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

Avantis U.S. Small Cap Value ETF logo
$102.83 +1.87 (+1.85%)
(As of 11/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$301.90M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$27.98M
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AVUV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2024Anchor Investment Management LLC3,045$292K0.0%N/A0.003%
11/20/2024Westside Investment Management Inc.30,047$2.88M0.6%+39.2%0.025%
11/15/2024 Continuum Advisory LLC85,904$8.76M1.1%+2.2%0.071%
11/15/2024 Kovitz Investment Group Partners LLC541,711$51.57M0.3%N/A0.449%
11/15/2024 Safe Harbor Fiduciary LLC29,028$2.79M2.6%N/A0.024%
11/15/2024 IHT Wealth Management LLC30,447$2.92M0.1%+34.4%0.025%
11/15/2024 Integrated Wealth Concepts LLC7,909$759K0.0%+8.5%0.007%
11/15/2024 Community Bank N.A.29,163$2.80M0.4%+15.2%0.024%
11/14/2024 Flow Traders U.S. LLC11,239$1.08M0.1%-1.3%0.009%
11/14/2024 Captrust Financial Advisors24,351$2.34M0.0%+3.5%0.020%
11/13/2024 Baldwin Investment Management LLC4,168$400K0.1%-11.5%0.003%
11/13/2024 Capital Square LLC11,460$1.10M0.7%-16.8%0.010%
11/13/2024 Private Trust Co. NA5,292$508K0.1%+3.1%0.004%
11/13/2024 Concentric Wealth Management LLC166,279$15.96M3.9%+0.5%0.138%
11/12/2024 Cahill Financial Advisors Inc.5,497$527K0.1%N/A0.005%
11/8/2024 EverSource Wealth Advisors LLC14,279$1.37M0.1%+917.7%0.012%
11/8/2024 Fifth Third Wealth Advisors LLC17,280$1.66M0.1%+19.4%0.014%
11/7/2024 MAI Capital Management96,271$9.24M0.1%+0.4%0.080%
11/6/2024 Diversified Portfolios Inc.47,451$4.55M0.5%+20.8%0.039%
11/5/2024 Prime Capital Investment Advisors LLC969,484$93.02M1.3%-7.5%0.804%
11/2/2024 Transcendent Capital Group LLC13,321$1.28M0.7%-45.2%0.011%
11/1/2024 Able Wealth Management LLC12,240$1.18M0.9%-1.5%0.010%
11/1/2024 Leavell Investment Management Inc.5,319$510K0.0%+48.8%0.004%
10/31/2024 Cozad Asset Management Inc.23,104$2.22M0.2%+5.6%0.019%
10/30/2024 Foster & Motley Inc.53,134$5.10M0.3%+11.5%0.044%
10/29/2024 Innealta Capital LLC4,840$464K0.2%-3.5%0.004%
10/29/2024 First National Bank Sioux Falls61,998$5.95M2.7%+7.1%0.051%
10/29/2024 Janney Montgomery Scott LLC45,863$4.40M0.0%-0.6%0.038%
10/29/2024 White Pine Investment CO56,841$5.45M1.5%+2.7%0.047%
10/29/2024 Greenwich Wealth Management LLC78,178$7.50M0.5%+3.0%0.065%
10/29/2024 Creative Capital Management Investments LLC280,124$26.88M11.2%-0.8%0.232%
10/29/2024 Farther Finance Advisors LLC54,069$5.19M0.2%+25.6%0.045%
10/28/2024 Creative Financial Designs Inc. ADV16,877$1.62M0.1%+13.3%0.014%
10/25/2024 Strategic Blueprint LLC109,169$10.48M0.7%+1.7%0.091%
10/24/2024 Orrstown Financial Services Inc.251,552$24.14M7.1%+996.5%0.209%
10/24/2024 Morton Brown Family Wealth LLC177,435$17.03M6.1%+18.3%0.147%
10/24/2024 Arkadios Wealth Advisors9,089$872K0.0%N/A0.008%
10/23/2024 Team Financial Group LLC10,151$974K0.6%N/A0.008%
10/23/2024 Merkkuri Wealth Advisors LLC19,717$1.89M1.5%+2.8%0.016%
10/23/2024 Bull Oak Capital LLC123,701$11.87M6.8%N/A0.103%
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10/23/2024 Investment Research & Advisory Group Inc.1,521$146K0.1%N/A0.001%
10/23/2024 Klaas Financial Asset Advisors LLC87,799$8.42M1.5%+1.5%0.073%
10/22/2024 Wallington Asset Management LLC149,674$14.36M2.0%+1.7%0.124%
10/22/2024 Meadow Creek Wealth Advisors LLC22,439$2.15M1.7%+10.4%0.019%
10/19/2024 Longview Financial Advisors Inc.54,285$5.21M3.8%-0.9%0.045%
10/18/2024Lam Group Inc.24,500$2.35M1.7%+28.3%0.020%
10/16/2024 Greenup Street Wealth Management LLC109,218$10.48M2.2%-13.7%0.091%
10/16/2024 Longview Financial Advisors Inc.54,990$4.94M4.5%+0.3%0.046%
10/16/2024 MN Wealth Advisors LLC23,846$2.29M1.3%+69.4%0.020%
10/15/2024 Zhang Financial LLC14,973$1.44M0.1%-4.6%0.012%
10/15/2024 NBC Securities Inc.324$31K0.0%+97.6%0.000%
10/10/2024 Valeo Financial Advisors LLC11,323$1.09M0.0%N/A0.009%
10/9/2024 Independence Bank of Kentucky27,109$2.60M0.6%+3.3%0.022%
10/9/2024 Pinnacle Bancorp Inc.1,522$146K0.0%+30.3%0.001%
10/8/2024 Evensky & Katz LLC977,236$93.77M6.1%+2.9%0.811%
10/1/2024Emprise Bank25,694$2.47M1.4%+0.6%0.021%
9/9/2024 Heritage Wealth Management Inc.27,896$2.46M0.8%N/A0.023%
8/16/2024 Nemes Rush Group LLC1,274$114K0.0%+71.0%0.001%
8/14/2024 Certified Advisory Corp65,574$5.88M0.7%+3.5%0.054%
8/14/2024 EverSource Wealth Advisors LLC1,403$126K0.0%-27.7%0.001%
8/9/2024 Greenwich Wealth Management LLC75,927$6.81M0.5%+0.4%0.063%
8/9/2024 Prime Capital Investment Advisors LLC1,048,441$94.07M1.4%+32,551.5%0.870%
8/9/2024ICA Group Wealth Management LLC820$74K0.0%+45.9%0.001%
8/8/2024 Parallel Advisors LLC8,554$767K0.0%+22.0%0.007%
8/7/2024 Ashton Thomas Private Wealth LLC487$44K0.0%N/A0.000%
8/6/2024Fidelity D & D Bancorp Inc.20,630$1.85M1.4%N/A0.017%
8/3/2024 Foster & Motley Inc.47,636$4.27M0.3%+9.1%0.040%
8/2/2024 Cozad Asset Management Inc.21,888$1.96M0.2%+20.3%0.018%
7/31/2024WR Wealth Planners LLC51,820$4.65M1.4%-5.6%0.043%
7/31/2024 Farther Finance Advisors LLC43,053$3.84M0.2%-1.1%0.036%
7/31/2024 First National Bank Sioux Falls57,899$5.20M2.7%+6.5%0.048%
7/31/2024Rothschild Investment LLC76,083$6.83M0.5%N/A0.063%
7/30/2024 Morton Brown Family Wealth LLC150,037$14.46M5.4%+14.1%0.124%
7/29/2024Emprise Bank25,549$2.29M1.4%+14.4%0.021%
7/29/2024 Innealta Capital LLC5,014$450K0.1%N/A0.004%
7/27/2024 Strategic Blueprint LLC107,327$9.63M0.7%-1.8%0.089%
7/26/2024 Evensky & Katz LLC949,691$85.21M5.9%+4.4%0.788%
7/26/2024 Bank of New York Mellon Corp5,096$457K0.0%-42.7%0.004%
7/25/2024 Independence Bank of Kentucky26,242$2.35M0.6%+32.8%0.022%
7/24/2024 White Pine Investment CO55,357$4.97M1.5%+9.5%0.046%
7/24/2024 Transcendent Capital Group LLC24,328$2.18M1.3%-4.4%0.020%
7/24/2024 MN Wealth Advisors LLC14,074$1.26M0.7%+30.9%0.012%
7/23/2024 Diversified Portfolios Inc.39,271$3.52M0.5%+12.4%0.033%
7/20/2024 Continuum Advisory LLC84,062$7.54M1.1%+1.7%0.070%
7/20/2024 Zhang Financial LLC15,701$1.41M0.1%+50.7%0.013%
7/17/2024Westside Investment Management Inc.21,592$1.94M0.4%+8.5%0.018%
7/17/2024 Meadow Creek Wealth Advisors LLC20,333$1.82M1.7%+8.1%0.017%
7/17/2024 IAG Wealth Partners LLC592$53K0.0%N/A0.000%
7/15/2024 S. R. Schill & Associates42,896$3.85M1.7%+2.3%0.036%
7/12/2024 Orrstown Financial Services Inc.22,942$2.06M1.1%+62.1%0.019%
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That headline hit late last night…and the rally has begun Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla.

So to claim your free digital copy today, simply follow this link and enter your email address. 
7/11/2024 Symmetry Partners LLC197,430$17.71M0.9%-4.6%0.164%
7/11/2024 First Financial Corp IN13,445$1.21M0.6%-15.5%0.011%
7/10/2024 Redmont Wealth Advisors LLC3,303$296K0.5%N/A0.003%
7/10/2024 Financial Symmetry Inc4,021$361K0.3%+39.1%0.003%
7/8/2024 RVW Wealth LLC278,007$24.94M2.5%+5.5%0.231%
7/2/2024 Transcend Capital Advisors LLC23,740$2.13M0.2%N/A0.020%
6/11/2024 EverSource Wealth Advisors LLC1,940$171K0.0%-77.6%0.002%
5/15/2024CoreFirst Bank & Trust47,348$4.44M2.8%+12.8%0.039%
5/10/2024 ARK & TLK Investments LLC2,835$266K0.1%N/A0.002%
5/8/2024 Cozad Asset Management Inc.18,193$1.71M0.2%+28.3%0.015%
(Data available from 1/1/2016 forward)

AVUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVUV shares?

During the previous two years, 110 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Value ETF. The most heavily invested institutionals were Evensky & Katz LLC ($93.77M), Prime Capital Investment Advisors LLC ($93.02M), Kovitz Investment Group Partners LLC ($51.57M), Creative Capital Management Investments LLC ($26.88M), RVW Wealth LLC ($24.94M), Orrstown Financial Services Inc. ($24.14M), and Symmetry Partners LLC ($17.71M).Learn more on AVUV's institutional investors.

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

Of the 104 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), Evensky & Katz LLC ($739.17K), Kovitz Investment Group Partners LLC ($541.71K), Creative Capital Management Investments LLC ($285.57K), RVW Wealth LLC ($271.35K), Orrstown Financial Services Inc. ($251.55K), and Symmetry Partners LLC ($207.03K).

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

Institutional investors have bought a total of 5,361,293 shares in the last 24 months. This purchase volume represents approximately $458.90M in transactions.

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

Of the 42 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), Evensky & Katz LLC ($88.79K), Prime Capital Investment Advisors LLC ($78.96K), Greenup Street Wealth Management LLC ($44.63K), Greenwich Wealth Management LLC ($15.85K), Transcendent Capital Group LLC ($12.13K), and EverSource Wealth Advisors LLC ($10.07K).

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

Institutional investors have sold a total of 456,859 shares in the last 24 months. This volume of shares sold represents approximately $40.31M in transactions.



This page (NYSEARCA:AVUV) was last updated on 11/21/2024 by MarketBeat.com Staff
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