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

Avantis U.S. Small Cap Value ETF logo
$93.91 -2.56 (-2.65%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$95.90 +1.99 (+2.12%)
As of 02/21/2025 07:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$377.66M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$32.57M
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AVUV Institutional Buying and Selling by Quarter

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
2/21/2025Fidelity D & D Bancorp Inc.25,736$2.48M1.8%+8.5%0.021%
2/18/2025 JDM Financial Group LLC369$36K0.0%+113.3%0.000%
2/18/2025 Continuum Advisory LLC87,059$8.40M1.1%+1.3%0.072%
2/17/2025 Systematic Financial Management LP46,310$4.47M0.1%N/A0.038%
2/17/2025 Evensky & Katz LLC983,098$94.90M6.2%+0.6%0.816%
2/17/2025 Cahill Financial Advisors Inc.25,806$2.49M0.3%+369.5%0.021%
2/17/2025 Captrust Financial Advisors25,322$2.44M0.0%+4.0%0.021%
2/17/2025 Baird Financial Group Inc.178,959$17.28M0.0%+14.5%0.148%
2/17/2025 Baldwin Investment Management LLC3,966$383K0.0%-4.8%0.003%
2/17/2025 Ameriprise Financial Inc.1,534,021$148.04M0.0%+19.6%1.273%
2/14/2025 Kovitz Investment Group Partners LLC555,078$53.58M0.2%+2.5%0.460%
2/14/2025 Integrated Wealth Concepts LLC14,389$1.39M0.0%+81.9%0.012%
2/14/2025 IHT Wealth Management LLC37,796$3.65M0.1%+24.1%0.031%
2/14/2025 Landing Point Financial Group LLC2,729$263K0.2%N/A0.002%
2/13/2025 Capital Square LLC12,047$1.20M0.7%+5.1%0.010%
2/13/2025 M Holdings Securities Inc.36,745$3.55M0.6%+7.0%0.030%
2/13/2025 Keystone Financial Group4,921$475K0.0%N/A0.004%
2/13/2025 Bessemer Group Inc.2,476$239K0.0%-81.4%0.002%
2/13/2025 Titleist Asset Management LLC46,605$4.50M0.5%+29.2%0.039%
2/12/2025 Nemes Rush Group LLC1,961$189K0.0%+163.2%0.002%
2/12/2025 ARK & TLK Investments LLC3,358$324K0.1%+19.8%0.003%
2/12/2025 Prime Capital Investment Advisors LLC956,543$92.34M1.3%-1.3%0.794%
2/12/2025 JPMorgan Chase & Co.253,659$24.49M0.0%+74.8%0.210%
2/11/2025 TIAA Trust National Association67,859$6.55M0.0%+60.4%0.056%
2/11/2025 CoreFirst Bank & Trust51,150$4.94M2.9%N/A0.042%
2/11/2025 Crowley Wealth Management Inc.1,100$106K0.1%N/A0.001%
2/10/2025 Cozad Asset Management Inc.30,037$2.90M0.3%+30.0%0.025%
2/10/2025 Curio Wealth LLC28,070$2.71M1.5%N/A0.023%
2/10/2025 Creative Financial Designs Inc. ADV17,728$1.71M0.1%+5.0%0.015%
2/10/2025 Greenwich Wealth Management LLC80,864$7.81M0.6%+3.4%0.067%
2/10/2025 Natixis Advisors LLC14,433$1.39M0.0%N/A0.012%
2/10/2025 Bare 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%
2/10/2025 EverSource Wealth Advisors LLC18,683$1.80M0.1%+30.8%0.015%
2/7/2025 Kendall Capital Management10,000$965K0.3%N/A0.008%
2/6/2025 Cullen Frost Bankers Inc.1,523$147K0.0%N/A0.001%
2/6/2025 Synergy Investment Management LLC489$47K0.0%N/A0.000%
2/5/2025 Bridges Investment Management Inc.2,299$222K0.0%N/A0.002%
2/5/2025 BlueStem Wealth Partners LLC47,254$4.56M0.6%N/A0.039%
2/5/2025 Middleton & Co. Inc. MA11,515$1.11M0.1%+391.0%0.010%
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2/5/2025 WR Wealth Planners LLC67,423$6.51M2.1%+4.4%0.056%
2/5/2025 Bull Oak Capital LLC123,834$11.95M6.6%+0.1%0.103%
2/5/2025 Magnolia Private Wealth LLC7,850$758K0.4%N/A0.007%
2/4/2025 Financial Symmetry Inc3,100$299K0.2%-23.0%0.003%
2/4/2025 Bank of New York Mellon Corp5,792$559K0.0%+12.5%0.005%
2/4/2025 Transcendent 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%
2/3/2025 First Horizon Advisors Inc.1,800$174K0.0%N/A0.001%
2/3/2025 Transcend Capital Advisors LLC27,531$2.66M0.2%+2.7%0.023%
2/3/2025 Longview Financial Advisors Inc.63,282$6.11M4.8%+16.6%0.052%
1/31/2025 Morton Brown Family Wealth LLC188,875$18.23M6.4%+6.4%0.157%
1/31/2025 Opus Capital Group LLC148,212$14.31M1.8%-0.8%0.123%
1/30/2025 MN Wealth Advisors LLC26,513$2.56M1.4%+11.2%0.022%
1/30/2025 Valeo Financial Advisors LLC12,182$1.18M0.0%+7.6%0.010%
1/29/2025 Diversified Portfolios Inc.47,893$4.62M0.5%+0.9%0.040%
1/29/2025 Comprehensive Financial Planning Inc. PA631$61K0.1%N/A0.001%
1/29/2025 MFA Wealth Advisors LLC183,618$17.73M4.5%+9.1%0.152%
1/27/2025 Meadow 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%
1/23/2025 Fifth Third Securities Inc.19,013$1.84M0.2%N/A0.016%
1/23/2025 RVW Wealth LLC259,919$25.09M2.3%-1.9%0.216%
1/23/2025 USAdvisors Wealth Management LLC80,995$7.82M2.6%+77.6%0.067%
1/23/2025 Foster & 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%
1/23/2025 Strategic Blueprint LLC111,861$10.80M0.6%+2.5%0.093%
1/22/2025 Greenup Street Wealth Management LLC78,298$7.56M1.5%-28.3%0.065%
1/22/2025 S. R. Schill & Associates40,539$3.91M3.3%-2.5%0.034%
1/22/2025 Klaas Financial Asset Advisors LLC87,488$8.45M1.5%-0.4%0.073%
1/21/2025 Team Financial Group LLC39,519$3.82M2.3%+289.3%0.033%
1/17/2025 Avior Wealth Management LLC183,805$17.74M0.6%+140,209.2%0.152%
1/17/2025 First PREMIER Bank2,083$201K0.1%+11.9%0.002%
1/17/2025 Janney Montgomery Scott LLC57,196$5.52M0.0%+24.7%0.047%
1/17/2025 Redmont Wealth Advisors LLC10,841$1.05M1.8%+228.2%0.009%
1/17/2025 Westside Investment Management Inc.31,517$3.04M0.6%+4.9%0.026%
1/17/2025 White 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%
1/16/2025 Lam 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%
1/15/2025 Wallington Asset Management LLC151,114$14.59M2.1%+1.0%0.125%
1/14/2025 Pinnacle 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%
1/13/2025 Emprise Bank24,785$2.39M1.4%-3.5%0.021%
12/6/2024Fidelity D & D Bancorp Inc.23,723$2.28M1.5%+15.0%0.020%
11/21/2024 Anchor Investment Management LLC3,045$292K0.0%N/A0.003%
11/20/2024 Westside 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%
Elon’s “New Gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
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%
11/13/2024Concentric 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%
(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, 130 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. ($27.55M), 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 125 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. ($285.45K), RVW Wealth LLC ($271.35K), Ameriprise Financial Inc. ($251.22K), Evensky & Katz LLC ($224.84K), 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 5,654,897 shares in the last 24 months. This purchase volume represents approximately $508.73M in transactions.

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

Of the 46 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 512,973 shares in the last 24 months. This volume of shares sold represents approximately $45.94M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 2/22/2025 by MarketBeat.com Staff
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