SAM
AVSC icon

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

Smartleaf 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 		$141K Hold
1,925
– – ﹤0.01% 991
2026
Q1 		$117K Hold
1,925
– – ﹤0.01% 1032
2025
Q4 		$114K Buy
1,925
+959
+99% +$55.6K ﹤0.01% 1114
2025
Q3 		$55.3K Sell
966
-280
-22% -$15.4K ﹤0.01% 1347
2025
Q2 		$64.5K Sell
1,246
-120
-9% -$5.79K 0.01% 1054
2025
Q1 		$66.3K Hold
1,366
– – 0.01% 1012
2024
Q4 		$74K Hold
1,366
– – 0.01% 985
2024
Q3 		$73.5K Hold
1,366
– – 0.01% 798
2024
Q2 		$67.6K Buy
+1,366
New +$68.7K 0.01% 673

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

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

Smartleaf Asset Management held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q2 2026 at 1,925 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Smartleaf Asset Management first reported a position in AVSC in Q2 2024 and has held it in 9 quarters since. 248 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Smartleaf Asset Management held 1,925 shares of Avantis US Small Cap Equity ETF worth $141K as of Q2 2026.
  • Smartleaf Asset Management left its Avantis US Small Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #991 holding.
  • Smartleaf Asset Management first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 248 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.