§ EQUITY
USDAVSC
AVANTIS US SMALL CAP EQUITY
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
150 increased/new, 64 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 14.9M | 1.4% | +3% |
| Mason Investment Advisory Services, Inc. | 3.6M | 10.3% | −1% |
| Wealth Management Nebraska | 1.1M | 12.2% | +8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2M | 0.0% | +7% |
| Morgan Stanley | 1.0M | 0.0% | +137% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 923K | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for AVSC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.4% · 195 holders
INCOME / DEFENSIVE4.6% · 3 holders
DEALER / BANK4.6% · 13 holders
QUALITY / COMPOUNDER1.3% · 2 holders
SYSTEMATIC / QUANT0.1% · 1 holder
ACTIVIST0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVSC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVSC yet.