Free Trial
→ Crypto’s crashing…but we’re still profiting (From Crypto Swap Profits) (Ad) Buy AVUV Stock  Free AVUV Stock Alerts

Avantis U.S. Small Cap Value ETF (AVUV) Institutional Ownership

Avantis U.S. Small Cap Value ETF logo
$79.23 -0.31 (-0.39%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$384.08M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$21.59M
Get AVUV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis U.S. Small Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AVUV Institutional Buying and Selling by Quarter

Remove Ads

Avantis U.S. Small Cap Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Lam Group Inc.20,140$1.76M1.3%-23.7%0.012%
4/16/2025Fortitude Family Office LLC3,877$338K0.1%+3,777.0%0.002%
4/15/2025 Zhang Financial LLC39,529$3.45M0.2%+93.0%0.024%
4/15/2025 Magnolia Private Wealth LLC5,798$505K0.3%-26.1%0.003%
4/15/2025 First National Bank Sioux Falls70,484$6.14M2.5%+7.9%0.042%
4/14/2025 Farther Finance Advisors LLC92,616$8.11M0.2%+51.2%0.055%
4/14/2025 Orrstown Financial Services Inc.346,458$30.20M7.2%+21.4%0.207%
4/10/2025 Nixon Peabody Trust Co.12,700$1.11M0.1%N/A0.008%
4/10/2025 First Financial Corp IN12,240$1.07M0.5%-5.9%0.007%
4/9/2025 Planned Solutions Inc.103,011$8.98M3.6%+2.5%0.061%
4/9/2025 NBC Securities Inc.324$28K0.0%N/A0.000%
4/8/2025 Avondale Wealth Management8,262$720K0.5%N/A0.005%
4/8/2025 Rothschild Investment LLC151,697$13.22M0.9%+8.3%0.090%
4/8/2025 Parallel Advisors LLC3,686$321K0.0%-56.8%0.002%
4/7/2025 GAMMA Investing LLC9,153$798K0.0%+8,617.1%0.005%
4/1/2025 Emprise Bank44,636$3.89M2.1%+80.1%0.027%
2/27/2025Fidelity D & D Bancorp Inc.25,736$2.48M1.7%+8.5%0.015%
2/21/2025Fidelity D & D Bancorp Inc.25,736$2.48M1.8%+8.5%0.021%
2/18/2025JDM Financial Group LLC369$36K0.0%+113.3%0.000%
2/18/2025Continuum Advisory LLC87,059$8.40M1.1%+1.3%0.072%
2/17/2025Systematic Financial Management LP46,310$4.47M0.1%N/A0.038%
2/17/2025Evensky & Katz LLC983,098$94.90M6.2%+0.6%0.816%
2/17/2025Cahill Financial Advisors Inc.25,806$2.49M0.3%+369.5%0.021%
2/17/2025Captrust Financial Advisors25,322$2.44M0.0%+4.0%0.021%
2/17/2025Baird Financial Group Inc.178,959$17.28M0.0%+14.5%0.148%
2/17/2025Baldwin Investment Management LLC3,966$383K0.0%-4.8%0.003%
2/17/2025Ameriprise Financial Inc.1,534,021$148.04M0.0%+19.6%1.273%
2/14/2025Kovitz Investment Group Partners LLC555,078$53.58M0.2%+2.5%0.460%
2/14/2025Integrated Wealth Concepts LLC14,389$1.39M0.0%+81.9%0.012%
2/14/2025IHT Wealth Management LLC37,796$3.65M0.1%+24.1%0.031%
2/14/2025Landing Point Financial Group LLC2,729$263K0.2%N/A0.002%
2/13/2025Capital Square LLC12,047$1.20M0.7%+5.1%0.010%
2/13/2025M Holdings Securities Inc.36,745$3.55M0.6%+7.0%0.030%
2/13/2025Keystone Financial Group4,921$475K0.0%N/A0.004%
2/13/2025Bessemer Group Inc.2,476$239K0.0%-81.4%0.002%
2/13/2025Titleist Asset Management LLC46,605$4.50M0.5%+29.2%0.039%
2/12/2025Nemes Rush Group LLC1,961$189K0.0%+163.2%0.002%
2/12/2025ARK & TLK Investments LLC3,358$324K0.1%+19.8%0.003%
2/12/2025Prime Capital Investment Advisors LLC956,543$92.34M1.3%-1.3%0.794%
2/12/2025JPMorgan Chase & Co.253,659$24.49M0.0%+74.8%0.210%
Trump Orders 'National Digital Asset Stockpile' (Ad)

‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction

SHOW ME THE #1 CRYPTO TO OWN RIGHT NOW
2/11/2025TIAA Trust National Association67,859$6.55M0.0%+60.4%0.056%
2/11/2025CoreFirst Bank & Trust51,150$4.94M2.9%N/A0.042%
2/11/2025Crowley Wealth Management Inc.1,100$106K0.1%N/A0.001%
2/10/2025Cozad Asset Management Inc.30,037$2.90M0.3%+30.0%0.025%
2/10/2025Curio Wealth LLC28,070$2.71M1.5%N/A0.023%
2/10/2025Creative Financial Designs Inc. ADV17,728$1.71M0.1%+5.0%0.015%
2/10/2025Greenwich Wealth Management LLC80,864$7.81M0.6%+3.4%0.067%
2/10/2025Natixis Advisors LLC14,433$1.39M0.0%N/A0.012%
2/10/2025Bare Financial Services Inc224,627$21.68M8.7%+7.9%0.186%
2/10/2025 Farther Finance Advisors LLC61,241$5.91M0.2%+13.3%0.051%
2/10/2025EverSource Wealth Advisors LLC18,683$1.80M0.1%+30.8%0.015%
2/7/2025Kendall Capital Management10,000$965K0.3%N/A0.008%
2/6/2025Cullen Frost Bankers Inc.1,523$147K0.0%N/A0.001%
2/6/2025Synergy Investment Management LLC489$47K0.0%N/A0.000%
2/5/2025Bridges Investment Management Inc.2,299$222K0.0%N/A0.002%
2/5/2025BlueStem Wealth Partners LLC47,254$4.56M0.6%N/A0.039%
2/5/2025Middleton & Co. Inc. MA11,515$1.11M0.1%+391.0%0.010%
2/5/2025WR Wealth Planners LLC67,423$6.51M2.1%+4.4%0.056%
2/5/2025Bull Oak Capital LLC123,834$11.95M6.6%+0.1%0.103%
2/5/2025 Magnolia Private Wealth LLC7,850$758K0.4%N/A0.007%
2/4/2025Financial Symmetry Inc3,100$299K0.2%-23.0%0.003%
2/4/2025Bank of New York Mellon Corp5,792$559K0.0%+12.5%0.005%
2/4/2025Transcendent Capital Group LLC12,805$1.24M0.6%-3.9%0.011%
2/4/2025 Rothschild Investment LLC140,050$13.52M0.9%+15.7%0.116%
2/3/2025First Horizon Advisors Inc.1,800$174K0.0%N/A0.001%
2/3/2025Transcend Capital Advisors LLC27,531$2.66M0.2%+2.7%0.023%
2/3/2025Longview Financial Advisors Inc.63,282$6.11M4.8%+16.6%0.052%
1/31/2025Morton Brown Family Wealth LLC188,875$18.23M6.4%+6.4%0.157%
1/31/2025Opus Capital Group LLC148,212$14.31M1.8%-0.8%0.123%
1/30/2025MN Wealth Advisors LLC26,513$2.56M1.4%+11.2%0.022%
1/30/2025Valeo Financial Advisors LLC12,182$1.18M0.0%+7.6%0.010%
1/29/2025Diversified Portfolios Inc.47,893$4.62M0.5%+0.9%0.040%
1/29/2025Comprehensive Financial Planning Inc. PA631$61K0.1%N/A0.001%
1/29/2025MFA Wealth Advisors LLC183,618$17.73M4.5%+9.1%0.152%
1/27/2025Meadow Creek Wealth Advisors LLC23,917$2.31M1.7%+6.6%0.020%
1/24/2025 GPS Wealth Strategies Group LLC1,824$176K0.0%-10.1%0.002%
1/24/2025 Independence Bank of Kentucky26,538$2.56M0.4%-2.1%0.022%
1/23/2025Fifth Third Securities Inc.19,013$1.84M0.2%N/A0.016%
1/23/2025RVW Wealth LLC259,919$25.09M2.3%-1.9%0.216%
1/23/2025USAdvisors Wealth Management LLC80,995$7.82M2.6%+77.6%0.067%
1/23/2025Foster & Motley Inc.56,139$5.42M0.4%+5.7%0.047%
1/23/2025 Orrstown Financial Services Inc.285,446$27.55M7.4%+13.5%0.237%
1/23/2025Strategic Blueprint LLC111,861$10.80M0.6%+2.5%0.093%
1/22/2025Greenup Street Wealth Management LLC78,298$7.56M1.5%-28.3%0.065%
1/22/2025S. R. Schill & Associates40,539$3.91M3.3%-2.5%0.034%
1/22/2025Klaas Financial Asset Advisors LLC87,488$8.45M1.5%-0.4%0.073%
1/21/2025Team Financial Group LLC39,519$3.82M2.3%+289.3%0.033%
1/17/2025Avior Wealth Management LLC183,805$17.74M0.6%+140,209.2%0.152%
1/17/2025First PREMIER Bank2,083$201K0.1%+11.9%0.002%
1/17/2025Janney Montgomery Scott LLC57,196$5.52M0.0%+24.7%0.047%
Trump Orders 'National Digital Asset Stockpile' (Ad)

‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction

SHOW ME THE #1 CRYPTO TO OWN RIGHT NOW
1/17/2025Redmont Wealth Advisors LLC10,841$1.05M1.8%+228.2%0.009%
1/17/2025Westside Investment Management Inc.31,517$3.04M0.6%+4.9%0.026%
1/17/2025White Pine Investment CO59,512$5.75M1.6%+4.7%0.049%
1/17/2025 Planned Solutions Inc.100,540$9.71M3.9%+39,327.5%0.083%
1/16/2025Lam Group Inc.26,410$2.55M1.8%+7.8%0.022%
1/16/2025 Zhang Financial LLC20,485$1.98M0.1%+36.8%0.017%
1/15/2025Wallington Asset Management LLC151,114$14.59M2.1%+1.0%0.125%
1/14/2025Pinnacle Bancorp Inc.4,961$479K0.2%+226.0%0.004%
1/13/2025 First Financial Corp IN13,011$1.26M0.6%-3.1%0.011%
1/13/2025 First National Bank Sioux Falls65,304$6.30M2.7%+5.3%0.054%
(Data available from 1/1/2016 forward)

Remove Ads

AVUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVUV shares?

During the previous two years, 133 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($148.04M), Evensky & Katz LLC ($94.90M), Prime Capital Investment Advisors LLC ($92.34M), Kovitz Investment Group Partners LLC ($53.58M), Orrstown Financial Services Inc. ($30.20M), Creative Capital Management Investments LLC ($26.88M), and RVW Wealth LLC ($25.09M).Learn more on AVUV's institutional investors.

Which institutional investors have been buying Avantis U.S. Small Cap Value ETF stock?

Of the 128 institutional investors that purchased Avantis U.S. Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prime Capital Investment Advisors LLC ($1.05M), Kovitz Investment Group Partners LLC ($555.08K), Orrstown Financial Services Inc. ($346.46K), Ameriprise Financial Inc. ($251.22K), Evensky & Katz LLC ($224.84K), Symmetry Partners LLC ($207.03K), and Morton Brown Family Wealth LLC ($188.88K).

How much institutional buying is happening at Avantis U.S. Small Cap Value ETF?

Institutional investors have bought a total of 5,679,538 shares in the last 24 months. This purchase volume represents approximately $513.02M in transactions.

Which Avantis U.S. Small Cap Value ETF major shareholders have been selling company stock?

Of the 48 institutional investors that sold Avantis U.S. Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bull Oak Capital LLC ($126.30K), Prime Capital Investment Advisors LLC ($91.90K), Evensky & Katz LLC ($88.79K), Greenup Street Wealth Management LLC ($75.55K), Greenwich Wealth Management LLC ($13.12K), Transcendent Capital Group LLC ($12.64K), and Bessemer Group Inc. ($10.84K).

How much institutional selling is happening at Avantis U.S. Small Cap Value ETF?

Institutional investors have sold a total of 524,601 shares in the last 24 months. This volume of shares sold represents approximately $46.98M in transactions.


Related Companies

This page (NYSEARCA:AVUV) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
Trump Orders 'National Digital Asset Stockpile'
‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction
Crypto 101 Media | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Markets in Chaos? Here’s What to Do.
Wall Street's on edge with tariffs. And volatility? It's not slowing down. You've seen the headlines… Bu...
Investors Alley | Sponsored
Catastrophic
The losses are catastrophic... $760 billion wiped off the Magnificent 7, in a single day.
InvestorPlace | Sponsored
If Gold Is ‘Stalling,’ Why Are Banks Hoarding Billions In Secret?
Prosperity was something every American family could build, protect, and pass down. Because that's what legacy...
Colonial Metals | Sponsored