31M.
  • Avantis US Small Cap Equity ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1062 holding.
  • Private Advisor Group first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.