证券记录 · 已归档季度
AVSC
Avantis U.S. Small Cap Equity ETF · Financial Services · Asset Management
34被追踪持有人
-2Δ持有人
20.53M持有股份
$1.28B报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -5.6% ·
股份流向 +7.5% ·
净新建仓位 -5.9%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +3 | 21.03M | $1.54B | +5 | −2 |
| Q1 2026 | 34 | -2 | 20.53M | $1.28B | +2 | −4 |
| Q4 2025 | 36 | +1 | 19.10M | $1.13B | +1 | — |
| Q3 2025 | 5 | +1 | 332.76K | $19.05M | +1 | — |
| Q2 2025 | 2 | -1 | 12.76K | $658,228 | — | −1 |
| Q1 2025 | 2 | 0 | 24.78K | $1.20M | — | — |
| Q4 2024 | 2 | 0 | 46.98K | $2.55M | +1 | −1 |
| Q3 2024 | 2 | 0 | 35.41K | $1.91M | — | — |
| Q2 2024 | 2 | — | 28.51K | $1.42M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 14.85M | +2.7% | $925.39M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 1.24M | +6.7% | $77.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.02M | +374.2% | $63.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.02M | +374.2% | $63.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 713.95K | +5.8% | $44.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Creative Planning | 649.41K | +2.3% | $40.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Creative Planning | 649.41K | +2.3% | $40.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 467.44K | +4.8% | $29.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | American Century Companies Inc | 461.75K | +11.8% | $28.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Corient Private Wealth LP | 227.30K | -46.4% | $16.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cwm, Llc | 194.32K | +7.0% | $12.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 147.45K | +320.6% | $9.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 147.45K | +320.6% | $9.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 147.45K | +320.6% | $9.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 96.69K | +4.2% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 86.09K | +238.2% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 86.09K | +238.2% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mariner, LLC | 86.09K | +238.2% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 68.33K | -18.1% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 53.16K | +159.4% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 53.16K | +159.4% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 52.38K | -6.4% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 52.38K | -6.4% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 52.38K | -6.4% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 42.23K | +6.7% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 35.78K | -34.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 35.78K | -34.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 19.34K | +95.3% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 18.34K | +157.0% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 13.34K | -3.3% | $831,335 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 10.12K | +37.5% | $637,164 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 10.20K | +60.9% | $625,933 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 8.13K | +99.1% | $506,564 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | D. E. Shaw & Co. ✦ | 7.74K | 0.0% | $482,202 | 0.0% | Held | 8 | SEC ↗ |
| 35 | BlackRock ✦ (被动) | 5.61K | +20.5% | $349,254 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cetera Investment Advisers | 5.09K | 新增 | $317,347 | 0.0% | New | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 4.96K | +54.5% | $309,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 4.96K | +54.5% | $309,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 4.04K | -2.0% | $251,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Stifel Financial Corp | 4.04K | -2.0% | $251,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fifth Third Bancorp | 2.89K | 新增 | $179,923 | 0.0% | New | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 2.40K | 0.0% | $149,333 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 1.27K | +48.5% | $79,366 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | UBS Group AG | 115 | +62.0% | $7,164 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | UBS Group AG | 115 | +62.0% | $7,164 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 108 | -73.5% | $6,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Assetmark, Inc | 27 | 0.0% | $1,682 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Cetera Investment Advisers | $317,347 | 0.0% |
| Fifth Third Bancorp | $179,923 | 0.0% |
已清仓
| Jane Street Group, Llc | $489,833 | 曾为 0.0% |
| Bank Of America Corp /De/ | $101,385 | 曾为 0.0% |
| Royal Bank Of Canada | $26,000 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $2,863 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 214 持有人, 35.04M 股份, $2.21B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据