AVSC

Avantis US Small Cap Equity$68.33 1.75%
UnclassifiedUSCUSIP 025072323· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
48
+6 QoQ
13F Value (tracked)
$119.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)9 adding · 9 trimming
Insider net (180d)$0

Price & smart-money activity

$68.33 1.75%4Y +37.6%
$37.14$45.84$54.55$63.25$71.9520222023202420252026339838392132134172182138176191126102315
Hover for who · click for detailEnd-of-day closing prices52w $49.78 – $69.55
Build

Use AVSC data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns AVSC

This stock page is the Follow view. The Build view lets your agent query AVSC owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AVSC"
Ask your agent
Use Arkolith to show who owns AVSC,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

48 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Savant Capital, LLC
$19.3M
310K
−17%
Reduced · −65K sh
Q1 2026
2FOUNDATIONS INVESTMENT ADVISORS, LLC
$12.4M
199K
+4.5%
Added · +9K sh
Q1 2026
3CWM, LLC
$12.1M
194K
+7.0%
Added · +13K sh
Q1 2026
4Atlantic Union Bankshares Corp
$11.0M
176K
−0.2%
Reduced · −421 sh
Q1 2026
5Focus Partners Advisor Solutions, LLC
$10.3M
165K
+11%
Added · +16K sh
Q1 2026
6Berger Financial Group, Inc
$9.5M
153K
−46%
Reduced · −128K sh
Q1 2026
7Aprio Wealth Management, LLC
$8.5M
136K
+4.9%
Added · +6K sh
Q1 2026
8Chicago Partners Investment Group LLC
$5.4M
80K
+22%
Added · +14K sh
Q1 2026
9Strategic Blueprint, LLC
$4.9M
78K
−0.7%
Reduced · −540 sh
Q1 2026
10MML INVESTORS SERVICES, LLC
$4.3M
68K
−18%
Reduced · −15K sh
Q1 2026
11Acropolis Investment Management, LLC
$2.8M
46K
Held
Q1 2026
12Kestra Advisory Services, LLC
$2.6M
41K
+42%
Added · +12K sh
Q1 2026
13&PARTNERS
$1.9M
31K
New
+31K sh
Q1 2026
14Beacon Pointe Advisors, LLC
$1.8M
28K
+12%
Added · +3K sh
Q1 2026
15HB Wealth Management, LLC
$1.7M
28K
+0.7%
Added · +195 sh
Q1 2026
16Cresset Asset Management, LLC
$1.4M
22K
+136%
Added · +13K sh
Q1 2026
17Evanson Asset Management, LLC
$1.1M
18K
+0.1%
Added · +11 sh
Q1 2026
18Arkadios Wealth Advisors
$947K
15K
+245%
Added · +11K sh
Q1 2026
19Summit Financial, LLC
$845K
14K
+5.0%
Added · +651 sh
Q1 2026
20Avantax Planning Partners, Inc.
$779K
12K
−4.0%
Reduced · −525 sh
Q1 2026
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$637K
10K
+38%
Added · +3K sh
Q1 2026
22Zhang Financial LLC
$598K
10K
−6.3%
Reduced · −647 sh
Q1 2026
23COMMERCE BANK
$549K
9K
New
+9K sh
Q1 2026
24Bridgewater Advisors Inc.
$486K
7K
−5.8%
Reduced · −448 sh
Q1 2026
25O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$435K
7K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
8
funds
Reduced
9
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

102 funds+98 since Q2 2022
051102Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $1.7B

Funds that own AVSC also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV53 funds$16.3B
APPLE INCAAPL53 funds$16.2B
NVIDIA CORPNVDA53 funds$13.4B
MICROSOFT CORPMSFT53 funds$12.4B
VANGUARD S&P 500 ETFVOO53 funds$10.8B
SS SPDR S&P 500 ETF TRUST-USSPY53 funds$10.2B
AMAZON.COM INCAMZN53 funds$9.0B
VANGUARD TOTAL STOCK MKT ETFVTI53 funds$8.4B
JPMORGAN CHASE & COJPM53 funds$5.4B
ALPHABET INC-CL CGOOG53 funds$5.2B
ISHARES CORE MSCI EAFE ETFIEFA53 funds$4.8B
VANGUARD GROWTH ETFVUG53 funds$4.3B

Ranked by how many of AVSC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AVSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.