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

Avantis U.S. Small Cap Value ETF logo
$99.91 +0.65 (+0.65%)
Closing price 10/24/2025 04:10 PM Eastern
Extended Trading
$100.07 +0.16 (+0.16%)
As of 10/24/2025 07:57 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)
117
Total
Institutional Inflows
(last 12 months)
$427.68M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$119.91M
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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
10/24/2025Pinnacle Bancorp Inc.4,795$477K0.1%-2.3%0.003%
10/24/2025CGC Financial Services LLC16,546$1.65M0.5%-90.3%0.009%
10/23/2025 Planned Solutions Inc.67,671$6.74M2.3%-1.3%0.036%
10/23/2025 Lam Group Inc.27,295$2.72M1.7%+2.4%0.015%
10/23/2025 Foster & Motley Inc.82,098$8.17M0.4%+6.6%0.044%
10/23/2025 Creative Capital Management Investments LLC291,631$29.03M9.3%+1.5%0.155%
10/23/2025 Venturi Wealth Management LLC268,228$26.70M1.2%+83.7%0.143%
10/23/2025 Strategic Blueprint LLC173,198$17.24M0.8%+0.5%0.092%
10/22/2025 First Merchants Corp155,352$15.46M0.6%+13.1%0.083%
10/22/2025 CoreCap Advisors LLC19,940$1.99M0.1%+9.5%0.011%
10/22/2025 Motco18,138$1.81M0.2%+13.6%0.010%
10/21/2025 First National Bank Sioux Falls72,536$7.22M2.3%+1.2%0.039%
10/21/2025 MN Wealth Advisors LLC17,605$1.75M0.9%-1.1%0.009%
10/21/2025 Morton Brown Family Wealth LLC211,947$21.10M6.1%+0.7%0.113%
10/21/2025 RVW Wealth LLC16,149$1.61M0.1%-19.7%0.009%
10/20/2025 Klaas Financial Asset Advisors LLC93,307$9.29M1.4%+2.0%0.050%
10/20/2025 Wallington Asset Management LLC156,244$15.55M2.0%+1.6%0.083%
10/17/2025 Fortitude Family Office LLC22,347$2.22M0.6%-5.5%0.012%
10/17/2025 Nixon Peabody Trust Co.17,684$1.76M0.1%+4.0%0.009%
10/16/2025 Emprise Bank33,069$3.29M1.4%-1.4%0.018%
10/15/2025 Private Trust Co. NA5,056$503K0.0%+14.5%0.003%
10/14/2025 White Pine Investment CO62,191$6.19M1.5%+1.3%0.033%
10/14/2025 Farther Finance Advisors LLC333,576$33.20M0.5%+216.8%0.178%
10/10/2025 Fifth Third Securities Inc.33,813$3.37M0.2%+6.0%0.018%
10/10/2025 Orrstown Financial Services Inc.338,337$33.68M5.8%-6.0%0.179%
10/9/2025 Independence Bank of Kentucky22,255$2.22M0.3%-4.3%0.012%
10/9/2025 First Financial Corp IN10,957$1.09M0.4%-7.0%0.006%
10/7/2025 Proathlete Wealth Management LLC104,767$10.43M3.0%+5.8%0.056%
10/2/2025 Bank of New Hampshire300$30K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC4,057$370K0.0%-36.8%0.002%
8/22/2025Carter Financial Group INC.2,557$233K0.2%N/A0.001%
8/15/2025Captrust Financial Advisors27,476$2.50M0.0%+5.9%0.015%
8/15/2025Fidelity D & D Bancorp Inc.37,356$3.40M2.1%+29.5%0.021%
8/15/2025IHT Wealth Management LLC27,619$2.52M0.1%-18.8%0.015%
8/15/2025Ameriprise Financial Inc.1,811,693$165.09M0.0%-5.2%1.008%
8/14/2025Heritage Wealth Management Inc.28,395$2.59M0.8%-1.4%0.016%
8/14/2025CoreFirst Bank & Trust59,036$5.38M3.0%+11.4%0.033%
8/14/2025SVB Wealth LLC10,195$929K0.0%N/A0.006%
8/14/2025Cary Street Partners Financial LLC2,250$205K0.0%N/A0.001%
8/13/2025Flow Traders U.S. LLC14,757$1.34M0.0%N/A0.008%
8/13/2025Baird Financial Group Inc.171,092$15.59M0.0%-9.8%0.095%
8/13/2025EverSource Wealth Advisors LLC35,715$3.25M0.1%+49.7%0.020%
8/13/2025Bare Financial Services Inc270,697$24.66M8.3%+13.3%0.151%
8/13/2025Greenwich Wealth Management LLC67,600$6.16M0.3%-25.2%0.038%
8/13/2025Correct Capital Wealth Management212,801$19.39M2.8%-45.8%0.118%
8/12/2025North Star Asset Management Inc.2,229$203K0.0%N/A0.001%
8/12/2025Spectrum Wealth Advisory Group LLC2,491$227K0.1%-33.3%0.001%
8/12/2025Titleist Asset Management LLC5,824$531K0.1%-87.9%0.003%
8/12/2025Nemes Rush Group LLC2,314$211K0.0%-13.5%0.001%
8/12/2025Cozad Asset Management Inc.26,995$2.46M0.2%-4.8%0.015%
8/12/2025JPMorgan Chase & Co.370,722$33.77M0.0%+37.9%0.206%
8/11/2025Diversified Portfolios Inc.61,621$5.61M0.5%+23.7%0.034%
8/11/2025Rothschild Investment LLC181,417$16.53M1.0%+19.6%0.101%
8/8/2025 Nixon Peabody Trust Co.17,004$1.55M0.1%+33.9%0.009%
8/8/2025IMA Advisory Services Inc.34,574$3.15M0.3%+1.4%0.019%
8/7/2025Cahill Financial Advisors Inc.67,908$6.19M0.8%+39.4%0.038%
8/6/2025Middleton & Co. Inc. MA10,886$992K0.1%-8.8%0.006%
8/6/2025First Horizon Advisors Inc.9,892$901K0.0%+677.7%0.006%
8/6/2025Cloud Capital Management LLC33,390$3.07M1.9%-2.2%0.019%
8/5/2025GPS Wealth Strategies Group LLC582$53K0.0%-68.2%0.000%
8/5/2025Westside Investment Management Inc.48,764$4.45M0.8%+12.1%0.027%
8/4/2025Creative Financial Designs Inc. ADV62,010$5.65M0.4%+254.4%0.034%
8/4/2025Arkadios Wealth Advisors11,165$1.02M0.0%+12.3%0.006%
8/1/2025 Motco15,968$1.48M0.1%N/A0.009%
8/1/2025Zhang Financial LLC96,446$8.79M0.4%+144.0%0.054%
8/1/2025Transcend Capital Advisors LLC31,347$2.86M0.2%+5.4%0.017%
7/31/2025Leavell Investment Management Inc.6,099$556K0.0%-10.8%0.003%
7/31/2025BIP Wealth LLC2,314$211K0.0%N/A0.001%
7/31/2025Curio Wealth LLC31,036$2.83M1.2%+9,136.9%0.017%
7/31/2025 MN Wealth Advisors LLC17,807$1.62M0.9%-18.6%0.010%
7/31/2025Opus Capital Group LLC148,360$13.52M1.6%+0.2%0.083%
7/31/2025Longview Financial Advisors Inc.12,326$1.12M1.0%-13.7%0.007%
7/30/2025 Strategic Blueprint LLC172,255$15.69M0.8%+16.2%0.096%
7/30/2025Meadow Creek Wealth Advisors LLC25,079$2.29M1.5%+0.6%0.014%
7/29/2025Financial Symmetry Inc5,360$488K0.3%+32.6%0.003%
7/29/2025 Planned Solutions Inc.68,541$6.24M2.4%-33.5%0.038%
7/29/2025 Foster & Motley Inc.77,027$7.02M0.4%+18.0%0.043%
7/28/2025Rosenberg Matthew Hamilton667$61K0.0%N/A0.000%
7/24/2025 Morton Brown Family Wealth LLC210,393$19.17M5.8%+1.0%0.118%
7/23/2025 First Merchants Corp137,353$12.51M0.5%+22.3%0.077%
7/23/2025 Venturi Wealth Management LLC146,039$13.30M0.7%-7.5%0.082%
7/23/2025Prime Capital Investment Advisors LLC1,078,386$98.24M1.3%-12.6%0.606%
7/22/2025Evensky & Katz LLC1,221,718$111.30M6.8%+20.8%0.686%
7/22/2025Valeo Financial Advisors LLC3,694$337K0.0%-42.5%0.002%
7/22/2025USAdvisors Wealth Management LLC93,609$8.53M3.2%+11.5%0.053%
7/21/2025Quent Capital LLC210,908$19.21M1.9%N/A0.119%
7/21/2025 Wallington Asset Management LLC153,834$14.01M2.0%+1.2%0.086%
7/21/2025 Creative Capital Management Investments LLC287,204$26.16M9.4%+3.8%0.161%
7/18/2025 Trust Co. of Vermont917$84K0.0%+95.9%0.001%
7/18/2025Magnolia Private Wealth LLC4,048$369K0.3%-30.2%0.002%
7/17/2025 White Pine Investment CO61,387$5.59M1.4%+0.4%0.035%
7/17/2025Avondale Wealth Management139,948$12.75M7.1%+1,593.9%0.079%
7/17/2025 Fifth Third Securities Inc.31,889$2.91M0.2%+21.6%0.018%
7/17/2025 Independence Bank of Kentucky23,259$2.12M0.3%-12.0%0.013%
7/16/2025Gradient Capital Advisors LLC14,143$1.29M0.4%+25.8%0.008%
7/15/2025 RVW Wealth LLC20,117$1.83M0.2%-47.7%0.011%
7/15/2025 Fortitude Family Office LLC23,645$2.15M0.7%+509.9%0.013%
7/14/2025 Proathlete Wealth Management LLC99,022$9.02M2.9%+8.1%0.056%
7/11/2025 Orrstown Financial Services Inc.360,075$32.80M6.9%+3.9%0.203%
7/11/2025 Farther Finance Advisors LLC105,303$9.59M0.2%+13.7%0.059%
(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, 149 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($165.09M), Evensky & Katz LLC ($111.30M), Prime Capital Investment Advisors LLC ($98.24M), Kovitz Investment Group Partners LLC ($53.58M), JPMorgan Chase & Co. ($33.77M), Orrstown Financial Services Inc. ($33.68M), and Farther Finance Advisors LLC ($33.20M).Learn more on Avantis U.S. Small Cap Value ETF's institutional investors.

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

Of the 142 institutional investors that purchased Avantis U.S. Small Cap Value ETF's 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), Ameriprise Financial Inc. ($628.60K), Kovitz Investment Group Partners LLC ($555.08K), Orrstown Financial Services Inc. ($360.08K), Evensky & Katz LLC ($313.54K), Farther Finance Advisors LLC ($290.52K), and Morton Brown Family Wealth LLC ($211.40K).

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

Institutional investors have bought a total of 4,590,261 shares in the last 24 months. This purchase volume represents approximately $427.68M in transactions.

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

Of the 51 institutional investors that sold Avantis U.S. Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RVW Wealth LLC ($248.81K), Prime Capital Investment Advisors LLC ($247.14K), Correct Capital Wealth Management ($179.85K), CGC Financial Services LLC ($153.95K), Ameriprise Financial Inc. ($99.71K), Longview Financial Advisors Inc. ($50.96K), and Titleist Asset Management LLC ($42.31K).

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

Institutional investors have sold a total of 1,304,564 shares in the last 24 months. This volume of shares sold represents approximately $119.91M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 10/25/2025 by MarketBeat.com Staff
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