Public ownership evidence

Avantis U.S. Small Cap Equity ETF (AVSC) Ownership Disclosures

Read AVSC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Avantis U.S. Small Cap Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
173,811
Value (USD)
$12,747,265
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVSC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVSC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28173,811$12,747,265None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2015,209,879$1,115,492,527None
Beacon Pointe Advisors, LLC2026-06-302026-08-1936,654$2,688,225None
Corient Private Wealth LP2026-06-302026-08-18178,760$13,110,225None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,283$387,197None
MARS JEWETT FINANCIAL GROUP, INC.2026-06-302026-08-15100,078$7,339,702None
AMERIFLEX GROUP, INC.2026-06-302026-08-15303$22,218None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15620$45,471None
AIRE ADVISORS, LLC2026-06-302026-08-1548,762$3,576,187None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-1542,071$3,085,465None
Delos Wealth Advisors, LLC2026-06-302026-08-152,029$148,807None
WCG Wealth Advisors LLC2026-06-302026-08-1595,377$6,994,950None
Western Wealth Management, LLC2026-06-302026-08-154,656$341,466None
Foundations Investment Advisors, LLC2026-06-302026-08-15207,671$15,230,570None
Foundations Investment Advisors, LLC2026-06-302026-08-153,159$231,716None
IFG Advisory, LLC2026-06-302026-08-15135$9,900None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,859$209,650None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,310$316,157None
HRT FINANCIAL LP2026-06-302026-08-155,223$383,000None
GTS SECURITIES LLC2026-06-302026-08-1517,285$1,267,682None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,161$305,168None
Medallion Wealth Advisors, LLC2026-06-302026-08-15967$70,920None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1552$3,814None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1520$1,494None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15164$11,992None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1575$5,532None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1534$2,501None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15576$42,229None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1537$2,728None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1590$6,601None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15176$12,875None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15103$7,578None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15115$8,440None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1541$3,032None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15171$12,507None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1532$2,354None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1548$3,531None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1550$3,678None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159$662None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1546$3,385None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15121$8,897None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$390None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15500$36,638None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15134$9,804None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1531$2,281None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15631$46,275None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1532$2,326None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1536$2,649None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15136$10,005None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15157$11,550None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗MARS JEWETT FINANCIAL GROUP, INC. ↗AMERIFLEX GROUP, INC. ↗MANNING & NAPIER ADVISORS LLC ↗AIRE ADVISORS, LLC ↗ENDEAVOR PRIVATE WEALTH, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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