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

Avantis U.S. Small Cap Value ETF logo
$100.71 +1.39 (+1.40%)
Closing price 04:10 PM Eastern
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$100.70 -0.01 (-0.01%)
As of 06:13 PM Eastern
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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)
80
Total
Institutional Inflows
(last 12 months)
$309.20M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$28.09M
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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
1/21/2025Team 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%
11/21/2024Anchor 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%
11/15/2024Continuum Advisory LLC85,904$8.76M1.1%+2.2%0.071%
11/15/2024Kovitz Investment Group Partners LLC541,711$51.57M0.3%N/A0.449%
11/15/2024Safe Harbor Fiduciary LLC29,028$2.79M2.6%N/A0.024%
11/15/2024IHT Wealth Management LLC30,447$2.92M0.1%+34.4%0.025%
11/15/2024Integrated Wealth Concepts LLC7,909$759K0.0%+8.5%0.007%
11/15/2024Community Bank N.A.29,163$2.80M0.4%+15.2%0.024%
11/14/2024Flow Traders U.S. LLC11,239$1.08M0.1%-1.3%0.009%
11/14/2024Captrust Financial Advisors24,351$2.34M0.0%+3.5%0.020%
11/13/2024Baldwin Investment Management LLC4,168$400K0.1%-11.5%0.003%
11/13/2024Capital Square LLC11,460$1.10M0.7%-16.8%0.010%
11/13/2024Private Trust Co. NA5,292$508K0.1%+3.1%0.004%
11/13/2024Concentric Wealth Management LLC166,279$15.96M3.9%+0.5%0.138%
11/12/2024Cahill Financial Advisors Inc.5,497$527K0.1%N/A0.005%
11/8/2024EverSource 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%
11/7/2024MAI Capital Management96,271$9.24M0.1%+0.4%0.080%
11/6/2024Diversified Portfolios Inc.47,451$4.55M0.5%+20.8%0.039%
11/5/2024Prime Capital Investment Advisors LLC969,484$93.02M1.3%-7.5%0.804%
11/2/2024Transcendent Capital Group LLC13,321$1.28M0.7%-45.2%0.011%
11/1/2024Able Wealth Management LLC12,240$1.18M0.9%-1.5%0.010%
11/1/2024Leavell Investment Management Inc.5,319$510K0.0%+48.8%0.004%
10/31/2024Cozad Asset Management Inc.23,104$2.22M0.2%+5.6%0.019%
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10/30/2024Foster & Motley Inc.53,134$5.10M0.3%+11.5%0.044%
10/29/2024Innealta 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%
10/29/2024Greenwich Wealth Management LLC78,178$7.50M0.5%+3.0%0.065%
10/29/2024Creative Capital Management Investments LLC280,124$26.88M11.2%-0.8%0.232%
10/29/2024Farther Finance Advisors LLC54,069$5.19M0.2%+25.6%0.045%
10/28/2024Creative Financial Designs Inc. ADV16,877$1.62M0.1%+13.3%0.014%
10/25/2024Strategic Blueprint LLC109,169$10.48M0.7%+1.7%0.091%
10/24/2024Orrstown Financial Services Inc.251,552$24.14M7.1%+996.5%0.209%
10/24/2024Morton Brown Family Wealth LLC177,435$17.03M6.1%+18.3%0.147%
10/24/2024 Arkadios Wealth Advisors9,089$872K0.0%N/A0.008%
10/23/2024Team Financial Group LLC10,151$974K0.6%N/A0.008%
10/23/2024Merkkuri Wealth Advisors LLC19,717$1.89M1.5%+2.8%0.016%
10/23/2024Bull Oak Capital LLC123,701$11.87M6.8%N/A0.103%
10/23/2024Investment Research & Advisory Group Inc.1,521$146K0.1%N/A0.001%
10/23/2024Klaas 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%
10/22/2024Meadow Creek Wealth Advisors LLC22,439$2.15M1.7%+10.4%0.019%
10/19/2024Longview Financial Advisors Inc.54,285$5.21M3.8%-0.9%0.045%
10/18/2024 Lam Group Inc.24,500$2.35M1.7%+28.3%0.020%
10/16/2024Greenup Street Wealth Management LLC109,218$10.48M2.2%-13.7%0.091%
10/16/2024Longview Financial Advisors Inc.54,990$4.94M4.5%+0.3%0.046%
10/16/2024MN 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%
10/15/2024NBC Securities Inc.324$31K0.0%+97.6%0.000%
10/10/2024Valeo Financial Advisors LLC11,323$1.09M0.0%N/A0.009%
10/9/2024Independence 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%
10/8/2024Evensky & Katz LLC977,236$93.77M6.1%+2.9%0.811%
10/1/2024 Emprise Bank25,694$2.47M1.4%+0.6%0.021%
9/9/2024Heritage Wealth Management Inc.27,896$2.46M0.8%N/A0.023%
8/16/2024Nemes Rush Group LLC1,274$114K0.0%+71.0%0.001%
8/14/2024 Certified Advisory Corp65,574$5.88M0.7%+3.5%0.054%
8/14/2024EverSource Wealth Advisors LLC1,403$126K0.0%-27.7%0.001%
8/9/2024Greenwich Wealth Management LLC75,927$6.81M0.5%+0.4%0.063%
8/9/2024Prime 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%
8/8/2024Parallel Advisors LLC8,554$767K0.0%+22.0%0.007%
8/7/2024Ashton Thomas Private Wealth LLC487$44K0.0%N/A0.000%
8/6/2024Fidelity D & D Bancorp Inc.20,630$1.85M1.4%N/A0.017%
8/3/2024Foster & Motley Inc.47,636$4.27M0.3%+9.1%0.040%
8/2/2024Cozad 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%
7/31/2024Farther 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%
7/30/2024Morton Brown Family Wealth LLC150,037$14.46M5.4%+14.1%0.124%
7/29/2024 Emprise Bank25,549$2.29M1.4%+14.4%0.021%
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7/29/2024Innealta Capital LLC5,014$450K0.1%N/A0.004%
7/27/2024Strategic Blueprint LLC107,327$9.63M0.7%-1.8%0.089%
7/26/2024Evensky & Katz LLC949,691$85.21M5.9%+4.4%0.788%
7/26/2024Bank of New York Mellon Corp5,096$457K0.0%-42.7%0.004%
7/25/2024Independence 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%
7/24/2024Transcendent Capital Group LLC24,328$2.18M1.3%-4.4%0.020%
7/24/2024MN Wealth Advisors LLC14,074$1.26M0.7%+30.9%0.012%
7/23/2024Diversified Portfolios Inc.39,271$3.52M0.5%+12.4%0.033%
7/20/2024Continuum Advisory LLC84,062$7.54M1.1%+1.7%0.070%
(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, 111 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 Avior Wealth Management LLC ($17.74M).Learn more on AVUV's institutional investors.

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

Of the 105 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 ($541.71K), RVW Wealth LLC ($271.35K), Orrstown Financial Services Inc. ($251.55K), Evensky & Katz LLC ($218.97K), Symmetry Partners LLC ($207.03K), and Avior Wealth Management LLC ($183.67K).

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

Institutional investors have bought a total of 4,900,013 shares in the last 24 months. This purchase volume represents approximately $432.50M 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 457,405 shares in the last 24 months. This volume of shares sold represents approximately $40.38M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 1/21/2025 by MarketBeat.com Staff
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